Hartford Financial Management Inc. Portfolio Holdings
Hartford Financial Management Inc.
- $347 Million
- Q3 2025
Hartford Financial Management Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $347 Million distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $33.3M, Apple Inc. with a value of $16.4M, Vanguard Information Technolog with a value of $16.2M, J P Morgan Diversified Return with a value of $16M, and Microsoft Corp with a value of $13.9M.
Examining the 13F form we can see an increase of $15.7M in the current position value, from $332M to 347M.
Below you can find more details about Hartford Financial Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$347 Million
ETFs: $106 Million
Technology: $70.8 Million
Industrials: $32.1 Million
Financial Services: $30.6 Million
Consumer Cyclical: $19.4 Million
Communication Services: $18.6 Million
Consumer Defensive: $18.4 Million
Healthcare: $17.9 Million
Other: $22.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 340
- Current Value $347 Million
- Prior Value $332 Million
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 6 stocks
- Additional Purchases 76 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks