Hartford Financial Management Inc. Portfolio Holdings

Hartford Financial Management Inc.

  • $460 Million
  • Q1 2025

Hartford Financial Management Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $460 Million distributed in 359 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 $29.2M, Microsoft Corp with a value of $19.7M, Jp Morgan Tr Mun ETF (De) with a value of $14.7M, Apple Inc. with a value of $13.5M, and Costco Wholesale Corp with a value of $13.4M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $462M to 460M.

Below you can find more details about Hartford Financial Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $460 Million
ETFs: $83.5 Million
Industrials: $81.6 Million
Technology: $72 Million
Healthcare: $44.6 Million
Consumer Defensive: $43.3 Million
Financial Services: $35.3 Million
Energy: $23.5 Million
Utilities: $23 Million
Other: $45.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.7B
$2.71 Million 0.59% of portfolio
9,190
Q1 2025 Reduced 0.9%
$44.6B
$2.67 Million 0.58% of portfolio
18,760
Q1 2025 Reduced 1.42%
$145B
$2.67 Million 0.58% of portfolio
11,297
Q1 2025 Reduced 2.27%
$94.6B
$2.49 Million 0.54% of portfolio
36,660
Q1 2025 Reduced 3.96%
$262B
$2.38 Million 0.52% of portfolio
9,564
Q1 2025 Reduced 0.01%
$289B
$2.39 Million 0.52% of portfolio
4,567
Q1 2025 Added 2.49%
$61.2B
$2.4 Million 0.52% of portfolio
19,456
Q1 2025 Reduced 1.72%
$0
$2.37 Million 0.51% of portfolio
46,716
Q1 2025 Added 9.65%
$0
$2.28 Million 0.5% of portfolio
48,104
Q1 2025 Reduced 3.02%
$99.5B
$2.28 Million 0.5% of portfolio
8,577
Q1 2025 Reduced 0.45%
$131B
$2.3 Million 0.5% of portfolio
3,383
Q1 2025 Added 8.74%
$18B
$2.19 Million 0.48% of portfolio
18,417
Q1 2025 Reduced 1.59%
$111B
$2.23 Million 0.48% of portfolio
13,297
Q1 2025 Reduced 0.19%
$90.3B
$2.22 Million 0.48% of portfolio
18,183
Q3 2024 Reduced 0.93%
$71.5B
$2.22 Million 0.48% of portfolio
37,205
Q1 2025 Reduced 2.37%
$18.8B
$2.14 Million 0.47% of portfolio
26,000
Q4 2020 Added 100.0%
$46.8B
$2.17 Million 0.47% of portfolio
6,936
Q4 2024 Reduced 0.24%
$393B
$2.08 Million 0.45% of portfolio
49,756
Q1 2025 Added 3.68%
$577B
$2.03 Million 0.44% of portfolio
2,175
Q1 2025 Added 2.74%
$90.6B
$1.99 Million 0.43% of portfolio
44,875
Q1 2025 Reduced 3.34%
$1.22T
$1.97 Million 0.43% of portfolio
11,887
Q1 2025 Added 3.78%
$82.6B
$1.93 Million 0.42% of portfolio
17,600
Q1 2020 Reduced 1.68%
$205B
$1.86 Million 0.41% of portfolio
20,745
Q1 2025 Reduced 1.67%
$99.7B
$1.86 Million 0.4% of portfolio
16,614
Q1 2025 Reduced 2.73%
$247B
$1.8 Million 0.39% of portfolio
3,300
Q1 2021 Reduced 23.26%
$47.3B
$1.76 Million 0.38% of portfolio
31,435
Q4 2024 Reduced 0.28%
$146B
$1.76 Million 0.38% of portfolio
14,424
Q1 2025 Added 7.71%
$53B
$1.63 Million 0.36% of portfolio
10,579
Q4 2024 Reduced 7.25%
$50.2B
$1.6 Million 0.35% of portfolio
7,000
Q2 2024 Reduced 1.33%
$176B
$1.62 Million 0.35% of portfolio
4,216
Q1 2025 Reduced 0.09%
$142B
$1.56 Million 0.34% of portfolio
6,701
Q1 2025 Reduced 0.19%
$183B
$1.55 Million 0.34% of portfolio
34,134
Q2 2024 Reduced 1.44%
$73.5B
$1.53 Million 0.33% of portfolio
19,100
Q1 2024 Reduced 0.78%
$267B
$1.41 Million 0.31% of portfolio
16,110
Q4 2024 Reduced 0.07%
$63.3B
$1.42 Million 0.31% of portfolio
22,374
Q1 2025 Added 0.01%
$39.1B
$1.39 Million 0.3% of portfolio
18,567
Q3 2024 Added 0.47%
$216B
$1.37 Million 0.3% of portfolio
4,381
Q3 2023 Reduced 0.27%
$71.2B
$1.39 Million 0.3% of portfolio
33,000
Q4 2024 Reduced 2.08%
$99.5B
$1.38 Million 0.3% of portfolio
6,833
Q1 2022 New
$0
$1.31 Million 0.29% of portfolio
7,565
Q1 2025 Reduced 1.15%
$47.9B
$1.33 Million 0.29% of portfolio
12,731
Q1 2025 Reduced 1.99%
$36.9B
$1.28 Million 0.28% of portfolio
17,109
Q1 2025 Reduced 0.47%
$87.8B
$1.28 Million 0.28% of portfolio
8,795
Q1 2025 Added 0.03%
$41.5B
$1.23 Million 0.27% of portfolio
11,902
Q1 2025 Reduced 0.78%
$168B
$1.25 Million 0.27% of portfolio
2,506
Q1 2025 Reduced 1.03%
$99.8B
$1.2 Million 0.26% of portfolio
19,594
Q1 2025 Reduced 0.72%
$3.22B
$1.21 Million 0.26% of portfolio
26,876
Q1 2025 Reduced 4.55%
$68.6B
$1.11 Million 0.24% of portfolio
32,645
Q2 2024 Reduced 0.31%
$44.9B
$1.09 Million 0.24% of portfolio
23,755
Q1 2025 Reduced 2.02%

Summary

  • Portfolio
  • No. of Stocks 359
  • Current Value $460 Million
  • Prior Value $462 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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