Hartford Financial Management Inc. Portfolio Holdings

Hartford Financial Management Inc.

  • $332 Million
  • Q2 2025

Hartford Financial Management Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $332 Million distributed in 347 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 $32.2M, J P Morgan Diversified Return with a value of $14.3M, Jp Morgan Tr Mun ETF (De) with a value of $13.6M, Microsoft Corp with a value of $13.1M, and Vanguard Information Technolog with a value of $12.9M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $460M to 332M.

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

Portfolio value $332 Million
ETFs: $103 Million
Technology: $60.5 Million
Industrials: $31 Million
Financial Services: $28 Million
Consumer Defensive: $20 Million
Healthcare: $18.1 Million
Communication Services: $16.9 Million
Consumer Cyclical: $16.4 Million
Other: $22.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$1.74 Million 0.52% of portfolio
13,163
Q2 2025 Reduced 56.59%
$96.8B
$1.69 Million 0.51% of portfolio
16,119
Q2 2025 Reduced 2.98%
$281B
$1.58 Million 0.48% of portfolio
16,110
Q4 2024 Reduced 0.07%
$203B
$1.59 Million 0.48% of portfolio
20,115
Q2 2025 Reduced 3.04%
$177B
$1.53 Million 0.46% of portfolio
7,872
Q2 2025 Reduced 55.95%
$368B
$1.52 Million 0.46% of portfolio
9,532
Q2 2025 Reduced 69.5%
$48.7B
$1.48 Million 0.45% of portfolio
10,192
Q2 2025 Reduced 3.66%
$79.3B
$1.46 Million 0.44% of portfolio
8,798
Q2 2025 Added 0.03%
$152B
$1.37 Million 0.41% of portfolio
6,179
Q2 2025 Reduced 7.79%
$0
$1.34 Million 0.41% of portfolio
7,394
Q2 2025 Reduced 2.26%
$48.9B
$1.28 Million 0.39% of portfolio
13,013
Q2 2025 Added 2.22%
$55.6B
$1.25 Million 0.38% of portfolio
23,707
Q2 2025 Reduced 0.2%
$85.6B
$1.26 Million 0.38% of portfolio
3,820
Q2 2025 Added 15.03%
$95.6B
$1.26 Million 0.38% of portfolio
5,489
Q2 2025 Reduced 84.58%
$1.21T
$1.06 Million 0.32% of portfolio
6,042
Q3 2024 Added 0.12%
$139B
$1.02 Million 0.31% of portfolio
4,852
Q1 2025 Reduced 53.79%
$227B
$1.04 Million 0.31% of portfolio
3,256
Q2 2025 Reduced 0.06%
$45.1B
$978,000 0.3% of portfolio
7,591
Q2 2025 Reduced 59.54%
$3.49B
$998,000 0.3% of portfolio
26,030
Q2 2025 Reduced 3.15%
$106B
$855,000 0.26% of portfolio
2,805
Q4 2023 Reduced 5.59%
$169B
$872,000 0.26% of portfolio
1,605
Q2 2025 Reduced 23.24%
$96.6B
$854,000 0.26% of portfolio
1,223
Q2 2025 Reduced 89.35%
$0
$870,000 0.26% of portfolio
17,488
Q2 2024 Reduced 44.5%
$99B
$834,000 0.25% of portfolio
18,033
Q2 2025 Reduced 7.97%
$55B
$811,000 0.24% of portfolio
11,086
Q2 2025 Reduced 50.45%
$60.2B
$768,000 0.23% of portfolio
17,729
Q2 2025 Reduced 1.56%
$21.2B
$749,000 0.23% of portfolio
9,276
Q2 2025 Added 1.95%
$86B
$775,000 0.23% of portfolio
11,242
Q2 2025 Reduced 7.62%
$302B
$755,000 0.23% of portfolio
9,427
Q2 2025 Reduced 1.75%
$102B
$713,000 0.22% of portfolio
1,632
Q1 2023 Reduced 3.2%
$608B
$696,000 0.21% of portfolio
894
Q2 2025 Reduced 94.0%
$187B
$710,000 0.21% of portfolio
1,753
Q2 2025 Reduced 30.05%
$64.2B
$688,000 0.21% of portfolio
2,441
Q2 2025 Reduced 73.44%
$0
$647,000 0.2% of portfolio
8,911
Q1 2025 Reduced 57.31%
$0
$650,000 0.2% of portfolio
1,532
Q1 2025 Added 8.5%
$0
$668,000 0.2% of portfolio
1,211
Q2 2025 Added 4.04%
$12.3B
$621,000 0.19% of portfolio
33,940
Q1 2024 Reduced 3.41%
$36.7B
$627,000 0.19% of portfolio
6,334
Q2 2025 Reduced 46.78%
$83.2B
$638,000 0.19% of portfolio
3,000
Q3 2020 Reduced 0.83%
$0
$587,000 0.18% of portfolio
1,034
Q2 2024 Added 2.07%
$8.02B
$598,000 0.18% of portfolio
7,066
Q2 2025 Reduced 11.62%
$222B
$578,000 0.17% of portfolio
1,981
Q2 2025 Reduced 54.78%
$548B
$552,000 0.17% of portfolio
984
Q2 2025 Reduced 1.2%
$306B
$555,000 0.17% of portfolio
2,157
Q2 2024 Reduced 1.69%
$0
$533,000 0.16% of portfolio
10,480
Q2 2025 Reduced 14.67%
$19B
$522,000 0.16% of portfolio
20,355
Q2 2025 Reduced 0.04%
$102B
$514,000 0.16% of portfolio
5,600
Q2 2025 Reduced 82.61%
$261B
$544,000 0.16% of portfolio
2,989
Q2 2025 Reduced 85.76%
$41B
$491,000 0.15% of portfolio
3,872
Q2 2025 Added 68.13%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $332 Million
  • Prior Value $460 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
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