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
$94.5B
$1.09 Million 0.24% of portfolio
3,321
Q1 2025 Reduced 9.19%
$187B
$1.04 Million 0.23% of portfolio
2,091
Q1 2025 Added 34,750.0%
$42.9B
$944,000 0.21% of portfolio
20,500
Q4 2021 New
$1.07T
$934,000 0.2% of portfolio
6,042
Q3 2024 Added 0.12%
$237B
$876,000 0.19% of portfolio
3,258
Q2 2024 Reduced 0.91%
$0
$869,000 0.19% of portfolio
17,488
Q2 2024 Reduced 44.5%
$87.5B
$824,000 0.18% of portfolio
12,169
Q1 2025 Reduced 62.92%
$54.8B
$816,000 0.18% of portfolio
12,969
Q2 2020 Reduced 0.12%
$135B
$827,000 0.18% of portfolio
4,852
Q1 2025 Reduced 53.79%
$105B
$808,000 0.18% of portfolio
2,805
Q4 2023 Reduced 5.59%
$74.5B
$769,000 0.17% of portfolio
7,000
Q1 2021 Reduced 0.23%
$65.2B
$681,000 0.15% of portfolio
18,010
Q1 2025 Added 3.52%
$310B
$688,000 0.15% of portfolio
9,595
Q1 2021 Reduced 0.52%
$13B
$678,000 0.15% of portfolio
33,940
Q1 2024 Reduced 3.41%
$0
$624,000 0.14% of portfolio
12,282
Q1 2025 Reduced 5.77%
$59.6B
$628,000 0.14% of portfolio
6,000
Q1 2020 Reduced 1.64%
$7.52B
$633,000 0.14% of portfolio
7,995
Q1 2025 Reduced 0.12%
$134B
$609,000 0.13% of portfolio
10,176
Q2 2024 Reduced 0.97%
$20.1B
$600,000 0.13% of portfolio
9,099
Q1 2025 Reduced 8.23%
$0
$585,000 0.13% of portfolio
8,911
Q1 2025 Reduced 57.31%
$19.4B
$596,000 0.13% of portfolio
20,363
Q1 2025 Reduced 2.34%
$0
$531,000 0.12% of portfolio
1,034
Q2 2024 Added 2.07%
$539B
$545,000 0.12% of portfolio
996
Q4 2024 Reduced 0.3%
$0
$545,000 0.12% of portfolio
1,164
Q1 2025 Added 20.37%
$0
$553,000 0.12% of portfolio
1,532
Q1 2025 Added 8.5%
$100B
$549,000 0.12% of portfolio
1,632
Q1 2023 Reduced 3.2%
$83.7B
$537,000 0.12% of portfolio
3,000
Q3 2020 Reduced 0.83%
$54.5B
$490,000 0.11% of portfolio
26,382
Q1 2025 Reduced 2.77%
$61.5B
$487,000 0.11% of portfolio
2,000
Q3 2019 Added 3,900.0%
$300B
$459,000 0.1% of portfolio
6,417
Q4 2024 Reduced 32.07%
$17.2B
$445,000 0.1% of portfolio
27,863
Q1 2024 Reduced 21.72%
$274B
$431,000 0.09% of portfolio
2,157
Q2 2024 Reduced 1.69%
$21.2B
$422,000 0.09% of portfolio
6,000
Q2 2018 New
$0
$363,000 0.08% of portfolio
3,478
Q1 2025 Reduced 1.56%
$96.2B
$317,000 0.07% of portfolio
13,975
Q4 2024 Reduced 14.65%
$157B
$336,000 0.07% of portfolio
9,114
Q1 2025 Reduced 4.85%
$0
$322,000 0.07% of portfolio
4,000
Q4 2019 New
$224M
$303,000 0.07% of portfolio
49,848
Q4 2024 Added 2.05%
$42.9B
$288,000 0.06% of portfolio
1,833
Q2 2024 Reduced 0.16%
$38.8B
$284,000 0.06% of portfolio
2,303
Q2 2024 Reduced 8.47%
$934B
$280,000 0.06% of portfolio
1,082
Q3 2024 Added 1.6%
$53.8B
$218,000 0.05% of portfolio
2,000
Q4 2024 Reduced 28.57%
$30.4B
$239,000 0.05% of portfolio
4,000
Q4 2021 Reduced 2.06%
$23.8B
$228,000 0.05% of portfolio
1,338
Q1 2025 Reduced 22.66%
$18.7B
$226,000 0.05% of portfolio
3,093
Q4 2024 Reduced 16.13%
$35.9B
$180,000 0.04% of portfolio
1,500
Q3 2020 Reduced 8.98%
$36.3B
$168,000 0.04% of portfolio
1,696
Q1 2025 Reduced 2.75%
$143B
$165,000 0.04% of portfolio
6,529
Q4 2024 Added 8.82%
$83.5B
$165,000 0.04% of portfolio
380
Q1 2022 Added 375.0%

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
Track This Portfolio

Track Hartford Financial Management Inc. Portfolio

Follow Hartford Financial Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hartford Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hartford Financial Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email