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
$200B
$157,000 0.03% of portfolio
5,570
Q1 2025 Reduced 8.04%
$10.8B
$151,000 0.03% of portfolio
1,965
Q4 2024 Reduced 7.36%
$284B
$142,000 0.03% of portfolio
2,314
Q2 2024 Reduced 11.48%
$34.3B
$115,000 0.03% of portfolio
1,182
Q4 2024 Reduced 2.07%
$0
$126,000 0.03% of portfolio
2,198
Q2 2023 Added 88.18%
$0
$144,000 0.03% of portfolio
2,897
Q1 2025 Added 11.42%
$168B
$140,000 0.03% of portfolio
1,800
Q4 2021 Reduced 2.28%
$51.9B
$131,000 0.03% of portfolio
2,000
Q4 2021 Reduced 4.63%
$85.1B
$129,000 0.03% of portfolio
630
Q1 2025 Added 0.16%
$179B
$139,000 0.03% of portfolio
908
Q3 2024 Added 0.11%
$50.7B
$123,000 0.03% of portfolio
412
Q4 2020 New
$59.9B
$141,000 0.03% of portfolio
3,449
Q4 2024 Reduced 21.6%
$35.4B
$123,000 0.03% of portfolio
1,548
Q4 2023 Added 5.67%
$7.46B
$124,000 0.03% of portfolio
3,755
Q3 2017 New
$16B
$120,000 0.03% of portfolio
3,000
Q4 2024 Reduced 25.0%
$0
$133,000 0.03% of portfolio
690
Q1 2025 Reduced 26.2%
$154B
$99,000 0.02% of portfolio
1,665
Q1 2025 Reduced 2.06%
$10.4B
$111,000 0.02% of portfolio
2,164
Q4 2024 Reduced 3.0%
$281B
$105,000 0.02% of portfolio
1,250
Q1 2021 New
$61.7B
$78,000 0.02% of portfolio
458
Q4 2024 Added 100.0%
$76.4B
$114,000 0.02% of portfolio
1,220
Q4 2024 Reduced 20.47%
$240B
$106,000 0.02% of portfolio
915
Q1 2025 Added 5.29%
$0
$79,000 0.02% of portfolio
300
Q2 2018 New
$0
$72,000 0.02% of portfolio
690
Q1 2025 Reduced 40.52%
$102B
$86,000 0.02% of portfolio
500
Q3 2017 New
$22.7B
$72,000 0.02% of portfolio
2,000
Q4 2024 Reduced 13.79%
$6.38B
$114,000 0.02% of portfolio
5,464
Q1 2025 Added 6.12%
$23B
$108,000 0.02% of portfolio
5,000
Q4 2021 Reduced 3.66%
$59.8B
$73,000 0.02% of portfolio
278
Q2 2020 Reduced 72.75%
$0
$103,000 0.02% of portfolio
2,061
Q4 2024 Added 50.0%
$15B
$70,000 0.02% of portfolio
2,045
Q1 2025 Reduced 10.89%
$18.8B
$28,000 0.01% of portfolio
308
Q4 2024 Reduced 34.75%
$51.4B
$33,000 0.01% of portfolio
799
Q1 2023 Reduced 1.84%
$2.08B
$34,000 0.01% of portfolio
2,560
Q4 2018 Reduced 57.33%
$46.6B
$42,000 0.01% of portfolio
873
Q2 2024 Reduced 17.64%
$14.1B
$32,000 0.01% of portfolio
3,100
Q1 2024 Added 210.0%
$15.5B
$31,000 0.01% of portfolio
214
Q4 2024 Reduced 5.73%
$166B
$51,000 0.01% of portfolio
721
Q4 2022 Reduced 19.35%
$92.7B
$23,000 0.01% of portfolio
363
Q4 2024 Reduced 72.18%
$14.8B
$49,000 0.01% of portfolio
600
Q4 2018 Reduced 62.5%
$15.1B
$52,000 0.01% of portfolio
500
Q2 2024 New
$157B
$29,000 0.01% of portfolio
432
Q2 2024 Added 26.32%
$86.5B
$61,000 0.01% of portfolio
941
Q4 2024 Reduced 3.09%
$95.8B
$67,000 0.01% of portfolio
2,000
Q2 2024 Reduced 9.05%
$113B
$31,000 0.01% of portfolio
225
Q1 2025 Reduced 53.03%
$17.4B
$28,000 0.01% of portfolio
400
Q3 2017 New
$30.4B
$32,000 0.01% of portfolio
223
Q4 2024 Reduced 8.98%
$0
$34,000 0.01% of portfolio
803
Q4 2024 Added 37.5%
$16.7B
$45,000 0.01% of portfolio
160
Q3 2019 Reduced 42.86%

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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