Hartford Financial Management Inc. Portfolio Holdings
Hartford Financial Management Inc.
- $462 Million
- Q4 2024
Hartford Financial Management Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $462 Million distributed in 377 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 $28.3M, Microsoft Corp with a value of $22.1M, Apple Inc. with a value of $15.4M, Jp Morgan Tr Mun ETF (De) with a value of $13.2M, and Costco Wholesale Corp with a value of $13M.
Examining the 13F form we can see an decrease of $9.51M in the current position value, from $471M to 462M.
Below you can find more details about Hartford Financial Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$462 Million
ETFs: $84.1 Million
Industrials: $83.8 Million
Technology: $77.8 Million
Consumer Defensive: $42 Million
Healthcare: $41.4 Million
Financial Services: $34.3 Million
Energy: $21.5 Million
Utilities: $21.2 Million
Other: $48 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 377
- Current Value $462 Million
- Prior Value $471 Million
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks