Hartford Financial Management Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $471 Million distributed in 380 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 $28.9M, Microsoft Corp with a value of $22.3M, Apple Inc. with a value of $14M, Eli Lilly & CO with a value of $13.2M, and Costco Wholesale Corp with a value of $12.6M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $450M to 471M.

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

Portfolio value $471 Million
Industrials: $85.4 Million
ETFs: $83 Million
Technology: $77 Million
Healthcare: $47 Million
Consumer Defensive: $44.1 Million
Financial Services: $31.8 Million
Utilities: $23.8 Million
Energy: $22.6 Million
Other: $48.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 380
  • Current Value $471 Million
  • Prior Value $450 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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