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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.73T
$19.7 Million 4.28% of portfolio
52,372
Q1 2025 Added 0.04%
$3.21T
$13.5 Million 2.94% of portfolio
60,769
Q1 2025 Reduced 1.18%
$433B
$13.4 Million 2.92% of portfolio
14,201
Q1 2025 Reduced 0.2%
$691B
$13 Million 2.83% of portfolio
53,030
Q1 2025 Reduced 1.4%
$786B
$12.3 Million 2.68% of portfolio
14,894
Q3 2024 Reduced 0.11%
$246B
$8.06 Million 1.75% of portfolio
74,374
Q1 2025 Added 49.46%
$363B
$7.53 Million 1.64% of portfolio
20,554
Q1 2025 Reduced 1.72%
$231B
$6.22 Million 1.35% of portfolio
46,874
Q1 2025 Reduced 1.28%
$269B
$6.15 Million 1.34% of portfolio
36,750
Q1 2025 Reduced 1.29%
$451B
$5.88 Million 1.28% of portfolio
49,481
Q1 2025 Reduced 1.15%
$412B
$5.4 Million 1.17% of portfolio
32,567
Q1 2025 Reduced 0.82%
$398B
$5.33 Million 1.16% of portfolio
31,257
Q1 2025 Reduced 0.5%
$307B
$5.28 Million 1.15% of portfolio
25,191
Q4 2024 Added 0.76%
$542B
$5.23 Million 1.14% of portfolio
14,909
Q1 2025 Reduced 2.45%
$685B
$4.42 Million 0.96% of portfolio
8,302
Q1 2025 Reduced 2.0%
$343B
$4.1 Million 0.89% of portfolio
29,290
Q1 2025 Added 1.66%
$1.76T
$3.48 Million 0.76% of portfolio
18,302
Q1 2025 Reduced 2.02%
$254B
$3.33 Million 0.72% of portfolio
20,989
Q4 2024 Added 0.12%
$1.12T
$2.72 Million 0.59% of portfolio
4,725
Q1 2025 Reduced 3.45%
$216B
$2.38 Million 0.52% of portfolio
9,564
Q1 2025 Reduced 0.01%
$400B
$2.39 Million 0.52% of portfolio
4,567
Q1 2025 Added 2.49%
$307B
$2.08 Million 0.45% of portfolio
49,756
Q1 2025 Added 3.68%
$463B
$2.03 Million 0.44% of portfolio
2,175
Q1 2025 Added 2.74%
$785B
$1.97 Million 0.43% of portfolio
11,887
Q1 2025 Added 3.78%
$200B
$1.86 Million 0.41% of portfolio
20,745
Q1 2025 Reduced 1.67%
$257B
$1.41 Million 0.31% of portfolio
16,110
Q4 2024 Reduced 0.07%
$235B
$1.37 Million 0.3% of portfolio
4,381
Q3 2023 Reduced 0.27%
$905B
$934,000 0.2% of portfolio
6,042
Q3 2024 Added 0.12%
$251B
$688,000 0.15% of portfolio
9,595
Q1 2021 Reduced 0.52%
$503B
$545,000 0.12% of portfolio
996
Q4 2024 Reduced 0.3%
$320B
$459,000 0.1% of portfolio
6,417
Q4 2024 Reduced 32.07%
$207B
$431,000 0.09% of portfolio
2,157
Q2 2024 Reduced 1.69%
$751B
$280,000 0.06% of portfolio
1,082
Q3 2024 Added 1.6%
$226B
$142,000 0.03% of portfolio
2,314
Q2 2024 Reduced 11.48%
$243B
$63,000 0.01% of portfolio
235
Q1 2024 Reduced 9.27%
$307B
$3,000 0.0% of portfolio
30
Q2 2023 Reduced 37.5%
$240B
$2,000 0.0% of portfolio
19
Q4 2023 Added 18.75%

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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