Hartford Financial Management Inc. Top Holdings and 13F Report (2025) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $484.39 million in total holdings as of March 31, 2025.Hartford Financial Management Inc. owns shares of 359 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 1.64% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 377 new stocks and bought additional shares in 40 stocks.Hartford Financial Management Inc. sold shares of 84 stocks and completely divested from 21 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $29,166,182Microsoft $19,659,903JPMorgan Municipal ETF $14,692,150Apple $13,498,550Costco Wholesale $13,430,563 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $11,001 Holding46438R105 - ISHARES ETHEREUM TR $899 Holding38964R203 - GRAYSCALE ETHEREUM MINI TR E $173 Holding Largest Purchases this Quarter NVIDIA 24,613 shares (about $2.67M)JPMorgan Municipal ETF 30,336 shares (about $1.52M)Intuitive Surgical 2,085 shares (about $1.03M)Parker-Hannifin 1,455 shares (about $884.42K)FT Vest U.S. Equity Deep Buffer ETF - December 8,066 shares (about $315.70K) Largest Sales this Quarter CVS Health 20,648 shares (about $1.40M)Boeing 5,649 shares (about $963.44K)SPDR Portfolio S&P 500 ETF 11,964 shares (about $786.75K)PGIM ETF TR 6,334 shares (about $325.00K)JPMorgan Chase & Co. 754 shares (about $184.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHartford Financial Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$29,166,182$267,752 ▲0.9%620,0296.0%ETFMSFTMicrosoft$19,659,903$7,508 ▲0.0%52,3724.1%Computer and TechnologyJMUBJPMorgan Municipal ETF$14,692,150$1,516,800 ▲11.5%293,8433.0%ETFAAPLApple$13,498,550$160,599 ▼-1.2%60,7692.8%Computer and TechnologyCOSTCostco Wholesale$13,430,563$26,481 ▼-0.2%14,2012.8%Retail/WholesaleJPMJPMorgan Chase & Co.$13,008,381$184,958 ▼-1.4%53,0302.7%FinanceLLYEli Lilly and Company$12,301,3650.0%14,8942.5%MedicalPGIM ETF TR$8,932,148$324,998 ▼-3.5%174,0821.8%AAA CLO ETFWMWaste Management$8,238,515$115,755 ▼-1.4%35,5861.7%Business ServicesNVDANVIDIA$8,060,684$2,667,567 ▲49.5%74,3741.7%Computer and TechnologyHDHome Depot$7,532,754$131,935 ▼-1.7%20,5541.6%Retail/WholesaleCSXCSX$7,300,534$35,316 ▼-0.5%248,0641.5%TransportationCATCaterpillar$7,232,968$117,411 ▼-1.6%21,9311.5%IndustrialsPHParker-Hannifin$6,981,766$884,422 ▲14.5%11,4861.4%IndustrialsJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$6,953,380$66,344 ▼-0.9%159,5181.4%ETFABTAbbott Laboratories$6,217,820$80,916 ▼-1.3%46,8741.3%MedicalCVXChevron$6,147,983$80,300 ▼-1.3%36,7501.3%EnergyVGTVanguard Information Technology ETF$6,015,007$55,323 ▼-0.9%11,0901.2%ETFHONHoneywell International$5,903,401$65,008 ▼-1.1%27,8791.2%Multi-Sector ConglomeratesAWKAmerican Water Works$5,902,4230.0%40,0111.2%UtilitiesXOMExxon Mobil$5,884,720$68,741 ▼-1.2%49,4811.2%EnergyDAUGFT Vest U.S. Equity Deep Buffer ETF - August$5,841,259$91,872 ▼-1.5%150,5581.2%ETFDEDeere & Company$5,609,6720.0%11,9521.2%IndustrialsITWIllinois Tool Works$5,456,2200.0%22,0001.1%IndustrialsETNEaton$5,436,6000.0%20,0001.1%IndustrialsJNJJohnson & Johnson$5,400,870$44,611 ▼-0.8%32,5671.1%MedicalFBTFirst Trust NYSE Arca Biotechnology Index Fund$5,376,356$169,436 ▼-3.1%31,6041.1%ETFPGProcter & Gamble$5,326,797$26,926 ▼-0.5%31,2571.1%Consumer StaplesABBVAbbVie$5,278,0190.0%25,1911.1%MedicalVVisa$5,224,943$131,421 ▼-2.5%14,9091.1%Business ServicesAMATApplied Materials$5,197,387$54,130 ▲1.1%35,8141.1%Computer and TechnologyDAPRFT Vest U.S. Equity Deep Buffer ETF - April$5,169,065$20,511 ▲0.4%138,8601.1%ETFACNAccenture$4,992,6400.0%16,0001.0%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$4,868,352$14,329 ▲0.3%73,3851.0%ETFRTXRTX$4,861,574$84,377 ▼-1.7%36,7021.0%AerospacePEPPepsiCo$4,546,276$25,340 ▼-0.6%30,3210.9%Consumer StaplesBRK.BBerkshire Hathaway$4,421,480$90,006 ▼-2.0%8,3020.9%FinanceADPAutomatic Data Processing$4,342,010$88,606 ▼-2.0%14,2110.9%Business ServicesORCLOracle$4,095,005$66,829 ▲1.7%29,2900.8%Computer and TechnologyDDECFT Vest U.S. Equity Deep Buffer ETF - December$4,030,256$315,704 ▲8.5%102,9700.8%ETFDISWalt Disney$3,944,534$95,936 ▼-2.4%39,9650.8%Consumer DiscretionaryGOOGAlphabet$3,934,598$92,643 ▼-2.3%25,1850.8%Computer and TechnologyNSCNorfolk Southern$3,928,6310.0%16,5870.8%TransportationJ P MORGAN EXCHANGE TRADED F$3,913,751$30,639 ▼-0.8%58,2490.8%U S TECH LEADERSNJRNew Jersey Resources$3,753,0900.0%76,5000.8%UtilitiesAMZNAmazon.com$3,482,139$71,918 ▼-2.0%18,3020.7%Retail/WholesaleNEENextEra Energy$3,402,7200.0%48,0000.7%UtilitiesPMPhilip Morris International$3,331,5840.0%20,9890.7%Consumer StaplesTXNTexas Instruments$3,211,599$20,666 ▼-0.6%17,8720.7%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$3,171,879$27,634 ▼-0.9%92,7450.7%ETFDHRDanaher$3,127,501$61,295 ▲2.0%15,2560.6%MedicalSOSouthern$2,960,7900.0%32,2000.6%UtilitiesMOAltria Group$2,739,253$180 ▼0.0%45,6390.6%Consumer StaplesMETAMeta Platforms$2,723,485$97,411 ▼-3.5%4,7250.6%Computer and TechnologyAPDAir Products and Chemicals$2,710,315$24,478 ▼-0.9%9,1900.6%Basic MaterialsUNPUnion Pacific$2,668,771$61,894 ▼-2.3%11,2970.6%TransportationKMBKimberly-Clark$2,667,984$38,398 ▼-1.4%18,7600.6%Consumer StaplesMDLZMondelez International$2,487,371$102,589 ▼-4.0%36,6600.5%Consumer StaplesPSXPhillips 66$2,402,466$41,984 ▼-1.7%19,4560.5%EnergyUNHUnitedHealth Group$2,391,967$58,136 ▲2.5%4,5670.5%MedicalIBMInternational Business Machines$2,378,185$249 ▼0.0%9,5640.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,365,208$208,189 ▲9.7%46,7160.5%ETFKLACKLA$2,299,764$184,906 ▲8.7%3,3830.5%Computer and TechnologyGSIGGoldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF$2,275,834$70,777 ▼-3.0%48,1040.5%ETFCMECME Group$2,275,393$10,346 ▼-0.5%8,5770.5%FinanceAVGOBroadcom$2,226,317$4,186 ▼-0.2%13,2970.5%Computer and TechnologyWMBWilliams Companies$2,223,364$54,023 ▼-2.4%37,2050.5%EnergyDUKDuke Energy$2,217,7810.0%18,1830.5%UtilitiesGPCGenuine Parts$2,194,189$35,504 ▼-1.6%18,4170.5%Retail/WholesaleARKQARK Autonomous Technology & Robotics ETF$2,181,810$68,579 ▼-3.0%32,9280.5%ETFCMICummins$2,174,0200.0%6,9360.4%Auto/Tires/TrucksMKCMcCormick & Company, Incorporated$2,140,0600.0%26,0000.4%Consumer StaplesBACBank of America$2,076,318$73,653 ▲3.7%49,7560.4%FinanceNFLXNetflix$2,028,253$54,087 ▲2.7%2,1750.4%Consumer DiscretionaryENBEnbridge$1,988,412$68,636 ▼-3.3%44,8750.4%EnergyTSMTaiwan Semiconductor Manufacturing$1,973,242$71,878 ▲3.8%11,8870.4%Computer and TechnologyEMREmerson Electric$1,929,6640.0%17,6000.4%IndustrialsRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,919,9730.0%64,5370.4%ETFMRKMerck & Co., Inc.$1,862,028$31,685 ▼-1.7%20,7450.4%MedicalPLDPrologis$1,857,277$52,094 ▼-2.7%16,6140.4%FinanceGSThe Goldman Sachs Group$1,802,7570.0%3,3000.4%FinanceDDominion Energy$1,762,5610.0%31,4350.4%UtilitiesTJXTJX Companies$1,756,844$125,698 ▲7.7%14,4240.4%Retail/WholesalePAYXPaychex$1,632,1290.0%10,5790.3%Business ServicesADBEAdobe$1,616,963$1,534 ▼-0.1%4,2160.3%Computer and TechnologyBDXBecton, Dickinson and Company$1,603,4200.0%7,0000.3%MedicalLOWLowe's Companies$1,562,875$3,032 ▼-0.2%6,7010.3%Retail/WholesaleVZVerizon Communications$1,548,3190.0%34,1340.3%Computer and TechnologyJCIJohnson Controls International$1,530,1010.0%19,1000.3%ConstructionCARRCarrier Global$1,418,496$190 ▲0.0%22,3740.3%Computer and TechnologyWMTWalmart$1,414,2970.0%16,1100.3%Retail/WholesaleSYYSysco$1,393,2680.0%18,5670.3%Consumer StaplesUSBU.S. Bancorp$1,393,2600.0%33,0000.3%FinanceCEGConstellation Energy$1,377,7380.0%6,8330.3%EnergyMCDMcDonald's$1,368,4930.0%4,3810.3%Retail/WholesaleTGTTarget$1,328,608$27,029 ▼-2.0%12,7310.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,310,515$15,245 ▼-1.1%7,5650.3%ETFMPCMarathon Petroleum$1,281,375$437 ▲0.0%8,7950.3%EnergyDDDuPont de Nemours$1,277,701$6,049 ▼-0.5%17,1090.3%Basic MaterialsTMOThermo Fisher Scientific$1,246,986$12,938 ▼-1.0%2,5060.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
