Hartford Financial Management Inc. Top Holdings and 13F Report (2026) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $448.13 million in total holdings as of September 30, 2026.Hartford Financial Management Inc. owns shares of 347 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 4.59% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 350 new stocks and bought additional shares in 58 stocks.Hartford Financial Management Inc. sold shares of 57 stocks and completely divested from 12 stocks this quarter.Largest Holdings J P MORGAN EXCHANGE TRADED F $34,240,865Vanguard Information Technology ETF $24,552,922Apple $21,427,271JPMorgan Diversified Return U.S. Small Cap Equity ETF $18,302,180NVIDIA $16,684,987 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $4,935,354 Holding30609A109 - ONEOK INC NEW $252,323 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $45,258 Holding15118V207 - Celsius $27,350 Holding101137107 - Boston Scientific $15,278 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 30,325 shares (about $4.94M)JPMorgan Ultra-Short Income ETF 25,097 shares (about $1.26M)Consumer Discretionary Select Sector SPDR Fund 3,254 shares (about $354.16K)Vanguard Information Technology ETF 2,122 shares (about $266.67K)ONEOK INC NEW 2,959 shares (about $252.32K) Largest Sales this Quarter NVIDIA 52,901 shares (about $12.08M)J P MORGAN EXCHANGE TRADED F 16,161 shares (about $768.94K)Microsoft 842 shares (about $431.86K)PGIM ETF TR 7,195 shares (about $369.03K)Coca-Cola 2,166 shares (about $186.45K) 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 PortfolioSectorJ P MORGAN EXCHANGE TRADED F$34,240,865$174,105 ▼-0.5%764,6467.6%CORE PLUS BD ETFVGTVanguard Information Technology ETF$24,552,922$266,672 ▲1.1%195,3765.5%ETFAAPLApple$21,427,271$103,570 ▼-0.5%64,3424.8%TechnologyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$18,302,180$150,600 ▲0.8%324,9684.1%ETFNVDANVIDIA$16,684,987$35,856 ▲0.2%73,0583.7%TechnologyMSFTMicrosoft$16,340,923$431,860 ▼-2.6%31,8603.6%TechnologyAMATApplied Materials$14,443,945$3,068 ▲0.0%28,2453.2%TechnologyJ P MORGAN EXCHANGE TRADED F$11,467,637$768,940 ▼-6.3%241,0182.6%MUNICIPAL ETFPGIM ETF TR$10,134,238$369,032 ▼-3.5%197,5872.3%AAA CLO ETFJPMJPMorgan Chase & Co.$9,402,368$73,112 ▼-0.8%28,4212.1%FinanceGOOGAlphabet$8,644,692$6,474 ▲0.1%25,3701.9%Communication ServicesDAUGFT Vest U.S. Equity Deep Buffer ETF - August$7,692,179$22,729 ▼-0.3%161,7711.7%ETFJ P MORGAN EXCHANGE TRADED F$7,403,625$125,392 ▲1.7%70,3801.7%U S TEC LEA ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$7,272,114$30,221 ▼-0.4%26,7101.6%ETFCOSTCostco Wholesale$7,206,131$19,117 ▲0.3%7,9161.6%Consumer StaplesGMO ETF TRUST$7,064,338$156,010 ▲2.3%265,3931.6%INTL QUALITY ETFCATCaterpillar$6,885,975$33,242 ▲0.5%8,4931.5%IndustrialsDBEFXtrackers MSCI EAFE Hedged Equity ETF$6,883,752$177,983 ▲2.7%125,2731.5%ETFJPSTJPMorgan Ultra-Short Income ETF$6,778,953$1,264,137 ▲22.9%134,5831.5%ETFGMO ETF TRUST$6,153,039$63,402 ▲1.0%143,7291.4%US QUALITY ETFDDECFT Vest U.S. Equity Deep Buffer ETF - December$5,880,228$24,052 ▼-0.4%121,0151.3%ETFAMZNAmazon.com$5,624,811$33,386 ▼-0.6%22,5761.3%Consumer DiscretionaryCSXCSX$5,564,214$3,163 ▲0.1%119,6351.2%IndustrialsVVisa$5,513,876$1,797 ▲0.0%15,3451.2%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$5,498,998$354,163 ▲6.9%50,5241.2%ETFMETAMeta Platforms$5,387,860$24,655 ▲0.5%7,4301.2%Communication ServicesRSPTInvesco S&P 500 Equal Weight Technology ETF$5,145,0500.0%78,1211.1%ETFTSMTaiwan Semiconductor Manufacturing$5,004,861$4,562 ▲0.1%10,9711.1%TechnologyBRK.BBerkshire Hathaway$4,998,921$30,375 ▲0.6%10,0391.1%FinanceEXXONMOBIL HOLDINGS CORP$4,935,354$4,935,354 ▲New Holding30,3251.1%COM SHSNVDANVIDIA$4,567,600$12,081,530 ▼-72.6%20,0001.0%TechnologyRTXRTX$4,440,882$6,126 ▼-0.1%23,9211.0%IndustrialsARKQARK Autonomous Technology & Robotics ETF$3,953,031$25,705 ▼-0.6%32,6020.9%ETFADPAutomatic Data Processing$3,686,749$120,517 ▼-3.2%14,2860.8%IndustrialsUNPUnion Pacific$3,468,645$13,607 ▼-0.4%12,7460.8%IndustrialsCMECME Group$3,430,222$11,790 ▲0.3%13,0930.8%FinanceBACBank of America$3,232,181$4,082 ▲0.1%59,3820.7%FinanceGLWCorning$3,209,053$103,786 ▼-3.1%20,8710.7%TechnologyMPCMarathon Petroleum$3,208,169$395 ▲0.0%8,1130.7%EnergyKLACKLA$3,150,673$16,179 ▲0.5%16,1630.7%TechnologyCVXChevron$3,057,769$10,823 ▼-0.4%14,9740.7%EnergyXLVHealth Care Select Sector SPDR Fund$2,983,128$210,867 ▲7.6%17,7120.7%ETFGSThe Goldman Sachs Group$2,971,1880.0%3,3000.7%FinanceDISWalt Disney$2,902,261$26,015 ▲0.9%27,6670.6%Communication ServicesEWJViShares MSCI Japan Value ETF$2,851,9030.0%58,7900.6%ETFJNJJohnson & Johnson$2,481,373$8,472 ▼-0.3%9,3730.6%HealthcareHDHome Depot$2,453,378$33,853 ▼-1.4%8,6240.5%Consumer DiscretionaryTJXTJX Companies$2,391,639$37,576 ▲1.6%18,0760.5%Consumer DiscretionaryIGViShares Expanded Tech-Software Sector ETF$2,269,8350.0%21,3170.5%ETFMRKMerck & Co., Inc.$2,261,585$27,609 ▼-1.2%15,5640.5%HealthcareNFLXNetflix$2,201,790$131,993 ▲6.4%31,6440.5%Communication ServicesWMBWilliams Companies$2,139,787$3,534 ▲0.2%31,4810.5%EnergyTXNTexas Instruments$2,114,960$7,282 ▼-0.3%7,5510.5%TechnologyGOOGLAlphabet$2,080,9960.0%6,0480.5%Communication ServicesUNHUnitedHealth Group$2,075,162$18,355 ▲0.9%5,6530.5%HealthcareRSPHInvesco S&P 500 Equal Weight Health Care ETF$2,064,810$111 ▲0.0%55,7910.5%ETFSPHQInvesco S&P 500 Quality ETF$2,053,968$14,546 ▼-0.7%24,4290.5%ETFPLDPrologis$2,007,457$25,189 ▲1.3%15,4610.4%Real EstateMDLZMondelez International$1,983,962$10,408 ▲0.5%34,3130.4%Consumer StaplesDHRDanaher$1,874,779$39,658 ▼-2.1%8,4620.4%HealthcareSPLGSPDR Portfolio S&P 500 ETF$1,861,354$10,053 ▲0.5%20,7370.4%ETFORCLOracle$1,791,770$47,369 ▼-2.6%13,0500.4%TechnologyENBEnbridge$1,786,658$3,022 ▲0.2%38,4310.4%EnergyWALMART INC$1,668,7480.0%16,0580.4%COMABTAbbott Laboratories$1,558,862$57,223 ▼-3.5%15,7730.3%HealthcarePHParker-Hannifin$1,528,672$27,707 ▲1.8%1,6000.3%IndustrialsIBMInternational Business Machines$1,333,6560.0%6,0640.3%TechnologyFCXFreeport-McMoRan$1,270,310$12,600 ▲1.0%18,1470.3%MaterialsDJULFT Vest U.S. Equity Deep Buffer ETF - July$1,194,3660.0%23,3320.3%ETFEPDEnterprise Products Partners$1,094,8400.0%30,7450.2%EnergyGLDSPDR Gold Shares$1,068,2570.0%2,8050.2%ETFHONEYWELL INTL INC$1,057,021$70,032 ▼-6.2%5,0110.2%COMLLYEli Lilly and Company$1,034,7950.0%8940.2%HealthcareRYNRayonier$1,025,792$20,398 ▲2.0%55,8710.2%Real EstateWMWaste Management$1,017,969$22,227 ▼-2.1%4,9920.2%IndustrialsELEstee Lauder Companies$1,000,728$12,988 ▲1.3%10,7870.2%Consumer StaplesGPCGenuine Parts$974,108$94,305 ▼-8.8%7,7470.2%Consumer DiscretionaryLOWLowe's Companies$947,251$9,215 ▼-1.0%5,1400.2%Consumer DiscretionaryQQQInvesco QQQ$934,041$740 ▲0.1%1,2630.2%ETFVOOVanguard S&P 500 ETF$912,024$4,206 ▲0.5%1,3010.2%ETFXLIIndustrial Select Sector SPDR Fund$879,009$56,942 ▲6.9%5,2640.2%ETFHONEYWELL AEROSPACE INC$867,523$70,976 ▼-7.6%5,5980.2%COMCVSCVS Health$857,403$7,712 ▼-0.9%10,0060.2%HealthcareCICigna Group$857,352$35,882 ▼-4.0%3,1540.2%HealthcareBABoeing$845,598$23,256 ▼-2.7%4,5450.2%IndustrialsPAYXPaychex$837,1520.0%8,4990.2%IndustrialsPEPPepsiCo$829,510$23,190 ▼-2.7%6,5460.2%Consumer StaplesAXPAmerican Express$816,5090.0%2,6850.2%FinanceIWFiShares Russell 1000 Growth ETF$783,857$376 ▲0.0%6,2580.2%ETFISRGIntuitive Surgical$782,357$13,012 ▲1.7%1,9240.2%HealthcareTTTrane Technologies$737,6320.0%1,6320.2%IndustrialsINTCIntel$707,4340.0%5,8840.2%TechnologyPLAINS ALL AMERN PIPELINE L$706,0500.0%29,7660.2%UNIT LTD PARTNPSXPhillips 66$697,077$8,171 ▼-1.2%2,7300.2%EnergyGEGE Aerospace$673,6100.0%2,1570.2%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$653,081$49,709 ▼-7.1%3,1400.1%ETFDEDeere & Company$637,9730.0%9500.1%IndustrialsBMYBristol Myers Squibb$635,4200.0%10,1830.1%HealthcarePGProcter & Gamble$616,115$35,011 ▼-5.4%4,2410.1%Consumer StaplesCARRCarrier Global$606,1790.0%11,0500.1%IndustrialsShowing largest 100 holdings. 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