Hartford Financial Management Inc. Top Holdings and 13F Report (2024)

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About Hartford Financial Management Inc.

Investment Activity

Hartford Financial Management Inc. has $473.64 million in total holdings as of March 31, 2024.
Hartford Financial Management Inc. owns shares of 382 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 3.09% of the portfolio was purchased this quarter.
About 3.56% of the portfolio was sold this quarter.
This quarter, Hartford Financial Management Inc. has purchased 391 new stocks and bought additional shares in 96 stocks.
Hartford Financial Management Inc. sold shares of 68 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

JPMorgan Core Plus Bond ETF: $25,643,584
Microsoft: $21,263,172
Eli Lilly and Company: $11,600,408
FT Vest U.S. Equity Deep Buffer ETF - August: $11,373,763
JPMorgan Chase & Co.: $11,052,453

Largest New Holdings this Quarter

SPDR Portfolio S&P 500 ETF: $813,735 Holding
Snowflake: $32,320 Holding
Invesco NASDAQ 100 ETF: $17,539 Holding
VanEck Semiconductor ETF: $14,175 Holding
Boise Cascade: $7,976 Holding

Largest Purchases this Quarter

JPMorgan Municipal ETF: 80,161 shares (about $4.07M)
JPMorgan Core Plus Bond ETF: 70,872 shares (about $3.31M)
FT Vest U.S. Equity Deep Buffer ETF - December: 56,064 shares (about $2.10M)
Invesco S&P 500 Quality ETF: 14,485 shares (about $875.18K)
SPDR Portfolio S&P 500 ETF: 13,225 shares (about $813.74K)

Largest Sales this Quarter

iShares iBonds Dec 2032 Term Treasury ETF: 272,059 shares (about $6.17M)
FT Vest U.S. Equity Deep Buffer ETF September: 53,883 shares (about $2.06M)
American Electric Power: 12,000 shares (about $1.03M)
JPMorgan Ultra-Short Municipal ETF: 16,071 shares (about $815.44K)
FT Vest U.S. Equity Deep Buffer ETF - April: 17,492 shares (about $582.13K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JCPB JPMorgan Core Plus Bond ETF	$25,643,584	$3,305,822 ▲	14.8%	549,761	5.4%	ETF
MSFT Microsoft	$21,263,172	$31,975 ▼	-0.2%	50,540	4.5%	Computer and Technology
LLY Eli Lilly and Company	$11,600,408		0.0%	14,911	2.4%	Medical
DAUG FT Vest U.S. Equity Deep Buffer ETF - August	$11,373,763	$237,688 ▼	-2.0%	307,399	2.4%	ETF
JPM JPMorgan Chase & Co.	$11,052,453	$58,889 ▼	-0.5%	55,179	2.3%	Finance
COST Costco Wholesale	$10,764,767	$46,157 ▲	0.4%	14,693	2.3%	Retail/Wholesale
AAPL Apple	$10,618,854	$160,505 ▲	1.5%	61,925	2.2%	Computer and Technology
JMUB JPMorgan Municipal ETF	$10,371,510	$4,067,369 ▲	64.5%	204,405	2.2%	ETF
CSX CSX	$9,477,450	$67,541 ▼	-0.7%	255,664	2.0%	Transportation
CAT Caterpillar	$8,399,783	$135,214 ▼	-1.6%	22,923	1.8%	Industrial Products
HD Home Depot	$8,252,301	$5,754 ▲	0.1%	21,513	1.7%	Retail/Wholesale
WM Waste Management	$7,696,634		0.0%	36,109	1.6%	Business Services
DAPR FT Vest U.S. Equity Deep Buffer ETF - April	$7,367,094	$582,134 ▼	-7.3%	221,367	1.6%	ETF
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF	$7,337,371	$1,311 ▼	0.0%	162,331	1.5%	ETF
AMAT Applied Materials	$7,127,187	$39,597 ▼	-0.6%	34,559	1.5%	Computer and Technology
ARKQ ARK Autonomous Technology & Robotics ETF	$6,429,267	$5,635 ▼	-0.1%	117,515	1.4%	ETF
ETN Eaton	$6,253,600		0.0%	20,000	1.3%	Industrial Products
XOM Exxon Mobil	$6,224,217	$26,968 ▼	-0.4%	53,546	1.3%	Oils/Energy
CVX Chevron	$6,210,703	$56,629 ▲	0.9%	39,373	1.3%	Oils/Energy
VGT Vanguard Information Technology ETF	$5,947,645	$187,191 ▼	-3.1%	11,343	1.3%	ETF
ITW Illinois Tool Works	$5,913,994		0.0%	22,040	1.2%	Industrial Products
HON Honeywell International	$5,807,004	$34,482 ▲	0.6%	28,292	1.2%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$5,635,230	$64,218 ▼	-1.1%	49,580	1.2%	Medical
PH Parker-Hannifin	$5,569,016		0.0%	10,020	1.2%	Industrial Products
ACN Accenture	$5,545,760		0.0%	16,000	1.2%	Business Services
PEP PepsiCo	$5,373,619	$20,126 ▲	0.4%	30,705	1.1%	Consumer Staples
JNJ Johnson & Johnson	$5,291,020	$27,209 ▲	0.5%	33,447	1.1%	Medical
FBT First Trust NYSE Arca Biotechnology Index Fund	$5,218,804	$39,365 ▲	0.8%	33,939	1.1%	ETF
DIS Walt Disney	$5,207,993	$17,375 ▼	-0.3%	42,563	1.1%	Consumer Discretionary
PG Procter & Gamble	$5,196,614	$20,931 ▲	0.4%	32,028	1.1%	Consumer Staples
DE Deere & Company	$4,909,165		0.0%	11,952	1.0%	Industrial Products
AWK American Water Works	$4,889,745		0.0%	40,011	1.0%	Utilities
ABBV AbbVie	$4,570,710		0.0%	25,100	1.0%	Medical
NVDA NVIDIA	$4,334,384	$32,528 ▲	0.8%	4,797	0.9%	Computer and Technology
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$4,300,641	$2,100,948 ▲	95.5%	114,763	0.9%	ETF
V Visa	$4,280,118	$32,651 ▼	-0.8%	15,337	0.9%	Business Services
NSC Norfolk Southern	$4,227,529		0.0%	16,587	0.9%	Transportation
DHR Danaher	$3,977,066	$28,468 ▲	0.7%	15,926	0.8%	Multi-Sector Conglomerates
RTX RTX	$3,833,291	$64,272 ▼	-1.6%	39,304	0.8%	Aerospace
ADP Automatic Data Processing	$3,804,572	$17,981 ▲	0.5%	15,234	0.8%	Business Services
ORCL Oracle	$3,785,858	$56,147 ▲	1.5%	30,140	0.8%	Computer and Technology
BRK.B Berkshire Hathaway	$3,667,776	$841 ▼	0.0%	8,722	0.8%	Finance
MRK Merck & Co., Inc.	$3,626,055	$119,545 ▼	-3.2%	27,481	0.8%	Medical
GOOG Alphabet	$3,625,768	$24,666 ▲	0.7%	23,813	0.8%	Computer and Technology
AMZN Amazon.com	$3,604,895	$29,402 ▼	-0.8%	19,985	0.8%	Retail/Wholesale
PSX Phillips 66	$3,295,926	$20,418 ▼	-0.6%	20,178	0.7%	Oils/Energy
RSPT Invesco S&P 500 Equal Weight Technology ETF	$3,292,131	$108,632 ▼	-3.2%	93,553	0.7%	ETF
NJR New Jersey Resources	$3,282,615		0.0%	76,500	0.7%	Utilities
SPHQ Invesco S&P 500 Quality ETF	$3,199,361	$875,184 ▲	37.7%	52,952	0.7%	ETF
TXN Texas Instruments	$3,146,628	$3,136 ▲	0.1%	18,062	0.7%	Computer and Technology
NEE NextEra Energy	$3,067,680		0.0%	48,000	0.6%	Utilities
UNP Union Pacific	$3,018,348	$7,378 ▼	-0.2%	12,273	0.6%	Transportation
KMB Kimberly-Clark	$2,927,338	$450,658 ▼	-13.3%	22,631	0.6%	Consumer Staples
GPC Genuine Parts	$2,837,312	$59,956 ▲	2.2%	18,314	0.6%	Auto/Tires/Trucks
MDLZ Mondelez International	$2,691,602	$14,770 ▲	0.6%	38,451	0.6%	Consumer Staples
CVS CVS Health	$2,630,476	$51,445 ▼	-1.9%	32,980	0.6%	Retail/Wholesale
META Meta Platforms	$2,582,834	$96,146 ▼	-3.6%	5,319	0.5%	Computer and Technology
TGT Target	$2,571,103	$709 ▲	0.0%	14,509	0.5%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$2,546,392	$132,834 ▲	5.5%	50,474	0.5%	ETF
UNH UnitedHealth Group	$2,373,571	$74,205 ▲	3.2%	4,798	0.5%	Medical
SO Southern	$2,327,748		0.0%	32,447	0.5%	Utilities
D Dominion Energy	$2,311,094	$41,713 ▲	1.8%	46,983	0.5%	Utilities
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$2,283,632	$104,907 ▼	-4.4%	71,835	0.5%	ETF
GSIG Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF	$2,273,698	$233,200 ▼	-9.3%	48,672	0.5%	ETF
ADBE Adobe	$2,256,067		0.0%	4,471	0.5%	Computer and Technology
PLD Prologis	$2,250,329	$22,007 ▼	-1.0%	17,281	0.5%	Finance
ENB Enbridge	$2,101,878	$49,892 ▲	2.4%	58,095	0.4%	Oils/Energy
CMI Cummins	$2,056,657	$2,063 ▲	0.1%	6,980	0.4%	Auto/Tires/Trucks
WMB Williams Companies	$2,034,572	$7,365 ▲	0.4%	52,209	0.4%	Oils/Energy
MKC McCormick & Company, Incorporated	$1,997,060		0.0%	26,000	0.4%	Consumer Staples
EMR Emerson Electric	$1,996,192		0.0%	17,600	0.4%	Industrial Products
MO Altria Group	$1,996,008	$4,406 ▼	-0.2%	45,759	0.4%	Consumer Staples
BAC Bank of America	$1,993,720	$70,000 ▼	-3.4%	52,577	0.4%	Finance
AVGO Broadcom	$1,933,774	$1,325 ▲	0.1%	1,459	0.4%	Computer and Technology
PM Philip Morris International	$1,920,631	$2,840 ▼	-0.1%	20,963	0.4%	Consumer Staples
IBM International Business Machines	$1,901,389	$3,437 ▼	-0.2%	9,957	0.4%	Computer and Technology
APD Air Products and Chemicals	$1,827,443	$131,553 ▲	7.8%	7,543	0.4%	Basic Materials
MPC Marathon Petroleum	$1,815,946	$403 ▲	0.0%	9,012	0.4%	Oils/Energy
LOW Lowe's Companies	$1,807,055	$7,642 ▼	-0.4%	7,094	0.4%	Retail/Wholesale
DUK Duke Energy	$1,784,010		0.0%	18,447	0.4%	Utilities
BDX Becton, Dickinson and Company	$1,755,411		0.0%	7,094	0.4%	Medical
BA Boeing	$1,747,718	$44,002 ▲	2.6%	9,056	0.4%	Aerospace
TJX TJX Companies	$1,686,615	$23,732 ▲	1.4%	16,630	0.4%	Retail/Wholesale
KLAC KLA	$1,673,774	$5,589 ▼	-0.3%	2,396	0.4%	Computer and Technology
BMY Bristol-Myers Squibb	$1,667,344	$539,693 ▼	-24.5%	30,746	0.4%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,655,185	$5,850 ▼	-0.4%	12,166	0.3%	Computer and Technology
DD DuPont de Nemours	$1,648,087	$385,111 ▼	-18.9%	21,496	0.3%	Basic Materials
CME CME Group	$1,643,955	$42,843 ▲	2.7%	7,636	0.3%	Finance
PULS PGIM Ultra Short Bond ETF	$1,566,147	$618,467 ▲	65.3%	31,512	0.3%	ETF
USB U.S. Bancorp	$1,506,390		0.0%	33,700	0.3%	Finance
SYY Sysco	$1,506,377	$2,760 ▲	0.2%	18,556	0.3%	Consumer Staples
INTC Intel	$1,501,485	$18,684 ▼	-1.2%	33,993	0.3%	Computer and Technology
VZ Verizon Communications	$1,453,243		0.0%	34,634	0.3%	Computer and Technology
PAYX Paychex	$1,451,251	$3,684 ▲	0.3%	11,818	0.3%	Business Services
NFG National Fuel Gas	$1,413,746	$42,976 ▲	3.1%	26,317	0.3%	Utilities
CI The Cigna Group	$1,380,122		0.0%	3,800	0.3%	Medical
GS The Goldman Sachs Group	$1,378,377		0.0%	3,300	0.3%	Finance
CMCSA Comcast	$1,358,977	$25,576 ▲	1.9%	31,349	0.3%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$1,351,268	$155,486 ▼	-10.3%	7,978	0.3%	ETF
CARR Carrier Global	$1,311,598	$40,517 ▼	-3.0%	22,563	0.3%	Computer and Technology
OTIS Otis Worldwide	$1,282,400	$41,694 ▼	-3.1%	12,918	0.3%	Construction
CEG Constellation Energy	$1,263,081		0.0%	6,833	0.3%	Oils/Energy
PCH PotlatchDeltic	$1,254,393	$25,015 ▲	2.0%	26,678	0.3%	Construction
JCI Johnson Controls International	$1,247,612	$9,798 ▼	-0.8%	19,100	0.3%	Industrial Products
MCD McDonald's	$1,235,223		0.0%	4,381	0.3%	Retail/Wholesale
UPS United Parcel Service	$1,040,410		0.0%	7,000	0.2%	Transportation
WMT Walmart	$1,018,618	$679,079 ▲	200.0%	16,929	0.2%	Retail/Wholesale
DOW DOW	$990,082	$13,729 ▲	1.4%	17,091	0.2%	Basic Materials
EPD Enterprise Products Partners	$955,508	$2,918 ▲	0.3%	32,745	0.2%	Oils/Energy
GOOGL Alphabet	$947,539		0.0%	6,278	0.2%	Computer and Technology
WY Weyerhaeuser	$924,134	$54,044 ▼	-5.5%	25,735	0.2%	Construction
DEO Diageo	$892,440		0.0%	6,000	0.2%	Consumer Staples
TMO Thermo Fisher Scientific	$854,960	$213,304 ▲	33.2%	1,471	0.2%	Medical
WRK WestRock	$839,760	$12,066 ▼	-1.4%	16,982	0.2%	Basic Materials
GLW Corning	$837,066	$31,939 ▼	-3.7%	25,396	0.2%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$833,963	$815,443 ▼	-49.4%	16,436	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$813,735	$813,735 ▲	New Holding	13,225	0.2%	ETF
EXC Exelon	$770,185		0.0%	20,500	0.2%	Utilities
FCX Freeport-McMoRan	$766,521	$11,614 ▲	1.5%	16,302	0.2%	Basic Materials
AXP American Express	$748,645		0.0%	3,288	0.2%	Finance
CTVA Corteva	$747,923		0.0%	12,969	0.2%	Consumer Staples
KO Coca-Cola	$636,762		0.0%	10,408	0.1%	Consumer Staples
TD Toronto-Dominion Bank	$620,465		0.0%	10,276	0.1%	Finance
LYB LyondellBasell Industries	$613,680		0.0%	6,000	0.1%	Basic Materials
PAA Plains All American Pipeline	$595,987	$21,072 ▼	-3.4%	33,940	0.1%	Oils/Energy
FDX FedEx	$579,480		0.0%	2,000	0.1%	Transportation
GLD SPDR Gold Shares	$577,045		0.0%	2,805	0.1%	Finance
MA Mastercard	$560,066		0.0%	1,163	0.1%	Business Services
WFC Wells Fargo & Company	$556,127		0.0%	9,595	0.1%	Finance
FENC Fennec Pharmaceuticals	$531,514	$5,004 ▲	1.0%	47,798	0.1%	Medical
TT Trane Technologies	$489,927		0.0%	1,632	0.1%	Business Services
VOO Vanguard S&P 500 ETF	$486,950	$1,442 ▲	0.3%	1,013	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$475,919	$87,971 ▼	-15.6%	1,412	0.1%	ETF
NFLX Netflix	$450,032		0.0%	741	0.1%	Consumer Discretionary
COF Capital One Financial	$446,670		0.0%	3,000	0.1%	Finance
KEY KeyCorp	$440,518	$122,197 ▼	-21.7%	27,863	0.1%	Finance
QQQ Invesco QQQ	$428,651	$2,221 ▲	0.5%	965	0.1%	Finance
ET Energy Transfer	$426,818		0.0%	27,134	0.1%	Oils/Energy
RSPM Invesco S&P 500 Equal Weight Materials ETF	$417,795		0.0%	11,500	0.1%	ETF
GE General Electric	$385,113		0.0%	2,194	0.1%	Transportation
IJR iShares Core S&P Small-Cap ETF	$384,424		0.0%	3,478	0.1%	ETF
FTV Fortive	$374,386	$17,205 ▼	-4.4%	4,352	0.1%	Computer and Technology
IBTM iShares iBonds Dec 2032 Term Treasury ETF	$359,433	$6,167,580 ▼	-94.5%	15,855	0.1%	ETF
HSY Hershey	$334,910	$4,473 ▲	1.4%	1,722	0.1%	Consumer Staples
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$314,240		0.0%	4,000	0.1%	ETF
NUE Nucor	$296,850		0.0%	1,500	0.1%	Basic Materials
GIS General Mills	$279,880		0.0%	4,000	0.1%	Consumer Staples
HIG The Hartford Financial Services Group	$259,274		0.0%	2,516	0.1%	Finance
YUM Yum! Brands	$254,562	$555 ▼	-0.2%	1,836	0.1%	Retail/Wholesale
AEP American Electric Power	$241,080	$1,033,200 ▼	-81.1%	2,800	0.1%	Utilities
EL Estée Lauder Companies	$218,277	$215,965 ▲	9,340.0%	1,416	0.0%	Consumer Staples
SWK Stanley Black & Decker	$207,710		0.0%	2,121	0.0%	Industrial Products
ELV Elevance Health	$197,046		0.0%	380	0.0%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$192,184	$17,790 ▲	10.2%	2,031	0.0%	ETF
TFC Truist Financial	$171,474		0.0%	4,399	0.0%	Finance
MTB M&T Bank	$167,256		0.0%	1,150	0.0%	Finance
PANW Palo Alto Networks	$159,113		0.0%	560	0.0%	Computer and Technology
QCOM QUALCOMM	$153,556		0.0%	907	0.0%	Computer and Technology
PCAR PACCAR	$149,507		0.0%	1,207	0.0%	Auto/Tires/Trucks
IR Ingersoll Rand	$146,983		0.0%	1,548	0.0%	Industrial Products
NKE NIKE	$145,576	$37,592 ▼	-20.5%	1,549	0.0%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$144,245		0.0%	555	0.0%	ETF
PFE Pfizer	$142,219	$55,500 ▲	64.0%	5,125	0.0%	Medical
CL Colgate-Palmolive	$138,137	$5,403 ▲	4.1%	1,534	0.0%	Consumer Staples
OKE ONEOK	$137,881	$802 ▲	0.6%	1,720	0.0%	Oils/Energy
IP International Paper	$136,966	$273 ▲	0.2%	3,510	0.0%	Basic Materials
NGG National Grid	$136,440		0.0%	2,000	0.0%	Utilities
T AT&T	$135,503		0.0%	7,699	0.0%	Computer and Technology
XT iShares Exponential Technologies ETF	$131,045		0.0%	2,198	0.0%	Manufacturing
CSCO Cisco Systems	$130,465		0.0%	2,614	0.0%	Computer and Technology
SCHW Charles Schwab	$130,212		0.0%	1,800	0.0%	Finance
APA APA	$126,136	$344 ▲	0.3%	3,669	0.0%	Oils/Energy
BAX Baxter International	$124,972	$8,121 ▲	6.9%	2,924	0.0%	Medical
MUB iShares National Muni Bond ETF	$124,816	$50,142 ▼	-28.7%	1,160	0.0%	ETF
PSA Public Storage	$119,505		0.0%	412	0.0%	Finance
XLF Financial Select Sector SPDR Fund	$118,442	$8,929 ▲	8.2%	2,812	0.0%	ETF
NI NiSource	$113,406		0.0%	4,100	0.0%	Utilities
TSLA Tesla	$111,276		0.0%	633	0.0%	Auto/Tires/Trucks
RF Regions Financial	$105,200		0.0%	5,000	0.0%	Finance
WBS Webster Financial	$102,842	$179,085 ▼	-63.5%	2,026	0.0%	Finance
LMT Lockheed Martin	$102,801	$7,733 ▲	8.1%	226	0.0%	Aerospace
SPY SPDR S&P 500 ETF Trust	$97,815	$14,123 ▲	16.9%	187	0.0%	Finance
LRCX Lam Research	$97,157		0.0%	100	0.0%	Computer and Technology
PYPL PayPal	$94,255	$25,121 ▲	36.3%	1,407	0.0%	Computer and Technology
UL Unilever	$92,149	$8,231 ▼	-8.2%	1,836	0.0%	Consumer Staples
UGI UGI	$92,148		0.0%	3,755	0.0%	Utilities
MS Morgan Stanley	$88,793	$2,448 ▲	2.8%	943	0.0%	Finance
RCL Royal Caribbean Cruises	$87,438		0.0%	629	0.0%	Consumer Discretionary
PEG Public Service Enterprise Group	$85,746		0.0%	1,284	0.0%	Utilities
CHKP Check Point Software Technologies	$85,614		0.0%	522	0.0%	Computer and Technology
BP BP	$82,859	$7,498 ▲	10.0%	2,199	0.0%	Oils/Energy
VHT Vanguard Health Care ETF	$81,156		0.0%	300	0.0%	ETF
JAAA Janus Henderson AAA CLO ETF	$81,135	$50,031 ▼	-38.1%	1,599	0.0%	ETF
ARKK ARK Innovation ETF	$78,911		0.0%	1,576	0.0%	ETF
YUMC Yum China	$77,193		0.0%	1,940	0.0%	Retail/Wholesale
BX Blackstone	$72,625	$2,495 ▲	3.6%	553	0.0%	Finance
DIVI Franklin International Core Dividend Tilt Index ETF	$71,462	$1,835 ▲	2.6%	2,220	0.0%	ETF
CRM Salesforce	$70,778	$7,228 ▼	-9.3%	235	0.0%	Computer and Technology
ENV Envestnet	$69,840		0.0%	1,206	0.0%	Business Services
ICE Intercontinental Exchange	$68,715		0.0%	500	0.0%	Finance
VERALTO CORP	$67,382	$55,236 ▼	-45.0%	760	0.0%	COM SHS
CC Chemours	$67,226		0.0%	2,560	0.0%	Basic Materials
RYN Rayonier	$66,480		0.0%	2,000	0.0%	Construction
LSST Natixis Loomis Sayles Short Duration Income ETF	$66,439		0.0%	2,781	0.0%	ETF
DVN Devon Energy	$66,422	$60,452 ▼	-47.6%	1,324	0.0%	Oils/Energy
CNP CenterPoint Energy	$66,097		0.0%	2,320	0.0%	Utilities
AMD Advanced Micro Devices	$65,157		0.0%	361	0.0%	Computer and Technology
IWM iShares Russell 2000 ETF	$64,773		0.0%	308	0.0%	Finance
TRV Travelers Companies	$63,979		0.0%	278	0.0%	Finance
GEHC GE HealthCare Technologies	$63,274		0.0%	696	0.0%	Medical
MKSI MKS Instruments	$62,909		0.0%	473	0.0%	Computer and Technology
FTNT Fortinet	$60,660		0.0%	888	0.0%	Computer and Technology
OMC Omnicom Group	$58,056		0.0%	600	0.0%	Business Services
GLDM SPDR Gold MiniShares Trust	$57,794		0.0%	1,312	0.0%	Finance
MDT Medtronic	$57,607	$15,862 ▲	38.0%	661	0.0%	Medical
IVV iShares Core S&P 500 ETF	$56,239		0.0%	107	0.0%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$54,465	$15,490 ▲	39.7%	1,083	0.0%	Finance
TNA Direxion Daily Small Cap Bull 3X Shares	$53,650		0.0%	1,250	0.0%	ETF
GPN Global Payments	$53,197		0.0%	398	0.0%	Business Services
BTE Baytex Energy	$50,820	$14,520 ▲	40.0%	14,000	0.0%	Oils/Energy
LW Lamb Weston	$49,643		0.0%	466	0.0%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$48,319		0.0%	232	0.0%	ETF
ZBRA Zebra Technologies	$48,231		0.0%	160	0.0%	Industrial Products
SCCO Southern Copper	$47,721	$852 ▲	1.8%	448	0.0%	Basic Materials
MMM 3M	$46,671		0.0%	440	0.0%	Multi-Sector Conglomerates
ITOT iShares Core S&P Total U.S. Stock Market ETF	$46,120		0.0%	400	0.0%	ETF
C Citigroup	$45,597		0.0%	721	0.0%	Finance
CLX Clorox	$45,015	$5,818 ▲	14.8%	294	0.0%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$44,319	$24,523 ▼	-35.6%	300	0.0%	ETF
NVO Novo Nordisk A/S	$43,913		0.0%	342	0.0%	Medical
SLB Schlumberger	$43,794		0.0%	799	0.0%	Oils/Energy
KMI Kinder Morgan	$42,879	$5,355 ▲	14.3%	2,338	0.0%	Oils/Energy
VYM Vanguard High Dividend Yield ETF	$42,347		0.0%	350	0.0%	ETF
CAG Conagra Brands	$41,496		0.0%	1,400	0.0%	Consumer Staples
AMGN Amgen	$40,943	$8,814 ▲	27.4%	144	0.0%	Medical
FMS Fresenius Medical Care	$40,758	$8,213 ▲	25.2%	2,114	0.0%	Medical
KOF Coca-Cola FEMSA	$40,630	$2,236 ▲	5.8%	418	0.0%	Consumer Staples
CNHI CNH Industrial	$40,176	$27,216 ▲	210.0%	3,100	0.0%	Industrial Products
ARES Ares Management	$39,894	$2,660 ▲	7.1%	300	0.0%	Finance
FAST Fastenal	$39,033	$2,083 ▲	5.6%	506	0.0%	Retail/Wholesale
TXT Textron	$38,372		0.0%	400	0.0%	Aerospace
BK Bank of New York Mellon	$38,087	$2,074 ▲	5.8%	661	0.0%	Finance
NEM Newmont	$37,991	$9,283 ▲	32.3%	1,060	0.0%	Basic Materials
ILMN Illumina	$37,763		0.0%	275	0.0%	Medical
JNPR Juniper Networks	$37,431	$1,371 ▲	3.8%	1,010	0.0%	Computer and Technology
GILD Gilead Sciences	$37,285	$8,277 ▲	28.5%	509	0.0%	Medical
UAUG Innovator U.S. Equity Ultra Buffer ETF - August	$36,862	$104,546 ▼	-73.9%	1,129	0.0%	ETF
ABEV Ambev	$35,881	$4,288 ▲	13.6%	14,468	0.0%	Consumer Staples
DSEP FT Vest U.S. Equity Deep Buffer ETF September	$35,780	$2,057,560 ▼	-98.3%	937	0.0%	ETF
NTAP NetApp	$35,690	$1,785 ▲	5.3%	340	0.0%	Computer and Technology
WSO Watsco	$35,422	$3,024 ▲	9.3%	82	0.0%	Construction
BBY Best Buy	$34,699	$2,871 ▲	9.0%	423	0.0%	Retail/Wholesale
PXD Pioneer Natural Resources	$34,125	$3,675 ▲	12.1%	130	0.0%	Oils/Energy
FDS FactSet Research Systems	$34,080		0.0%	75	0.0%	Business Services
QSR Restaurant Brands International	$33,369	$2,542 ▲	8.2%	420	0.0%	Retail/Wholesale
CTRA Coterra Energy	$33,066	$5,799 ▲	21.3%	1,186	0.0%	Oils/Energy
NOW ServiceNow	$32,784		0.0%	43	0.0%	Computer and Technology
DRI Darden Restaurants	$32,762	$2,674 ▲	8.9%	196	0.0%	Retail/Wholesale
SNOW Snowflake	$32,320	$32,320 ▲	New Holding	200	0.0%	Computer and Technology
ALL Allstate	$31,834		0.0%	184	0.0%	Finance
DG Dollar General	$31,212		0.0%	200	0.0%	Retail/Wholesale
PLTR Palantir Technologies	$28,763		0.0%	1,250	0.0%	Business Services
UYG ProShares Ultra Financials	$28,695		0.0%	420	0.0%	ETF
EWC iShares MSCI Canada ETF	$28,481		0.0%	744	0.0%	ETF
IPG Interpublic Group of Companies	$26,888	$2,610 ▲	10.8%	824	0.0%	Business Services
B Barnes Group	$26,005		0.0%	700	0.0%	Industrial Products
PARA Paramount Global	$25,894		0.0%	2,200	0.0%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$23,472		0.0%	400	0.0%	ETF
NGVT Ingevity	$23,087	$1,240 ▼	-5.1%	484	0.0%	Basic Materials
SPYV SPDR Portfolio S&P 500 Value ETF	$22,996	$10,671 ▼	-31.7%	459	0.0%	ETF
XLI Industrial Select Sector SPDR Fund	$22,043	$12,848 ▼	-36.8%	175	0.0%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$21,217	$5,304 ▲	33.3%	236	0.0%	ETF
TRP TC Energy	$19,940		0.0%	496	0.0%	Oils/Energy
NMG Nouveau Monde Graphite	$19,271		0.0%	8,415	0.0%	Basic Materials
O Realty Income	$18,935		0.0%	350	0.0%	Finance
EDU New Oriental Education & Technology Group	$18,840		0.0%	217	0.0%	Consumer Discretionary
ED Consolidated Edison	$18,798		0.0%	207	0.0%	Utilities
ING ING Groep	$18,535		0.0%	1,124	0.0%	Finance
VIG Vanguard Dividend Appreciation ETF	$18,261		0.0%	100	0.0%	ETF
GOLD Barrick Gold	$18,088		0.0%	1,087	0.0%	Basic Materials
DECK Deckers Outdoor	$17,884		0.0%	19	0.0%	Retail/Wholesale
VOOG Vanguard S&P 500 Growth ETF	$17,674		0.0%	58	0.0%	ETF
IVE iShares S&P 500 Value ETF	$17,561		0.0%	94	0.0%	ETF
QQQM Invesco NASDAQ 100 ETF	$17,539	$17,539 ▲	New Holding	96	0.0%	ETF
AVDL Avadel Pharmaceuticals	$16,890		0.0%	1,000	0.0%	Medical
XLE Energy Select Sector SPDR Fund	$16,333		0.0%	173	0.0%	ETF
A Agilent Technologies	$16,007		0.0%	110	0.0%	Computer and Technology
IYH iShares U.S. Healthcare ETF	$15,798	$12,638 ▲	400.0%	255	0.0%	ETF
TSCO Tractor Supply	$15,704		0.0%	60	0.0%	Retail/Wholesale
ARKW ARK Next Generation Internation ETF	$15,531		0.0%	186	0.0%	ETF
COP ConocoPhillips	$15,147		0.0%	119	0.0%	Oils/Energy
WBD Warner Bros. Discovery	$15,042		0.0%	1,723	0.0%	Consumer Discretionary
FICO Fair Isaac	$14,996		0.0%	12	0.0%	Computer and Technology
IYJ iShares U.S. Industrials ETF	$14,700		0.0%	117	0.0%	ETF
ARKG ARK Genomic Revolution ETF	$14,444		0.0%	502	0.0%	ETF
SMH VanEck Semiconductor ETF	$14,175	$14,175 ▲	New Holding	63	0.0%	Manufacturing
IBB iShares Biotechnology ETF	$13,735		0.0%	100	0.0%	Finance
EQT EQT	$13,716		0.0%	370	0.0%	Oils/Energy
DVY iShares Select Dividend ETF	$13,550		0.0%	110	0.0%	ETF
NAD Nuveen Quality Municipal Income Fund	$13,466		0.0%	1,175	0.0%	Financial Services
EBAY eBay	$12,193		0.0%	231	0.0%	Retail/Wholesale
MRO Marathon Oil	$12,118	$57 ▲	0.5%	428	0.0%	Oils/Energy
DGRO iShares Core Dividend Growth ETF	$11,612		0.0%	200	0.0%	ETF
CLF Cleveland-Cliffs	$11,370		0.0%	500	0.0%	Basic Materials
TRMB Trimble	$11,263		0.0%	175	0.0%	Computer and Technology
KHC Kraft Heinz	$11,070		0.0%	300	0.0%	Consumer Staples
COIN Coinbase Global	$10,605		0.0%	40	0.0%	Finance
GLYC GlycoMimetics	$10,500		0.0%	3,500	0.0%	Medical
ULTA Ulta Beauty	$10,458		0.0%	20	0.0%	Retail/Wholesale
RBLX Roblox	$10,385		0.0%	272	0.0%	Consumer Discretionary
CDNS Cadence Design Systems	$10,273		0.0%	33	0.0%	Computer and Technology
UAL United Airlines	$9,576		0.0%	200	0.0%	Transportation
RNP Cohen & Steers REIT and Preferred Income Fund	$9,338		0.0%	444	0.0%	Financial Services
NWN Northwest Natural	$8,747		0.0%	235	0.0%	Utilities
SNPS Synopsys	$8,573		0.0%	15	0.0%	Computer and Technology
KD Kyndryl	$8,226		0.0%	378	0.0%	Business Services
SCHD Schwab US Dividend Equity ETF	$8,063		0.0%	100	0.0%	ETF
BCC Boise Cascade	$7,976	$7,976 ▲	New Holding	52	0.0%	Construction
KEYS Keysight Technologies	$7,819		0.0%	50	0.0%	Computer and Technology
ES Eversource Energy	$7,771		0.0%	130	0.0%	Utilities
SHOP Shopify	$7,717		0.0%	100	0.0%	Computer and Technology
HPQ HP	$6,528		0.0%	216	0.0%	Computer and Technology
ADM Archer-Daniels-Midland	$6,281	$6,281 ▲	New Holding	100	0.0%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$6,218	$6,218 ▲	New Holding	85	0.0%	ETF
LVO LiveOne	$5,850	$5,850 ▼	-50.0%	3,000	0.0%	Consumer Discretionary
LYFT Lyft	$5,805		0.0%	300	0.0%	Computer and Technology
ABNB Airbnb	$5,774		0.0%	35	0.0%	Computer and Technology
TTWO Take-Two Interactive Software	$5,495	$297 ▲	5.7%	37	0.0%	Consumer Discretionary
TGTX TG Therapeutics	$5,370		0.0%	353	0.0%	Medical
ABEO Abeona Therapeutics	$5,220		0.0%	720	0.0%	Medical
ETRN Equitrans Midstream	$4,697		0.0%	376	0.0%	Oils/Energy
STM STMicroelectronics	$4,541		0.0%	105	0.0%	Computer and Technology
IDXX IDEXX Laboratories	$4,320		0.0%	8	0.0%	Medical
MTCH Match Group	$4,318		0.0%	119	0.0%	Retail/Wholesale
IWR iShares Russell Mid-Cap ETF	$4,205		0.0%	50	0.0%	ETF
VRTX Vertex Pharmaceuticals	$4,181		0.0%	10	0.0%	Medical
POST Post	$4,145		0.0%	39	0.0%	Consumer Staples
SRE Sempra	$4,023	$359 ▲	9.8%	56	0.0%	Utilities
ADI Analog Devices	$3,956		0.0%	20	0.0%	Computer and Technology
REGN Regeneron Pharmaceuticals	$3,850		0.0%	4	0.0%	Medical
SBUX Starbucks	$3,839		0.0%	42	0.0%	Retail/Wholesale
RH RH	$3,831		0.0%	11	0.0%	Consumer Staples
VNRX VolitionRx	$3,785		0.0%	5,000	0.0%	Medical
SQ Block	$3,637		0.0%	43	0.0%	Business Services
VTRS Viatris	$3,547		0.0%	297	0.0%	Medical
ASO Academy Sports and Outdoors	$3,377		0.0%	50	0.0%	Consumer Discretionary
BROS Dutch Bros	$3,300		0.0%	100	0.0%	Consumer Staples
TER Teradyne	$3,273		0.0%	29	0.0%	Computer and Technology
RGR Sturm, Ruger & Company, Inc.	$3,000		0.0%	65	0.0%	Consumer Discretionary
SKT Tanger	$2,953		0.0%	100	0.0%	Finance
LODE Comstock	$2,911	$1,092 ▲	60.0%	8,000	0.0%	Basic Materials
QRVO Qorvo	$2,871		0.0%	25	0.0%	Computer and Technology
EW Edwards Lifesciences	$2,867		0.0%	30	0.0%	Medical
VRSN VeriSign	$2,843		0.0%	15	0.0%	Computer and Technology
MTD Mettler-Toledo International	$2,663		0.0%	2	0.0%	Computer and Technology
DAL Delta Air Lines	$2,633		0.0%	55	0.0%	Transportation
BMRN BioMarin Pharmaceutical	$2,446		0.0%	28	0.0%	Medical
ISRG Intuitive Surgical	$2,395		0.0%	6	0.0%	Medical
XLY Consumer Discretionary Select Sector SPDR Fund	$2,391		0.0%	13	0.0%	Finance
RHI Robert Half	$2,300		0.0%	29	0.0%	Business Services
ROKU Roku	$2,281		0.0%	35	0.0%	Consumer Discretionary
BABA Alibaba Group	$2,171		0.0%	30	0.0%	Retail/Wholesale
IAC IAC	$2,134		0.0%	40	0.0%	Multi-Sector Conglomerates
FUN Cedar Fair	$2,095		0.0%	50	0.0%	Consumer Discretionary
ATNM Actinium Pharmaceuticals	$2,083		0.0%	266	0.0%	Medical
ARCC Ares Capital	$2,082	$2,082 ▲	New Holding	100	0.0%	Finance
STWD Starwood Property Trust	$2,033		0.0%	100	0.0%	Finance
INCY Incyte	$1,994		0.0%	35	0.0%	Medical
CCL Carnival Co. &	$1,863		0.0%	114	0.0%	Consumer Discretionary
NVS Novartis	$1,838		0.0%	19	0.0%	Medical
NAVI Navient	$1,740		0.0%	100	0.0%	Finance
APH Amphenol	$1,039		0.0%	9	0.0%	Computer and Technology
LITHIUM AMERS CORP NEW	$1,008	$1,008 ▲	New Holding	150	0.0%	COM SHS
AMCR Amcor	$951	$951 ▲	New Holding	100	0.0%	Industrial Products
CMP Compass Minerals International	$787		0.0%	50	0.0%	Basic Materials
CLDX Celldex Therapeutics	$756		0.0%	18	0.0%	Medical
QS QuantumScape	$692		0.0%	110	0.0%	Auto/Tires/Trucks
ZM Zoom Video Communications	$654		0.0%	10	0.0%	Computer and Technology
TAC TransAlta	$643		0.0%	100	0.0%	Utilities
PODCASTONE INC	$299	$299 ▼	-50.0%	143	0.0%	COM
ALK Alaska Air Group	$215		0.0%	5	0.0%	Transportation
VMEO Vimeo	$131		0.0%	32	0.0%	Business Services
PNW Pinnacle West Capital	$0	$933,920 ▼	-100.0%	0	0.0%	Utilities
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$0	$345,248 ▼	-100.0%	0	0.0%	ETF
DJUN FT Vest U.S. Equity Deep Buffer ETF June	$0	$264,269 ▼	-100.0%	0	0.0%	Manufacturing
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$0	$87,977 ▼	-100.0%	0	0.0%	ETF
DRLL Strive U.S. Energy ETF	$0	$25,727 ▼	-100.0%	0	0.0%	ETF
AGR Avangrid	$0	$14,585 ▼	-100.0%	0	0.0%	Utilities
XSD SPDR S&P Semiconductor ETF	$0	$12,364 ▼	-100.0%	0	0.0%	ETF
FND Floor & Decor	$0	$11,156 ▼	-100.0%	0	0.0%	Construction
EWG iShares MSCI Germany ETF	$0	$10,867 ▼	-100.0%	0	0.0%	ETF
EWU iShares MSCI United Kingdom ETF	$0	$10,610 ▼	-100.0%	0	0.0%	ETF
BIIB Biogen	$0	$8,022 ▼	-100.0%	0	0.0%	Medical
WHR Whirlpool	$0	$7,063 ▼	-100.0%	0	0.0%	Consumer Discretionary
MTN Vail Resorts	$0	$5,337 ▼	-100.0%	0	0.0%	Consumer Discretionary
NB NioCorp Developments	$0	$4,626 ▼	-100.0%	0	0.0%	Basic Materials
NRG NRG Energy	$0	$4,395 ▼	-100.0%	0	0.0%	Utilities
F Ford Motor	$0	$1,219 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
MTNB Matinas BioPharma	$0	$541 ▼	-100.0%	0	0.0%	Medical
BSGM BioSig Technologies	$0	$475 ▼	-100.0%	0	0.0%	Medical
FSR Fisker	$0	$263 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

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Hartford Financial Management Inc. Top Holdings and 13F Report (2024)

About Hartford Financial Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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Hartford Financial Management Inc. Top Holdings and 13F Report (2024)

About Hartford Financial Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHartford Financial Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information