Hartford Financial Management Inc.
CIK: 0001352526SEC EDGAR →
Portfolio Value
$384.9M
Holdings
338
As of
Q4 2025
New Positions
338
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 725,735 | $34.4M | 8.93% |
| 2 | APPLE INC | 65,476 | $17.8M | 4.62% |
| 3 | VANGUARD WORLD FD | 22,501 | $17.0M | 4.41% |
| 4 | J P MORGAN EXCHANGE TRADED F | 333,388 | $16.7M | 4.34% |
| 5 | J P MORGAN EXCHANGE TRADED F | 269,279 | $13.6M | 3.53% |
| 6 | MICROSOFT CORP | 27,709 | $13.4M | 3.48% |
| 7 | NVIDIA CORPORATION | 70,937 | $13.2M | 3.44% |
| 8 | PGIM ETF TR | 193,391 | $9.9M | 2.58% |
| 9 | JPMORGAN CHASE & CO. | 28,550 | $9.2M | 2.39% |
| 10 | APPLIED MATLS INC | 35,183 | $9.0M | 2.35% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (338)
$34.4M · 726K shares
$17.8M · 65K shares
$17.0M · 23K shares
$16.7M · 333K shares
$13.6M · 269K shares
$13.4M · 28K shares
$13.2M · 71K shares
$9.9M · 193K shares
$9.2M · 29K shares
$9.0M · 35K shares
$8.9M · 28K shares
$7.1M · 161K shares
$6.9M · 8K shares
$6.2M · 69K shares
$6.0M · 29K shares
$6.0M · 79K shares
$5.5M · 16K shares
$5.4M · 9K shares
$5.3M · 27K shares
$5.1M · 113K shares
$4.9M · 14K shares
$4.8M · 10K shares
$4.8M · 21K shares
$4.6M · 127K shares
$4.5M · 25K shares
$4.1M · 14K shares
$3.9M · 32K shares
$3.8M · 33K shares
$3.6M · 5K shares
$3.6M · 78K shares
$3.5M · 3K shares
$3.5M · 14K shares
$3.3M · 14K shares
$3.1M · 27K shares
$3.1M · 16K shares
$3.1M · 56K shares
$3.0M · 13K shares
$3.0M · 24K shares
$2.9M · 11K shares
$2.9M · 3K shares
$2.6M · 21K shares
$2.6M · 17K shares
$2.5M · 52K shares
$2.4M · 16K shares
$2.3M · 46K shares
$2.2M · 24K shares
$2.2M · 10K shares
$2.0M · 16K shares
$2.0M · 34K shares
$2.0M · 6K shares
$2.0M · 22K shares
$1.9M · 40K shares
$1.9M · 6K shares
$1.9M · 13K shares
$1.8M · 18K shares
$1.8M · 6K shares
$1.8M · 16K shares
$1.8M · 56K shares
$1.7M · 32K shares
$1.5M · 19K shares
$1.5M · 10K shares
$1.4M · 6K shares
$1.4M · 9K shares
$1.4M · 2K shares
$1.3M · 8K shares
$1.3M · 27K shares
$1.1M · 5K shares
$1.1M · 3K shares
$1.1M · 21K shares
$1.1M · 4K shares
$1.0M · 5K shares
$995K · 3K shares
$995K · 31K shares
$987K · 25K shares
$965K · 9K shares
$961K · 894 shares
$949K · 9K shares
$946K · 2K shares
$931K · 2K shares
$867K · 17K shares
$837K · 11K shares
$803K · 1K shares
$771K · 1K shares
$738K · 4K shares
$727K · 3K shares
$725K · 2K shares
$671K · 3K shares
$664K · 2K shares
$635K · 2K shares
$619K · 11K shares
$596K · 6K shares
$584K · 11K shares
$582K · 2K shares
$577K · 2K shares
$568K · 28K shares
$565K · 7K shares
$550K · 5K shares
$534K · 30K shares
$533K · 4K shares
$531K · 10K shares
$498K · 6K shares
$480K · 1K shares
$479K · 3K shares
$458K · 2K shares
$457K · 11K shares
$448K · 6K shares
$442K · 950 shares
$436K · 5K shares
$435K · 26K shares
$434K · 761 shares
$419K · 3K shares
$391K · 12K shares
$389K · 51K shares
$352K · 4K shares
$347K · 532 shares
$336K · 4K shares
$318K · 5K shares
$303K · 866 shares
$277K · 2K shares
$259K · 9K shares
$254K · 912 shares
$244K · 2K shares
$243K · 1K shares
$241K · 7K shares
$237K · 3K shares
$236K · 10K shares
$230K · 2K shares
$213K · 1K shares
$186K · 4K shares
$178K · 2K shares
$174K · 2K shares
$160K · 4K shares
$160K · 6K shares
$157K · 918 shares
$154K · 2K shares
$152K · 3K shares
$142K · 3K shares
$141K · 2K shares
$141K · 1K shares
$140K · 4K shares
$140K · 57K shares
$138K · 6K shares
$133K · 380 shares
$129K · 1K shares
$125K · 3K shares
$119K · 1K shares
$113K · 1K shares
$109K · 547 shares
$106K · 412 shares
$106K · 2K shares
$103K · 299 shares
$101K · 3K shares
$101K · 2K shares
$100K · 3K shares
$98K · 2K shares
$91K · 853 shares
$87K · 1K shares
$86K · 3K shares
$86K · 300 shares
$84K · 721 shares
$82K · 1K shares
$80K · 2K shares
$80K · 500 shares
$80K · 278 shares
$77K · 2K shares
$76K · 2K shares
$75K · 410 shares
$75K · 642 shares
$73K · 108 shares
$73K · 932 shares
$73K · 735 shares
$70K · 139 shares
$70K · 440 shares
$69K · 1K shares
$64K · 94 shares
$63K · 258 shares
$61K · 762 shares
$59K · 595 shares
$58K · 131 shares
$56K · 660 shares
$56K · 2K shares
$56K · 692 shares
$54K · 376 shares
$54K · 471 shares
$53K · 513 shares
$52K · 608 shares
$52K · 524 shares
$50K · 1K shares
$50K · 412 shares
$49K · 137 shares
$47K · 269 shares
$47K · 498 shares
$47K · 98 shares
$46K · 2K shares
$46K · 300 shares
$46K · 323 shares
$44K · 2K shares
$43K · 191 shares
$43K · 500 shares
$39K · 100 shares
$39K · 242 shares
$39K · 528 shares
$38K · 901 shares
$38K · 420 shares
$38K · 160 shares
$37K · 2K shares
$37K · 930 shares
$37K · 244 shares
$36K · 2K shares
$36K · 275 shares
$36K · 2K shares
$35K · 908 shares
$34K · 401 shares
$32K · 176 shares
$32K · 215 shares
$32K · 881 shares
$31K · 1K shares
$30K · 158 shares
$30K · 799 shares
$29K · 394 shares
$27K · 85 shares
$27K · 496 shares
$27K · 129 shares
$25K · 248 shares
$25K · 955 shares
$25K · 76 shares
$25K · 1K shares
$25K · 473 shares
$24K · 1K shares
$23K · 347 shares
$23K · 500 shares
$23K · 420 shares
$22K · 200 shares
$22K · 449 shares
$21K · 1K shares
$21K · 136 shares
$21K · 75 shares
$20K · 351 shares
$20K · 301 shares
$19K · 93 shares
$19K · 126 shares
$19K · 466 shares
$18K · 289 shares
$17K · 52 shares
$17K · 1K shares
$16K · 255 shares
$16K · 176 shares
$16K · 204 shares
$15K · 260 shares
$15K · 346 shares
$15K · 175 shares
$15K · 300 shares
$14K · 110 shares
$14K · 1K shares
$13K · 166 shares
$13K · 175 shares
$13K · 700 shares
$11K · 185 shares
$11K · 235 shares
$11K · 228 shares
$11K · 80 shares
$11K · 50 shares
$10K · 42 shares
$10K · 235 shares
$10K · 50 shares
$10K · 203 shares
$10K · 353 shares
$10K · 113 shares
$10K · 380 shares
$10K · 530 shares
$10K · 137 shares
$9K · 40 shares
$9K · 102 shares
$8K · 376 shares
$8K · 444 shares
$7K · 30 shares
$7K · 41 shares
$7K · 1K shares
$7K · 100 shares
$6K · 10 shares
$6K · 47 shares
$6K · 84 shares
$6K · 2K shares
$5K · 63 shares
$5K · 10 shares
$5K · 57 shares
$5K · 3 shares
$5K · 4 shares
$5K · 300 shares
$5K · 49 shares
$5K · 30 shares
$5K · 20 shares
$5K · 12 shares
$5K · 28 shares
$4K · 15 shares
$4K · 20 shares
$4K · 19 shares
$4K · 900 shares
$4K · 156 shares
$4K · 7K shares
$4K · 35 shares
$4K · 4 shares
$4K · 30 shares
$4K · 30 shares
$3K · 42 shares
$3K · 297 shares
$3K · 114 shares
$3K · 55 shares
$3K · 155 shares
$3K · 25 shares
$3K · 4 shares
$3K · 6 shares
$3K · 39 shares
$2K · 18 shares
$2K · 98 shares
$2K · 86 shares
$2K · 100 shares
$2K · 19 shares
$1K · 55 shares
$1K · 65 shares
$1K · 93 shares
$1K · 40 shares
$1K · 11 shares
$1K · 28 shares
$0 · 50 shares
$0 · 10 shares
$0 · 8 shares
$0 · 60 shares
$0 · 65 shares
$0 · 10 shares
$0 · 50 shares
$0 · 75 shares
$0 · 48 shares
$0 · 480 shares
$0 · 10 shares
$0 · 1 shares
$0 · 2 shares
$0 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $164.9M | 42.9% |
| Technology | 47 | $73.4M | 19.1% |
| Industrials | 34 | $33.3M | 8.6% |
| Communication Services | 12 | $20.2M | 5.2% |
| Healthcare | 43 | $18.9M | 4.9% |
| Consumer Cyclical | 27 | $18.8M | 4.9% |
| Unknown | 21 | $16.8M | 4.4% |
| Consumer Defensive | 21 | $16.7M | 4.4% |
| Energy | 21 | $15.0M | 3.9% |
| Real Estate | 4 | $2.4M | 0.6% |
| Basic Materials | 14 | $2.4M | 0.6% |
| Utilities | 11 | $1.9M | 0.5% |