Hartford Financial Management Inc. Top Holdings and 13F Report (2025) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $365.73 million in total holdings as of June 30, 2025.Hartford Financial Management Inc. owns shares of 347 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 9.59% of the portfolio was purchased this quarter.About 50.16% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 359 new stocks and bought additional shares in 34 stocks.Hartford Financial Management Inc. sold shares of 132 stocks and completely divested from 25 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $32,167,457JPMorgan Diversified Return U.S. Small Cap Equity ETF $14,343,858JPMorgan Municipal ETF $13,627,273Microsoft $13,125,242Vanguard Information Technology ETF $12,891,151 Largest New Holdings this Quarter 33740F698 - FT Vest U.S. Equity Deep Buffer ETF - July $6,543,361 Holding33740U661 - FIRST TR EXCHNG TRADED FD VI $5,872,059 Holding464287721 - iShares U.S. Technology ETF $94,779 Holding046353108 - AstraZeneca $94,408 Holding750940108 - RALLIANT CORP $48,442 Holding Largest Purchases this Quarter JPMorgan Diversified Return U.S. Small Cap Equity ETF 155,815 shares (about $7.09M)FT Vest U.S. Equity Deep Buffer ETF - July 147,299 shares (about $6.54M)FIRST TR EXCHNG TRADED FD VI 151,772 shares (about $5.87M)Vanguard Information Technology ETF 8,345 shares (about $5.54M)JPMorgan Core Plus Bond ETF 63,512 shares (about $2.99M) Largest Sales this Quarter Microsoft 25,985 shares (about $12.93M)Eli Lilly and Company 14,000 shares (about $10.92M)JPMorgan Chase & Co. 24,737 shares (about $7.17M)Parker-Hannifin 10,263 shares (about $7.17M)Waste Management 30,097 shares (about $6.89M) 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$32,167,457$2,988,876 ▲10.2%683,5418.8%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$14,343,858$7,087,708 ▲97.7%315,3333.9%ETFJMUBJPMorgan Municipal ETF$13,627,273$959,095 ▼-6.6%274,5223.7%ETFMSFTMicrosoft$13,125,242$12,925,282 ▼-49.6%26,3873.6%Computer and TechnologyVGTVanguard Information Technology ETF$12,891,151$5,535,202 ▲75.2%19,4353.5%ETFAAPLApple$12,699,095$231,023 ▲1.9%61,8953.5%Computer and TechnologyNVDANVIDIA$10,668,334$1,082,080 ▼-9.2%67,5252.9%Computer and TechnologyPGIM ETF TR$9,490,159$533,639 ▲6.0%184,4542.6%AAA CLO ETFJPMJPMorgan Chase & Co.$8,202,567$7,171,629 ▼-46.6%28,2932.2%FinanceCOSTCostco Wholesale$7,896,318$6,161,048 ▼-43.8%7,9772.2%Retail/WholesaleDJULFT Vest U.S. Equity Deep Buffer ETF - July$6,543,361$6,543,361 ▲New Holding147,2991.8%ETFDAUGFT Vest U.S. Equity Deep Buffer ETF - August$6,505,293$233,046 ▲3.7%156,1521.8%ETFAMATApplied Materials$6,255,028$301,520 ▼-4.6%34,1671.7%Computer and TechnologyORCLOracle$6,250,147$153,477 ▼-2.4%28,5881.7%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$5,872,059$5,872,059 ▲New Holding151,7721.6%FT VEST US EQTDAPRFT Vest U.S. Equity Deep Buffer ETF - April$5,633,495$397,612 ▲7.6%149,4051.5%ETFJ P MORGAN EXCHANGE TRADED F$5,480,694$560,983 ▲11.4%64,8911.5%U S TECH LEADERSHDHome Depot$5,259,736$2,276,066 ▼-30.2%14,3461.4%Retail/WholesaleFBTFirst Trust NYSE Arca Biotechnology Index Fund$4,936,254$162,461 ▼-3.2%30,5971.3%ETFDDECFT Vest U.S. Equity Deep Buffer ETF - December$4,659,905$359,733 ▲8.4%111,5841.3%ETFSPHQInvesco S&P 500 Quality ETF$4,636,523$592,882 ▼-11.3%65,0651.3%ETFGOOGAlphabet$4,525,541$58,006 ▲1.3%25,5121.2%Computer and TechnologyDISWalt Disney$4,506,137$449,907 ▼-9.1%36,3371.2%Consumer DiscretionaryJPSTJPMorgan Ultra-Short Income ETF$4,307,219$1,939,665 ▲81.9%84,9891.2%ETFADPAutomatic Data Processing$4,281,025$101,775 ▼-2.3%13,8811.2%Computer and TechnologyCSXCSX$4,123,039$3,971,309 ▼-49.1%126,3571.1%TransportationAMZNAmazon.com$4,047,527$32,250 ▲0.8%18,4491.1%Retail/WholesaleVVisa$3,978,373$1,315,118 ▼-24.8%11,2051.1%Business ServicesBRK.BBerkshire Hathaway$3,855,071$177,792 ▼-4.4%7,9361.1%FinanceCATCaterpillar$3,738,422$4,775,320 ▼-56.1%9,6301.0%IndustrialsRTXRTX$3,615,123$1,744,044 ▼-32.5%24,7581.0%AerospaceGSIGGoldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF$3,539,040$1,250,011 ▲54.6%74,3731.0%ETFXOMExxon Mobil$3,535,358$1,798,617 ▼-33.7%32,7961.0%EnergyABTAbbott Laboratories$3,473,571$2,901,783 ▼-45.5%25,5390.9%MedicalRSPTInvesco S&P 500 Equal Weight Technology ETF$3,445,217$336,924 ▼-8.9%84,4830.9%ETFHONHoneywell International$3,313,209$3,179,302 ▼-49.0%14,2270.9%Multi-Sector ConglomeratesMETAMeta Platforms$3,219,822$267,949 ▼-7.7%4,3620.9%Computer and TechnologyARKQARK Autonomous Technology & Robotics ETF$2,899,396$36,828 ▼-1.3%32,5150.8%ETFDHRDanaher$2,892,796$120,895 ▼-4.0%14,6440.8%MedicalNFLXNetflix$2,867,078$45,530 ▼-1.6%2,1410.8%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,782,204$89,917 ▲3.3%12,2840.8%Computer and TechnologyUNPUnion Pacific$2,649,411$50,158 ▲1.9%11,5150.7%TransportationKLACKLA$2,405,062$625,227 ▼-20.6%2,6850.7%Computer and TechnologyCVXChevron$2,389,619$2,872,755 ▼-54.6%16,6880.7%EnergyGSThe Goldman Sachs Group$2,335,5750.0%3,3000.6%FinanceMDLZMondelez International$2,266,758$205,627 ▼-8.3%33,6110.6%Consumer StaplesGPCGenuine Parts$2,245,435$11,282 ▲0.5%18,5100.6%Retail/WholesaleWMBWilliams Companies$2,240,301$96,539 ▼-4.1%35,6680.6%EnergyBACBank of America$2,204,639$149,815 ▼-6.4%46,5900.6%FinanceCMECME Group$2,177,123$186,870 ▼-7.9%7,8990.6%FinanceENBEnbridge$1,941,555$92,181 ▼-4.5%42,8410.5%EnergyJNJJohnson & Johnson$1,902,310$3,072,199 ▼-61.8%12,4540.5%MedicalUNHUnitedHealth Group$1,853,841$428,985 ▲30.1%5,9420.5%MedicalRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,819,831$63,349 ▼-3.4%62,3660.5%ETFTJXTJX Companies$1,818,144$36,924 ▲2.1%14,7230.5%Retail/WholesaleIBMInternational Business Machines$1,787,546$1,031,730 ▼-36.6%6,0640.5%Computer and TechnologyPEPPepsiCo$1,737,995$2,265,480 ▼-56.6%13,1630.5%Consumer StaplesPLDPrologis$1,694,427$52,034 ▼-3.0%16,1190.5%FinanceTXNTexas Instruments$1,634,385$2,076,200 ▼-56.0%7,8720.4%Computer and TechnologyMRKMerck & Co., Inc.$1,592,266$49,870 ▼-3.0%20,1150.4%MedicalWMTWalmart$1,575,2360.0%16,1100.4%Retail/WholesalePGProcter & Gamble$1,518,619$3,461,183 ▼-69.5%9,5320.4%Consumer StaplesPAYXPaychex$1,482,529$56,293 ▼-3.7%10,1920.4%Computer and TechnologyMPCMarathon Petroleum$1,461,436$498 ▲0.0%8,7980.4%EnergyLOWLowe's Companies$1,370,935$115,816 ▼-7.8%6,1790.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,343,822$31,078 ▼-2.3%7,3940.4%ETFTGTTarget$1,283,733$27,819 ▲2.2%13,0130.4%Retail/WholesaleCICigna Group$1,262,816$164,959 ▲15.0%3,8200.3%MedicalWMWaste Management$1,255,993$6,886,796 ▼-84.6%5,4890.3%Business ServicesGLWCorning$1,246,727$2,524 ▼-0.2%23,7070.3%Computer and TechnologyGOOGLAlphabet$1,064,7820.0%6,0420.3%Computer and TechnologyAXPAmerican Express$1,038,599$638 ▼-0.1%3,2560.3%FinanceBABoeing$1,016,6400.0%4,8520.3%AerospaceEPDEnterprise Products Partners$1,012,3310.0%32,6450.3%EnergyPCHPotlatch$998,781$32,461 ▼-3.1%26,0300.3%ConstructionKMBKimberly-Clark$978,609$1,439,874 ▼-59.5%7,5910.3%Consumer StaplesISRGIntuitive Surgical$872,174$264,098 ▼-23.2%1,6050.2%MedicalPULSPGIM Ultra Short Bond ETF$870,2030.0%17,4880.2%ETFGLDSPDR Gold Shares$855,0490.0%2,8050.2%FinancePHParker-Hannifin$854,229$7,168,399 ▼-89.4%1,2230.2%IndustrialsBMYBristol Myers Squibb$834,752$72,259 ▼-8.0%18,0330.2%MedicalCARRCarrier Global$811,353$826,137 ▼-50.5%11,0860.2%ConstructionCVSCVS Health$775,487$63,946 ▼-7.6%11,2420.2%MedicalFCXFreeport-McMoRan$768,553$12,181 ▼-1.6%17,7290.2%Basic MaterialsWFCWells Fargo & Company$755,292$13,460 ▼-1.8%9,4270.2%FinanceELEstee Lauder Companies$749,501$14,302 ▲1.9%9,2760.2%Consumer StaplesTTTrane Technologies$713,8540.0%1,6320.2%ConstructionTMOThermo Fisher Scientific$710,772$305,312 ▼-30.0%1,7530.2%MedicalLLYEli Lilly and Company$697,146$10,917,275 ▼-94.0%8940.2%MedicalAPDAir Products and Chemicals$688,509$1,903,624 ▼-73.4%2,4410.2%Basic MaterialsQQQInvesco QQQ$667,870$25,921 ▲4.0%1,2110.2%FinanceIWFiShares Russell 1000 Growth ETF$650,4620.0%1,5320.2%ETFSPLGSPDR Portfolio S&P 500 ETF$647,7410.0%8,9110.2%ETFCOFCapital One Financial$638,2800.0%3,0000.2%FinanceOTISOtis Worldwide$627,214$551,362 ▼-46.8%6,3340.2%IndustrialsPAAPlains All American Pipeline$621,7810.0%33,9400.2%EnergyNFGNational Fuel Gas$598,561$78,696 ▼-11.6%7,0660.2%EnergyVOOVanguard S&P 500 ETF$587,3440.0%1,0340.2%ETFMCDMcDonald's$578,789$701,208 ▼-54.8%1,9810.2%Retail/WholesaleGEGE Aerospace$555,1910.0%2,1570.2%AerospaceShowing 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. 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