Hartford Financial Management Inc. Top Holdings and 13F Report (2024) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $489.30 million in total holdings as of September 30, 2024.Hartford Financial Management Inc. owns shares of 380 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 395 new stocks and bought additional shares in 76 stocks.Hartford Financial Management Inc. sold shares of 78 stocks and completely divested from 31 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $28,875,663Microsoft $22,314,246Apple $13,982,383Eli Lilly and Company $13,195,471Costco Wholesale $12,646,585 Largest New Holdings this Quarter SMURFIT WESTROCK PLC $595,511 HoldingTortoise Energy Infrastructure $22,922 HoldingJPMorgan Equity Premium Income ETF $21,484 HoldingGOLDMAN SACHS ETF TR $13,235 HoldingQXO INC $11,039 Holding Largest Purchases this Quarter Broadcom 11,887 shares (about $2.05M)Microsoft 2,001 shares (about $861.04K)SMURFIT WESTROCK PLC 12,050 shares (about $595.51K)Walt Disney 5,445 shares (about $523.76K)JPMorgan Ultra-Short Municipal ETF 7,562 shares (about $385.21K) Largest Sales this Quarter National Fuel Gas 18,106 shares (about $1.10M)Dominion Energy 17,084 shares (about $987.28K)Merck & Co., Inc. 5,755 shares (about $653.52K)Apple 2,169 shares (about $505.38K)Enbridge 11,211 shares (about $455.28K) 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$28,875,663$306,469 ▲1.1%598,5835.9%ETFMSFTMicrosoft$22,314,246$861,037 ▲4.0%51,8574.6%Computer and TechnologyAAPLApple$13,982,383$505,379 ▼-3.5%60,0102.9%Computer and TechnologyLLYEli Lilly and Company$13,195,471$15,061 ▼-0.1%14,8942.7%MedicalCOSTCostco Wholesale$12,646,585$230,502 ▼-1.8%14,2652.6%Retail/WholesaleJMUBJPMorgan Municipal ETF$11,933,503$291,521 ▲2.5%232,7582.4%ETFJPMJPMorgan Chase & Co.$11,425,554$11,387 ▲0.1%54,1852.3%FinanceCATCaterpillar$8,760,817$47,326 ▲0.5%22,3991.8%Industrial ProductsCSXCSX$8,670,665$10,255 ▲0.1%251,1051.8%TransportationHDHome Depot$8,488,444$291,741 ▼-3.3%20,9491.7%Retail/WholesaleJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$7,778,101$16,138 ▲0.2%161,9431.6%ETFWMWaste Management$7,491,4540.0%36,0861.5%Business ServicesAMATApplied Materials$7,018,492$353,794 ▲5.3%34,7361.4%Computer and TechnologyETNEaton$6,628,8000.0%20,0001.4%Industrial ProductsVGTVanguard Information Technology ETF$6,608,053$6,451 ▲0.1%11,2671.4%ETFPHParker-Hannifin$6,337,787$6,950 ▲0.1%10,0311.3%Industrial ProductsDAUGFT Vest U.S. Equity Deep Buffer ETF - August$6,128,267$103,734 ▼-1.7%156,6131.3%ETFXOMExxon Mobil$5,897,016$348,262 ▼-5.6%50,3071.2%Oils/EnergyHONHoneywell International$5,874,876$7,648 ▲0.1%28,4211.2%Multi-Sector ConglomeratesNVDANVIDIA$5,858,887$17,002 ▲0.3%48,2451.2%Computer and TechnologyAWKAmerican Water Works$5,851,2090.0%40,0111.2%UtilitiesITWIllinois Tool Works$5,765,5400.0%22,0001.2%Industrial ProductsACNAccenture$5,655,6800.0%16,0001.2%Computer and TechnologyCVXChevron$5,584,826$254,485 ▼-4.4%37,9221.1%Oils/EnergyFBTFirst Trust NYSE Arca Biotechnology Index Fund$5,576,726$364,492 ▼-6.1%32,4361.1%ETFABTAbbott Laboratories$5,538,552$123,472 ▼-2.2%48,5801.1%MedicalPGProcter & Gamble$5,467,307$103,748 ▼-1.9%31,5661.1%Consumer StaplesORCLOracle$5,359,895$254,917 ▲5.0%31,4551.1%Computer and TechnologyJNJJohnson & Johnson$5,329,093$149,259 ▼-2.7%32,8831.1%MedicalPEPPepsiCo$5,167,928$69,210 ▼-1.3%30,3911.1%Consumer StaplesDAPRFT Vest U.S. Equity Deep Buffer ETF - April$5,054,450$118,596 ▼-2.3%138,5541.0%ETFDEDeere & Company$4,987,9290.0%11,9521.0%Industrial ProductsSPHQInvesco S&P 500 Quality ETF$4,951,412$16,885 ▼-0.3%73,6051.0%ETFABBVAbbVie$4,937,0000.0%25,0001.0%MedicalRTXRTX$4,543,280$155,570 ▼-3.3%37,4980.9%AerospaceDISWalt Disney$4,500,383$523,759 ▲13.2%46,7860.9%Consumer DiscretionaryJ P MORGAN EXCHANGE TRADED F$4,320,854$125,254 ▲3.0%62,9220.9%U S TECH LEADERSVVisa$4,318,144$162,497 ▲3.9%15,7050.9%Business ServicesDHRDanaher$4,202,579$257,448 ▼-5.8%15,1160.9%Multi-Sector ConglomeratesNSCNorfolk Southern$4,121,8700.0%16,5870.8%TransportationADPAutomatic Data Processing$4,078,382$48,150 ▼-1.2%14,7380.8%Business ServicesNEENextEra Energy$4,057,4400.0%48,0000.8%UtilitiesGOOGAlphabet$3,888,227$164,016 ▲4.4%23,2560.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,865,724$5,063 ▼-0.1%8,3990.8%FinanceTXNTexas Instruments$3,715,732$1,033 ▼0.0%17,9880.8%Computer and TechnologyDDECFT Vest U.S. Equity Deep Buffer ETF - December$3,664,988$6,042 ▼-0.2%92,8080.7%ETFNJRNew Jersey Resources$3,610,8000.0%76,5000.7%UtilitiesRSPTInvesco S&P 500 Equal Weight Technology ETF$3,526,9490.0%93,5530.7%ETFAMZNAmazon.com$3,525,737$39,688 ▼-1.1%18,9220.7%Retail/WholesaleUNPUnion Pacific$2,954,299$22,183 ▼-0.7%11,9860.6%TransportationSOSouthern$2,920,841$5,230 ▼-0.2%32,3890.6%UtilitiesAPDAir Products and Chemicals$2,830,912$30,369 ▼-1.1%9,5080.6%Basic MaterialsMDLZMondelez International$2,801,592$94,518 ▼-3.3%38,0290.6%Consumer StaplesKMBKimberly-Clark$2,742,996$24,045 ▼-0.9%19,2790.6%Consumer StaplesMETAMeta Platforms$2,671,120$88,160 ▲3.4%4,6660.5%Computer and TechnologyUNHUnitedHealth Group$2,652,694$377,119 ▼-12.4%4,5370.5%MedicalPSXPhillips 66$2,616,2910.0%19,9030.5%Oils/EnergyGPCGenuine Parts$2,600,271$7,682 ▼-0.3%18,6160.5%Retail/WholesalePMPhilip Morris International$2,544,9090.0%20,9630.5%Consumer StaplesGSIGGoldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF$2,368,088$48,269 ▲2.1%49,6000.5%ETFMRKMerck & Co., Inc.$2,353,817$653,523 ▼-21.7%20,7280.5%MedicalMOAltria Group$2,330,4360.0%45,6590.5%Consumer StaplesADBEAdobe$2,314,9950.0%4,4710.5%Computer and TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$2,306,537$7,445 ▼-0.3%71,5650.5%ETFAVGOBroadcom$2,299,425$2,050,508 ▲823.8%13,3300.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,282,714$63,020 ▼-2.7%44,9880.5%ETFCMICummins$2,251,312$5,181 ▲0.2%6,9530.5%Auto/Tires/TrucksCVSCVS Health$2,175,434$23,140 ▼-1.1%34,5970.4%Retail/WholesalePLDPrologis$2,175,403$33,338 ▼-1.5%17,2270.4%FinanceARKQARK Autonomous Technology & Robotics ETF$2,163,471$61,469 ▼-2.8%35,5130.4%ETFMKCMcCormick & Company, Incorporated$2,139,8000.0%26,0000.4%Consumer StaplesIBMInternational Business Machines$2,106,6720.0%9,5290.4%Computer and TechnologyTGTTarget$2,098,674$45,979 ▼-2.1%13,4650.4%Retail/WholesaleDUKDuke Energy$2,096,500$19,716 ▼-0.9%18,1830.4%UtilitiesTSMTaiwan Semiconductor Manufacturing$2,019,088$204,410 ▲11.3%11,6260.4%Computer and TechnologyENBEnbridge$2,017,505$455,279 ▼-18.4%49,6800.4%Oils/EnergyBACBank of America$2,015,467$913 ▲0.0%50,7930.4%FinanceWMBWilliams Companies$1,934,092$378,711 ▼-16.4%42,3680.4%Oils/EnergyCMECME Group$1,931,129$151,807 ▲8.5%8,7520.4%FinanceEMREmerson Electric$1,924,9120.0%17,6000.4%Industrial ProductsLOWLowe's Companies$1,830,405$16,793 ▼-0.9%6,7580.4%Retail/WholesaleDDominion Energy$1,821,772$987,284 ▼-35.1%31,5240.4%UtilitiesCARRCarrier Global$1,800,431$15,937 ▼-0.9%22,3680.4%Computer and TechnologyCEGConstellation Energy$1,776,7170.0%6,8330.4%Oils/EnergyKLACKLA$1,771,076$100,673 ▲6.0%2,2870.4%Computer and TechnologyBDXBecton, Dickinson and Company$1,687,7000.0%7,0000.3%MedicalGSThe Goldman Sachs Group$1,633,8630.0%3,3000.3%FinanceTJXTJX Companies$1,609,711$382,710 ▼-19.2%13,6950.3%Retail/WholesaleDDDuPont de Nemours$1,543,943$43,754 ▼-2.8%17,3260.3%Basic MaterialsUSBU.S. Bancorp$1,541,1010.0%33,7000.3%FinanceVZVerizon Communications$1,532,9580.0%34,1340.3%Computer and TechnologyBABoeing$1,531,499$40,595 ▲2.7%10,0730.3%AerospacePAYXPaychex$1,530,572$537 ▲0.0%11,4060.3%Business ServicesTMOThermo Fisher Scientific$1,509,311$87,837 ▼-5.5%2,4400.3%MedicalCMCSAComcast$1,497,619$53,758 ▲3.7%35,8540.3%Consumer DiscretionaryJCIJohnson Controls International$1,482,3510.0%19,1000.3%ConstructionMPCMarathon Petroleum$1,460,809$7,657 ▼-0.5%8,9670.3%Oils/EnergySYYSysco$1,449,341$6,713 ▲0.5%18,5670.3%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$1,374,540$23,112 ▼-1.7%7,6720.3%ETFMCDMcDonald's$1,334,0590.0%4,3810.3%Retail/WholesaleShowing 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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