Hartford Financial Management Inc. Top Holdings and 13F Report (2025) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $488.23 million in total holdings as of December 31, 2024.Hartford Financial Management Inc. owns shares of 377 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 3.30% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 380 new stocks and bought additional shares in 54 stocks.Hartford Financial Management Inc. sold shares of 112 stocks and completely divested from 21 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $28,302,484Microsoft $22,066,223Apple $15,398,896JPMorgan Municipal ETF $13,214,877Costco Wholesale $13,038,039 Largest New Holdings this Quarter PGIM ETF TR $9,237,300 HoldingJPMorgan Active Growth ETF $211,246 HoldingFT Vest Laddered Nasdaq Buffer ETF $80,587 HoldingWisdomTree U.S. Quality Dividend Growth Fund $26,465 HoldingiShares MSCI Intl Quality Factor ETF $14,960 Holding Largest Purchases this Quarter PGIM ETF TR 180,416 shares (about $9.24M)JPMorgan Municipal ETF 30,749 shares (about $1.54M)Netflix 1,297 shares (about $1.16M)JPMorgan Core Plus Bond ETF 15,754 shares (about $725.79K)KLA 824 shares (about $519.22K) Largest Sales this Quarter Comcast 26,275 shares (about $986.10K)Walt Disney 5,849 shares (about $651.29K)Oracle 2,643 shares (about $440.43K)J P MORGAN EXCHANGE TRADED F 4,217 shares (about $319.10K)JPMorgan Ultra-Short Municipal ETF 5,586 shares (about $283.27K) 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$28,302,484$725,786 ▲2.6%614,3375.8%ETFMSFTMicrosoft$22,066,223$208,641 ▲1.0%52,3524.5%Computer and TechnologyAAPLApple$15,398,896$371,124 ▲2.5%61,4923.2%Computer and TechnologyJMUBJPMorgan Municipal ETF$13,214,877$1,542,062 ▲13.2%263,5072.7%ETFCOSTCostco Wholesale$13,038,039$32,987 ▼-0.3%14,2292.7%Retail/WholesaleJPMJPMorgan Chase & Co.$12,892,681$96,125 ▼-0.7%53,7842.6%FinanceLLYEli Lilly and Company$11,498,4120.0%14,8942.4%MedicalPGIM ETF TR$9,237,300$9,237,300 ▲New Holding180,4161.9%AAA CLO ETFHDHome Depot$8,135,250$13,615 ▼-0.2%20,9141.7%Retail/WholesaleCATCaterpillar$8,084,733$40,629 ▼-0.5%22,2871.7%Industrial ProductsCSXCSX$8,043,756$59,409 ▼-0.7%249,2641.6%TransportationJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$7,538,063$42,268 ▼-0.6%161,0401.5%ETFWMWaste Management$7,281,7940.0%36,0861.5%Business ServicesVGTVanguard Information Technology ETF$6,959,491$46,637 ▼-0.7%11,1921.4%ETFNVDANVIDIA$6,682,442$203,585 ▲3.1%49,7611.4%Computer and TechnologyETNEaton$6,637,4000.0%20,0001.4%Industrial ProductsPHParker-Hannifin$6,380,0170.0%10,0311.3%Industrial ProductsHONHoneywell International$6,366,960$53,084 ▼-0.8%28,1861.3%Multi-Sector ConglomeratesDAUGFT Vest U.S. Equity Deep Buffer ETF - August$6,068,119$146,301 ▼-2.4%152,9261.2%ETFAMATApplied Materials$5,763,837$114,655 ▲2.0%35,4411.2%Computer and TechnologyACNAccenture$5,628,6400.0%16,0001.2%Computer and TechnologyITWIllinois Tool Works$5,578,3200.0%22,0001.1%Industrial ProductsFBTFirst Trust NYSE Arca Biotechnology Index Fund$5,418,367$27,258 ▲0.5%32,6001.1%ETFCVXChevron$5,392,458$100,230 ▼-1.8%37,2301.1%Oils/EnergyXOMExxon Mobil$5,384,874$26,677 ▼-0.5%50,0591.1%Oils/EnergyABTAbbott Laboratories$5,370,863$123,967 ▼-2.3%47,4841.1%MedicalPGProcter & Gamble$5,266,798$25,316 ▼-0.5%31,4151.1%Consumer StaplesDAPRFT Vest U.S. Equity Deep Buffer ETF - April$5,146,382$9,116 ▼-0.2%138,3091.1%ETFDEDeere & Company$5,064,0630.0%11,9521.0%Industrial ProductsAWKAmerican Water Works$4,980,9700.0%40,0111.0%UtilitiesGOOGAlphabet$4,909,254$480,299 ▲10.8%25,7781.0%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$4,904,510$29,225 ▼-0.6%73,1691.0%ETFVVisa$4,830,206$133,049 ▼-2.7%15,2841.0%Business ServicesORCLOracle$4,801,196$440,426 ▼-8.4%28,8121.0%Computer and TechnologyJNJJohnson & Johnson$4,748,741$6,797 ▼-0.1%32,8361.0%MedicalPEPPepsiCo$4,636,254$15,054 ▲0.3%30,4900.9%Consumer StaplesDISWalt Disney$4,558,379$651,292 ▼-12.5%40,9370.9%Consumer DiscretionaryABBVAbbVie$4,476,441$33,941 ▲0.8%25,1910.9%MedicalJ P MORGAN EXCHANGE TRADED F$4,442,208$319,100 ▼-6.7%58,7050.9%U S TECH LEADERSRTXRTX$4,320,846$18,399 ▼-0.4%37,3390.9%AerospaceADPAutomatic Data Processing$4,244,891$69,377 ▼-1.6%14,5010.9%Business ServicesAMZNAmazon.com$4,098,206$53,092 ▼-1.3%18,6800.8%Retail/WholesaleNSCNorfolk Southern$3,892,9690.0%16,5870.8%TransportationBRK.BBerkshire Hathaway$3,839,735$32,636 ▲0.9%8,4710.8%FinanceDDECFT Vest U.S. Equity Deep Buffer ETF - December$3,809,447$84,133 ▲2.3%94,9040.8%ETFNJRNew Jersey Resources$3,568,7250.0%76,5000.7%UtilitiesRSPTInvesco S&P 500 Equal Weight Technology ETF$3,500,7540.0%93,5530.7%ETFNEENextEra Energy$3,441,1200.0%48,0000.7%UtilitiesDHRDanaher$3,433,403$36,499 ▼-1.1%14,9570.7%Multi-Sector ConglomeratesTXNTexas Instruments$3,372,834$188 ▼0.0%17,9870.7%Computer and TechnologyAVGOBroadcom$3,088,573$1,855 ▼-0.1%13,3220.6%Computer and TechnologyMETAMeta Platforms$2,865,638$133,503 ▲4.9%4,8940.6%Computer and TechnologyAPDAir Products and Chemicals$2,689,541$68,159 ▼-2.5%9,2730.6%Basic MaterialsSOSouthern$2,650,704$15,558 ▼-0.6%32,2000.5%UtilitiesUNPUnion Pacific$2,635,833$97,370 ▼-3.6%11,5590.5%TransportationARKQARK Autonomous Technology & Robotics ETF$2,623,665$119,739 ▼-4.4%33,9630.5%ETFPMPhilip Morris International$2,526,027$3,129 ▲0.1%20,9890.5%Consumer StaplesKMBKimberly-Clark$2,493,694$32,629 ▼-1.3%19,0300.5%Consumer StaplesCMICummins$2,417,890$5,926 ▼-0.2%6,9360.5%Auto/Tires/TrucksMOAltria Group$2,386,621$889 ▼0.0%45,6420.5%Consumer StaplesGSIGGoldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF$2,320,7840.0%49,6000.5%ETFMDLZMondelez International$2,280,030$8,541 ▲0.4%38,1720.5%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$2,262,051$33,968 ▼-1.5%11,4540.5%Computer and TechnologyPSXPhillips 66$2,255,394$12,191 ▼-0.5%19,7960.5%Oils/EnergyUNHUnitedHealth Group$2,254,113$40,975 ▼-1.8%4,4560.5%MedicalGPCGenuine Parts$2,185,124$11,559 ▲0.5%18,7150.4%Retail/WholesaleEMREmerson Electric$2,181,1680.0%17,6000.4%Industrial ProductsJPSTJPMorgan Ultra-Short Income ETF$2,145,956$120,082 ▼-5.3%42,6040.4%ETFBACBank of America$2,109,205$123,148 ▼-5.5%47,9910.4%FinanceIBMInternational Business Machines$2,102,674$7,914 ▲0.4%9,5650.4%Computer and TechnologyMRKMerck & Co., Inc.$2,098,782$36,807 ▲1.8%21,0980.4%MedicalWMBWilliams Companies$2,062,468$230,498 ▼-10.1%38,1090.4%Oils/EnergyCMECME Group$2,000,894$31,583 ▼-1.6%8,6160.4%FinanceMKCMcCormick & Company, Incorporated$1,982,2400.0%26,0000.4%Consumer StaplesENBEnbridge$1,969,771$138,152 ▼-6.6%46,4240.4%Oils/EnergyKLACKLA$1,960,304$519,219 ▲36.0%3,1110.4%Computer and TechnologyDUKDuke Energy$1,959,0370.0%18,1830.4%UtilitiesRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,890,931$205,920 ▼-9.8%64,5370.4%ETFGSThe Goldman Sachs Group$1,889,6460.0%3,3000.4%FinanceNFLXNetflix$1,886,925$1,156,042 ▲158.2%2,1170.4%Consumer DiscretionaryADBEAdobe$1,876,550$111,615 ▼-5.6%4,2200.4%Computer and TechnologyBABoeing$1,858,677$75,756 ▲4.2%10,5010.4%AerospacePLDPrologis$1,805,354$15,538 ▼-0.9%17,0800.4%FinanceTGTTarget$1,755,989$64,211 ▼-3.5%12,9900.4%Retail/WholesaleDDominion Energy$1,693,090$4,794 ▼-0.3%31,4350.3%UtilitiesLOWLowe's Companies$1,657,016$10,859 ▼-0.7%6,7140.3%Retail/WholesaleTJXTJX Companies$1,617,888$36,605 ▼-2.2%13,3920.3%Retail/WholesaleBDXBecton, Dickinson and Company$1,588,0900.0%7,0000.3%MedicalUSBU.S. Bancorp$1,578,390$33,481 ▼-2.1%33,0000.3%FinanceCEGConstellation Energy$1,528,6110.0%6,8330.3%Oils/EnergyCARRCarrier Global$1,527,021$205 ▲0.0%22,3710.3%Computer and TechnologyJCIJohnson Controls International$1,507,5630.0%19,1000.3%ConstructionPAYXPaychex$1,483,388$115,962 ▼-7.3%10,5790.3%Business ServicesCVSCVS Health$1,473,143$79,904 ▼-5.1%32,8170.3%Retail/WholesaleWMTWalmart$1,455,539$1,084 ▼-0.1%16,1100.3%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$1,439,123$199,099 ▲16.1%20,8750.3%ETFSYYSysco$1,419,6330.0%18,5670.3%Consumer StaplesVZVerizon Communications$1,365,0190.0%34,1340.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,341,085$3,329 ▼-0.2%7,6530.3%ETFTMOThermo Fisher Scientific$1,317,223$47,861 ▲3.8%2,5320.3%MedicalShowing largest 100 holdings. 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