Hartford Financial Management Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Hartford Financial Management Inc. 13F Holdings
CIK 0001352526 · HARTFORD, CT
As of Sep 30, 2025, Hartford Financial Management Inc. reported
340 positions worth $375.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 699,982 | $33.3M | 8.86% |
| APPLE INC | AAPL | Technology | 64,496 |
|
6.4M4.37% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 21,687 |
6.2M | 4.31% |
| J P MORGAN EXCHANGE TRADED F | JPSE | — | 320,994 |
6.0M | 4.25% |
| MICROSOFT CORP | MSFT | Technology | 26,796 |
3.9M | 3.69% |
| NVIDIA CORP | NVDA | Technology | 67,828 |
2.7M | 3.37% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 201,910 |
0.2M | 2.71% |
| PGIM AAA CLO ETF | PAAA | — | 186,928 | $9.6M | 2.56% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 28,806 | $9.1M | 2.42% |
| ORACLE CORP | ORCL | Technology | 26,173 | $7.4M | 1.96% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 7,923 | $7.3M | 1.95% |
| APPLIED MATERIALS INC | AMAT | Technology | 35,055 | $7.2M | 1.91% |
| ALPHABET INC | GOOG | Equity | 28,830 | $7.0M | 1.87% |
| FT VEST US EQUITY DEEP BUFFER ETF - AUGUST | DAUG | — | 155,802 | $6.8M | 1.81% |
| HOME DEPOT INC | HD | Consumer Cyclical | 15,383 | $6.2M | 1.66% |
| J P MORGAN EXCHANGE TRADED F | JTEK | — | 66,901 | $6.2M | 1.64% |
| FT VEST US EQUITY DEEP BUFFER ETF - APRIL | DAPR | — | 148,471 | $5.7M | 1.53% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 78,234 | $5.7M | 1.53% |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | FBT | — | 29,479 | $5.3M | 1.41% |
| FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | DDEC | — | 113,502 | $5.0M | 1.32% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,095 | $4.6M | 1.22% |
| AMAZON.COM INC | AMZN | Equity | 20,670 | $4.5M | 1.21% |
| CATERPILLAR INC | CAT | Industrials | 9,363 | $4.5M | 1.19% |
| VISA INC-CLASS A SHARES | V | Financial Services | 13,061 | $4.5M | 1.19% |
| CSX CORP | CSX | Industrials | 125,233 | $4.4M | 1.18% |