The Analysis of Hartford Financial Management Inc.'s Holdings & P&L


Currently, Hartford Financial Management Inc. holds 349 types of securities in its portfolio with a total value $448.2M. In the most recent quarter, they have increased their positions in VGT (+171.0K shares, valued at $20.4M), XLY (+47.3K shares, valued at $5.5M), KLAC (+13.6K shares, valued at $4.1M); decreased their positions in N/A (-21.8K shares, valued at $3.2M), N/A (-3.8K shares, valued at $2.8M), HD (-7.1K shares, valued at $2.5M); initiated new positions in XLY (+47.3K shares, valued at $5.5M), N/A (+6.1K shares, valued at $1.3M), N/A (+5.3K shares, valued at $1.2M).


1M P&L
-435.8K-0.12%
3M P&L
+10.7M+2.93%
HY P&L
-7.6M-1.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A186.6M
50.1%
2Semiconductors23.2M
6.2%
3Consumer Electronics18.7M
5.0%

Top Industries by Stock Count

1N/A74 stocks
24.7%
2Biotechnology11 stocks
3.7%
3Drug Manufacturers - General9 stocks
3.0%
Stock Holdings
JCPB
J P MORGAN EXCHANGE TRADED F
8.84%
Shares768.5K
Event2026-06-30
Filed2026-07-24
VGT
VANGUARD WORLD FD
768.40%
Shares193.3K
Event2026-06-30
Filed2026-07-24
APPLIED MATLS INC
APPLIED MATLS INC
-11.98%
Shares28.2K
Event2026-06-30
Filed2026-07-24
JPSE
J P MORGAN EXCHANGE TRADED F
-2.07%
Shares322.3K
Event2026-06-30
Filed2026-07-24
AAPL
APPLE INC
0.48%
Shares64.7K
Event2026-06-30
Filed2026-07-24
NVDA
NVIDIA CORPORATION
1.48%
Shares72.9K
Event2026-06-30
Filed2026-07-24
JMUB
J P MORGAN EXCHANGE TRADED F
-9.60%
Shares257.2K
Event2026-06-30
Filed2026-07-24
MSFT
MICROSOFT CORP
7.01%
Shares32.7K
Event2026-06-30
Filed2026-07-24
PAAA
PGIM ETF TR
5.55%
Shares204.8K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-1.75%
Shares28.6K
Event2026-06-30
Filed2026-07-24
CAT
CATERPILLAR INC
-5.46%
Shares8.5K
Event2026-06-30
Filed2026-07-24
GOOG
ALPHABET INC
-2.89%
Shares25.4K
Event2026-06-30
Filed2026-07-24
JTEK
J P MORGAN EXCHANGE TRADED F
-4.02%
Shares69.2K
Event2026-06-30
Filed2026-07-24
DAUG
FIRST TR EXCHNG TRADED FD VI
0.49%
Shares162.2K
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-1.36%
Shares7.9K
Event2026-06-30
Filed2026-07-24
QLTI
GMO ETF TRUST
24.34%
Shares259.5K
Event2026-06-30
Filed2026-07-24
DBEF
DBX ETF TR
23.99%
Shares122.0K
Event2026-06-30
Filed2026-07-24
FBT
FIRST TR EXCHANGE-TRADED FD
-4.03%
Shares26.8K
Event2026-06-30
Filed2026-07-24
QLTY
GMO ETF TRUST
3.20%
Shares142.2K
Event2026-06-30
Filed2026-07-24
DDEC
FIRST TR EXCHNG TRADED FD VI
2.31%
Shares121.5K
Event2026-06-30
Filed2026-07-24
CSX
CSX CORP
-2.97%
Shares119.6K
Event2026-06-30
Filed2026-07-24
XLY
SELECT SECTOR SPDR TR
New
Shares47.3K
Event2026-06-30
Filed2026-07-24
JPST
J P MORGAN EXCHANGE TRADED F
146.65%
Shares109.5K
Event2026-06-30
Filed2026-07-24
GLW
CORNING INC
0.00%
Shares21.5K
Event2026-06-30
Filed2026-07-24
AMZN
AMAZON COM INC
6.43%
Shares22.7K
Event2026-06-30
Filed2026-07-24
VISA INC
VISA INC
-0.01%
Shares15.3K
Event2026-06-30
Filed2026-07-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-9.68%
Shares11.0K
Event2026-06-30
Filed2026-07-24
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares78.1K
Event2026-06-30
Filed2026-07-24
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.19%
Shares10.0K
Event2026-06-30
Filed2026-07-24
KLAC
KLA CORP
548.13%
Shares16.1K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION
RTX CORPORATION
1.35%
Shares24.0K
Event2026-06-30
Filed2026-07-24
ARK ETF TR
ARK ETF TR
0.03%
Shares32.8K
Event2026-06-30
Filed2026-07-24
META PLATFORMS INC
META PLATFORMS INC
9.65%
Shares7.4K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL CORP
EXXON MOBIL CORP
-0.73%
Shares30.4K
Event2026-06-30
Filed2026-07-24
UNP
UNION PAC CORP
-0.26%
Shares12.8K
Event2026-06-30
Filed2026-07-24
BAC
BANK OF AMER CORP
2.52%
Shares59.3K
Event2026-06-30
Filed2026-07-24
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-24
ADP
AUTOMATIC DATA PROCESSING IN
0.47%
Shares14.8K
Event2026-06-30
Filed2026-07-24
HD
HOME DEPOT INC
-44.87%
Shares8.7K
Event2026-06-30
Filed2026-07-24
CME
CME GROUP INC
18.38%
Shares13.0K
Event2026-06-30
Filed2026-07-24
TJX
TJX COS INC NEW
2.60%
Shares17.8K
Event2026-06-30
Filed2026-07-24
DIS
DISNEY WALT CO
-0.03%
Shares27.4K
Event2026-06-30
Filed2026-07-24
XLV
SELECT SECTOR SPDR TR
5386.67%
Shares16.5K
Event2026-06-30
Filed2026-07-24
EWJV
ISHARES TR
27117.59%
Shares58.8K
Event2026-06-30
Filed2026-07-24
CVX
CHEVRON CORPORATION
-0.67%
Shares15.0K
Event2026-06-30
Filed2026-07-24
JNJ
JOHNSON & JOHNSON
-0.86%
Shares9.4K
Event2026-06-30
Filed2026-07-24
WMB
WILLIAMS COS INC
0.18%
Shares31.4K
Event2026-06-30
Filed2026-07-24
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-15.17%
Shares5.6K
Event2026-06-30
Filed2026-07-24
TXN
TEXAS INSTRS INC
-1.44%
Shares7.6K
Event2026-06-30
Filed2026-07-24
SPHQ
INVESCO EXCHANGE TRADED FD T
-2.73%
Shares24.6K
Event2026-06-30
Filed2026-07-24
GOOGL
ALPHABET INC
0.05%
Shares6.0K
Event2026-06-30
Filed2026-07-24
NETFLIX INC.
NETFLIX INC.
10.10%
Shares29.7K
Event2026-06-30
Filed2026-07-24
ENB
ENBRIDGE INC
-1.76%
Shares38.4K
Event2026-06-30
Filed2026-07-24
MPC
MARATHON PETE CORP
-1.54%
Shares8.1K
Event2026-06-30
Filed2026-07-24
PLD
PROLOGIS INC.
-1.54%
Shares15.3K
Event2026-06-30
Filed2026-07-24
MRK
MERCK & CO INC
-2.73%
Shares15.8K
Event2026-06-30
Filed2026-07-24
MDLZ
MONDELEZ INTL INC
0.01%
Shares34.1K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
ORACLE CORP
-61.91%
Shares13.4K
Event2026-06-30
Filed2026-07-24
IGV
ISHARES TR
36030.51%
Shares21.3K
Event2026-06-30
Filed2026-07-24
RSPH
INVESCO EXCHANGE TRADED FD T
0.01%
Shares55.8K
Event2026-06-30
Filed2026-07-24
WMT
WALMART INC
-0.09%
Shares16.1K
Event2026-06-30
Filed2026-07-24
SPDR SERIES TRUST
SPDR SERIES TRUST
2.58%
Shares20.6K
Event2026-06-30
Filed2026-07-24
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares6.1K
Event2026-06-30
Filed2026-07-24
DHR
DANAHER CORP DEL
-37.70%
Shares8.6K
Event2026-06-30
Filed2026-07-24
PH
PARKER-HANNIFIN CORP
3.22%
Shares1.6K
Event2026-06-30
Filed2026-07-24
ABT
ABBOTT LABORATORIES
-30.98%
Shares16.4K
Event2026-06-30
Filed2026-07-24
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares6.1K
Event2026-06-30
Filed2026-07-24
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares5.3K
Event2026-06-30
Filed2026-07-24
DJUL
FIRST TR EXCHNG TRADED FD VI
-2.13%
Shares23.3K
Event2026-06-30
Filed2026-07-24
RYN
RAYONIER INC
0.59%
Shares54.8K
Event2026-06-30
Filed2026-07-24
LOW
LOWES COS INC
-12.21%
Shares5.2K
Event2026-06-30
Filed2026-07-24
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-24
EPD
ENTERPRISE PRODS PARTNERS L
-0.97%
Shares30.7K
Event2026-06-30
Filed2026-07-24
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-1.07%
Shares18.0K
Event2026-06-30
Filed2026-07-24
LLY
ELI LILLY & CO
0.00%
Shares894
Event2026-06-30
Filed2026-07-24
CVS
CVS HEALTH CORP
-2.09%
Shares10.1K
Event2026-06-30
Filed2026-07-24
GLD
SPDR GOLD TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-24
BA
BOEING CO
-0.23%
Shares4.7K
Event2026-06-30
Filed2026-07-24
GPC
GENUINE PARTS CO
-59.57%
Shares8.5K
Event2026-06-30
Filed2026-07-24
QQQ
INVESCO QQQ TR
0.48%
Shares1.3K
Event2026-06-30
Filed2026-07-24
XLI
SELECT SECTOR SPDR TR
3807.14%
Shares4.9K
Event2026-06-30
Filed2026-07-24
PEP
PEPSICO INC
-49.11%
Shares6.7K
Event2026-06-30
Filed2026-07-24
AXP
AMERICAN EXPRESS CO
-0.19%
Shares2.7K
Event2026-06-30
Filed2026-07-24
CI
THE CIGNA GROUP
-13.50%
Shares3.3K
Event2026-06-30
Filed2026-07-24
VOO
VANGUARD INDEX FDS
1.09%
Shares1.3K
Event2026-06-30
Filed2026-07-24
EL
LAUDER ESTEE COS INC
11.97%
Shares10.6K
Event2026-06-30
Filed2026-07-24
PAYX
PAYCHEX INC
-1.69%
Shares8.5K
Event2026-06-30
Filed2026-07-24
INTC
INTEL CORP
-10.15%
Shares5.9K
Event2026-06-30
Filed2026-07-24
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares11.1K
Event2026-06-30
Filed2026-07-24
GE
GE AEROSPACE
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-24
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-24
IWF
ISHARES TR
299.94%
Shares6.3K
Event2026-06-30
Filed2026-07-24
ISRG
INTUITIVE SURGICAL INC
8.92%
Shares1.9K
Event2026-06-30
Filed2026-07-24
KO
COCA COLA CO
0.00%
Shares8.8K
Event2026-06-30
Filed2026-07-24
RSP
INVESCO EXCHANGE TRADED FD T
-2.06%
Shares3.4K
Event2026-06-30
Filed2026-07-24
PAA
PLAINS ALL AMERN PIPELINE L
0.00%
Shares29.8K
Event2026-06-30
Filed2026-07-24
PG
PROCTER & GAMBLE CO
-56.66%
Shares4.5K
Event2026-06-30
Filed2026-07-24
KEY
KEYCORP
0.00%
Shares27.6K
Event2026-06-30
Filed2026-07-24
FDX
FEDEX CORP
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
GEV
GE VERNOVA INC
0.00%
Shares532
Event2026-06-30
Filed2026-07-24
DE
DEERE & CO
0.00%
Shares950
Event2026-06-30
Filed2026-07-24
COF
CAPITAL ONE FINL CORP
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-24
BMY
BRISTOL-MYERS SQUIBB CO
-7.44%
Shares10.2K
Event2026-06-30
Filed2026-07-24
NFG
NATIONAL FUEL GAS CO
0.00%
Shares7.1K
Event2026-06-30
Filed2026-07-24
FENC
FENNEC PHARMACEUTICALS INC
0.00%
Shares50.6K
Event2026-06-30
Filed2026-07-24
PM
PHILIP MORRIS INTL INC
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-24
JMST
J P MORGAN EXCHANGE TRADED F
-0.23%
Shares10.4K
Event2026-06-30
Filed2026-07-24
WFC
WELLS FARGO & CO
0.00%
Shares6.4K
Event2026-06-30
Filed2026-07-24
KMB
KIMBERLY-CLARK CORP
-9.10%
Shares4.8K
Event2026-06-30
Filed2026-07-24
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-24
MCD
MCDONALDS CORP
-0.74%
Shares1.9K
Event2026-06-30
Filed2026-07-24
NSC
NORFOLK SOUTHN CORP
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-24
SOUTHERN CO
SOUTHERN CO
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-24
ET
ENERGY TRANSFER L P
-5.98%
Shares24.8K
Event2026-06-30
Filed2026-07-24
PSX
PHILLIPS 66
-2.54%
Shares2.8K
Event2026-06-30
Filed2026-07-24
TSLA
TESLA INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
RSPM
INVESCO EXCHANGE TRADED FD T
0.00%
Shares11.5K
Event2026-06-30
Filed2026-07-24
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares5.5K
Event2026-06-30
Filed2026-07-24
DOMINION ENERGY INC
DOMINION ENERGY INC
0.00%
Shares5.4K
Event2026-06-30
Filed2026-07-24
REGL
PROSHARES TR
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-24
NUE
NUCOR CORP
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-24
YUM
YUM BRANDS INC
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-24
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
CISCO SYS INC
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares528
Event2026-06-30
Filed2026-07-24
GJUL
FIRST TR EXCHNG TRADED FD VI
-36.52%
Shares6.2K
Event2026-06-30
Filed2026-07-24
OKE
ONEOK INC NEW
0.31%
Shares3.0K
Event2026-06-30
Filed2026-07-24
BROADCOM INC
BROADCOM INC
164.61%
Shares643
Event2026-06-30
Filed2026-07-24
HSY
HERSHEY CO
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
187.04%
Shares310
Event2026-06-30
Filed2026-07-24
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
10.29%
Shares1.9K
Event2026-06-30
Filed2026-07-24
IYW
ISHARES TR
50.46%
Shares823
Event2026-06-30
Filed2026-07-24
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
0.16%
Shares633
Event2026-06-30
Filed2026-07-24
CMCSA
COMCAST CORP NEW
-2.08%
Shares7.9K
Event2026-06-30
Filed2026-07-24
MO
ALTRIA GROUP INC
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
ADOBE INC
ADOBE INC
0.00%
Shares866
Event2026-06-30
Filed2026-07-24
GIS
GENERAL MILLS INC
25.00%
Shares5.0K
Event2026-06-30
Filed2026-07-24
AWK
AMERICAN WTR WKS CO INC NEW
11472.73%
Shares1.3K
Event2026-06-30
Filed2026-07-24
QCOM
QUALCOMM INC
-1.84%
Shares905
Event2026-06-30
Filed2026-07-24
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-24
NGG
NATIONAL GRID PLC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
SCHW
SCHWAB CHARLES CORP
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-24
PFE
PFIZER INC
0.00%
Shares6.4K
Event2026-06-30
Filed2026-07-24
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-24
XLF
SELECT SECTOR SPDR TR
7.27%
Shares2.8K
Event2026-06-30
Filed2026-07-24
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares380
Event2026-06-30
Filed2026-07-24
NI
NISOURCE INC
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-24
KOF
COCA-COLA FEMSA SAB DE CV
-10.67%
Shares1.3K
Event2026-06-30
Filed2026-07-24
SWK
STANLEY BLACK & DECKER INC
43.54%
Shares1.4K
Event2026-06-30
Filed2026-07-24
PSA
PUBLIC STORAGE
0.00%
Shares412
Event2026-06-30
Filed2026-07-24
UGI
UGI CORP NEW
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-24
ABEV
AMBEV SA
-10.94%
Shares41.3K
Event2026-06-30
Filed2026-07-24
PANW
PALO ALTO NETWORKS INC
0.00%
Shares376
Event2026-06-30
Filed2026-07-24
IYC
ISHARES TR
New
Shares1.2K
Event2026-06-30
Filed2026-07-24
USB
US BANCORP
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
IWM
ISHARES TR
55.81%
Shares402
Event2026-06-30
Filed2026-07-24
WY
WEYERHAEUSER CO
-2.72%
Shares5.0K
Event2026-06-30
Filed2026-07-24
SW
SMURFIT WESTROCK PLC
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
IR
INGERSOLL RAND INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
T
AT&T INC
0.00%
Shares5.6K
Event2026-06-30
Filed2026-07-24
TGT
TARGET CORP
0.00%
Shares845
Event2026-06-30
Filed2026-07-24
PCAR
PACCAR INC
0.00%
Shares882
Event2026-06-30
Filed2026-07-24
C
CITIGROUP INC
0.00%
Shares721
Event2026-06-30
Filed2026-07-24
IBRX
IMMUNITYBIO INC
-11.54%
Shares11.5K
Event2026-06-30
Filed2026-07-24
IWP
ISHARES TR
New
Shares665
Event2026-06-30
Filed2026-07-24
RF
REGIONS FINANCIAL CORP NEW
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-24
Q
QNITY ELECTRONICS INC
-29.76%
Shares590
Event2026-06-30
Filed2026-07-24
NTAP
NETAPP INC
-29.89%
Shares598
Event2026-06-30
Filed2026-07-24
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
0.00%
Shares278
Event2026-06-30
Filed2026-07-24
FTV
FORTIVE CORP
-5.59%
Shares1.5K
Event2026-06-30
Filed2026-07-24
SMH
VANECK ETF TRUST
0.00%
Shares137
Event2026-06-30
Filed2026-07-24
VHT
VANGUARD WORLD FD
0.00%
Shares297
Event2026-06-30
Filed2026-07-24
CENTERPOINT ENERGY INC
CENTERPOINT ENERGY INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
ARK ETF TR
ARK ETF TR
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
DAPR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-24
DIVI
FRANKLIN TEMPLETON ETF TR
-3.58%
Shares1.8K
Event2026-06-30
Filed2026-07-24
AMD
ADVANCED MICRO DEVICES INC
3.25%
Shares127
Event2026-06-30
Filed2026-07-24
XBI
SPDR SERIES TRUST
New
Shares455
Event2026-06-30
Filed2026-07-24
XLK
SELECT SECTOR SPDR TR
0.00%
Shares376
Event2026-06-30
Filed2026-07-24
3M CO
3M CO
-0.91%
Shares434
Event2026-06-30
Filed2026-07-24
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.00%
Shares94
Event2026-06-30
Filed2026-07-24
DUK
DUKE ENERGY CORP NEW
0.00%
Shares544
Event2026-06-30
Filed2026-07-24
WBS
WEBSTER FINL CORP
0.00%
Shares900
Event2026-06-30
Filed2026-07-24
DRI
DARDEN RESTAURANTS INC
-16.33%
Shares333
Event2026-06-30
Filed2026-07-24
OKTA
OKTA INC
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
CMI
CUMMINS INC
-22.03%
Shares92
Event2026-06-30
Filed2026-07-24
SOLS
SOLSTICE ADVANCED MATLS INC
-10.99%
Shares737
Event2026-06-30
Filed2026-07-24
RYAM
RAYONIER ADVANCED MATLS INC
0.00%
Shares8.0K
Event2026-06-30
Filed2026-07-24
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
MOAT
VANECK ETF TRUST
0.00%
Shares513
Event2026-06-30
Filed2026-07-24
VLTO
VERALTO CORP
0.00%
Shares595
Event2026-06-30
Filed2026-07-24
VOOG
VANGUARD ADMIRAL FDS INC
500.00%
Shares636
Event2026-06-30
Filed2026-07-24
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
LMT
LOCKHEED MARTIN CORP
12.09%
Shares102
Event2026-06-30
Filed2026-07-24
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares215
Event2026-06-30
Filed2026-07-24
GVI
ISHARES TR
New
Shares469
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.74%
Shares134
Event2026-06-30
Filed2026-07-24
IEF
ISHARES TR
New
Shares521
Event2026-06-30
Filed2026-07-24
ILMN
ILLUMINA INC
0.00%
Shares275
Event2026-06-30
Filed2026-07-24
ABBVIE INC
ABBVIE INC
0.00%
Shares191
Event2026-06-30
Filed2026-07-24
ZETA
ZETA GLOBAL HOLDINGS CORP
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-24
NEM
NEWMONT CORP
-24.69%
Shares491
Event2026-06-30
Filed2026-07-24
TMO
THERMO FISHER SCIENTIFIC INC
-94.44%
Shares91
Event2026-06-30
Filed2026-07-24
VXUS
VANGUARD STAR FDS
0.00%
Shares528
Event2026-06-30
Filed2026-07-24
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares692
Event2026-06-30
Filed2026-07-24
OMC
OMNICOM GROUP INC
0.00%
Shares600
Event2026-06-30
Filed2026-07-24
HL
HECLA MINING COMPANY
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-24
CE
CELANESE CORP DEL
0.00%
Shares901
Event2026-06-30
Filed2026-07-24
BK
BANK OF NY MELLON CORP
-32.69%
Shares280
Event2026-06-30
Filed2026-07-24
TYG
TORTOISE ENERGY INFRSTRCTR C
-13.35%
Shares909
Event2026-06-30
Filed2026-07-24
QXO
QXO INC
214.29%
Shares2.2K
Event2026-06-30
Filed2026-07-24
SLB
SLB LIMITED
0.00%
Shares799
Event2026-06-30
Filed2026-07-24
DVN
DEVON ENERGY CORP NEW
0.79%
Shares892
Event2026-06-30
Filed2026-07-24
TXT
TEXTRON INC
0.00%
Shares401
Event2026-06-30
Filed2026-07-24
GILD
GILEAD SCIENCES INC
-22.73%
Shares289
Event2026-06-30
Filed2026-07-24
BAX
BAXTER INTL INC
-30.05%
Shares1.7K
Event2026-06-30
Filed2026-07-24
KMI
KINDER MORGAN INC DEL
-24.27%
Shares1.1K
Event2026-06-30
Filed2026-07-24
UYG
PROSHARES TR
0.00%
Shares420
Event2026-06-30
Filed2026-07-24
ING
ING GROEP N.V.
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
FMS
FRESENIUS MEDICAL CARE AG
-24.03%
Shares1.5K
Event2026-06-30
Filed2026-07-24
ARES MANAGEMENT CORPORATION
ARES MANAGEMENT CORPORATION
-1.97%
Shares299
Event2026-06-30
Filed2026-07-24
TC ENERGY CORP
TC ENERGY CORP
0.00%
Shares496
Event2026-06-30
Filed2026-07-24
SYY
SYSCO CORP
5.36%
Shares393
Event2026-06-30
Filed2026-07-24
SCCO
SOUTHERN COPPER CORP
-24.17%
Shares182
Event2026-06-30
Filed2026-07-24
MS
MORGAN STANLEY
-39.92%
Shares146
Event2026-06-30
Filed2026-07-24
APA CORPORATION
APA CORPORATION
0.00%
Shares932
Event2026-06-30
Filed2026-07-24
XLE
SELECT SECTOR SPDR TR
6.94%
Shares570
Event2026-06-30
Filed2026-07-24
SRVR
PACER FDS TR
New
Shares952
Event2026-06-30
Filed2026-07-24
ALNYLAM PHARMACEUTICALS INC
ALNYLAM PHARMACEUTICALS INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-24
MEDTRONIC PLC
MEDTRONIC PLC
-22.89%
Shares384
Event2026-06-30
Filed2026-07-24
CLX
CLOROX CO DEL
11.83%
Shares312
Event2026-06-30
Filed2026-07-24
AMGN
AMGEN INC
12.68%
Shares80
Event2026-06-30
Filed2026-07-24
CL
COLGATE PALMOLIVE CO
-62.46%
Shares315
Event2026-06-30
Filed2026-07-24
BX
BLACKSTONE INC
-16.55%
Shares232
Event2026-06-30
Filed2026-07-24
UAL
UNITED AIRLS HLDGS INC
0.00%
Shares200
Event2026-06-30
Filed2026-07-24
FAST
FASTENAL CO
-34.11%
Shares566
Event2026-06-30
Filed2026-07-24
DOW
DOW HLDGS INC
-37.65%
Shares962
Event2026-06-30
Filed2026-07-24
BBY
BEST BUY INC
2.98%
Shares346
Event2026-06-30
Filed2026-07-24
MOS
MOSAIC CO
0.57%
Shares1.2K
Event2026-06-30
Filed2026-07-24
SPYV
SPDR SERIES TRUST
0.00%
Shares420
Event2026-06-30
Filed2026-07-24
QSR
RESTAURANT BRANDS INTL INC
9.72%
Shares350
Event2026-06-30
Filed2026-07-24
EQT
EQT CORP
0.00%
Shares473
Event2026-06-30
Filed2026-07-24
XCEM
COLUMBIA ETF TR II
New
Shares426
Event2026-06-30
Filed2026-07-24
TFC
TRUIST FINL CORP
0.00%
Shares449
Event2026-06-30
Filed2026-07-24
TD
TORONTO DOMINION BK ONT
0.00%
Shares176
Event2026-06-30
Filed2026-07-24
SERVICENOW INC
SERVICENOW INC
0.00%
Shares215
Event2026-06-30
Filed2026-07-24
IVE
ISHARES TR
0.00%
Shares93
Event2026-06-30
Filed2026-07-24
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
0.00%
Shares80
Event2026-06-30
Filed2026-07-24
YUMC
YUM CHINA HLDGS INC
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
LW
LAMB WESTON HLDGS INC
0.00%
Shares466
Event2026-06-30
Filed2026-07-24
NGVT
INGEVITY CORP
0.00%
Shares260
Event2026-06-30
Filed2026-07-24
TGTX
TG THERAPEUTICS INC
0.00%
Shares353
Event2026-06-30
Filed2026-07-24
CAG
CONAGRA BRANDS INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
EBAY
EBAY INC.
-4.57%
Shares167
Event2026-06-30
Filed2026-07-24
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
FDS
FACTSET RESH SYS INC
0.00%
Shares75
Event2026-06-30
Filed2026-07-24
IYH
ISHARES TR
0.00%
Shares255
Event2026-06-30
Filed2026-07-24
FIX
COMFORT SYS USA INC
33.33%
Shares8
Event2026-06-30
Filed2026-07-24
SHOP
SHOPIFY INC
0.00%
Shares136
Event2026-06-30
Filed2026-07-24
IEI
ISHARES TR
New
Shares132
Event2026-06-30
Filed2026-07-24
TER
TERADYNE INC
113.33%
Shares32
Event2026-06-30
Filed2026-07-24
APD
AIR PRODUCTS AND CHEMICALS I
-98.13%
Shares52
Event2026-06-30
Filed2026-07-24
ARK ETF TR
ARK ETF TR
121.28%
Shares104
Event2026-06-30
Filed2026-07-24
IYJ
ISHARES TR
New
Shares89
Event2026-06-30
Filed2026-07-24
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
0.00%
Shares110
Event2026-06-30
Filed2026-07-24
NUVEEN QUALITY MUNCP INCOME
NUVEEN QUALITY MUNCP INCOME
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
RLYB
RALLYBIO CORP
0.00%
Shares812
Event2026-06-30
Filed2026-07-24
PYPL
PAYPAL HLDGS INC
0.00%
Shares300
Event2026-06-30
Filed2026-07-24
WSO
WATSCO INC
-53.13%
Shares30
Event2026-06-30
Filed2026-07-24
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares80
Event2026-06-30
Filed2026-07-24
KHC
KRAFT HEINZ CO
1.77%
Shares518
Event2026-06-30
Filed2026-07-24
VOX
VANGUARD WORLD FD
-58.86%
Shares65
Event2026-06-30
Filed2026-07-24
COP
CONOCOPHILLIPS
0.00%
Shares114
Event2026-06-30
Filed2026-07-24
NWN
NORTHWEST NAT HLDG CO
0.00%
Shares235
Event2026-06-30
Filed2026-07-24
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares137
Event2026-06-30
Filed2026-07-24
QTUM
ETF SER SOLUTIONS
New
Shares66
Event2026-06-30
Filed2026-07-24
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares42
Event2026-06-30
Filed2026-07-24
ICHR
ICHOR HOLDINGS
0.00%
Shares93
Event2026-06-30
Filed2026-07-24
PGR
PROGRESSIVE CORP
0.00%
Shares45
Event2026-06-30
Filed2026-07-24
AZO
AUTOZONE INC
0.00%
Shares3
Event2026-06-30
Filed2026-07-24
TSCO
TRACTOR SUPPLY CO
0.00%
Shares300
Event2026-06-30
Filed2026-07-24
RIVIAN AUTOMOTIVE INC
RIVIAN AUTOMOTIVE INC
0.00%
Shares530
Event2026-06-30
Filed2026-07-24
HPQ
HP INC
-7.81%
Shares413
Event2026-06-30
Filed2026-07-24
RNP
COHEN & STEERS REIT & PFD &
0.00%
Shares444
Event2026-06-30
Filed2026-07-24
TRMB
TRIMBLE INC
0.00%
Shares175
Event2026-06-30
Filed2026-07-24
VEEV
VEEVA SYS INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
MINE
MAYFAIR GOLD CORP
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-24
SCZM
SANTACRUZ SILVER MNG LTD
-44.60%
Shares1.2K
Event2026-06-30
Filed2026-07-24
BTE
BAYTEX ENERGY CORP
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
ASML
ASML HLDG NV
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
ADI
ANALOG DEVICES INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-24
AIVL
WISDOMTREE TR
New
Shares54
Event2026-06-30
Filed2026-07-24
NB
NIOCORP DEVS LTD
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares200
Event2026-06-30
Filed2026-07-24
SRE
SEMPRA
-28.28%
Shares71
Event2026-06-30
Filed2026-07-24
COIN
COINBASE GLOBAL INC
0.00%
Shares40
Event2026-06-30
Filed2026-07-24
RBLX
ROBLOX CORP
0.00%
Shares107
Event2026-06-30
Filed2026-07-24
INCY
INCYTE CORP
-15.79%
Shares48
Event2026-06-30
Filed2026-07-24
NTRA
NATERA INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-24
FURY
FURY GOLD MINES LIMITED
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-24
MEDP
MEDPACE HLDGS INC
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
IDEQ
LAZARD ACTIVE ETF TR
0.00%
Shares144
Event2026-06-30
Filed2026-07-24
RIG
TRANSOCEAN LTD
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
IDEXX LABS INC
IDEXX LABS INC
-10.00%
Shares9
Event2026-06-30
Filed2026-07-24
VTRS
VIATRIS INC
0.00%
Shares297
Event2026-06-30
Filed2026-07-24
CRM
SALESFORCE INC
0.00%
Shares30
Event2026-06-30
Filed2026-07-24
LYFT INC
LYFT INC
0.00%
Shares300
Event2026-06-30
Filed2026-07-24
ABUS
ARBUTUS BIOPHARMA CORP
0.00%
Shares900
Event2026-06-30
Filed2026-07-24
KD
KYNDRYL HLDGS INC
0.00%
Shares380
Event2026-06-30
Filed2026-07-24
SBUX
STARBUCKS CORP
0.00%
Shares42
Event2026-06-30
Filed2026-07-24
CDNS
CADENCE DESIGN SYSTEM INC
-26.67%
Shares11
Event2026-06-30
Filed2026-07-24
NTES
NETEASE COM INC
0.00%
Shares30
Event2026-06-30
Filed2026-07-24
IJR
ISHARES TR
0.00%
Shares25
Event2026-06-30
Filed2026-07-24
EW
EDWARDS LIFESCIENCES CORP
-38.10%
Shares39
Event2026-06-30
Filed2026-07-24
SOBO
SOUTH BOW CORP
0.00%
Shares98
Event2026-06-30
Filed2026-07-24
POST
POST HLDGS INC
0.00%
Shares39
Event2026-06-30
Filed2026-07-24
VSNT
VERSANT MEDIA GROUP INC
-8.08%
Shares91
Event2026-06-30
Filed2026-07-24
MTCH
MATCH GROUP INC NEW
0.00%
Shares86
Event2026-06-30
Filed2026-07-24
CCL
CARNIVAL CORP LTD
New
Shares114
Event2026-06-30
Filed2026-07-24
APH
AMPHENOL CORP
0.00%
Shares18
Event2026-06-30
Filed2026-07-24
NVS
NOVARTIS AG
0.00%
Shares19
Event2026-06-30
Filed2026-07-24
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
0.00%
Shares30
Event2026-06-30
Filed2026-07-24
VRSN
VERISIGN INC
-42.11%
Shares11
Event2026-06-30
Filed2026-07-24
ULTA BEAUTY INC
ULTA BEAUTY INC
0.00%
Shares6
Event2026-06-30
Filed2026-07-24
MTD
METTLER TOLEDO INTERNATIONAL
-50.00%
Shares2
Event2026-06-30
Filed2026-07-24
REGN
REGENERON PHARMACEUTICALS
0.00%
Shares4
Event2026-06-30
Filed2026-07-24
VRTX
VERTEX PHARMACEUTICALS INC
-44.44%
Shares5
Event2026-06-30
Filed2026-07-24
DECK
DECKERS OUTDOOR CORP
-53.06%
Shares23
Event2026-06-30
Filed2026-07-24
NKE
NIKE INC
51.43%
Shares53
Event2026-06-30
Filed2026-07-24
NVO
NOVO-NORDISK A S
0.00%
Shares42
Event2026-06-30
Filed2026-07-24
RH
RH
-62.50%
Shares12
Event2026-06-30
Filed2026-07-24
IAC
PEOPLE INC
0.00%
Shares40
Event2026-06-30
Filed2026-07-24
BMRN
BIOMARIN PHARMACEUTICAL INC
0.00%
Shares28
Event2026-06-30
Filed2026-07-24
EWJ
ISHARES INC
0.00%
Shares17
Event2026-06-30
Filed2026-07-24
PROGYNY INC
PROGYNY INC
0.00%
Shares55
Event2026-06-30
Filed2026-07-24
RHI
ROBERT HALF INC.
-74.11%
Shares51
Event2026-06-30
Filed2026-07-24
CMP
COMPASS MINERALS INTL INC
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
FICO
FAIR ISAAC CORP
-66.67%
Shares1
Event2026-06-30
Filed2026-07-24
SIX FLAGS ENTERTAINMENT CORP
SIX FLAGS ENTERTAINMENT CORP
0.00%
Shares50
Event2026-06-30
Filed2026-07-24
ZM
ZOOM COMMUNICATIONS INC
0.00%
Shares10
Event2026-06-30
Filed2026-07-24
HYFT
MINDWALK HOLDINGS CORP
New
Shares500
Event2026-06-30
Filed2026-07-24
DNA
GINKGO BIOWORKS HOLDINGS INC
0.00%
Shares65
Event2026-06-30
Filed2026-07-24
CHPT
CHARGEPOINT HOLDINGS INC
0.00%
Shares75
Event2026-06-30
Filed2026-07-24
MYGN
MYRIAD GENETICS INC
0.00%
Shares60
Event2026-06-30
Filed2026-07-24
B
BARRICK MNG CORP
0.00%
Shares8
Event2026-06-30
Filed2026-07-24
XRPI
VOLATILITY SHS TR
0.00%
Shares48
Event2026-06-30
Filed2026-07-24
ALK
ALASKA AIR GROUP INC
0.00%
Shares5
Event2026-06-30
Filed2026-07-24
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares1
Event2026-06-30
Filed2026-07-24
IBID
ISHARES TR
0.00%
Shares480
Event2026-06-30
Filed2026-07-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Hartford Financial Management Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo