The Analysis of Hartford Financial Management Inc.'s Holdings


Currently, Hartford Financial Management Inc. holds 340 types of securities in its portfolio with a total value $377.6M. In the most recent quarter, they have increased their positions in VGT (+2.3K shares, valued at $1.7M), SPHQ (+13.2K shares, valued at $965.2K), GOOG (+3.3K shares, valued at $808.1K); decreased their positions in GJUL (-115.1K shares, valued at $4.7M), DJUL (-97.5K shares, valued at $4.6M), JMUB (-72.6K shares, valued at $3.7M); initiated new positions in RYN (+1.2K shares, valued at $30.7K), ASML (+4 shares, valued at $3.9K), ICHR (+93 shares, valued at $1.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JCPB J P MORGAN EXCHANGE TRADED F700.0K shares2.41%2025-09-302025-10-28history
AAPL APPLE INC64.5K shares4.20%2025-09-302025-10-28history
VGT VANGUARD WORLD FD21.7K shares11.59%2025-09-302025-10-28history
JPSE J P MORGAN EXCHANGE TRADED F321.0K shares1.80%2025-09-302025-10-28history
MSFT MICROSOFT CORP26.8K shares1.55%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION67.8K shares0.45%2025-09-302025-10-28history
JMUB J P MORGAN EXCHANGE TRADED F201.9K shares-26.45%2025-09-302025-10-28history
PAAA PGIM ETF TR186.9K shares1.34%2025-09-302025-10-28history
Sponsored
JPM JPMORGAN CHASE & CO.28.8K shares1.81%2025-09-302025-10-28history
ORCL ORACLE CORP26.2K shares-8.45%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW7.9K shares-0.68%2025-09-302025-10-28history
AMAT APPLIED MATLS INC35.1K shares2.60%2025-09-302025-10-28history
GOOG ALPHABET INC28.8K shares13.01%2025-09-302025-10-28history
DAUG FIRST TR EXCHNG TRADED FD VI155.8K shares-0.22%2025-09-302025-10-28history
HD HOME DEPOT INC15.4K shares7.23%2025-09-302025-10-28history
JTEK J P MORGAN EXCHANGE TRADED F66.9K shares3.10%2025-09-302025-10-28history
Sponsored
DAPR FIRST TR EXCHNG TRADED FD VI148.5K shares-0.63%2025-09-302025-10-28history
SPHQ INVESCO EXCHANGE TRADED FD T78.2K shares20.24%2025-09-302025-10-28history
FBT FIRST TR EXCHANGE-TRADED FD29.5K shares-3.65%2025-09-302025-10-28history
DDEC FIRST TR EXCHNG TRADED FD VI113.5K shares1.72%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL9.1K shares14.60%2025-09-302025-10-28history
AMZN AMAZON COM INC20.7K shares12.04%2025-09-302025-10-28history
CAT CATERPILLAR INC9.4K shares-2.77%2025-09-302025-10-28history
V VISA INC13.1K shares16.56%2025-09-302025-10-28history
Sponsored
CSX CSX CORP125.2K shares-0.89%2025-09-302025-10-28history
RTX RTX CORPORATION24.6K shares-0.68%2025-09-302025-10-28history
ADP AUTOMATIC DATA PROCESSING IN13.3K shares-3.96%2025-09-302025-10-28history
XOM EXXON MOBIL CORP32.4K shares-1.17%2025-09-302025-10-28history
ARKQ ARK ETF TR32.4K shares-0.38%2025-09-302025-10-28history
META META PLATFORMS INC4.8K shares11.14%2025-09-302025-10-28history
TSM TAIWAN SEMICONDUCTOR MFG LTD12.7K shares3.34%2025-09-302025-10-28history
RSPT INVESCO EXCHANGE TRADED FD T78.3K shares-7.38%2025-09-302025-10-28history
Sponsored
DIS DISNEY WALT CO28.6K shares-21.40%2025-09-302025-10-28history
ABT ABBOTT LABS24.4K shares-4.61%2025-09-302025-10-28history
HON HONEYWELL INTL INC15.2K shares6.99%2025-09-302025-10-28history
KLAC KLA CORP2.9K shares6.44%2025-09-302025-10-28history
UNP UNION PAC CORP12.7K shares10.59%2025-09-302025-10-28history
GPC GENUINE PARTS CO21.1K shares13.79%2025-09-302025-10-28history
DHR DANAHER CORPORATION14.3K shares-2.12%2025-09-302025-10-28history
BAC BANK AMERICA CORP53.9K shares15.66%2025-09-302025-10-28history
Sponsored
GS GOLDMAN SACHS GROUP INC3.3K shares0.00%2025-09-302025-10-28history
NFLX NETFLIX INC2.2K shares1.96%2025-09-302025-10-28history
CME CME GROUP INC9.5K shares20.56%2025-09-302025-10-28history
GSIG GOLDMAN SACHS ETF TR52.4K shares-29.49%2025-09-302025-10-28history
CVX CHEVRON CORP NEW15.9K shares-4.73%2025-09-302025-10-28history
TJX TJX COS INC NEW16.4K shares11.23%2025-09-302025-10-28history
DJUL FIRST TR EXCHNG TRADED FD VI49.8K shares-66.21%2025-09-302025-10-28history
JPST J P MORGAN EXCHANGE TRADED F44.5K shares-47.66%2025-09-302025-10-28history
Sponsored
UNH UNITEDHEALTH GROUP INC6.4K shares7.83%2025-09-302025-10-28history
WMB WILLIAMS COS INC34.0K shares-4.63%2025-09-302025-10-28history
MDLZ MONDELEZ INTL INC32.4K shares-3.68%2025-09-302025-10-28history
ENB ENBRIDGE INC39.9K shares-6.88%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON10.3K shares-17.33%2025-09-302025-10-28history
GLW CORNING INC22.5K shares-5.10%2025-09-302025-10-28history
PEP PEPSICO INC13.1K shares-0.33%2025-09-302025-10-28history
PLD PROLOGIS INC.15.8K shares-2.23%2025-09-302025-10-28history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS6.1K shares0.00%2025-09-302025-10-28history
MPC MARATHON PETE CORP8.8K shares0.03%2025-09-302025-10-28history
WMT WALMART INC16.1K shares-0.19%2025-09-302025-10-28history
RSPH INVESCO EXCHANGE TRADED FD T56.1K shares-10.04%2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO10.2K shares6.91%2025-09-302025-10-28history
LOW LOWES COS INC6.0K shares-2.56%2025-09-302025-10-28history
GJUL FIRST TR EXCHNG TRADED FD VI36.7K shares-75.81%2025-09-302025-10-28history
SPYM SPDR SERIES TRUST19.0K shares112.95%2025-09-302025-10-28history
Sponsored
MRK MERCK & CO INC17.7K shares-12.23%2025-09-302025-10-28history
GOOGL ALPHABET INC6.1K shares0.18%2025-09-302025-10-28history
TXN TEXAS INSTRS INC7.7K shares-2.44%2025-09-302025-10-28history
PH PARKER-HANNIFIN CORP1.5K shares24.28%2025-09-302025-10-28history
WM WASTE MGMT INC DEL5.1K shares-7.05%2025-09-302025-10-28history
CI THE CIGNA GROUP3.8K shares0.00%2025-09-302025-10-28history
PAYX PAYCHEX INC8.6K shares-15.59%2025-09-302025-10-28history
PCH POTLATCHDELTIC CORPORATION26.0K shares-0.04%2025-09-302025-10-28history
Sponsored
BA BOEING CO4.8K shares-1.15%2025-09-302025-10-28history
GLD SPDR GOLD TR2.8K shares0.00%2025-09-302025-10-28history
EPD ENTERPRISE PRODS PARTNERS L31.0K shares-4.90%2025-09-302025-10-28history
AXP AMERICAN EXPRESS CO2.7K shares-17.20%2025-09-302025-10-28history
PULS PGIM ETF TR17.5K shares0.00%2025-09-302025-10-28history
KMB KIMBERLY-CLARK CORP6.7K shares-11.65%2025-09-302025-10-28history
CVS CVS HEALTH CORP10.9K shares-3.35%2025-09-302025-10-28history
EL LAUDER ESTEE COS INC9.1K shares-1.60%2025-09-302025-10-28history
Sponsored
FCX FREEPORT-MCMORAN INC20.5K shares15.38%2025-09-302025-10-28history
TMO THERMO FISHER SCIENTIFIC INC1.6K shares-7.13%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS1.3K shares23.21%2025-09-302025-10-28history
APD AIR PRODS & CHEMS INC2.8K shares13.15%2025-09-302025-10-28history
RSP INVESCO EXCHANGE TRADED FD T3.9K shares-47.20%2025-09-302025-10-28history
QQQ INVESCO QQQ TR1.2K shares1.49%2025-09-302025-10-28history
IWF ISHARES TR1.5K shares0.07%2025-09-302025-10-28history
ISRG INTUITIVE SURGICAL INC1.6K shares-0.69%2025-09-302025-10-28history
Sponsored
TT TRANE TECHNOLOGIES PLC1.6K shares0.00%2025-09-302025-10-28history
LLY ELI LILLY & CO894 shares0.00%2025-09-302025-10-28history
CARR CARRIER GLOBAL CORPORATION11.1K shares-0.15%2025-09-302025-10-28history
NFG NATIONAL FUEL GAS CO7.1K shares0.00%2025-09-302025-10-28history
GE GE AEROSPACE2.2K shares0.00%2025-09-302025-10-28history
COF CAPITAL ONE FINL CORP3.0K shares0.00%2025-09-302025-10-28history
BMY BRISTOL-MYERS SQUIBB CO13.8K shares-23.41%2025-09-302025-10-28history
MCD MCDONALDS CORP1.9K shares-3.28%2025-09-302025-10-28history
Sponsored
WFC WELLS FARGO CO NEW6.4K shares-32.11%2025-09-302025-10-28history
JMST J P MORGAN EXCHANGE TRADED F10.4K shares-0.42%2025-09-302025-10-28history
OTIS OTIS WORLDWIDE CORP5.8K shares-8.19%2025-09-302025-10-28history
HIG HARTFORD INSURANCE GROUP INC3.9K shares0.00%2025-09-302025-10-28history
KEY KEYCORP27.6K shares-1.08%2025-09-302025-10-28history
PAA PLAINS ALL AMERN PIPELINE L29.8K shares-12.30%2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC3.0K shares0.00%2025-09-302025-10-28history
TGT TARGET CORP5.3K shares-58.94%2025-09-302025-10-28history
Sponsored
NSC NORFOLK SOUTHN CORP1.6K shares0.00%2025-09-302025-10-28history
TSLA TESLA INC1.1K shares0.00%2025-09-302025-10-28history
FENC FENNEC PHARMACEUTICALS INC50.6K shares0.00%2025-09-302025-10-28history
SO SOUTHERN CO5.0K shares-10.71%2025-09-302025-10-28history
FDX FEDEX CORP2.0K shares0.00%2025-09-302025-10-28history
ET ENERGY TRANSFER L P26.4K shares0.00%2025-09-302025-10-28history
PSX PHILLIPS 663.3K shares-0.43%2025-09-302025-10-28history
MA MASTERCARD INCORPORATED771 shares-21.65%2025-09-302025-10-28history
Sponsored
DE DEERE & CO950 shares-0.11%2025-09-302025-10-28history
KO COCA COLA CO6.4K shares0.00%2025-09-302025-10-28history
WY WEYERHAEUSER CO MTN BE16.9K shares-17.20%2025-09-302025-10-28history
RSPM INVESCO EXCHANGE TRADED FD T11.5K shares0.00%2025-09-302025-10-28history
REGL PROSHARES TR4.0K shares0.00%2025-09-302025-10-28history
D DOMINION ENERGY INC5.4K shares0.00%2025-09-302025-10-28history
GEV GE VERNOVA INC532 shares0.00%2025-09-302025-10-28history
ADBE ADOBE INC866 shares0.00%2025-09-302025-10-28history
Sponsored
AZN ASTRAZENECA PLC3.8K shares183.79%2025-09-302025-10-28history
DD DUPONT DE NEMOURS INC3.6K shares-0.85%2025-09-302025-10-28history
YUM YUM BRANDS INC1.8K shares0.00%2025-09-302025-10-28history
HSY HERSHEY CO1.3K shares0.00%2025-09-302025-10-28history
CMCSA COMCAST CORP NEW7.5K shares-13.73%2025-09-302025-10-28history
OKE ONEOK INC NEW3.2K shares105.82%2025-09-302025-10-28history
INTC INTEL CORP6.7K shares-22.33%2025-09-302025-10-28history
AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2025-09-302025-10-28history
Sponsored
RCL ROYAL CARIBBEAN GROUP631 shares0.00%2025-09-302025-10-28history
NUE NUCOR CORP1.5K shares0.00%2025-09-302025-10-28history
GIS GENERAL MLS INC4.0K shares0.00%2025-09-302025-10-28history
PLTR PALANTIR TECHNOLOGIES INC1.1K shares-8.70%2025-09-302025-10-28history
VZ VERIZON COMMUNICATIONS INC4.1K shares-1.14%2025-09-302025-10-28history
MO ALTRIA GROUP INC2.6K shares0.00%2025-09-302025-10-28history
SCHW SCHWAB CHARLES CORP1.7K shares0.00%2025-09-302025-10-28history
PFE PFIZER INC6.4K shares-1.53%2025-09-302025-10-28history
Sponsored
CSCO CISCO SYS INC2.3K shares0.00%2025-09-302025-10-28history
T AT&T INC5.6K shares0.00%2025-09-302025-10-28history
QCOM QUALCOMM INC918 shares1.10%2025-09-302025-10-28history
NGG NATIONAL GRID PLC2.0K shares0.00%2025-09-302025-10-28history
XLF SELECT SECTOR SPDR TR2.6K shares-10.25%2025-09-302025-10-28history
NI NISOURCE INC3.0K shares0.00%2025-09-302025-10-28history
IP INTERNATIONAL PAPER CO2.8K shares0.22%2025-09-302025-10-28history
UGI UGI CORP NEW3.8K shares0.00%2025-09-302025-10-28history
Sponsored
ELV ELEVANCE HEALTH INC FORMERLY380 shares0.00%2025-09-302025-10-28history
PSA PUBLIC STORAGE OPER CO412 shares0.00%2025-09-302025-10-28history
IR INGERSOLL RAND INC1.4K shares-7.04%2025-09-302025-10-28history
PCAR PACCAR INC1.2K shares0.00%2025-09-302025-10-28history
SW SMURFIT WESTROCK PLC2.6K shares-65.75%2025-09-302025-10-28history
IYW ISHARES TR547 shares0.00%2025-09-302025-10-28history
USB US BANCORP DEL2.0K shares0.00%2025-09-302025-10-28history
WBS WEBSTER FINL CORP1.6K shares-25.74%2025-09-302025-10-28history
Sponsored
ARKK ARK ETF TR1.1K shares0.00%2025-09-302025-10-28history
PANW PALO ALTO NETWORKS INC444 shares-3.06%2025-09-302025-10-28history
FTV FORTIVE CORP1.8K shares-40.59%2025-09-302025-10-28history
SWK STANLEY BLACK & DECKER INC1.2K shares-35.58%2025-09-302025-10-28history
RF REGIONS FINANCIAL CORP NEW3.2K shares-36.00%2025-09-302025-10-28history
ICE INTERCONTINENTAL EXCHANGE IN500 shares0.00%2025-09-302025-10-28history
CLX CLOROX CO DEL674 shares243.88%2025-09-302025-10-28history
DUK DUKE ENERGY CORP NEW642 shares-34.15%2025-09-302025-10-28history
Sponsored
AVGO BROADCOM INC239 shares-12.13%2025-09-302025-10-28history
VHT VANGUARD WORLD FD300 shares0.00%2025-09-302025-10-28history
TRV TRAVELERS COMPANIES INC278 shares0.00%2025-09-302025-10-28history
CNP CENTERPOINT ENERGY INC2.0K shares0.00%2025-09-302025-10-28history
CL COLGATE PALMOLIVE CO928 shares-23.93%2025-09-302025-10-28history
C CITIGROUP INC721 shares0.00%2025-09-302025-10-28history
DIVI FRANKLIN TEMPLETON ETF TR1.9K shares0.21%2025-09-302025-10-28history
IVV ISHARES TR107 shares0.00%2025-09-302025-10-28history
Sponsored
MMM 3M CO440 shares0.00%2025-09-302025-10-28history
TNA DIREXION SHS ETF TR1.5K shares-33.33%2025-09-302025-10-28history
VLTO VERALTO CORP595 shares0.00%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR94 shares70.91%2025-09-302025-10-28history
IWM ISHARES TR258 shares0.00%2025-09-302025-10-28history
NEM NEWMONT CORP740 shares-2.76%2025-09-302025-10-28history
DOW DOW INC2.7K shares0.00%2025-09-302025-10-28history
CMI CUMMINS INC139 shares0.00%2025-09-302025-10-28history
Sponsored
VOOG VANGUARD ADMIRAL FDS INC131 shares125.86%2025-09-302025-10-28history
TLT ISHARES TR608 shares0.00%2025-09-302025-10-28history
GRAL GRAIL INC900 shares0.00%2025-09-302025-10-28history
XLK SELECT SECTOR SPDR TR188 shares0.00%2025-09-302025-10-28history
GEHC GE HEALTHCARE TECHNOLOGIES I692 shares0.00%2025-09-302025-10-28history
BK BANK NEW YORK MELLON CORP471 shares-0.21%2025-09-302025-10-28history
FMS FRESENIUS MEDICAL CARE AG1.9K shares5.82%2025-09-302025-10-28history
OMC OMNICOM GROUP INC600 shares0.00%2025-09-302025-10-28history
Sponsored
MDT MEDTRONIC PLC508 shares0.00%2025-09-302025-10-28history
CRM SALESFORCE INC202 shares0.00%2025-09-302025-10-28history
ZBRA ZEBRA TECHNOLOGIES CORPORATI160 shares0.00%2025-09-302025-10-28history
LMT LOCKHEED MARTIN CORP94 shares0.00%2025-09-302025-10-28history
OKTA OKTA INC500 shares0.00%2025-09-302025-10-28history
KMI KINDER MORGAN INC DEL1.6K shares0.00%2025-09-302025-10-28history
GILD GILEAD SCIENCES INC412 shares0.00%2025-09-302025-10-28history
FAST FASTENAL CO930 shares-0.96%2025-09-302025-10-28history
Sponsored
ALNY ALNYLAM PHARMACEUTICALS INC100 shares0.00%2025-09-302025-10-28history
MOAT VANECK ETF TRUST458 shares6.26%2025-09-302025-10-28history
SMH VANECK ETF TRUST137 shares34.31%2025-09-302025-10-28history
ABBV ABBVIE INC191 shares0.00%2025-09-302025-10-28history
XLV SELECT SECTOR SPDR TR300 shares0.00%2025-09-302025-10-28history
BX BLACKSTONE INC244 shares0.00%2025-09-302025-10-28history
UYG PROSHARES TR420 shares0.00%2025-09-302025-10-28history
BAX BAXTER INTL INC1.8K shares46.51%2025-09-302025-10-28history
Sponsored
MS MORGAN STANLEY252 shares-68.73%2025-09-302025-10-28history
NOW SERVICENOW INC43 shares0.00%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS528 shares0.00%2025-09-302025-10-28history
WBD WARNER BROS DISCOVERY INC2.0K shares0.00%2025-09-302025-10-28history
SCCO SOUTHERN COPPER CORP303 shares0.00%2025-09-302025-10-28history
DVN DEVON ENERGY CORP NEW1.0K shares-24.47%2025-09-302025-10-28history
TYG TORTOISE ENERGY INFRA CORP834 shares3.86%2025-09-302025-10-28history
ARES ARES MANAGEMENT CORPORATION223 shares0.00%2025-09-302025-10-28history
Sponsored
TXT TEXTRON INC401 shares0.25%2025-09-302025-10-28history
DRI DARDEN RESTAURANTS INC176 shares6.67%2025-09-302025-10-28history
SYY SYSCO CORP384 shares8.78%2025-09-302025-10-28history
RYN RAYONIER INC1.2K sharesnew addition2025-09-302025-10-28history
ABEV AMBEV SA13.8K shares21.94%2025-09-302025-10-28history
VOX VANGUARD WORLD FD158 shares0.00%2025-09-302025-10-28history
ING ING GROEP N.V.1.1K shares0.00%2025-09-302025-10-28history
PYPL PAYPAL HLDGS INC431 shares-40.47%2025-09-302025-10-28history
Sponsored
KOF COCA-COLA FEMSA SAB DE CV343 shares23.83%2025-09-302025-10-28history
SLB SCHLUMBERGER LTD799 shares0.00%2025-09-302025-10-28history
NTAP NETAPP INC229 shares7.51%2025-09-302025-10-28history
LW LAMB WESTON HLDGS INC466 shares0.00%2025-09-302025-10-28history
TRP TC ENERGY CORP496 shares0.00%2025-09-302025-10-28history
ILMN ILLUMINA INC275 shares0.00%2025-09-302025-10-28history
EQT EQT CORP473 shares0.00%2025-09-302025-10-28history
CAG CONAGRA BRANDS INC1.4K shares0.00%2025-09-302025-10-28history
Sponsored
NKE NIKE INC363 shares0.00%2025-09-302025-10-28history
APA APA CORPORATION1.0K shares-74.23%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS76 shares-44.93%2025-09-302025-10-28history
AMGN AMGEN INC85 shares0.00%2025-09-302025-10-28history
SPYV SPDR SERIES TRUST420 shares0.00%2025-09-302025-10-28history
CTRA COTERRA ENERGY INC973 shares14.74%2025-09-302025-10-28history
RBLX ROBLOX CORP166 shares0.00%2025-09-302025-10-28history
BBY BEST BUY INC301 shares0.00%2025-09-302025-10-28history
Sponsored
SNOW SNOWFLAKE INC100 shares0.00%2025-09-302025-10-28history
QSR RESTAURANT BRANDS INTL INC347 shares10.51%2025-09-302025-10-28history
WSO WATSCO INC55 shares0.00%2025-09-302025-10-28history
FDS FACTSET RESH SYS INC75 shares0.00%2025-09-302025-10-28history
YUMC YUM CHINA HLDGS INC500 shares0.00%2025-09-302025-10-28history
AMD ADVANCED MICRO DEVICES INC129 shares-5.15%2025-09-302025-10-28history
TFC TRUIST FINL CORP449 shares-86.98%2025-09-302025-10-28history
SHOP SHOPIFY INC136 shares0.00%2025-09-302025-10-28history
Sponsored
XLI SELECT SECTOR SPDR TR126 shares0.00%2025-09-302025-10-28history
UL UNILEVER PLC326 shares-79.76%2025-09-302025-10-28history
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AVDL AVADEL PHARMACEUTICALS PLC1.0K shares0.00%2025-09-302025-10-28history
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IBID ISHARES TR480 sharesnew addition2025-09-302025-10-28history

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Put Option Holdings
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