Hartford Financial Management Inc. Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $473.64 million in total holdings as of March 31, 2024.Hartford Financial Management Inc. owns shares of 382 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 3.09% of the portfolio was purchased this quarter.About 3.56% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 391 new stocks and bought additional shares in 96 stocks.Hartford Financial Management Inc. sold shares of 68 stocks and completely divested from 19 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $25,643,584Microsoft $21,263,172Eli Lilly and Company $11,600,408FT Vest U.S. Equity Deep Buffer ETF - August $11,373,763JPMorgan Chase & Co. $11,052,453 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $813,735 HoldingSnowflake $32,320 HoldingInvesco NASDAQ 100 ETF $17,539 HoldingVanEck Semiconductor ETF $14,175 HoldingBoise Cascade $7,976 Holding Largest Purchases this Quarter JPMorgan Municipal ETF 80,161 shares (about $4.07M)JPMorgan Core Plus Bond ETF 70,872 shares (about $3.31M)FT Vest U.S. Equity Deep Buffer ETF - December 56,064 shares (about $2.10M)Invesco S&P 500 Quality ETF 14,485 shares (about $875.18K)SPDR Portfolio S&P 500 ETF 13,225 shares (about $813.74K) Largest Sales this Quarter iShares iBonds Dec 2032 Term Treasury ETF 272,059 shares (about $6.17M)FT Vest U.S. Equity Deep Buffer ETF September 53,883 shares (about $2.06M)American Electric Power 12,000 shares (about $1.03M)JPMorgan Ultra-Short Municipal ETF 16,071 shares (about $815.44K)FT Vest U.S. Equity Deep Buffer ETF - April 17,492 shares (about $582.13K) 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$25,643,584$3,305,822 ▲14.8%549,7615.4%ETFMSFTMicrosoft$21,263,172$31,975 ▼-0.2%50,5404.5%Computer and TechnologyLLYEli Lilly and Company$11,600,4080.0%14,9112.4%MedicalDAUGFT Vest U.S. Equity Deep Buffer ETF - August$11,373,763$237,688 ▼-2.0%307,3992.4%ETFJPMJPMorgan Chase & Co.$11,052,453$58,889 ▼-0.5%55,1792.3%FinanceCOSTCostco Wholesale$10,764,767$46,157 ▲0.4%14,6932.3%Retail/WholesaleAAPLApple$10,618,854$160,505 ▲1.5%61,9252.2%Computer and TechnologyJMUBJPMorgan Municipal ETF$10,371,510$4,067,369 ▲64.5%204,4052.2%ETFCSXCSX$9,477,450$67,541 ▼-0.7%255,6642.0%TransportationCATCaterpillar$8,399,783$135,214 ▼-1.6%22,9231.8%Industrial ProductsHDHome Depot$8,252,301$5,754 ▲0.1%21,5131.7%Retail/WholesaleWMWaste Management$7,696,6340.0%36,1091.6%Business ServicesDAPRFT Vest U.S. Equity Deep Buffer ETF - April$7,367,094$582,134 ▼-7.3%221,3671.6%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$7,337,371$1,311 ▼0.0%162,3311.5%ETFAMATApplied Materials$7,127,187$39,597 ▼-0.6%34,5591.5%Computer and TechnologyARKQARK Autonomous Technology & Robotics ETF$6,429,267$5,635 ▼-0.1%117,5151.4%ETFETNEaton$6,253,6000.0%20,0001.3%Industrial ProductsXOMExxon Mobil$6,224,217$26,968 ▼-0.4%53,5461.3%Oils/EnergyCVXChevron$6,210,703$56,629 ▲0.9%39,3731.3%Oils/EnergyVGTVanguard Information Technology ETF$5,947,645$187,191 ▼-3.1%11,3431.3%ETFITWIllinois Tool Works$5,913,9940.0%22,0401.2%Industrial ProductsHONHoneywell International$5,807,004$34,482 ▲0.6%28,2921.2%Multi-Sector ConglomeratesABTAbbott Laboratories$5,635,230$64,218 ▼-1.1%49,5801.2%MedicalPHParker-Hannifin$5,569,0160.0%10,0201.2%Industrial ProductsACNAccenture$5,545,7600.0%16,0001.2%Business ServicesPEPPepsiCo$5,373,619$20,126 ▲0.4%30,7051.1%Consumer StaplesJNJJohnson & Johnson$5,291,020$27,209 ▲0.5%33,4471.1%MedicalFBTFirst Trust NYSE Arca Biotechnology Index Fund$5,218,804$39,365 ▲0.8%33,9391.1%ETFDISWalt Disney$5,207,993$17,375 ▼-0.3%42,5631.1%Consumer DiscretionaryPGProcter & Gamble$5,196,614$20,931 ▲0.4%32,0281.1%Consumer StaplesDEDeere & Company$4,909,1650.0%11,9521.0%Industrial ProductsAWKAmerican Water Works$4,889,7450.0%40,0111.0%UtilitiesABBVAbbVie$4,570,7100.0%25,1001.0%MedicalNVDANVIDIA$4,334,384$32,528 ▲0.8%4,7970.9%Computer and TechnologyDDECFT Vest U.S. Equity Deep Buffer ETF - December$4,300,641$2,100,948 ▲95.5%114,7630.9%ETFVVisa$4,280,118$32,651 ▼-0.8%15,3370.9%Business ServicesNSCNorfolk Southern$4,227,5290.0%16,5870.9%TransportationDHRDanaher$3,977,066$28,468 ▲0.7%15,9260.8%Multi-Sector ConglomeratesRTXRTX$3,833,291$64,272 ▼-1.6%39,3040.8%AerospaceADPAutomatic Data Processing$3,804,572$17,981 ▲0.5%15,2340.8%Business ServicesORCLOracle$3,785,858$56,147 ▲1.5%30,1400.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,667,776$841 ▼0.0%8,7220.8%FinanceMRKMerck & Co., Inc.$3,626,055$119,545 ▼-3.2%27,4810.8%MedicalGOOGAlphabet$3,625,768$24,666 ▲0.7%23,8130.8%Computer and TechnologyAMZNAmazon.com$3,604,895$29,402 ▼-0.8%19,9850.8%Retail/WholesalePSXPhillips 66$3,295,926$20,418 ▼-0.6%20,1780.7%Oils/EnergyRSPTInvesco S&P 500 Equal Weight Technology ETF$3,292,131$108,632 ▼-3.2%93,5530.7%ETFNJRNew Jersey Resources$3,282,6150.0%76,5000.7%UtilitiesSPHQInvesco S&P 500 Quality ETF$3,199,361$875,184 ▲37.7%52,9520.7%ETFTXNTexas Instruments$3,146,628$3,136 ▲0.1%18,0620.7%Computer and TechnologyNEENextEra Energy$3,067,6800.0%48,0000.6%UtilitiesUNPUnion Pacific$3,018,348$7,378 ▼-0.2%12,2730.6%TransportationKMBKimberly-Clark$2,927,338$450,658 ▼-13.3%22,6310.6%Consumer StaplesGPCGenuine Parts$2,837,312$59,956 ▲2.2%18,3140.6%Auto/Tires/TrucksMDLZMondelez International$2,691,602$14,770 ▲0.6%38,4510.6%Consumer StaplesCVSCVS Health$2,630,476$51,445 ▼-1.9%32,9800.6%Retail/WholesaleMETAMeta Platforms$2,582,834$96,146 ▼-3.6%5,3190.5%Computer and TechnologyTGTTarget$2,571,103$709 ▲0.0%14,5090.5%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$2,546,392$132,834 ▲5.5%50,4740.5%ETFUNHUnitedHealth Group$2,373,571$74,205 ▲3.2%4,7980.5%MedicalSOSouthern$2,327,7480.0%32,4470.5%UtilitiesDDominion Energy$2,311,094$41,713 ▲1.8%46,9830.5%UtilitiesRSPHInvesco S&P 500 Equal Weight Health Care ETF$2,283,632$104,907 ▼-4.4%71,8350.5%ETFGSIGGoldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF$2,273,698$233,200 ▼-9.3%48,6720.5%ETFADBEAdobe$2,256,0670.0%4,4710.5%Computer and TechnologyPLDPrologis$2,250,329$22,007 ▼-1.0%17,2810.5%FinanceENBEnbridge$2,101,878$49,892 ▲2.4%58,0950.4%Oils/EnergyCMICummins$2,056,657$2,063 ▲0.1%6,9800.4%Auto/Tires/TrucksWMBWilliams Companies$2,034,572$7,365 ▲0.4%52,2090.4%Oils/EnergyMKCMcCormick & Company, Incorporated$1,997,0600.0%26,0000.4%Consumer StaplesEMREmerson Electric$1,996,1920.0%17,6000.4%Industrial ProductsMOAltria Group$1,996,008$4,406 ▼-0.2%45,7590.4%Consumer StaplesBACBank of America$1,993,720$70,000 ▼-3.4%52,5770.4%FinanceAVGOBroadcom$1,933,774$1,325 ▲0.1%1,4590.4%Computer and TechnologyPMPhilip Morris International$1,920,631$2,840 ▼-0.1%20,9630.4%Consumer StaplesIBMInternational Business Machines$1,901,389$3,437 ▼-0.2%9,9570.4%Computer and TechnologyAPDAir Products and Chemicals$1,827,443$131,553 ▲7.8%7,5430.4%Basic MaterialsMPCMarathon Petroleum$1,815,946$403 ▲0.0%9,0120.4%Oils/EnergyLOWLowe's Companies$1,807,055$7,642 ▼-0.4%7,0940.4%Retail/WholesaleDUKDuke Energy$1,784,0100.0%18,4470.4%UtilitiesBDXBecton, Dickinson and Company$1,755,4110.0%7,0940.4%MedicalBABoeing$1,747,718$44,002 ▲2.6%9,0560.4%AerospaceTJXTJX Companies$1,686,615$23,732 ▲1.4%16,6300.4%Retail/WholesaleKLACKLA$1,673,774$5,589 ▼-0.3%2,3960.4%Computer and TechnologyBMYBristol-Myers Squibb$1,667,344$539,693 ▼-24.5%30,7460.4%MedicalTSMTaiwan Semiconductor Manufacturing$1,655,185$5,850 ▼-0.4%12,1660.3%Computer and TechnologyDDDuPont de Nemours$1,648,087$385,111 ▼-18.9%21,4960.3%Basic MaterialsCMECME Group$1,643,955$42,843 ▲2.7%7,6360.3%FinancePULSPGIM Ultra Short Bond ETF$1,566,147$618,467 ▲65.3%31,5120.3%ETFUSBU.S. Bancorp$1,506,3900.0%33,7000.3%FinanceSYYSysco$1,506,377$2,760 ▲0.2%18,5560.3%Consumer StaplesINTCIntel$1,501,485$18,684 ▼-1.2%33,9930.3%Computer and TechnologyVZVerizon Communications$1,453,2430.0%34,6340.3%Computer and TechnologyPAYXPaychex$1,451,251$3,684 ▲0.3%11,8180.3%Business ServicesNFGNational Fuel Gas$1,413,746$42,976 ▲3.1%26,3170.3%UtilitiesCIThe Cigna Group$1,380,1220.0%3,8000.3%MedicalGSThe Goldman Sachs Group$1,378,3770.0%3,3000.3%FinanceCMCSAComcast$1,358,977$25,576 ▲1.9%31,3490.3%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$1,351,268$155,486 ▼-10.3%7,9780.3%ETFCARRCarrier Global$1,311,598$40,517 ▼-3.0%22,5630.3%Computer and TechnologyShowing largest 100 holdings. 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