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Hartford Financial Management Inc.

Portfolio Manager
Hartford Financial Management Inc.
Performance
-2.25% (2026 Q1)
AUM (13F)
$392.42M
# of Holdings
344
Performance Rank
Allocation (Top 20)
53.74%

Hartford Financial Management Inc. Holdings Map

Top 50 Hartford Financial Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JCPB
J P MORGAN EXCHANGE TRADED F
8.47%706.1K$33.2M
-2.70%(-19.61K)
2025-Q1: 620.0K shares2025-Q2: 683.5K shares2025-Q3: 700.0K shares2025-Q4: 725.7K shares2026-Q1: 706.1K shares
$46.36(+0.92%)
2026-03-31
JPSE
J P MORGAN EXCHANGE TRADED F
4.4%329.1K$17.3M
-1.28%(-4.28K)
2025-Q1: 159.5K shares2025-Q2: 315.3K shares2025-Q3: 321.0K shares2025-Q4: 333.4K shares2026-Q1: 329.1K shares
$35.50(+63.58%)
2026-03-31
AAPL
APPLE INC
4.16%64.3K$16.3M
-1.73%(-1.13K)
2025-Q1: 60.8K shares2025-Q2: 61.9K shares2025-Q3: 64.5K shares2025-Q4: 65.5K shares2026-Q1: 64.3K shares
$61.08(+365.29%)
2026-03-31
VGT
VANGUARD WORLD FD
3.96%22.3K$15.5M
-1.10%(-247)
2025-Q1: 11.1K shares2025-Q2: 19.4K shares2025-Q3: 21.7K shares2025-Q4: 22.5K shares2026-Q1: 22.3K shares
$50.62(+111.02%)
2026-03-31
JMUB
J P MORGAN EXCHANGE TRADED F
3.62%284.5K$14.2M
+5.65%(+15.20K)
2025-Q1: 293.8K shares2025-Q2: 274.5K shares2025-Q3: 201.9K shares2025-Q4: 269.3K shares2026-Q1: 284.5K shares
$50.33(-0.11%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.19%71.8K$12.5M
+1.27%(+902)
2025-Q1: 74.4K shares2025-Q2: 67.5K shares2025-Q3: 67.8K shares2025-Q4: 70.9K shares2026-Q1: 71.8K shares
$55.87(+251.74%)
2026-03-31
MSFT
MICROSOFT CORP
2.88%30.6K$11.3M
+10.29%(+2.85K)
2025-Q1: 52.4K shares2025-Q2: 26.4K shares2025-Q3: 26.8K shares2025-Q4: 27.7K shares2026-Q1: 30.6K shares
$148.79(+176.49%)
2026-03-31
AMAT
APPLIED MATLS INC
2.79%32.1K$11.0M
-8.81%(-3.10K)
2025-Q1: 35.8K shares2025-Q2: 34.2K shares2025-Q3: 35.1K shares2025-Q4: 35.2K shares2026-Q1: 32.1K shares
$47.27(+769.07%)
2026-03-31
PAAA
PGIM ETF TR
2.53%194.0K$9.9M
+0.33%(+630)
2025-Q1: 174.1K shares2025-Q2: 184.5K shares2025-Q3: 186.9K shares2025-Q4: 193.4K shares2026-Q1: 194.0K shares
$51.15(+0.33%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.19%29.2K$8.6M
+2.11%(+601)
2025-Q1: 53.0K shares2025-Q2: 28.3K shares2025-Q3: 28.8K shares2025-Q4: 28.6K shares2026-Q1: 29.2K shares
$74.90(+313.10%)
2026-03-31

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