Top 50 Hartford Financial Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 8.47% | 706.1K | $33.2M | -2.70%(-19.61K) | $46.36(+0.92%) | 2026-03-31 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 4.4% | 329.1K | $17.3M | -1.28%(-4.28K) | $35.50(+63.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.16% | 64.3K | $16.3M | -1.73%(-1.13K) | $61.08(+365.29%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.96% | 22.3K | $15.5M | -1.10%(-247) | $50.62(+111.02%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.62% | 284.5K | $14.2M | +5.65%(+15.20K) | $50.33(-0.11%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.19% | 71.8K | $12.5M | +1.27%(+902) | $55.87(+251.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.88% | 30.6K | $11.3M | +10.29%(+2.85K) | $148.79(+176.49%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.79% | 32.1K | $11.0M | -8.81%(-3.10K) | $47.27(+769.07%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 2.53% | 194.0K | $9.9M | +0.33%(+630) | $51.15(+0.33%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.19% | 29.2K | $8.6M | +2.11%(+601) | $74.90(+313.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.83% |
| Top 20 Holdings Unweighted | +11.09% | +37.08% |
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