Hartford Financial Management
Latest statistics and disclosures from Hartford Financial Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JCPB, JPSE, AAPL, VGT, JMUB, and represent 24.61% of Hartford Financial Management's stock portfolio.
- Added to shares of these 10 stocks: QLTI (+$5.2M), QLTY, DBEF, ORCL, RYN, MSFT, JMUB, META, V, NFLX.
- Started 22 new stock positions in DBEF, RYAM, QLTI, HL, IGV, VSNT, IDEQ, IBRX, RIG, FIX. FURY, Mayfair Gold Corp, RLYB, Santacruz Silver Mng, MOS, KHC, ZETA, EWJ, QLTY, PGR, AZO, EWJV.
- Reduced shares in these 10 stocks: SPHQ, AMAT, Potlatch Corporation, JCPB, GOOG, KLAC, TSM, CAT, AstraZeneca, AAPL.
- Sold out of its positions in ANGI, ABNB, AstraZeneca, CLF, DAL, GRAL, ETHE, ETH, TLT, ETHA. Potlatch Corporation, RAL, Rallybio Corp, AVDL, CHKP, MICC.
- Hartford Financial Management was a net buyer of stock by $9.2M.
- Hartford Financial Management has $392M in assets under management (AUM), dropping by 1.96%.
- Central Index Key (CIK): 0001352526
Tip: Access up to 7 years of quarterly data
Positions held by Hartford Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Hartford Financial Management
Hartford Financial Management holds 344 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 8.5 | $33M | -2% | 706k | 47.08 |
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 4.4 | $17M | 329k | 52.43 |
|
|
| Apple (AAPL) | 4.2 | $16M | 64k | 253.79 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 4.0 | $16M | 22k | 697.73 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.6 | $14M | +5% | 285k | 49.99 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $13M | 72k | 174.40 |
|
|
| Microsoft Corporation (MSFT) | 2.9 | $11M | +10% | 31k | 370.18 |
|
| Applied Materials (AMAT) | 2.8 | $11M | -8% | 32k | 341.79 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 2.5 | $9.9M | 194k | 51.18 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.6M | +2% | 29k | 294.17 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $8.0M | 8.0k | 996.40 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $7.5M | -7% | 26k | 286.86 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 1.8 | $7.0M | 162k | 43.55 |
|
|
| Caterpillar (CAT) | 1.6 | $6.3M | -5% | 8.9k | 708.45 |
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 1.5 | $5.7M | +4% | 72k | 79.54 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 1.4 | $5.6M | -4% | 28k | 200.82 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 1.3 | $5.3M | +5% | 119k | 44.28 |
|
| Home Depot (HD) | 1.3 | $5.2M | 16k | 328.89 |
|
|
| Gmo Etf Trust Gmo Intl Quality (QLTI) | 1.3 | $5.2M | NEW | 209k | 24.97 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $5.2M | -5% | 31k | 169.66 |
|
| Oracle Corporation (ORCL) | 1.3 | $5.2M | +29% | 35k | 147.11 |
|
| CSX Corporation (CSX) | 1.3 | $5.1M | -3% | 123k | 41.05 |
|
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 1.3 | $5.0M | NEW | 138k | 36.18 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 1.2 | $4.9M | NEW | 98k | 49.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $4.7M | 9.8k | 479.20 |
|
|
| Visa Com Cl A (V) | 1.2 | $4.6M | +9% | 15k | 302.24 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $4.6M | -3% | 24k | 192.90 |
|
| Amazon (AMZN) | 1.1 | $4.4M | +2% | 21k | 208.27 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $4.1M | -10% | 12k | 337.95 |
|
| Meta Platforms Cl A (META) | 1.0 | $3.9M | +24% | 6.7k | 572.09 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.9 | $3.7M | 33k | 112.45 |
|
|
| Kla Corp Com New (KLAC) | 0.9 | $3.7M | -13% | 2.5k | 1472.41 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.9 | $3.5M | 78k | 45.26 |
|
|
| Honeywell International (HON) | 0.9 | $3.5M | -2% | 16k | 226.03 |
|
| Cme (CME) | 0.8 | $3.3M | +2% | 11k | 295.35 |
|
| Chevron Corporation (CVX) | 0.8 | $3.1M | -3% | 15k | 206.91 |
|
| Union Pacific Corporation (UNP) | 0.8 | $3.1M | -2% | 13k | 242.63 |
|
| Automatic Data Processing (ADP) | 0.8 | $3.0M | +8% | 15k | 203.19 |
|
| Corning Incorporated (GLW) | 0.7 | $2.9M | -3% | 22k | 135.97 |
|
| Bank of America Corporation (BAC) | 0.7 | $2.8M | +4% | 58k | 48.75 |
|
| Goldman Sachs (GS) | 0.7 | $2.8M | 3.3k | 845.99 |
|
|
| TJX Companies (TJX) | 0.7 | $2.8M | +3% | 17k | 159.70 |
|
| Walt Disney Company (DIS) | 0.7 | $2.6M | 27k | 96.38 |
|
|
| Danaher Corporation (DHR) | 0.7 | $2.6M | -2% | 14k | 189.60 |
|
| Netflix (NFLX) | 0.7 | $2.6M | +14% | 27k | 96.15 |
|
| Goldman Sachs Etf Tr Aces Invstmnt Gr (GSIG) | 0.6 | $2.5M | 53k | 47.40 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $2.4M | 24k | 102.67 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $2.3M | -9% | 9.5k | 244.43 |
|
| Williams Companies (WMB) | 0.6 | $2.3M | -6% | 31k | 72.78 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $2.2M | -3% | 44k | 50.61 |
|
| Genuine Parts Company (GPC) | 0.6 | $2.2M | 21k | 105.75 |
|
|
| Enbridge (ENB) | 0.5 | $2.1M | 39k | 54.14 |
|
|
| Pepsi (PEP) | 0.5 | $2.1M | 13k | 155.29 |
|
|
| Prologis (PLD) | 0.5 | $2.0M | -2% | 16k | 132.18 |
|
| Marathon Petroleum Corp (MPC) | 0.5 | $2.0M | -6% | 8.2k | 244.17 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.0M | 16k | 124.28 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $2.0M | +5% | 34k | 57.64 |
|
| Merck & Co (MRK) | 0.5 | $1.9M | -7% | 16k | 120.29 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $1.9M | -68% | 25k | 75.19 |
|
| UnitedHealth (UNH) | 0.5 | $1.8M | +7% | 6.6k | 270.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.7M | 6.0k | 287.56 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.4 | $1.7M | 56k | 30.19 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $1.5M | +4% | 20k | 76.54 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.5M | 10k | 144.44 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $1.5M | 7.7k | 194.14 |
|
|
| International Business Machines (IBM) | 0.4 | $1.5M | 6.1k | 242.39 |
|
|
| Lowe's Companies (LOW) | 0.4 | $1.4M | 5.9k | 236.28 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $1.4M | -4% | 1.5k | 895.24 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | 2.8k | 430.29 |
|
|
| Enterprise Products Partners (EPD) | 0.3 | $1.2M | 31k | 37.84 |
|
|
| Waste Management (WM) | 0.3 | $1.2M | 5.1k | 229.79 |
|
|
| Rayonier (RYN) | 0.3 | $1.1M | +3043% | 54k | 20.62 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.3 | $1.1M | -12% | 24k | 46.74 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $1.1M | -13% | 18k | 58.78 |
|
| Cigna Corp (CI) | 0.3 | $1.0M | 3.8k | 266.75 |
|
|
| Boeing Company (BA) | 0.2 | $932k | -2% | 4.7k | 199.03 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $866k | 18k | 49.50 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $823k | 894.00 | 920.10 |
|
|
| American Express Company (AXP) | 0.2 | $814k | 2.7k | 302.48 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $810k | +2% | 2.8k | 290.49 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $805k | 1.6k | 491.53 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $801k | +3% | 1.7k | 460.99 |
|
| Paychex (PAYX) | 0.2 | $796k | 8.6k | 92.12 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $766k | 1.3k | 597.55 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $741k | -2% | 10k | 71.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $725k | 1.3k | 577.19 |
|
|
| FedEx Corporation (FDX) | 0.2 | $712k | 2.0k | 356.18 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.2 | $683k | +4% | 9.5k | 71.77 |
|
| Trane Technologies SHS (TT) | 0.2 | $680k | 1.6k | 416.74 |
|
|
| Coca-Cola Company (KO) | 0.2 | $673k | +37% | 8.8k | 76.05 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $667k | -4% | 11k | 60.65 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $667k | 1.6k | 426.27 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $665k | 30k | 22.33 |
|
|
| National Fuel Gas (NFG) | 0.2 | $664k | 7.1k | 93.96 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $662k | -10% | 3.5k | 191.93 |
|
| Carrier Global Corporation (CARR) | 0.2 | $622k | 11k | 56.31 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $612k | 2.2k | 283.77 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $592k | 1.9k | 310.79 |
|
|
| Key (KEY) | 0.1 | $553k | 28k | 20.05 |
|
|
| Capital One Financial (COF) | 0.1 | $547k | 3.0k | 182.43 |
|
|
| Deere & Company (DE) | 0.1 | $535k | 950.00 | 563.30 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $532k | 10k | 50.98 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $524k | 3.9k | 135.23 |
|
|
| Phillips 66 (PSX) | 0.1 | $516k | -12% | 2.8k | 182.20 |
|
| Wells Fargo & Company (WFC) | 0.1 | $510k | 6.4k | 79.61 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $509k | 26k | 19.30 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $506k | -3% | 5.2k | 96.48 |
|
| Philip Morris International (PM) | 0.1 | $494k | 3.0k | 165.34 |
|
|
| Southern Company (SO) | 0.1 | $483k | 5.0k | 96.52 |
|
|
| Ge Vernova (GEV) | 0.1 | $464k | 532.00 | 872.90 |
|
|
| Norfolk Southern (NSC) | 0.1 | $456k | 1.6k | 287.00 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) | 0.1 | $445k | 12k | 38.66 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $422k | -4% | 5.5k | 77.08 |
|
| Tesla Motors (TSLA) | 0.1 | $402k | 1.1k | 371.75 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) | 0.1 | $399k | -11% | 9.8k | 40.78 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $346k | 4.0k | 86.41 |
|
|
| Dominion Resources (D) | 0.1 | $336k | 5.4k | 61.82 |
|
|
| Fennec Pharmaceuticals (FENC) | 0.1 | $312k | 51k | 6.15 |
|
|
| Intel Corporation (INTC) | 0.1 | $289k | 6.5k | 44.13 |
|
|
| Yum! Brands (YUM) | 0.1 | $285k | 1.8k | 155.48 |
|
|
| Hershey Company (HSY) | 0.1 | $278k | 1.3k | 207.89 |
|
|
| Oneok (OKE) | 0.1 | $266k | -8% | 2.9k | 90.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $264k | -30% | 528.00 | 499.66 |
|
| American Electric Power Company (AEP) | 0.1 | $262k | 2.0k | 131.08 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $256k | +45% | 1.8k | 146.28 |
|
| Nucor Corporation (NUE) | 0.1 | $254k | 1.5k | 169.10 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $231k | -7% | 8.0k | 28.71 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $211k | 866.00 | 243.08 |
|
|
| Verizon Communications (VZ) | 0.1 | $198k | 3.9k | 50.20 |
|
|
| Pfizer (PFE) | 0.0 | $181k | 6.4k | 28.08 |
|
|
| Cisco Systems (CSCO) | 0.0 | $180k | 2.3k | 77.59 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $174k | -30% | 632.00 | 275.23 |
|
| Altria (MO) | 0.0 | $171k | 2.6k | 65.99 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $169k | 2.0k | 84.60 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $164k | 1.7k | 93.98 |
|
|
| At&t (T) | 0.0 | $162k | 5.6k | 28.99 |
|
|
| General Mills (GIS) | 0.0 | $149k | 4.0k | 37.22 |
|
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $142k | -2% | 1.5k | 97.55 |
|
| NiSource (NI) | 0.0 | $140k | 3.0k | 46.66 |
|
|
| UGI Corporation (UGI) | 0.0 | $137k | 3.8k | 36.42 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $135k | -18% | 46k | 2.92 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $128k | 2.6k | 49.37 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $127k | -48% | 5.2k | 24.43 |
|
| Qualcomm (QCOM) | 0.0 | $119k | 922.00 | 128.78 |
|
|
| Ingersoll Rand (IR) | 0.0 | $115k | 1.4k | 80.12 |
|
|
| Dupont De Nemours (DD) | 0.0 | $115k | 2.5k | 45.80 |
|
|
| Public Storage (PSA) | 0.0 | $112k | 412.00 | 270.88 |
|
|
| Anthem (ELV) | 0.0 | $111k | 380.00 | 292.75 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $104k | 2.0k | 52.01 |
|
|
| Smurfit Westrock SHS (SW) | 0.0 | $104k | 2.6k | 39.85 |
|
|
| Target Corporation (TGT) | 0.0 | $102k | -31% | 845.00 | 121.20 |
|
| Paccar (PCAR) | 0.0 | $102k | -25% | 882.00 | 115.47 |
|
| Immunitybio (IBRX) | 0.0 | $100k | NEW | 13k | 7.67 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $99k | 547.00 | 181.42 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $97k | -51% | 840.00 | 115.38 |
|
| Rayonier Advanced Matls (RYAM) | 0.0 | $89k | NEW | 8.0k | 11.07 |
|
| Fortive (FTV) | 0.0 | $88k | -10% | 1.6k | 55.28 |
|
| NetApp (NTAP) | 0.0 | $87k | 853.00 | 102.39 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $86k | 2.0k | 43.16 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $84k | 3.2k | 26.12 |
|
|
| Citigroup Com New (C) | 0.0 | $82k | 721.00 | 113.41 |
|
|
| Travelers Companies (TRV) | 0.0 | $81k | 278.00 | 291.68 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $81k | 297.00 | 272.33 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $79k | 500.00 | 157.28 |
|
|
| Darden Restaurants (DRI) | 0.0 | $78k | +126% | 398.00 | 196.04 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) | 0.0 | $78k | -4% | 1.9k | 39.76 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $76k | -4% | 1.9k | 39.81 |
|
| Broadcom (AVGO) | 0.0 | $75k | -18% | 243.00 | 309.51 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $72k | 1.1k | 67.57 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $72k | -9% | 839.00 | 85.23 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $71k | -15% | 544.00 | 130.94 |
|
| Stanley Black & Decker (SWK) | 0.0 | $71k | -15% | 999.00 | 71.06 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $71k | -11% | 652.00 | 108.25 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $71k | 108.00 | 653.00 |
|
|
| Dow (DOW) | 0.0 | $64k | 1.5k | 41.65 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $64k | 258.00 | 248.00 |
|
|
| 3M Company (MMM) | 0.0 | $64k | 438.00 | 145.23 |
|
|
| Cummins (CMI) | 0.0 | $64k | -15% | 118.00 | 538.03 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $63k | -41% | 828.00 | 76.16 |
|
| Webster Financial Corporation (WBS) | 0.0 | $63k | -43% | 900.00 | 69.42 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $61k | 94.00 | 650.34 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $60k | -8% | 376.00 | 160.32 |
|
| Celanese Corporation (CE) | 0.0 | $59k | 901.00 | 65.77 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $55k | -7% | 91.00 | 604.40 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $54k | 2.0k | 27.46 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $53k | 595.00 | 88.42 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $53k | 137.00 | 383.40 |
|
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $52k | -15% | 1.0k | 49.85 |
|
| Gilead Sciences (GILD) | 0.0 | $52k | -9% | 374.00 | 139.37 |
|
| Hecla Mining Company (HL) | 0.0 | $50k | NEW | 2.7k | 18.63 |
|
| Kinder Morgan (KMI) | 0.0 | $50k | -7% | 1.5k | 33.53 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $50k | 376.00 | 132.90 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $50k | 513.00 | 96.70 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $49k | -11% | 416.00 | 118.63 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $49k | 692.00 | 71.18 |
|
|
| Omni (OMC) | 0.0 | $45k | -21% | 600.00 | 75.31 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $45k | 2.0k | 22.56 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $45k | 885.00 | 50.32 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $44k | 300.00 | 146.61 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $43k | +77% | 135.00 | 320.81 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $43k | -19% | 106.00 | 407.70 |
|
| Medtronic SHS (MDT) | 0.0 | $43k | 498.00 | 86.65 |
|
|
| Abbvie (ABBV) | 0.0 | $42k | 191.00 | 217.49 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $41k | -25% | 240.00 | 172.06 |
|
| SLB Com Stk (SLB) | 0.0 | $41k | 799.00 | 51.39 |
|
|
| Baxter International (BAX) | 0.0 | $41k | +27% | 2.4k | 16.80 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $41k | 528.00 | 77.11 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $40k | -9% | 243.00 | 164.57 |
|
| Fastenal Company (FAST) | 0.0 | $40k | -7% | 859.00 | 46.40 |
|
| Apa Corporation (APA) | 0.0 | $40k | -9% | 932.00 | 42.44 |
|
| Okta Cl A (OKTA) | 0.0 | $39k | 500.00 | 78.71 |
|
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $38k | NEW | 2.4k | 15.92 |
|
| Textron (TXT) | 0.0 | $35k | 401.00 | 87.51 |
|
|
| Illumina (ILMN) | 0.0 | $34k | 275.00 | 123.26 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $33k | +26% | 305.00 | 109.10 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $33k | 100.00 | 330.87 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $33k | +54% | 533.00 | 61.26 |
|
| International Paper Company (IP) | 0.0 | $32k | 908.00 | 35.70 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $32k | +13% | 278.00 | 114.99 |
|
| Mosaic (MOS) | 0.0 | $31k | NEW | 1.2k | 25.51 |
|
| Tc Energy Corp (TRP) | 0.0 | $31k | 496.00 | 62.60 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $31k | 420.00 | 73.41 |
|
|
| EQT Corporation (EQT) | 0.0 | $30k | 473.00 | 63.64 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $29k | 1.1k | 26.05 |
|
|
| Clorox Company (CLX) | 0.0 | $29k | +12% | 279.00 | 103.63 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $28k | 158.00 | 179.84 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $27k | -18% | 779.00 | 35.14 |
|
| SYSCO Corporation (SYY) | 0.0 | $27k | -5% | 373.00 | 71.33 |
|
| Schwab Strategic Tr Government Money (SGVT) | 0.0 | $26k | -50% | 259.00 | 100.72 |
|
| Advanced Micro Devices (AMD) | 0.0 | $25k | -4% | 123.00 | 203.43 |
|
| Amgen (AMGN) | 0.0 | $25k | -16% | 71.00 | 351.86 |
|
| Yum China Holdings (YUMC) | 0.0 | $24k | 500.00 | 48.78 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $24k | 420.00 | 56.58 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $24k | -8% | 319.00 | 73.90 |
|
| Watsco, Incorporated (WSO) | 0.0 | $23k | +23% | 64.00 | 363.80 |
|
| Servicenow (NOW) | 0.0 | $23k | 215.00 | 104.55 |
|
|
| ConAgra Foods (CAG) | 0.0 | $22k | 1.4k | 15.72 |
|
|
| Best Buy (BBY) | 0.0 | $22k | +11% | 336.00 | 64.20 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $21k | 449.00 | 45.97 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $20k | 126.00 | 161.73 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $20k | 466.00 | 42.26 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $20k | 93.00 | 211.15 |
|
|
| Santacruz Silver Mng Com New Shs | 0.0 | $20k | NEW | 2.2k | 8.69 |
|
| Ingevity (NGVT) | 0.0 | $19k | 260.00 | 71.23 |
|
|
| Hldgs (UAL) | 0.0 | $18k | 200.00 | 92.07 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $17k | -50% | 80.00 | 209.09 |
|
| Unilever Spon Adr New (UL) | 0.0 | $17k | 289.00 | 56.97 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $16k | 176.00 | 93.31 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $16k | 75.00 | 217.00 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $16k | 136.00 | 118.62 |
|
|
| eBay (EBAY) | 0.0 | $16k | 175.00 | 91.02 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $16k | 255.00 | 61.69 |
|
|
| ConocoPhillips (COP) | 0.0 | $15k | 114.00 | 131.51 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $14k | 50.00 | 282.38 |
|
|
| Qxo Com New (QXO) | 0.0 | $14k | 700.00 | 19.42 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $14k | 300.00 | 45.30 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $14k | -14% | 300.00 | 45.23 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $14k | 1.2k | 11.50 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $13k | 110.00 | 113.98 |
|
|
| Northwest Natural Holdin (NWN) | 0.0 | $13k | 235.00 | 53.22 |
|
|
| Tg Therapeutics (TGTX) | 0.0 | $12k | 353.00 | 33.22 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $12k | 80.00 | 145.80 |
|
|
| Kraft Heinz (KHC) | 0.0 | $11k | NEW | 509.00 | 22.49 |
|
| Trimble Navigation (TRMB) | 0.0 | $11k | 175.00 | 65.23 |
|
|
| Mayfair Gold Corp Com New | 0.0 | $11k | NEW | 3.5k | 3.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $10k | 137.00 | 75.21 |
|
|
| AutoZone (AZO) | 0.0 | $10k | NEW | 3.00 | 3378.00 |
|
| Sempra Energy (SRE) | 0.0 | $9.6k | -2% | 99.00 | 97.17 |
|
| Ishares Tr Msci Jp Value (EWJV) | 0.0 | $9.2k | NEW | 216.00 | 42.67 |
|
| Baytex Energy Corp (BTE) | 0.0 | $8.9k | 2.0k | 4.47 |
|
|
| Progressive Corporation (PGR) | 0.0 | $8.9k | NEW | 45.00 | 198.24 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $8.8k | 50.00 | 175.66 |
|
|
| Cohen & Steers REIT/P (RNP) | 0.0 | $8.8k | 444.00 | 19.76 |
|
|
| Hp (HPQ) | 0.0 | $8.6k | +19% | 448.00 | 19.21 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $8.3k | 42.00 | 197.50 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $8.3k | NEW | 6.00 | 1379.00 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $8.0k | 530.00 | 15.05 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $7.7k | -14% | 200.00 | 38.42 |
|
| Fortinet (FTNT) | 0.0 | $7.7k | -53% | 94.00 | 81.72 |
|
| Rallybio Corp (RLYB) | 0.0 | $7.3k | NEW | 812.00 | 8.97 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $7.0k | 40.00 | 174.62 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $6.6k | NEW | 1.0k | 6.63 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $6.5k | 100.00 | 65.30 |
|
|
| Niocorp Devs Com New (NB) | 0.0 | $6.5k | 1.5k | 4.46 |
|
|
| Analog Devices (ADI) | 0.0 | $6.4k | 20.00 | 318.15 |
|
|
| Fury Gold Mines (FURY) | 0.0 | $6.1k | NEW | 10k | 0.61 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $6.1k | -35% | 107.00 | 56.56 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $5.6k | 47.00 | 119.87 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $5.6k | 10.00 | 561.90 |
|
|
| salesforce (CRM) | 0.0 | $5.6k | 30.00 | 186.70 |
|
|
| Incyte Corporation (INCY) | 0.0 | $5.4k | 57.00 | 94.12 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $5.3k | 4.00 | 1321.00 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $5.0k | 63.00 | 80.10 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $5.0k | 4.00 | 1261.25 |
|
|
| Robert Half International (RHI) | 0.0 | $5.0k | +26% | 197.00 | 25.40 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $5.0k | 380.00 | 13.12 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $4.9k | 49.00 | 100.10 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $4.8k | 10.00 | 480.20 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $4.7k | NEW | 59.00 | 80.05 |
|
| Verisign (VRSN) | 0.0 | $4.7k | 19.00 | 248.37 |
|
|
| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 0.0 | $4.6k | NEW | 144.00 | 31.75 |
|
| Rh (RH) | 0.0 | $4.5k | +14% | 32.00 | 139.84 |
|
| Teradyne (TER) | 0.0 | $4.4k | -63% | 15.00 | 296.47 |
|
| Ichor Holdings SHS (ICHR) | 0.0 | $4.3k | 93.00 | 46.61 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $4.2k | 15.00 | 277.93 |
|
|
| Arbutus Biopharma (ABUS) | 0.0 | $4.1k | 900.00 | 4.50 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.0k | -25% | 9.00 | 446.56 |
|
| Viatris (VTRS) | 0.0 | $4.0k | 297.00 | 13.51 |
|
|
| Natera (NTRA) | 0.0 | $4.0k | 20.00 | 200.00 |
|
|
| Lyft Cl A Com (LYFT) | 0.0 | $4.0k | 300.00 | 13.30 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $3.9k | 39.00 | 98.87 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.8k | 30.00 | 125.47 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $3.8k | 42.00 | 89.60 |
|
|
| Global Payments (GPN) | 0.0 | $3.7k | -34% | 55.00 | 67.31 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $3.7k | NEW | 99.00 | 37.02 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $3.4k | 30.00 | 111.97 |
|
|
| South Bow Corp (SOBO) | 0.0 | $3.3k | 98.00 | 33.33 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $3.2k | 3.00 | 1067.67 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.1k | 25.00 | 125.88 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.1k | 6.00 | 522.83 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.1k | 4.00 | 772.75 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $3.0k | 114.00 | 25.89 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.9k | 19.00 | 152.79 |
|
|
| Match Group (MTCH) | 0.0 | $2.6k | 86.00 | 30.72 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.3k | 18.00 | 126.39 |
|
|
| Nike CL B (NKE) | 0.0 | $1.8k | -81% | 35.00 | 52.83 |
|
| Iac Com New (IAC) | 0.0 | $1.6k | 40.00 | 40.05 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.6k | 28.00 | 56.50 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.5k | -81% | 42.00 | 36.76 |
|
| American Water Works (AWK) | 0.0 | $1.5k | 11.00 | 136.09 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $1.4k | NEW | 17.00 | 84.47 |
|
| Compass Minerals International (CMP) | 0.0 | $1.2k | 50.00 | 23.36 |
|
|
| Progyny (PGNY) | 0.0 | $933.999000 | 55.00 | 16.98 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $888.000000 | 50.00 | 17.76 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $804.000000 | 10.00 | 80.40 |
|
|
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $399.002500 | 65.00 | 6.14 |
|
|
| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $365.002500 | 75.00 | 4.87 |
|
|
| Volatility Shs Tr Xrp Etf (XRPI) | 0.0 | $363.998400 | 48.00 | 7.58 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $327.000000 | 8.00 | 40.88 |
|
|
| Myriad Genetics (MYGN) | 0.0 | $270.000000 | 60.00 | 4.50 |
|
|
| Alaska Air (ALK) | 0.0 | $184.000000 | 5.00 | 36.80 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $149.000000 | 1.00 | 149.00 |
|
|
| Ishares Tr Ibonds Oct 2027 (IBID) | 0.0 | $126.000000 | 480.00 | 0.26 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $94.000000 | 2.00 | 47.00 |
|
Past Filings by Hartford Financial Management
SEC 13F filings are viewable for Hartford Financial Management going back to 2012
- Hartford Financial Management 2026 Q1 filed April 16, 2026
- Hartford Financial Management 2025 Q4 filed Jan. 21, 2026
- Hartford Financial Management 2025 Q3 filed Oct. 28, 2025
- Hartford Financial Management 2025 Q2 filed July 31, 2025
- Hartford Financial Management 2025 Q1 filed April 21, 2025
- Hartford Financial Management 2024 Q4 filed Jan. 23, 2025
- Hartford Financial Management 2024 Q3 filed Oct. 28, 2024
- Hartford Financial Management 2024 Q2 filed Aug. 9, 2024
- Hartford Financial Management 2024 Q1 filed April 24, 2024
- Hartford Financial Management 2023 Q4 filed Jan. 29, 2024
- Hartford Financial Management 2023 Q3 filed Oct. 24, 2023
- Hartford Financial Management 2023 Q2 filed July 27, 2023
- Hartford Financial Management 2023 Q1 filed April 25, 2023
- Hartford Financial Management 2022 Q4 filed Feb. 1, 2023
- Hartford Financial Management 2022 Q3 filed Oct. 25, 2022
- Hartford Financial Management 2022 Q2 filed July 21, 2022