Hartford Financial Management Inc.
Q1 2025 13F Holdings
- Locationhartford, CT
- Num holdings
359
- Value ($000)
$484,391
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001352526
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $29.17M | 6 % | 620,029 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $19.66M | 4 % | 52,372 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $14.69M | 3 % | 293,843 | ||
AAPL APPLE INC | COM | 037833100 | $13.50M | 3 % | 60,769 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $13.43M | 3 % | 14,201 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $13.01M | 3 % | 53,030 | ||
LLY ELI LILLY & CO | COM | 532457108 | $12.30M | 3 % | 14,894 | ||
PGIM ETF TR | AAA CLO ETF | 69344A834 | $8.93M | 2 % | 174,082 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $8.24M | 2 % | 35,586 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.06M | 2 % | 74,374 |
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