Hartford Financial Management Inc.

Q3 2025 13F Holdings

  • Location
    west hartford, CT
  • Num holdings

    340

  • Value ($000)

    $377,623

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001352526
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JCPB
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
$33.28M
9 %

699,982

AAPL
AAPL

APPLE INC

COM
$16.42M
4 %

64,496

---

VANGUARD WORLD FD

INF TECH ETF
$16.19M
4 %

21,687

JPSE
JPSE

J P MORGAN EXCHANGE TRADED F

DIVERSFD EQT ETF
$15.99M
4 %

320,994

MSFT
MSFT

MICROSOFT CORP

COM
$13.88M
4 %

26,796

NVDA
NVDA

NVIDIA CORPORATION

COM
$12.66M
3 %

67,828

JMUB
JMUB

J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF
$10.19M
3 %

201,910

---

PGIM ETF TR

AAA CLO ETF
$9.63M
3 %

186,928

JPM
JPM

JPMORGAN CHASE & CO.

COM
$9.09M
2 %

28,806

ORCL
ORCL

ORACLE CORP

COM
$7.36M
2 %

26,173

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 340