Hartford Financial Management Inc.

Q2 2025 13F Holdings

  • Location
    west hartford, CT
  • Num holdings

    347

  • Value ($000)

    $365,732

  • Date Filed
    07/31/2025
  • 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 Q2 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
$32.17 M
9 %

683,541

JPSE
JPSE

J P MORGAN EXCHANGE TRADED F

DIVERSFD EQT ETF
$14.34 M
4 %

315,333

JMUB
JMUB

J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF
$13.63 M
4 %

274,522

MSFT
MSFT

MICROSOFT CORP

COM
$13.13 M
4 %

26,387

---

VANGUARD WORLD FD

INF TECH ETF
$12.89 M
4 %

19,435

AAPL
AAPL

APPLE INC

COM
$12.70 M
4 %

61,895

NVDA
NVDA

NVIDIA CORPORATION

COM
$10.67 M
3 %

67,525

---

PGIM ETF TR

AAA CLO ETF
$9.49 M
3 %

184,454

JPM
JPM

JPMORGAN CHASE & CO.

COM
$8.20 M
2 %

28,293

COST
COST

COSTCO WHSL CORP NEW

COM
$7.90 M
2 %

7,977

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