Hartford Financial Management Inc.
Q4 2024 13F Holdings
- Locationhartford, CT
- Num holdings
377
- Value ($000)
$488,227
- Date Filed01/23/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $28.30 M | 6 % | 614,337 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.07 M | 5 % | 52,352 | ||
AAPL APPLE INC | COM | 037833100 | $15.40 M | 3 % | 61,492 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $13.21 M | 3 % | 263,507 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $13.04 M | 3 % | 14,229 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $12.89 M | 3 % | 53,784 | ||
LLY ELI LILLY & CO | COM | 532457108 | $11.50 M | 2 % | 14,894 | ||
PGIM ETF TR | AAA CLO ETF | 69344A834 | $9.24 M | 2 % | 180,416 | ||
HD HOME DEPOT INC | COM | 437076102 | $8.14 M | 2 % | 20,914 | ||
CAT CATERPILLAR INC | COM | 149123101 | $8.08 M | 2 % | 22,287 |
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