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CIK: 0001352526
Total reported value
$448.2M
$448.2M
395 檔
19.8%
In Q2 2024, Hartford Financial Management Inc.'s U.S. equity holdings reached a combined market value of $448.2M, distributed across 395 disclosed stock positions.
During Q2 2024, Hartford Financial Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.88% | -0.42% | +7.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -0.16% | -1.35% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.90% | +0.03% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.01% | +0.41% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.65% | -0.38% | -1.14% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.45% | -0.71% | +11.09% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | -0.10% | -1.90% | |
| 8 | CSX | Csx CORP | Stock-Industrials | 1.80% | -0.02% | -1.90% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.67% | +1.77% | -4.55% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 1.65% | -0.05% | -0.06% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.64% | +0.73% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.59% | +0.40% | -2.81% | |
| 13 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.51% | -0.07% | -0.45% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.39% | +1.19% | -0.77% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.34% | — | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.24% | +0.70% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.39% | -0.50% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -0.89% | EXIT | |
| 19 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.29% | -0.09% | -48.19% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.06% | +902.81% | |
| 21 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.14% | +0.05% | +1.82% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.23% | +0.43% | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 1.12% | — | -0.18% | |
| 24 | AWK | American Water Works Co Inc | Stock-Utilities | 1.11% | +0.04% | — | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.11% | -0.29% | +0.17% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.32% | +0.30% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.01% | — | |
| 28 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.07% | — | -35.94% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.06% | +1.07% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.04% | — | — | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.01% | +0.01% | +39.48% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.96% | -0.01% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | — | -0.40% | |
| 34 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.91% | +0.26% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.88% | -0.60% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.08% | -2.87% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.09% | -6.46% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.86% | -0.30% | +0.73% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.01% | -1.45% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.15% | -1.33% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.08% | -4.25% | |
| 42 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.77% | -0.06% | -19.00% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.76% | -0.01% | — | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | -0.02% | -2.11% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.75% | +0.12% | -0.38% | |
| 46 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | +0.22% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.08% | -3.58% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | — | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.05% | -3.63% | |
| 50 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.70% | — | — |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.2M across 395 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, MSFT, LLY) accounted for 19.8% of total reported equity market value during Q2 2024.
During Q2 2024, Hartford Financial Management Inc.'s top holdings by market value included JCPB (5.9%)、MSFT (4.8%)、LLY (2.9%). The largest single position, JCPB, represented 5.9% of total portfolio value.
In Q2 2024, Hartford Financial Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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