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CIK: 0001352526
Total reported value
$448.2M
$448.2M
377 檔
20.5%
During the Q4 2024 filing period, Hartford Financial Management Inc. (CIK: 0001352526) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $448.2M across 377 reported positions.
In Q4 2024, Hartford Financial Management Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.80% | -0.42% | +2.63% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | -0.16% | +0.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.15% | +0.01% | +2.47% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.71% | -0.71% | +13.21% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.67% | -0.38% | -0.25% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | -0.10% | -0.74% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.36% | +0.03% | — | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.89% | -0.19% | — | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.64% | -0.17% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.66% | +0.40% | -0.50% | |
| 11 | CSX | Csx CORP | Stock-Industrials | 1.65% | -0.02% | -0.73% | |
| 12 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.54% | -0.07% | -0.56% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 1.49% | -0.05% | — | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.43% | +1.19% | -0.67% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.06% | +3.14% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.36% | — | — | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.31% | -0.01% | — | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -0.89% | EXIT | |
| 19 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.24% | -0.09% | -2.35% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.18% | +1.77% | +2.03% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.15% | — | — | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 1.14% | — | — | |
| 23 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.11% | +0.05% | +0.51% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.24% | -1.82% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.39% | -0.49% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.10% | -0.29% | -2.26% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.23% | -0.48% | |
| 28 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.05% | — | -0.18% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.04% | -0.01% | — | |
| 30 | AWK | American Water Works Co Inc | Stock-Utilities | 1.02% | +0.04% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.09% | +10.84% | |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.00% | +0.01% | -0.59% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | -0.01% | -2.68% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.88% | -8.40% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.06% | -0.14% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.32% | +0.33% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | -0.08% | -12.50% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | — | +0.76% | |
| 39 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.91% | +0.26% | -6.70% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.15% | -0.42% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | -0.02% | -1.61% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.08% | -1.28% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.80% | -0.01% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.08% | +0.86% | |
| 45 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.78% | -0.06% | +2.26% | |
| 46 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.73% | — | — | |
| 47 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | +0.22% | — | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | — | — | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | -0.30% | -1.05% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.69% | +0.12% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +1.9% | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | -0.74% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | +2.47% | Add |
| 4 | NFLX | Netflix Inc | +0.3% | +158.17% | Add |
| 5 | JMUB | Jpmorgan Municipal ETF | +0.3% | +13.21% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +10.84% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.14% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -0.06% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | -1.28% | Trim |
| 10 | V | Visa Inc-class A Shares | +0.1% | -2.68% | Trim |
| 11 | HON | Honeywell International Inc | +0.1% | -0.83% | Trim |
| 12 | ARKQ | Ark Autonomous Tech & Robot | +0.1% | -4.36% | Trim |
| 13 | COST | Costco Wholesale CORP | +0.1% | -0.25% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | -0.67% | Trim |
| 15 | BA | Boeing Co/the | +0.1% | +4.25% | Add |
| 16 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 18 | JMST | JPM Ultra-short Muni Income | -0.1% | -30.00% | Trim |
| 19 | CI | THE Cigna Group | -0.1% | — | Unchanged |
| 20 | MRK | Merck & Co. Inc. | -0.1% | +1.78% | Add |
| 21 | KMB | Kimberly-clark CORP | -0.1% | -1.29% | Trim |
| 22 | HD | Home Depot Inc | -0.1% | -0.17% | Trim |
| 23 | UNP | Union Pacific CORP | -0.1% | -3.56% | Trim |
| 24 | KO | Coca-cola Co/the | -0.1% | -32.07% | Trim |
| 25 | CARR | Carrier Global CORP | -0.1% | +0.01% | Add |
| 26 | SO | Southern Co/the | -0.1% | -0.58% | Trim |
| 27 | PLD | Prologis Inc | -0.1% | -0.85% | Trim |
| 28 | PSX | Phillips 66 | -0.1% | -0.54% | Trim |
| 29 | TXN | Texas Instruments Inc | -0.1% | -0.01% | Trim |
| 30 | TGT | Target CORP | -0.1% | -3.53% | Trim |
| 31 | RSPH | Invesco S&p 500 Equal Weight | -0.1% | -9.82% | Trim |
| 32 | GPC | Genuine Parts Co | -0.1% | +0.53% | Add |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -1.79% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | +0.76% | Add |
| 35 | ADBE | Adobe Inc | -0.1% | -5.61% | Trim |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | -0.1% | +2.63% | Add |
| 37 | MDLZ | Mondelez International Inc-a | -0.1% | +0.38% | Add |
| 38 | PEP | Pepsico Inc | -0.1% | +0.33% | Add |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -0.49% | Trim |
| 40 | CSX | Csx CORP | -0.1% | -0.73% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.1% | -0.14% | Trim |
| 42 | ORCL | Oracle CORP | -0.1% | -8.40% | Trim |
| 43 | CAT | Caterpillar Inc | -0.1% | -0.50% | Trim |
| 44 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 45 | CVS | Cvs Health CORP | -0.1% | -5.14% | Trim |
| 46 | DHR | Danaher CORP | -0.2% | -1.05% | Trim |
| 47 | AWK | American Water Works Co Inc | -0.2% | — | Unchanged |
| 48 | CMCSA | Comcast Corp-class A | -0.2% | -73.28% | Trim |
| 49 | AMAT | Applied Materials Inc | -0.3% | +2.03% | Add |
| 50 | LLY | Eli Lilly & Co | -0.3% | — | Unchanged |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.2M across 377 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, MSFT, AAPL) accounted for 20.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
PAAA
市值: $9.2M
Top Position Liquidated / Trimmed
COST
前期市值: $12.6M
During Q4 2024, Hartford Financial Management Inc.'s top holdings by market value included JCPB (5.8%)、MSFT (4.5%)、AAPL (3.1%). The largest single position, JCPB, represented 5.8% of total portfolio value.
In Q4 2024, Hartford Financial Management Inc. made 44 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 29 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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