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Home > Institutional Investor > Hartford Financial Management Inc. > Profile

Instuitional Investor - Hartford Financial Management Inc.

Fund Profile
Filing Period:
Fund Name: Hartford Financial Management Inc.
Portfolio Value $488,227,278
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 614,337 $28,302,484 5.79%
2.
Microsoft Corp
 MSFT 52,352 $22,066,223 4.51%
3.
Apple Inc.
 AAPL 61,492 $15,398,896 3.15%
4.
J P Morgan Exchange Traded F
 263,507 $13,214,877 2.7%
5.
Costco Wholesale Corp W
 COST 14,229 $13,038,039 2.67%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)