Hartford Financial Management Inc.
CIK 1352526 · Holdings on Sep 30, 2023 · First reported Oct 24, 2023
Top ten holdings
Q3 2023- MSFT4.10%
- DAUG2.75%
- AAPL2.73%
- COST2.12%
- JPM2.07%
- LLY2.05%
- CSX2.03%
- DAPR1.79%
- CVX1.67%
- HD1.65%
Share classes counted separately22.96%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $16.04M | 4.10% | 50.80K shares | — | ↗▾ | |
| 02 | DAUGFT VEST U.S. EQUITY DEEP BUFVEST US DEEP View history and evidence | $10.78M | 2.75% | 325.89K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $10.67M | 2.73% | 62.35K shares | — | ↗▾ | |
| 04 | COSTCOSTCO WHOLESALE CORP View history and evidence | $8.29M | 2.12% | 14.67K shares | — | ↗▾ | |
| 05 | JPMJPMORGAN CHASE & CO View history and evidence | $8.12M | 2.07% | 55.98K shares | — | ↗▾ | |
| 06 | LLYELI LILLY & CO View history and evidence | $8.01M | 2.05% | 14.91K shares | — | ↗▾ | |
| 07 | CSXCSX CORP View history and evidence | $7.95M | 2.03% | 258.48K shares | — | ↗▾ | |
| 08 | DAPRFT VEST U.S. EQUITY DEEP BUFCBOE VEST US DEP View history and evidence | $7.03M | 1.79% | 231.70K shares | — | ↗▾ | |
| 09 | CVXCHEVRON CORP View history and evidence | $6.54M | 1.67% | 38.78K shares | — | ↗▾ | |
| 10 | HDHOME DEPOT INC View history and evidence | $6.47M | 1.65% | 21.43K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46436E866 ISHARES TR | Non-derivative | — | — | SEC filing ↗ | |
| CVI CVR ENERGY INC | Non-derivative | — | — | SEC filing ↗ | |
| VMW VMWARE INC-CLASS A | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1352526 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 391601619
}Research all 390 reported holdings.
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