Hartford-Financial-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "MTCH",
  "LYFT",
  "RF",
  "QSR",
  "SOBO.TO",
  "SNOW",
  null,
  null,
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "A",
  "APD",
  "BABA",
  "PAA",
  "TGTX",
  "NGVT",
  "GOOGL",
  "ALNY",
  "AXP",
  null,
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "FMS",
  "DNA",
  "IAC",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "NAD",
  "EBAY",
  "FUN",
  "TYG",
  "AVDL",
  null,
  "FCX",
  null,
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "SCCO",
  null,
  "ISRG",
  null,
  "ABUS",
  null,
  "ITW",
  "AMAT",
  "RIVN",
  "ING",
  "EMR",
  "ICE",
  "MUB",
  "META",
  null,
  "MYGN",
  null,
  "NB.TO",
  "RLYB",
  "SWK",
  "RNP",
  null,
  null,
  "KMI",
  "LRCX",
  null,
  null,
  "NMG",
  "MPC",
  "MA",
  "QXO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "EQT",
  "EXC",
  "FICO",
  null,
  "FIS",
  "FTV",
  "GE",
  "GPC",
  "NI",
  "RHI",
  "INCY",
  "HIG",
  "NVS",
  "ILMN",
  "OMC",
  null,
  "ADM",
  "PCAR",
  "ALK",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "KLAC",
  "ORCL",
  "OKE",
  "PAYX",
  "VHT",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "AMGN",
  null,
  "REGN",
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SRE",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "BP",
  "SPLG",
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UAL",
  "UL",
  "UPS",
  "NEM",
  "VNRX",
  "FENC",
  "PCH",
  "RCL",
  "ATNM",
  "SCHW",
  "PGNY",
  "NJR",
  "NGG",
  "TXT",
  "TSCO",
  "ULTA",
  "WY",
  "MTD",
  "TSM",
  "GPN",
  null,
  "CHPT",
  null,
  "VYM",
  "DD",
  "VRTX",
  "GRAL",
  "EW",
  "TT",
  "MEDP",
  "NFG",
  "RH",
  "UGI",
  "APH",
  "AMD",
  "EL",
  "DRI",
  "NTRA",
  "WSO",
  "IP",
  "DECK",
  "DEO",
  "WM",
  "FTNT",
  "IR",
  null,
  "AEP",
  "FURY",
  "IPG",
  null,
  "IDXX",
  "FDS",
  "NVO",
  "AMZN",
  null,
  "TTWO",
  "CLF",
  "IVE",
  null,
  "KD",
  "ABEV",
  "VEU",
  "VGT",
  "USB",
  "VOOG",
  "VOO",
  "VERU",
  "VLTO",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VMEO",
  "WBD",
  "WMT",
  "WBS",
  "WFC",
  "WMB",
  "YUMC",
  "YUM",
  "ZBRA",
  "SOLV",
  null,
  null,
  "POST",
  "ET",
  "DVY",
  "CHKP",
  "LW",
  "JNPR",
  "NSC",
  "KEY",
  "JCI",
  "NWN",
  "TER",
  "SO",
  "TRMB",
  "TRP",
  "OKTA",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "RBLX",
  "SYY",
  null,
  null,
  "LYB",
  "GEV",
  "ZM",
  null,
  "SPYV",
  "NTAP",
  "PSA",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  null,
  "BK",
  "BTE",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "BMRN",
  "BA",
  null,
  "BMY",
  "CDNS",
  "CARR",
  "CCL",
  "CNP",
  "CC",
  "CVX",
  "CSCO",
  "C",
  "CLX",
  "KOF",
  "CME",
  null,
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CMP",
  "CEG",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  "RSP",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 359
Total Value: 484390575
Accession Number: 0001352526-25-000002
Form Type: 13F-HR
CIK: hartford-financial-management
Manager Name: Hartford-Financial-Management

Data Enrichment

87% identified

313 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

359 positions • $484.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 18

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Palantir Technologies Inc.

PLTR|69608A108

Shares:1.3K

Value:$105.5K

% of Portfolio:0.0% ($105.5K/$484.4M)

97717Y527

Shares:2.1K

Value:$103.7K

% of Portfolio:0.0% ($103.7K/$484.4M)

UNILEVER PLC

UL|904767704

Shares:1.7K

Value:$99.2K

% of Portfolio:0.0% ($99.2K/$484.4M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:500

Value:$86.3K

% of Portfolio:0.0% ($86.3K/$484.4M)

92204A504

VHT|92204A504

Shares:300

Value:$79.4K

% of Portfolio:0.0% ($79.4K/$484.4M)

35473P108

Shares:2.4K

Value:$78.8K

% of Portfolio:0.0% ($78.8K/$484.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:458

Value:$78.2K

% of Portfolio:0.0% ($78.2K/$484.4M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:278

Value:$73.5K

% of Portfolio:0.0% ($73.5K/$484.4M)

464288414

MUB|464288414

Shares:690

Value:$72.8K

% of Portfolio:0.0% ($72.8K/$484.4M)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:2.0K

Value:$72.5K

% of Portfolio:0.0% ($72.5K/$484.4M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:2.0K

Value:$70.0K

% of Portfolio:0.0% ($70.0K/$484.4M)

BP PLC

BP|055622104

Shares:2.0K

Value:$67.6K

% of Portfolio:0.0% ($67.6K/$484.4M)

25459W847

Shares:2.3K

Value:$65.8K

% of Portfolio:0.0% ($65.8K/$484.4M)

3M CO

MMM|88579Y101

Shares:440

Value:$64.6K

% of Portfolio:0.0% ($64.6K/$484.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:115

Value:$64.3K

% of Portfolio:0.0% ($64.3K/$484.4M)

Salesforce, Inc.

CRM|79466L302

Shares:235

Value:$63.1K

% of Portfolio:0.0% ($63.1K/$484.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:141

Value:$63.0K

% of Portfolio:0.0% ($63.0K/$484.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:941

Value:$61.4K

% of Portfolio:0.0% ($61.4K/$484.4M)

Bank of New York Mellon Corp

BK|064058100

Shares:723

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$484.4M)

464287200

IVV|464287200

Shares:107

Value:$60.1K

% of Portfolio:0.0% ($60.1K/$484.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$105.5K	0.0% ($105.5K/$484.4M)	QoQ +11.59% (+$11.0K) YoY +266.79% (+$76.7K)
(cusip97717Y527)✕	2.1K	QoQ 0.00% (+0) YoY +90.30% (+978)	All Managers (Combined)	$103.7K	0.0% ($103.7K/$484.4M)	QoQ +0.02% (+$21) YoY +90.45% (+$49.3K)
UNILEVER PLC(ULcusip904767704)	1.7K	QoQ -2.05% (-35) YoY -9.31% (-171)	All Managers (Combined)	$99.2K	0.0% ($99.2K/$484.4M)	QoQ +2.86% (-$2.8K) YoY +7.59% (-$7.0K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$86.3K	0.0% ($86.3K/$484.4M)	QoQ +15.76% (+$11.7K) YoY +25.51% (+$17.5K)
(VHTcusip92204A504)	300	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$79.4K	0.0% ($79.4K/$484.4M)	QoQ +4.35% (+$3.3K) YoY -2.14% (-$1.7K)
(cusip35473P108)✕	2.4K	QoQ -6.06% (-156) YoY +8.91% (+198)	All Managers (Combined)	$78.8K	0.0% ($78.8K/$484.4M)	QoQ +2.01% (-$1.6K) YoY +10.27% (+$7.3K)
Palo Alto Networks Inc(PANWcusip697435105)	458	QoQ 0.00% (-0) YoY -18.21% (-102)	All Managers (Combined)	$78.2K	0.0% ($78.2K/$484.4M)	QoQ -6.22% (-$5.2K) YoY -50.88% (-$81.0K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	278	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$73.5K	0.0% ($73.5K/$484.4M)	QoQ +9.78% (+$6.6K) YoY +14.91% (+$9.5K)
(MUBcusip464288414)	690	QoQ -40.51% (-470) YoY -40.51% (-470)	All Managers (Combined)	$72.8K	0.0% ($72.8K/$484.4M)	QoQ -41.13% (-$50.8K) YoY -41.71% (-$52.1K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	2.0K	QoQ 0.00% (+0) YoY -13.79% (-320)	All Managers (Combined)	$72.5K	0.0% ($72.5K/$484.4M)	QoQ +14.18% (+$9.0K) YoY +9.62% (-$6.4K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	2.0K	QoQ -10.89% (-250) YoY -30.06% (-879)	All Managers (Combined)	$70.0K	0.0% ($70.0K/$484.4M)	QoQ +4.59% (-$3.1K) YoY -43.98% (-$55.0K)
BP PLC(BPcusip055622104)	2.0K	QoQ 0.00% (+0) YoY -9.04% (-199)	All Managers (Combined)	$67.6K	0.0% ($67.6K/$484.4M)	QoQ +14.30% (+$8.5K) YoY -18.43% (-$15.3K)
(cusip25459W847)✕	2.3K	QoQ 0.00% (-0) YoY +80.00% (+1.0K)	All Managers (Combined)	$65.8K	0.0% ($65.8K/$484.4M)	QoQ -30.13% (-$28.4K) YoY +22.71% (+$12.2K)
3M CO(MMMcusip88579Y101)	440	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$64.6K	0.0% ($64.6K/$484.4M)	QoQ +13.76% (+$7.8K) YoY +38.45% (+$17.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	115	QoQ -35.02% (-62) YoY -38.50% (-72)	All Managers (Combined)	$64.3K	0.0% ($64.3K/$484.4M)	QoQ -37.98% (-$39.4K) YoY -34.23% (-$33.5K)
Salesforce, Inc.(CRMcusip79466L302)	235	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$63.1K	0.0% ($63.1K/$484.4M)	QoQ -19.73% (-$15.5K) YoY -10.89% (-$7.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	141	QoQ -30.54% (-62) YoY -37.61% (-85)	All Managers (Combined)	$63.0K	0.0% ($63.0K/$484.4M)	QoQ -36.14% (-$35.7K) YoY -38.72% (-$39.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	941	QoQ 0.00% (-0) YoY -33.12% (-466)	All Managers (Combined)	$61.4K	0.0% ($61.4K/$484.4M)	QoQ -23.54% (-$18.9K) YoY -34.85% (-$32.9K)
Bank of New York Mellon Corp(BKcusip064058100)	723	QoQ +43.45% (+219) YoY +9.37% (+62)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$484.4M)	QoQ +56.59% (+$21.9K) YoY +59.21% (+$22.6K)
(IVVcusip464287200)	107	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$60.1K	0.0% ($60.1K/$484.4M)	QoQ -4.54% (-$2.9K) YoY +6.87% (+$3.9K)