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| Happy Holidays!! thanks for using AUM13F!! |
| Hartford Financial Management Inc
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| CRD # | 105039 |
| SEC # | 801-33701 |
| CIK # | 0001352526, 0000922439 |
| AUM | $713.0 M (2025-03-27) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 860-241-0028 |
| Address | 65 LaSalle Road Ste 307 West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001352526 0000922439 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 236.9 | ||
| Microsoft Corp | 231.2 | ||
| Apple Inc | 190.8 | ||
| Amazon Com Inc | 128.3 | ||
| Facebook Inc | 99.1 | ||
| Broadcom Inc | 80.9 | ||
| Alphabet Inc | 67.0 | ||
| Tesla Motors Inc | 54.1 | ||
| J P Morgan Chase & Co | 53.5 | ||
| Alphabet Inc | 50.3 | ||
| Lilly Eli & Co | 38.4 | ||
| VISA Inc | 38.2 | ||
| Netflix Inc | 35.6 | ||
| Mastercard Inc | 29.1 | ||
| Exxon Mobil Corp | 28.9 | ||
| Wal Mart Stores Inc | 26.9 | ||
| Costco Wholesale Corp /NEW | 26.5 | ||
| Procter & Gamble Co | 23.6 | ||
| Home Depot Inc | 22.3 | ||
| Johnson & Johnson | 22.2 | ||
| Oracle Corp | 21.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 180.9 |
| (b) Individuals (high net worth individuals) | 29 | 265.1 |
| (c) Banking or thrift institutions | 3 | 255.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.8 |
| (h) Charitable organizations | 3 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 713.0 |
| By Discretionary | ||
| Discretionary | 185 | 710.7 |
| Non-Discretionary | 1 | 2.3 |
| Total | 186 | 713.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.0 | |
| Total | 186 | 713.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000922439] | |
| 13F-HR | [0001352526] |
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