Hartford Financial Management Inc.

RIA/Wealth

Hartford Financial Management Inc. is a RIA/Wealth based in Little Rock, AR led by Kevin Charles Quiros, reporting $713.0M in AUM as of Q3 2025 with 38% ETF concentration.

PresidentKevin Charles Quiros

Portfolio Value: $377.6M
Positions: 337
Top Holding: JCPB at 8.81%
Last Reported: Q3 2025

Address10809 Executive Center Drive, Suite 204, Little Rock, AR, 72211, United States

Top Holdings

Largest long holdings in Hartford Financial Management Inc.'s portfolio (38.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$33.3M	8.81%	+$781.8K Bought	— 700.0K shares	Q1 2022 Held for 3y 8m
2 Apple AAPL	Consumer Electronics Technology	$16.4M	4.35%	+$662.3K Bought	0.00% 64.5K shares	Q4 2022 Held for 2y 11m
3 Vanguard Information Technology VGT	ETF ETF	$16.2M	4.29%	+$1.7M Bought	— 21.7K shares	Q1 2014 Held for 11y 8m
4 JPMorgan Diversified Return US Small Cap Equity JPSE	ETF ETF	$16.0M	4.23%	+$282.0K Bought	— 321.0K shares	Q4 2022 Held for 2y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$13.9M	3.68%	+$211.8K Bought	0.00% 26.8K shares	≤ Q2 2013 Held for 12y 5m+
6 Nvidia NVDA	Semiconductors Technology	$12.7M	3.35%	+$56.5K Bought	0.00% 67.8K shares	Q3 2018 Held for 7y 2m
7 JPMorgan Municipal JMUB	ETF ETF	$10.2M	2.70%	-$3.7M Sold	— 201.9K shares	Q2 2022 Held for 3y 5m
8 PAAA PGIM AAA CLO PAAA	ETF ETF	$9.6M	2.55%	+$127.4K Bought	— 186.9K shares	Q4 2024 Held for 11 months
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.1M	2.41%	+$161.8K Bought	0.00% 28.8K shares	≤ Q2 2013 Held for 12y 5m+
10 Oracle ORCL	Software - Infrastructure Technology	$7.4M	1.95%	-$679.2K Sold	0.00% 26.2K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hartford Financial Management Inc.'s latest filing

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Market Value

$377.6M

Prior: $365.7M

Q/Q Change

+3.25%

+$11.9M

Net Flows % of MV

-3.21%

Turnover Ratio

5.02%

New Purchases

2 stocks

$5.5K

Added To

76 stocks

+$13.1M

Sold Out Of

12 stocks

$397.6K

Reduced Holdings

101 stocks

-$24.8M

Increased Positions

Position	Shares Δ	Change
1 ASML ASML ASML	New	0 → 4.0 +$3.9K
2 Ichor Holdings ICHR	New	0 → 93.0 +$1.6K
3 Robert Half RHI	+362.07%	29.0 → 134.0 +$3.6K
4 Sempra Energy SRE	+345.83%	24.0 → 107.0 +$7.5K
5 Clorox CLX	+243.88%	196.0 → 674.0 +$58.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares Exponential Technologies XT	Sold	2.2K → 0 −$143.4K
2 LyondellBasell Industries N.V. LYB	Sold	1.3K → 0 −$75.2K
3 BP BP BP	Sold	2.0K → 0 −$59.9K
4 Rezolve AI RZLV	Sold	10.0K → 0 −$30.8K
5 Juniper Networks JNPR	Sold	665.0 → 0 −$26.6K

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Analytics

Portfolio insights and performance metrics for Hartford Financial Management Inc.

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Sector Allocation

ETF

38.20%

Technology

18.80%

Industrials

8.50%

Financial Services

8.10%

Consumer Cyclical

5.10%

Communication Services

4.90%

Consumer Defensive

4.90%

Healthcare

4.70%

Energy

4.10%

Real Estate

0.90%

Basic Materials

0.60%

Utilities

0.50%

Market Cap Distribution

Mega Cap (> $200B)

38.21%

Large Cap ($10B - $200B)

21.20%

Mid Cap ($2B - $10B)

0.58%

Small Cap ($300M - $2B)

0.01%

Micro Cap ($50M - $300M)

0.13%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

39.84%

Portfolio Concentration

Top 10 Holdings %

38.32%

Top 20 Holdings %

54.85%

Top 50 Holdings %

80.5%

Top 100 Holdings %

94.97%