Filer Name: CHARTER RESEARCH & INVESTMENT GROUP, INC.
CIK: 1666624
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 79
Portfolio Value: $0.13B

Charter Research & Investment Group, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 69,731 $17M 13.30% -3.7% -
GOOGL US ALPHABET INC-CL A 46,370 $9M 6.69% -1.8% -
META US META PLATFORMS INC-CLASS A 8,133 $5M 3.63% -1.8% -
JNJ US JOHNSON & JOHNSON 32,175 $5M 3.54% -2.9% -
PEP US PEPSICO INC 29,570 $4M 3.42% -1.8% -
RTX US RTX CORP 38,732 $4M 3.41% -0.8% -
IBM US INTL BUSINESS MACHINES CORP 19,859 $4M 3.32% -0.8% -
HD US HOME DEPOT INC 9,886 $4M 2.93% 6.4% -
MDLZ US MONDELEZ INTERNATIONAL INC-A 63,209 $4M 2.88% -0.4% -
MDY US SPDR S&P MIDCAP 400 ETF TRST 6,212 $4M 2.69% -2.1% -
XOM US EXXON MOBIL CORP 32,234 $3M 2.64% -2.4% -
MRK US MERCK & CO. INC. 34,638 $3M 2.62% -0.2% -
BAC US BANK OF AMERICA CORP 73,584 $3M 2.46% -0.3% -
SPY US SPDR S&P 500 ETF TRUST 5,333 $3M 2.38% -1.0% -
CRM US SALESFORCE INC 8,052 $3M 2.05% -0.6% -
GLD US SPDR GOLD SHARES 11,016 $3M 2.03% -2.4% -
MSFT US MICROSOFT CORP 6,172 $3M 1.98% -0.4% -
GOOG US ALPHABET INC-CL C 13,680 $3M 1.98% -9.4% -
BMY US BRISTOL-MYERS SQUIBB CO 39,658 $2M 1.71% -4.3% -
MET US METLIFE INC 24,663 $2M 1.54% -0.8% -
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