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Disclosery

13F-HR filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.

CHARTER RESEARCH & INVESTMENT GROUP, INC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 79 holding rows worth $131,297,798.

Accession
0001214659-25-002447
Filer
CIK 1666624
Filed
2025-02-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 79 entries on the cover page, a total value of $131,297,798 stated on the cover page (in dollars after the unit check, H1), rows summing to $131,297,798 with VALUE read as dollars as filed, 13F file number 028-17333. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM69,731$17,462,097dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM46,370$8,777,841dollars as filed
META PLATFORMS INC CL A30303M102COM8,133$4,761,953dollars as filed
Johnson & Johnson478160104COM32,175$4,653,112dollars as filed
PepsiCo,Inc.713448108COM29,570$4,496,399dollars as filed
Raytheon Technologies Corporation75513E101COM38,732$4,482,039dollars as filed
International Business Machines Corporation459200101COM19,859$4,365,604dollars as filed
Home Depot, Inc437076102COM9,886$3,845,555dollars as filed
Mondelez International,Inc. Class A609207105COM63,209$3,775,474dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS6,212$3,538,378dollars as filed
EXXON MOBIL CORP30231G102COM32,234$3,467,411dollars as filed
Merck & Co.,Inc.58933Y105COM34,638$3,445,788dollars as filed
Bank of America Corp060505104COM73,584$3,234,017dollars as filed
SPY78462F103SHS5,333$3,125,565dollars as filed
Salesforce.com, Inc79466L302COM8,052$2,692,025dollars as filed
SPDR GOLD TR78463V107GOLD SHS11,016$2,667,304dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM13,680$2,605,219dollars as filed
Microsoft Corp594918104COM6,172$2,601,498dollars as filed
Bristol-Myers Squibb Company110122108COM39,658$2,243,062dollars as filed
METLIFE INC COM59156R108Stock24,663$2,019,406dollars as filed
Walt Disney Co254687106COM17,896$1,992,735dollars as filed
United Parcel Service,Inc. Class B911312106COM14,795$1,865,689dollars as filed
M & T BK CORP COM55261F104Stock9,460$1,778,575dollars as filed
Amazon.com, Inc023135106COM7,675$1,683,818dollars as filed
Caterpillar Inc.149123101COM4,450$1,614,282dollars as filed
Procter & Gamble Co742718109COM9,254$1,551,356dollars as filed
Applied Materials,Inc.038222105COM8,975$1,459,604dollars as filed
Philip Morris International Inc.718172109COM12,083$1,454,189dollars as filed
Berkshire Hathaway Inc084670702COM2,759$1,250,600dollars as filed
PPL CORP COM69351T106Stock37,043$1,202,416dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock41,358$1,133,209dollars as filed
Altria Group Inc02209S103COM20,192$1,055,840dollars as filed
AT&T Inc00206R102COM43,234$984,438dollars as filed
AbbVie,Inc.00287Y109COM5,486$974,862dollars as filed
Automatic Data Processing,Inc.053015103COM3,308$968,351dollars as filed
MCKESSON CORP COM58155Q103Stock1,634$931,233dollars as filed
Verizon Communications Inc92343V104COM21,660$866,169dollars as filed
ALBEMARLE CORP012653101COM9,691$834,201dollars as filed
Coca-Cola Company191216100COM13,174$820,227dollars as filed
McDonalds Corporation580135101COM2,800$811,692dollars as filed
Visa Inc92826C839COM2,520$796,421dollars as filed
Walmart Inc.931142103COM8,392$758,217dollars as filed
Abbott Laboratories002824100COM6,547$740,531dollars as filed
Honeywell Technologies438516106COM3,272$739,112dollars as filed
Oracle Corporation68389X105COM4,249$708,053dollars as filed
VGT92204A702SHS1,120$696,416dollars as filed
JPMorgan Chase & Co46625H100COM2,866$687,093dollars as filed
INVESCO QQQ TR46090E103COM1,324$676,869dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM21,160$663,578dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,724$652,557dollars as filed
CONAGRA FOODS INC205887102COM22,685$629,509dollars as filed
WATERS CORP COM941848103Stock1,670$619,537dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock6,407$582,460dollars as filed
Chevron Corporation166764100COM3,630$525,769dollars as filed
CONSOLIDATED EDISON INC209115104COM5,645$503,725dollars as filed
Costco Wholesale Corporation22160K105COM547$501,162dollars as filed
Stryker Corporation863667101COM1,331$479,227dollars as filed
VTI922908769COM1,569$454,712dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock2,036$449,956dollars as filed
NVIDIA Corp67066G104COM3,325$446,514dollars as filed
EMERSON ELEC CO COM291011104Stock3,448$427,311dollars as filed
PPG INDS INC COM693506107Stock3,550$424,048dollars as filed
NextEra Energy,Inc.65339F101COM5,703$408,848dollars as filed
AIR PRODS & CHEMS INC009158106COM1,384$401,415dollars as filed
USBANCORPDEL902973304COM NEW6,612$316,252dollars as filed
Pfizer Inc.717081103COM11,828$313,797dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS6,980$313,542dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,534$273,543dollars as filed
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT6,600$272,316dollars as filed
General Electric Company369604301COM1,572$262,194dollars as filed
ConocoPhillips20825C104COM2,545$252,375dollars as filed
3M CO COM88579Y101Stock1,910$246,562dollars as filed
HUBBELL INC COM443510607Stock575$240,862dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT1,610$240,856dollars as filed
BLACKSTONE INC09260D107COM1,385$238,802dollars as filed
Chubb LimitedH1467J104COM820$226,566dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock5,930$215,378dollars as filed
Waste Management, Inc.94106L109COM1,050$211,880dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock400$206,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-002447this filing2025-02-12acceptance time not in the bulk data set