Charter Research & Investment Group, Inc.

Q4 2024 13F Holdings Report, Stock Holdings

Notable people
Paula M. Luciani
Signature - Title
Patrick J. Clark - President
Location
Southport, CT
Holdings as of
December 31, 2024
Value $
$131M
Num holdings
79
Date filed
2/12/2025, 11:47 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, GOOGL, META, JNJ, and PEP.
Previous filing
Q3 2024 - Nov 12, 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Patrick J. Clark President Southport, Connecticut 2/12/2025