Charter Oak Capital Management, LLC Purchases in Q2 2025

Charter Oak Capital Management, LLC

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
383
+ 0.57%
$46.41 - $47.7 $17.8K - $18.3K
67.6K $3.21M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.18K
+ 7.23%
$22.54 - $23.17 $26.5K - $27.3K
17.4K $400K
ICSH
Blackrock Ultra Short Term Bon

ETFs
489
+ 7.14%
$50.48 - $50.71 $24.7K - $24.8K
7.34K $372K
TIP
Ishares Tr Tips Bd ETF

ETFs
207
+ 7.53%
$107.93 - $110.97 $22.3K - $23K
2.96K $325K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.03%
$71.28 - $83.74 $71.3 - $83.7
3.58K $299K
VZ
Verizon Communications Inc

Communication Services
696
+ 9.99%
$41.67 - $45.62 $29K - $31.8K
7.66K $331K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
58
+ 0.16%
$47.89 - $48.65 $2.78K - $2.82K
37.2K $1.81M
AFL
Aflac Inc

Financial Services
289
+ 10.36%
$99.77 - $112.45 $28.8K - $32.5K
3.08K $324K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.39%
$908.13 - $1056.85 $908 - $1.06K
256 $253K
NEAR
Blackrock Short Maturity Bond

ETFs
207
+ 3.37%
$50.41 - $51.17 $10.4K - $10.6K
6.34K $324K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
88
+ 1.59%
$77.94 - $79.5 $6.86K - $7K
5.63K $447K
VNQ
Vanguard Specialized Funds Van

ETFs
140
+ 4.53%
$79.79 - $91.42 $11.2K - $12.8K
3.23K $287K
AMGN
Amgen Inc

Healthcare
113
+ 15.8%
$262.28 - $309.85 $29.6K - $35K
828 $231K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
130
+ 0.88%
$28.21 - $28.85 $3.67K - $3.75K
14.9K $428K
OTIS
Otis Worldwide Corp

Industrials
157
+ 6.23%
$90.88 - $104.3 $14.3K - $16.4K
2.68K $264K
YUM
Yum Brands Inc

Consumer Cyclical
354
+ 6.66%
$138.36 - $161.45 $49K - $57.2K
5.67K $840K
Graniteshares ETF Tr
3K
New
N/A
3K $0
PFE
Pfizer Inc

Healthcare
444
+ 4.34%
$21.59 - $24.84 $9.59K - $11K
10.7K $258K
Blackrock Inc
40
+ 14.08%
N/A
324 $0
INTC
Intel Corp

Technology
217
+ 0.97%
$18.13 - $22.69 $3.93K - $4.92K
22.5K $504K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
287
+ 7.46%
$483.48 - $539.8 $139K - $155K
4.13K $2.01M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.07%
$210.83 - $235.28 $211 - $235
1.49K $331K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
686
+ 4.22%
$61.03 - $67.59 $41.9K - $46.4K
16.9K $1.08M
EPD
Enterprise Products Partners L.P.

Energy
4
+ 0.05%
$28.95 - $34.22 $116 - $137
8.52K $264K
CVX
Chevron Corp

Energy
305
+ 8.68%
$133.73 - $168.51 $40.8K - $51.4K
3.82K $546K
JNJ
Johnson & Johnson

Healthcare
182
+ 1.43%
$146.36 - $159.82 $26.6K - $29.1K
12.9K $1.97M
ABBV
Abb Vie Inc.

Healthcare
134
+ 1.57%
$170.16 - $206.27 $22.8K - $27.6K
8.67K $1.61M
UNH
Unitedhealth Group Inc

Healthcare
41
+ 3.34%
$274.35 - $599.47 $11.2K - $24.6K
1.27K $396K
Activity Summary
Buys All Purchases 79 New Holdings 10 Increased Positions 69 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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