Charter Oak Capital Management, LLC Incresed Positions in Q3 2024

Charter Oak Capital Management, LLC

Stock	Shares change	Price Range	Shares Held
XLE Energy Sector Spdr ETFs	363 + 14.82%	$84.35 - $93.39 $30.6K - $33.9K	2.81K $246K
GOVT Ishares U.S. Treasury Bond ETF ETFs	280 + 1.85%	$22.38 - $23.66 $6.27K - $6.62K	15.4K $361K
DGRW Wisdomtree Tr Us Quality Divid ETFs	1 + 0.03%	$75.88 - $83.21 $75.9 - $83.2	3.66K $304K
MAR Marriott International Inc Consumer Cyclical	10 + 0.44%	$211.35 - $255.11 $2.11K - $2.55K	2.27K $563K
NFLX Netflix Inc Communication Services	3 + 0.95%	$598.55 - $722.26 $1.8K - $2.17K	320 $226K
PFF Ishares Trust Ishares Pfd And ETFs	23 + 0.33%	$31.18 - $33.5 $717 - $771	7.01K $232K
LLY Eli Lilly & CO Healthcare	24 + 2.31%	$772.14 - $960.02 $18.5K - $23K	1.06K $939K
SPXS Direxion Shs ETF Tr Daily S&P ETFs	741 + 7.41%	$6.65 - $9.15 $4.93K - $6.78K	10.7K $71K
FENY Fidelity Covington Tr Msci Ene ETFs	313 + 2.1%	$23.09 - $25.75 $7.23K - $8.06K	15.2K $365K
NVDA Nvidia Corp Technology	82 + 0.92%	$98.91 - $134.91 $8.11K - $11.1K	8.96K $1.09M
CVX Chevron Corp Energy	33 + 0.9%	$137.88 - $161.97 $4.55K - $5.35K	3.68K $542K
QCOM Qualcomm Inc Technology	371 + 10.92%	$156.12 - $209.64 $57.9K - $77.8K	3.77K $640K
MRK Merck & Co., Inc. Healthcare	390 + 3.48%	$111.15 - $128.97 $43.3K - $50.3K	11.6K $1.32M
INTC Intel Corp Technology	201 + 0.88%	$18.9 - $34.87 $3.8K - $7.01K	22.9K $537K

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