Charter Oak Capital Management, LLC New Holdings in Q3 2024

Charter Oak Capital Management, LLC

Stock	Shares change	Price Range	Shares Held
MS Morgan Stanley Financial Services	14.2K New	$92.07 - $106.96 $1.31M - $1.52M	14.2K $1.48M
MA Mastercard Inc Financial Services	979 New	$429.6 - $500.99 $421K - $490K	979 $483K
TJX Tjx Companies Inc Consumer Cyclical	2.45K New	$107.93 - $120.23 $265K - $295K	2.45K $288K
ADP Automatic Data Processing Inc Industrials	955 New	$233.44 - $279.45 $223K - $267K	955 $264K
LQD Ishares Iboxx $ Investment Gra ETFs	2.26K New	$106.11 - $113.72 $240K - $257K	2.26K $255K
AMGN Amgen Inc Healthcare	794 New	$309.38 - $337.38 $246K - $268K	794 $255K
EPD Enterprise Products Partners L.P. Energy	8.52K New	$27.88 - $30.0 $238K - $256K	8.52K $247K
CMCSA Comcast Corp Communication Services	5.79K New	$37.33 - $41.78 $216K - $242K	5.79K $242K
BX Blackstone Inc. Financial Services	1.58K New	$120.77 - $159.66 $191K - $252K	1.58K $241K
DUK Duke Energy Corp Utilities	1.96K New	$99.35 - $117.71 $195K - $230K	1.96K $225K
DVY Ishares Tr ETFs	1.63K New	$119.99 - $135.74 $196K - $222K	1.63K $220K
GD General Dynamics Corp Industrials	714 New	$279.51 - $308.09 $200K - $220K	714 $215K
ISRG Intuitive Surgical Inc Healthcare	436 New	$416.14 - $494.01 $181K - $215K	436 $214K
FUTY Fidelity Covington Tr Msci Uti ETFs	4.14K New	$43.67 - $51.82 $181K - $215K	4.14K $214K
USMV Ishares Msci Usa Min Vol Facto ETFs	2.32K New	$83.76 - $91.82 $194K - $213K	2.32K $211K
IGR Cbre Global Real Estate Income Fund Financial Services	10.5K New	$5.02 - $6.62 $52.5K - $69.3K	10.5K $68K
Te Connectivity PLC	7.55K New	N/A	7.55K $0

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