Charter Research & Investment Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.9M, Alphabet Inc. with a value of $7.83M, Johnson & Johnson with a value of $5.37M, Pepsico Inc with a value of $5.12M, and Meta Platforms, Inc. with a value of $4.74M.
Examining the 13F form we can see an increase of $8.65M in the current position value, from $127M to 136M.
Charter Research & Investment Group, Inc. is based out at Southport, CT
Below you can find more details about Charter Research & Investment Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$136 Million
Technology: $29.3 Million
Communication Services: $20.3 Million
Consumer Defensive: $18.1 Million
Healthcare: $15.6 Million
ETFs: $12.7 Million
Industrials: $11.5 Million
Financial Services: $10.3 Million
Energy: $6.21 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
