0001214659-23-010953.txt : 20230810 0001214659-23-010953.hdr.sgml : 20230810 20230810113211 ACCESSION NUMBER: 0001214659-23-010953 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHARTER RESEARCH & INVESTMENT GROUP, INC. CENTRAL INDEX KEY: 0001666624 IRS NUMBER: 061250037 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17333 FILM NUMBER: 231157917 BUSINESS ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 BUSINESS PHONE: 203-259-4004 MAIL ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001666624 XXXXXXXX 06-30-2023 06-30-2023 false CHARTER RESEARCH & INVESTMENT GROUP, INC.

2507 POST ROAD 1ST FLOOR SOUTHPORT CT 06890

13F HOLDINGS REPORT 028-17333 000106452 801-37458 N Patrick J. Clark 203-259-4004 /s/ Patrick J. Clark Southport CT 08-10-2023 0 77 120545945 INFORMATION TABLE 2 infotable.xml 3M CO Common 88579Y101 208789 2086 SH SOLE 2086 0 0 A T & T INC Common 00206R102 929199 58257 SH SOLE 58257 0 0 ABBOTT LABS Common 002824100 715934 6567 SH SOLE 6567 0 0 ABBVIE INC Common 00287Y109 812961 6034 SH SOLE 6034 0 0 AIR PRODS & CHEMS INC Common 009158106 414550 1384 SH SOLE 1384 0 0 ALBEMARLE CORP Common 012653101 3114336 13960 SH SOLE 13960 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 5708493 47690 SH SOLE 47690 0 0 ALPHABET INC CL C CAP STK CL C 02079K107 1980279 16370 SH SOLE 16370 0 0 ALTRIA GROUP INC Common 02209S103 981515 21667 SH SOLE 21667 0 0 AMAZON COM INC Common 023135106 980307 7520 SH SOLE 7520 0 0 APPLE INC Common 037833100 15947408 82216 SH SOLE 82216 0 0 APPLIED MATLS INC Common 038222105 1584158 10960 SH SOLE 10960 0 0 AUTOMATIC DATA PROCESSING INC Common 053015103 757836 3448 SH SOLE 3448 0 0 AVANGRID INC Common 05351W103 565049 14996 SH SOLE 14996 0 0 BANK AMERICA CORP Common 060505104 2132843 74341 SH SOLE 74341 0 0 BCE INC COM NEW 05534B760 1906802 41825 SH SOLE 41825 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 998789 2929 SH SOLE 2929 0 0 BRISTOL-MYERS SQUIBB CO Common 110122108 2919126 45647 SH SOLE 45647 0 0 CATERPILLAR INC Common 149123101 1164555 4733 SH SOLE 4733 0 0 CHEVRON CORP NEW Common 166764100 571181 3630 SH SOLE 3630 0 0 COCA COLA CO Common 191216100 833144 13835 SH SOLE 13835 0 0 COLGATE PALMOLIVE CO Common 194162103 511217 6636 SH SOLE 6636 0 0 CONAGRA BRANDS INC Common 205887102 1164183 34525 SH SOLE 34525 0 0 CONOCOPHILLIPS Common 20825C104 228771 2208 SH SOLE 2208 0 0 CONSOLIDATED EDISON INC Common 209115104 510330 5645 SH SOLE 5645 0 0 CONSTELLATION BRANDS INC CL A 21036P108 460509 1871 SH SOLE 1871 0 0 COSTCO WHSL CORP NEW Common 22160K105 294472 547 SH SOLE 547 0 0 CSX CORP Common 126408103 231573 6791 SH SOLE 6791 0 0 EMERSON ELEC CO Common 291011104 311665 3448 SH SOLE 3448 0 0 ENTERPRISE PRODS PARTNERS LP Common 293792107 557566 21160 SH SOLE 21160 0 0 ESSENTIAL UTILS INC Common 29670G102 236666 5930 SH SOLE 5930 0 0 EXXON MOBIL CORP Common 30231G102 3614861 33705 SH SOLE 33705 0 0 FORD MTR CO DEL Common 345370860 685283 45293 SH SOLE 45293 0 0 HOME DEPOT INC Common 437076102 3353048 10794 SH SOLE 10794 0 0 HONEYWELL INTL INC Common 438516106 678940 3272 SH SOLE 3272 0 0 HUBBELL INC Common 443510607 218166 658 SH SOLE 658 0 0 INTERNATIONAL BUSINESS MACHS Common 459200101 2757423 20607 SH SOLE 20607 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 498717 1350 SH SOLE 1350 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 203362 1333 SH SOLE 1333 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 288463 7190 SH SOLE 7190 0 0 ISHARES TR EXPANDED TECH 464287515 242137 700 SH SOLE 700 0 0 JOHNSON & JOHNSON Common 478160104 5607610 33879 SH SOLE 33879 0 0 JPMORGAN CHASE & CO Common 46625H100 431520 2967 SH SOLE 2967 0 0 KINDER MORGAN INC DEL Common 49456B101 733486 42595 SH SOLE 42595 0 0 LIFE STORAGE INC Common 53223X107 239328 1800 SH SOLE 1800 0 0 M & T BK CORP Common 55261F104 1371013 11078 SH SOLE 11078 0 0 MCDONALDS CORP Common 580135101 835548 2800 SH SOLE 2800 0 0 MCKESSON CORP Common 58155Q103 698225 1634 SH SOLE 1634 0 0 MERCK & CO. INC Common 58933Y105 4078113 35342 SH SOLE 35342 0 0 META PLATFORMS INC CL A 30303M102 2415224 8416 SH SOLE 8416 0 0 METLIFE INC Common 59156R108 1410537 24952 SH SOLE 24952 0 0 MICROSOFT CORP Common 594918104 2155278 6329 SH SOLE 6329 0 0 MONDELEZ INTL INC CL A 609207105 4513673 61882 SH SOLE 61882 0 0 NEXTERA ENERGY INC Common 65339F101 428357 5773 SH SOLE 5773 0 0 ORACLE CORP Common 68389X105 725296 6090 SH SOLE 6090 0 0 PEPSICO INC Common 713448108 5589531 30178 SH SOLE 30178 0 0 PFIZER INC Common 717081103 641607 17492 SH SOLE 17492 0 0 PHILIP MORRIS INTL INC Common 718172109 1264472 12953 SH SOLE 12953 0 0 PPG INDS INC Common 693506107 526465 3550 SH SOLE 3550 0 0 PPL CORP Common 69351T106 1272805 48103 SH SOLE 48103 0 0 PROCTER AND GAMBLE CO Common 742718109 1474902 9720 SH SOLE 9720 0 0 RAYTHEON TECHNOLOGIES CORP Common 75513E101 3793575 38726 SH SOLE 38726 0 0 SALESFORCE INC Common 79466L302 1541564 7297 SH SOLE 7297 0 0 SPDR GOLD TR GOLD SHS 78463V107 2085759 11700 SH SOLE 11700 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2367558 5341 SH SOLE 5341 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&P DCRP 78467Y107 3056048 6381 SH SOLE 6381 0 0 STRYKER CORPORATION Common 863667101 426516 1398 SH SOLE 1398 0 0 US BANCORP DEL COM NEW 902973304 218460 6612 SH SOLE 6612 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2760506 15400 SH SOLE 15400 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 539435 1220 SH SOLE 1220 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 655113 2974 SH SOLE 2974 0 0 VERIZON COMMUNICATIONS INC Common 92343V104 1101453 29617 SH SOLE 29617 0 0 VISA INC COM CL A 92826C839 598450 2520 SH SOLE 2520 0 0 WALMART INC Common 931142103 448592 2854 SH SOLE 2854 0 0 DISNEY WALT CO Common 254687106 1565078 17530 SH SOLE 17530 0 0 WASTE MGMT INC DEL Common 94106L109 247124 1425 SH SOLE 1425 0 0 WATERS CORP Common 941848103 453118 1700 SH SOLE 1700 0 0