0001405086-20-000323.txt : 20201110
0001405086-20-000323.hdr.sgml : 20201110
20201110154048
ACCESSION NUMBER: 0001405086-20-000323
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201110
DATE AS OF CHANGE: 20201110
EFFECTIVENESS DATE: 20201110
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: 201300947
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
13F-HR
LIVE
false
false
false
0001666624
XXXXXXXX
09-30-2020
09-30-2020
CHARTER RESEARCH & INVESTMENT GROUP, INC.
2507 POST ROAD
1ST FLOOR
SOUTHPORT
CT
06890
13F HOLDINGS REPORT
028-17333
N
PAULA M. LUCIANI
PRESIDENT
203-259-4004
/S/PAULA M. LUCIANI
SOUTHPORT
CT
11-10-2020
1
76
91331
false
1
0001667084
028-17335
LUCIANI PAULA M.
INFORMATION TABLE
2
table-q3-2020.xml
3M CO
COM
88579Y101
405
2531
SH
DFND
2531
0
0
AT&T INC
COM
00206R102
2484
87112
SH
DFND
87112
0
0
ABBOTT LABS
COM
002824100
668
6138
SH
DFND
6138
0
0
ABBVIE INC
COM
00287Y109
529
6034
SH
DFND
6034
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
686
3036
SH
DFND
3036
0
0
AIR PRODS & CHEMS INC
COM
009158106
412
1384
SH
DFND
1384
0
0
ALBEMARLE CORP
COM
012653101
1269
14213
SH
DFND
14213
0
0
ALPHABET INC
CAP STK CL A
02079K305
4039
2756
SH
DFND
2756
0
0
ALPHABET INC
CAP STK CL C
02079K107
2025
1378
SH
DFND
1378
0
0
ALTRIA GROUP INC
COM
02209S103
903
23367
SH
DFND
23367
0
0
AMAZON COM INC
COM
023135106
1921
610
SH
DFND
610
0
0
APPLE INC
COM
037833100
10433
90088
SH
DFND
90088
0
0
APPLIED MATLS INC
COM
038222105
910
15300
SH
DFND
15300
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
388
2783
SH
DFND
2783
0
0
AVANGRID INC
COM
05351W103
1259
24950
SH
DFND
24950
0
0
BK OF AMERICA CORP
COM
060505104
1605
66610
SH
DFND
66610
0
0
BCE INC
COM NEW
05534B760
1708
41185
SH
DFND
41185
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
391
1838
SH
DFND
1838
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
3403
56439
SH
DFND
56439
0
0
BRISTOL-MYERS SQUIBB CO
RIGHT 12/30/2030
110122140
28
12267
SH
DFND
12267
0
0
CHEVRON CORP NEW
COM
166764100
248
3449
SH
DFND
3449
0
0
COCA COLA CO
COM
191216100
569
11535
SH
DFND
11535
0
0
COLGATE PALMOLIVE CO
COM
194162103
512
6636
SH
DFND
6636
0
0
CONAGRA BRANDS INC
COM
205887102
1601
44830
SH
DFND
44830
0
0
CONSOLIDATED EDISON INC
COM
209115104
439
5645
SH
DFND
5645
0
0
COSTCO WHSL CORP NEW
COM
22160K105
203
573
SH
DFND
573
0
0
CSX CORP
COM
126408103
224
2880
SH
DFND
2880
0
0
DOMINION ENERGY INC
COM
25746U109
362
4585
SH
DFND
4585
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
206
2325
SH
DFND
2325
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
361
22865
SH
DFND
22865
0
0
ESSENTIAL UTILS INC
COM
29670G102
239
5930
SH
DFND
5930
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
618
6745
SH
DFND
6745
0
0
EXXON MOBIL CORP
COM
30231G102
1278
37223
SH
DFND
37223
0
0
FACEBOOK INC
CL A
30303M102
2482
9476
SH
DFND
9476
0
0
GENERAL ELECTRIC CO
COM
369604103
139
22310
SH
DFND
22310
0
0
HOME DEPOT INC
COM
437076102
2636
9493
SH
DFND
9493
0
0
HONEYWELL INTL INC
COM
438516106
228
1388
SH
DFND
1388
0
0
INTEL CORP
COM
458140100
202
3895
SH
DFND
3895
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
518
4254
SH
DFND
4254
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
333
1200
SH
DFND
1200
0
0
ISHARES TR
EXPANDED TECH
464287515
218
700
SH
DFND
700
0
0
JOHNSON & JOHNSON
COM
478160104
4849
32568
SH
DFND
32568
0
0
JPMORGAN CHASE & CO
COM
46625H100
292
3031
SH
DFND
3031
0
0
KINDER MORGAN INC DEL
COM
49456B101
394
31985
SH
DFND
31985
0
0
MCDONALDS CORP
COM
580135101
395
1800
SH
DFND
1800
0
0
MCKESSON CORP
COM
58155Q103
544
3650
SH
DFND
3650
0
0
MERCK & CO. INC
COM
58933Y105
3118
37590
SH
DFND
37590
0
0
METLIFE INC
COM
59156R108
947
25473
SH
DFND
25473
0
0
MICROSOFT CORP
COM
594918104
531
2523
SH
DFND
2523
0
0
MONDELEZ INTL INC
CL A
609207105
3576
62247
SH
DFND
62247
0
0
NEXTERA ENERGY INC
COM
65339F101
342
1231
SH
DFND
1231
0
0
ORACLE CORP
COM
68389X105
482
8080
SH
DFND
8080
0
0
PAYCHEX INC
COM
704326107
439
5500
SH
DFND
5500
0
0
PAYPAL HLDGS INC
COM
70450Y103
236
1200
SH
DFND
1200
0
0
PEOPLES UNITED FINANCIAL INC
COM
712704105
889
86260
SH
DFND
86260
0
0
PEPSICO INC
COM
713448108
4197
30285
SH
DFND
30285
0
0
PFIZER INC
COM
717081103
672
18299
SH
DFND
18299
0
0
PHILIP MORRIS INTL INC
COM
718172109
1016
13553
SH
DFND
13553
0
0
PPG INDS INC
COM
693506107
458
3750
SH
DFND
3750
0
0
PPL CORP
COM
69351T106
1113
40896
SH
DFND
40896
0
0
PROCTER AND GAMBLE CO
COM
742718109
707
5088
SH
DFND
5088
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1048
18213
SH
DFND
18213
0
0
SALESFORCE COM INC
COM
79466L302
1600
6367
SH
DFND
6367
0
0
SPDR GOLD TR
GOLD SHS
78463V107
2024
11429
SH
DFND
11429
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1491
4452
SH
DFND
4452
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1980
5844
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DFND
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0
STRYKER CORPORATION
COM
863667101
239
1145
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DFND
1145
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US BANCORP DEL
COM NEW
902973304
237
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DFND
6612
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0
UNITED PARCEL SERVICE INC
CL B
911312106
2473
14840
SH
DFND
14840
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
452
1450
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DFND
1450
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0
VERIZON COMMUNICATIONS INC
COM
92343V104
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DFND
28860
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0
WALMART INC
COM
931142103
393
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DFND
2806
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DISNEY WALT CO
COM DISNEY
254687106
2236
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SH
DFND
18019
0
0
WATERS CORP
COM
941848103
333
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SH
DFND
1700
0
0
WESTERN MIDSTREAM PARTNERS L
COM UNIT LP INT
958669103
221
27672
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DFND
27672
0
0
WORKDAY INC
CL A
98138H101
608
2825
SH
DFND
2825
0
0