0001405086-21-000028.txt : 20210212 0001405086-21-000028.hdr.sgml : 20210212 20210212140750 ACCESSION NUMBER: 0001405086-21-000028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21625552 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 12-31-2020 12-31-2020 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 02-12-2021 1 78 103957 false 1 0001667084 028-17335 LUCIANI PAULA M.
INFORMATION TABLE 2 tableq4-2020.xml 3M CO COM 88579Y101 547 3131 SH DFND 3131 0 0 AT&T INC COM 00206R102 2550 88671 SH DFND 88671 0 0 ABBOTT LABS COM 002824100 622 5678 SH DFND 5678 0 0 ABBVIE INC COM 00287Y109 647 6034 SH DFND 6034 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 549 2101 SH DFND 2101 0 0 AIR PRODS & CHEMS INC COM 009158106 378 1384 SH DFND 1384 0 0 ALBEMARLE CORP COM 012653101 2097 14213 SH DFND 14213 0 0 ALPHABET INC CAP STK CL A 02079K305 4857 2771 SH DFND 2771 0 0 ALPHABET INC CAP STK CL C 02079K107 2400 1370 SH DFND 1370 0 0 ALTRIA GROUP INC COM 02209S103 958 23367 SH DFND 23367 0 0 AMAZON COM INC COM 023135106 1964 603 SH DFND 603 0 0 APPLE INC COM 037833100 11838 89213 SH DFND 89213 0 0 APPLIED MATLS INC COM 038222105 1320 15300 SH DFND 15300 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 490 2783 SH DFND 2783 0 0 AVANGRID INC COM 05351W103 1134 24950 SH DFND 24950 0 0 BK OF AMERICA CORP COM 060505104 2019 66610 SH DFND 66610 0 0 BCE INC COM NEW 05534B760 1775 41475 SH DFND 41475 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 419 1808 SH DFND 1808 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 3529 56899 SH DFND 56899 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 12/30/2030 110122140 8 12267 SH DFND 12267 0 0 CATERPILLAR INC COM 149123101 619 3400 SH DFND 3400 0 0 CHEVRON CORP NEW COM 166764100 343 4059 SH DFND 4059 0 0 COCA COLA CO COM 191216100 704 12835 SH DFND 12835 0 0 COLGATE PALMOLIVE CO COM 194162103 567 6636 SH DFND 6636 0 0 CONAGRA BRANDS INC COM 205887102 1647 45430 SH DFND 45430 0 0 CONSOLIDATED EDISON INC COM 209115104 408 5645 SH DFND 5645 0 0 COSTCO WHSL CORP NEW COM 22160K105 212 563 SH DFND 563 0 0 DOMINION ENERGY INC COM 25746U109 345 4585 SH DFND 4585 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 213 2325 SH DFND 2325 0 0 EMERSON ELEC CO COM 291011104 205 2548 SH DFND 2548 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 417 21265 SH DFND 21265 0 0 ESSENTIAL UTILS INC COM 29670G102 280 5930 SH DFND 5930 0 0 EXXON MOBIL CORP COM 30231G102 1501 36423 SH DFND 36423 0 0 FACEBOOK INC CL A 30303M102 2575 9426 SH DFND 9426 0 0 GENERAL ELECTRIC CO COM 369604103 269 24935 SH DFND 24935 0 0 HOME DEPOT INC COM 437076102 2522 9493 SH DFND 9493 0 0 HONEYWELL INTL INC COM 438516106 291 1368 SH DFND 1368 0 0 INTEL CORP COM 458140100 274 5495 SH DFND 5495 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2501 19866 SH DFND 19866 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 376 1200 SH DFND 1200 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 738 7135 SH DFND 7135 0 0 ISHARES TR EXPANDED TECH 464287515 248 700 SH DFND 700 0 0 JOHNSON & JOHNSON COM 478160104 5148 32708 SH DFND 32708 0 0 JPMORGAN CHASE & CO COM 46625H100 385 3031 SH DFND 3031 0 0 KINDER MORGAN INC DEL COM 49456B101 447 32666 SH DFND 32666 0 0 MCDONALDS CORP COM 580135101 386 1800 SH DFND 1800 0 0 MCKESSON CORP COM 58155Q103 635 3650 SH DFND 3650 0 0 MERCK & CO. INC COM 58933Y105 3094 37825 SH DFND 37825 0 0 METLIFE INC COM 59156R108 1196 25473 SH DFND 25473 0 0 MICROSOFT CORP COM 594918104 561 2523 SH DFND 2523 0 0 MONDELEZ INTL INC CL A 609207105 3643 62307 SH DFND 62307 0 0 NEXTERA ENERGY INC COM 65339F101 365 4734 SH DFND 4734 0 0 ORACLE CORP COM 68389X105 523 8080 SH DFND 8080 0 0 PAYCHEX INC COM 704326107 512 5500 SH DFND 5500 0 0 PAYPAL HLDGS INC COM 70450Y103 211 900 SH DFND 900 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 1221 94435 SH DFND 94435 0 0 PEPSICO INC COM 713448108 4485 30240 SH DFND 30240 0 0 PFIZER INC COM 717081103 674 18299 SH DFND 18299 0 0 PHILIP MORRIS INTL INC COM 718172109 1122 13553 SH DFND 13553 0 0 PPG INDS INC COM 693506107 512 3550 SH DFND 3550 0 0 PPL CORP COM 69351T106 1168 41421 SH DFND 41421 0 0 PROCTER AND GAMBLE CO COM 742718109 708 5088 SH DFND 5088 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1339 18728 SH DFND 18728 0 0 SALESFORCE COM INC COM 79466L302 1432 6437 SH DFND 6437 0 0 SPDR GOLD TR GOLD SHS 78463V107 2065 11579 SH DFND 11579 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1665 4452 SH DFND 4452 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2561 6099 SH DFND 6099 0 0 STRYKER CORPORATION COM 863667101 273 1115 SH DFND 1115 0 0 US BANCORP DEL COM NEW 902973304 308 6612 SH DFND 6612 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2499 14840 SH DFND 14840 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 513 1450 SH DFND 1450 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1696 28860 SH DFND 28860 0 0 VISA INC COM CL A 92826C839 208 950 SH DFND 950 0 0 WALMART INC COM 931142103 404 2806 SH DFND 2806 0 0 DISNEY WALT CO COM 254687106 3260 17994 SH DFND 17994 0 0 WATERS CORP COM 941848103 421 1700 SH DFND 1700 0 0 WORKDAY INC CL A 98138H101 677 2825 SH DFND 2825 0 0 WORKHORSE GROUP INC COM NEW 98138J206 284 14375 SH DFND 14375 0 0