0001405086-20-000144.txt : 20200515 0001405086-20-000144.hdr.sgml : 20200515 20200515093344 ACCESSION NUMBER: 0001405086-20-000144 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20881258 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 03-31-2020 03-31-2020 CHARTER RESEARCH & INVESTMENT GROUP, INC.

2507 POST ROAD 1ST FLOOR SOUTHPORT CT 06890

13F HOLDINGS REPORT 028-17333 N PAULA M. LUCIANI 203-259-4004 /S/PAULA M. LUCIANI SOUTHPORT CT 05-15-2020 1 72 75945 false 1 0001667084 028-17335 LUCIANI PAULA M. INFORMATION TABLE 2 charter-table-q1-2020.xml 3M CO Common 88579Y101 346 2531 SH DFND 2531 0 0 AT&T INC Common 00206R102 2497 85677 SH DFND 85677 0 0 ABBOTT LABS Common 002824100 480 6077 SH DFND 6077 0 0 ABBVIE INC Common 00287Y109 460 6034 SH DFND 6034 0 0 ACCENTURE PLC IRELAND SHS Class A G1151C101 498 3052 SH DFND 3052 0 0 AIR PRODS & CHEMS INC Common 009158106 276 1384 SH DFND 1384 0 0 ALBEMARLE CORP Common 012653101 826 14653 SH DFND 14653 0 0 ALPHABET INC CAP STK CL A 02079K305 3315 2853 SH DFND 2853 0 0 ALPHABET INC CAP STK CL C 02079K107 1778 1529 SH DFND 1529 0 0 ALTRIA GROUP INC Common 02209S103 904 23367 SH DFND 23367 0 0 AMAZON COM INC Common 023135106 1183 607 SH DFND 607 0 0 APPLE INC Common 037833100 5861 23047 SH DFND 23047 0 0 APPLIED MATLS INC Common 038222105 701 15300 SH DFND 15300 0 0 AUTOMATIC DATA PROCESSING IN Common 053015103 380 2783 SH DFND 2783 0 0 AVANGRID INC Common 05351W103 1077 24610 SH DFND 24610 0 0 BK OF AMERICA CORP Common 060505104 1349 63550 SH DFND 63550 0 0 BCE INC Common New 05534B760 1689 41326 SH DFND 41326 0 0 BERKSHIRE HATHAWAY INC DEL CL B New 084670702 830 4538 SH DFND 4538 0 0 BRISTOL-MYERS SQUIBB CO Common 110122108 3075 55162 SH DFND 55162 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 12/30/2030 110122140 49 12797 SH DFND 12797 0 0 CHEVRON CORP NEW Common 166764100 250 3449 SH DFND 3449 0 0 COCA COLA CO Common 191216100 510 11535 SH DFND 11535 0 0 COLGATE PALMOLIVE CO Common 194162103 422 6352 SH DFND 6352 0 0 CONAGRA BRANDS INC Common 205887102 1304 44430 SH DFND 44430 0 0 CONSOLIDATED EDISON INC Common 209115104 440 5645 SH DFND 5645 0 0 DOMINION ENERGY INC Common 25746U109 331 4585 SH DFND 4585 0 0 ENTERPRISE PRODS PARTNERS L Common 293792107 327 22865 SH DFND 22865 0 0 ESSENTIAL UTILS INC Common 29670G102 241 5930 SH DFND 5930 0 0 EXPEDIA GROUP INC Common New 30212P303 405 7200 SH DFND 7200 0 0 EXXON MOBIL CORP Common 30231G102 1542 40603 SH DFND 40603 0 0 FACEBOOK INC CL A 30303M102 1596 9566 SH DFND 9566 0 0 FORD MTR CO DEL Common 345370860 509 105400 SH DFND 105400 0 0 GENERAL ELECTRIC CO Common 369604103 213 26884 SH DFND 26884 0 0 HOME DEPOT INC Common 437076102 1772 9493 SH DFND 9493 0 0 INTEL CORP Common 458140100 314 5795 SH DFND 5795 0 0 INTERNATIONAL BUSINESS MACHS Common 459200101 257 2319 SH DFND 2319 0 0 INVESCO QQQ TR Unit Ser 1 46090E103 228 1200 SH DFND 1200 0 0 ISHARES TR TIPS BD ETF 464287176 275 2330 SH DFND 2330 0 0 JOHNSON & JOHNSON Common 478160104 4317 32923 SH DFND 32923 0 0 JPMORGAN CHASE & CO Common 46625H100 390 4331 SH DFND 4331 0 0 KINDER MORGAN INC DEL Common 49456B101 493 35401 SH DFND 35401 0 0 MCDONALDS CORP Common 580135101 298 1800 SH DFND 1800 0 0 MCKESSON CORP Common 58155Q103 494 3650 SH DFND 3650 0 0 MERCK & CO. INC Common 58933Y105 2907 37785 SH DFND 37785 0 0 METLIFE INC Common 59156R108 838 27398 SH DFND 27398 0 0 MICROSOFT CORP Common 594918104 376 2383 SH DFND 2383 0 0 MONDELEZ INTL INC CL A 609207105 3115 62197 SH DFND 62197 0 0 NEXTERA ENERGY INC Common 65339F101 308 1281 SH DFND 1281 0 0 ORACLE CORP Common 68389X105 377 7800 SH DFND 7800 0 0 PAYCHEX INC Common 704326107 551 8750 SH DFND 8750 0 0 PEOPLES UTD FINL INC Common 712704105 988 89400 SH DFND 89400 0 0 PEPSICO INC Common 713448108 3662 30495 SH DFND 30495 0 0 PFIZER INC Common 717081103 597 18299 SH DFND 18299 0 0 PHILIP MORRIS INTL INC Common 718172109 1029 14103 SH DFND 14103 0 0 PPG INDS INC Common 693506107 314 3750 SH DFND 3750 0 0 PPL CORP Common 69351T106 1003 40646 SH DFND 40646 0 0 PROCTER & GAMBLE CO Common 742718109 560 5088 SH DFND 5088 0 0 SALESFORCE COM INC Common 79466L302 1198 8318 SH DFND 8318 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1735 11719 SH DFND 11719 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1666 6462 SH DFND 6462 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&P DCRP 78467Y107 1475 5610 SH DFND 5610 0 0 TWITTER INC Common 90184L102 296 12035 SH DFND 12035 0 0 US BANCORP DEL Com New 902973304 228 6612 SH DFND 6612 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1813 19410 SH DFND 19410 0 0 UNITED TECHNOLOGIES CORP Common 913017109 1776 18828 SH DFND 18828 0 0 VANGUARD WORLD FDS Inf Tech ETF 92204A702 307 1450 SH DFND 1450 0 0 VERIZON COMMUNICATIONS INC Common 92343V104 1508 28070 SH DFND 28070 0 0 WALMART INC Common 931142103 319 2806 SH DFND 2806 0 0 DISNEY WALT CO Com Disney 254687106 1720 17804 SH DFND 17804 0 0 WATERS CORP Common 941848103 309 1700 SH DFND 1700 0 0 WESTERN MIDSTREAM PARTNERS L Com Unit LP Int 958669103 100 30992 SH DFND 30992 0 0 WORKDAY INC CL A 98138H101 368 2825 SH DFND 2825 0 0