Charter Oak Capital Management, LLC Q1 2022 Filing

Filed May 5, 2022

Portfolio Value

$817.8M

Holdings

1,034

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (1,034 positions)

StockValue
EAGGISHARES TR
$657K
BACBK OF AMERICA CORP
$654K
DEDEERE & CO
$640K
YUMYUM BRANDS INC
$630K
RSPINVESCO EXCHANGE TRADED FD T
$618K
NDQINVESCO QQQ TR
$613K
AG8AGILENT TECHNOLOGIES INC
$609K
IYJISHARES TR
$607K
DISDISNEY WALT CO
$597K
CVXCHEVRON CORP NEW
$587K
PFEPFIZER INC
$580K
GOOGALPHABET INC
$576K
ABTABBOTT LABS
$576K
EEMISHARES TR
$567K
PFFISHARES TR
$547K
QCOMQUALCOMM INC
$532K
UNHUNITEDHEALTH GROUP INC
$530K
KOCOCA COLA CO
$525K
FHLCFIDELITY COVINGTON TRUST
$512K
A4SAMERIPRISE FINL INC
$505K
NEARISHARES U S ETF TR
$500K
SSOPROSHARES TR
$478K
SPXS1EURDIREXION SHS ETF TR
$458K
IUSBISHARES TR
$452K
SUSLISHARES TR
$436K
VBVANGUARD INDEX FDS
$429K
TAT&T INC
$423K
GQ9SPDR GOLD TR
$415K
VNQVANGUARD INDEX FDS
$411K
MARMARRIOTT INTL INC NEW
$408K
GOOGLALPHABET INC
$401K
CSCOCISCO SYS INC
$396K
LQDISHARES TR
$396K
BIVVANGUARD BD INDEX FDS
$395K
TBFPROSHARES TR
$384K
TMOTHERMO FISHER SCIENTIFIC INC
$380K
ONEQFIDELITY COMWLTH TR
$351K
ESGEISHARES INC
$349K
CATCATERPILLAR INC
$347K
VVVANGUARD INDEX FDS
$347K
WMTWALMART INC
$346K
YUMCYUM CHINA HLDGS INC
$343K
WTRGESSENTIAL UTILS INC
$334K
BRKDDIREXION SHS ETF TR
$330K
DHSWISDOMTREE TR
$327K
GISGENERAL MLS INC
$318K
4I1PHILIP MORRIS INTL INC
$316K
AIVLWISDOMTREE TR
$315K
EEMVISHARES INC
$311K
EWJISHARES INC
$304K
GNRSPDR INDEX SHS FDS
$304K
DUKDUKE ENERGY CORP NEW
$297K
IBMINTERNATIONAL BUSINESS MACHS
$294K
SQQQPROSHARES TR
$289K
HONHONEYWELL INTL INC
$287K
UTFCOHEN & STEERS INFRASTRUCTUR
$279K
VYMVANGUARD WHITEHALL FDS
$278K
FCOMFIDELITY COVINGTON TRUST
$264K
BAXBAXTER INTL INC
$263K
DGRWWISDOMTREE TR
$262K
VDEVANGUARD WORLD FDS
$260K
LOWLOWES COS INC
$259K
BMYBRISTOL-MYERS SQUIBB CO
$256K
IWDISHARES TR
$256K
LLYLILLY ELI & CO
$249K
FDISFIDELITY COVINGTON TRUST
$247K
BABOEING CO
$246K
NKENIKE INC
$244K
RWOSPDR INDEX SHS FDS
$238K
AOMISHARES TR
$230K
IYMISHARES TR
$229K
CMCSACOMCAST CORP NEW
$227K
HYGISHARES TR
$219K
TXNTEXAS INSTRS INC
$217K
OREALTY INCOME CORP
$214K
NUDMNUSHARES ETF TR
$213K
NSCNORFOLK SOUTHN CORP
$208K
AWCAMERICAN WTR WKS CO INC NEW
$208K
VVISA INC
$207K
IWFISHARES TR
$205K
CARRCARRIER GLOBAL CORPORATION
$204K
SLYGSPDR SER TR
$203K
MMM3M CO
$203K
CICIGNA CORP NEW
$202K
XLVSELECT SECTOR SPDR TR
$200K
OTISOTIS WORLDWIDE CORP
$199K
AMGNAMGEN INC
$196K
SDYSPDR SER TR
$191K
IJTISHARES TR
$189K
IWSISHARES TR
$183K
EMREMERSON ELEC CO
$182K
AORISHARES TR
$181K
CNPCENTERPOINT ENERGY INC
$175K
MINTPIMCO ETF TR
$171K
MOALTRIA GROUP INC
$168K
ESEVERSOURCE ENERGY
$167K
UNPUNION PAC CORP
$165K
ACNACCENTURE PLC IRELAND
$165K
DONWISDOMTREE TR
$164K
STIPISHARES TR
$162K
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