|
Entity | Shares/Amount Change | Position Value Change |
ESI |
+8,575 | +$214 |
Entity | Shares/Amount Change | Position Value Change |
MMM |
-2,000 | -$219 |
Entity | Shares/Amount Change | Position Value Change |
IVV |
+298 | +$247 | CVX |
+180 | +$78 | MSFT |
UNCH | +$2,441 | WAT |
UNCH | +$478 | PG |
UNCH | +$868 | ABBV |
UNCH | +$1,231 | BRK |
UNCH | +$966 | QCOM |
UNCH | +$851 | NKE |
UNCH | -$875 | EMR |
UNCH | +$789 |
Entity | Shares/Amount Change | Position Value Change |
AAPL |
-14,800 | -$28,737 | KMI |
-5,900 | -$88 | CVS |
-850 | -$62 | PFE |
-586 | -$30 | JNJ |
-411 | +$39 | AMGN |
-386 | -$222 | XOM |
-258 | +$962 | PCT |
-250 | +$178 | BAC |
-250 | +$97 |
Size ($ in 1000's)
At 03/31/2024: $418,181 At 12/31/2023: $434,466
Independent Investors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Investors Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by Independent Investors Inc. to be as follows, presented in the
table below with each row detailing each Independent Investors Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Independent Investors Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Independent Investors Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
Apple Inc. |
1,229,789 |
-14,800 |
$210,884 | AAPL | 1,229,789 | -14,800 | $210,884 | Microsoft Corporation |
54,628 |
UNCH |
$22,983 | MSFT | 54,628 | UNCH | $22,983 | JPMorgan Chase & Co. |
56,934 |
-115 |
$11,404 | JPM | 56,934 | -115 | $11,404 | Johnson & Johnson |
71,821 |
-411 |
$11,361 | JNJ | 71,821 | -411 | $11,361 | Waters Corporation |
31,867 |
UNCH |
$10,970 | WAT | 31,867 | UNCH | $10,970 | Procter & Gamble Company |
55,217 |
UNCH |
$8,959 | PG | 55,217 | UNCH | $8,959 | Honeywell International Inc. |
42,325 |
-165 |
$8,687 | HON | 42,325 | -165 | $8,687 | Amgen Inc. |
30,155 |
-386 |
$8,574 | AMGN | 30,155 | -386 | $8,574 | AbbVie Inc. |
45,388 |
UNCH |
$8,265 | ABBV | 45,388 | UNCH | $8,265 | Exxon Mobil Corporation |
60,736 |
-258 |
$7,060 | XOM | 60,736 | -258 | $7,060 | Berkshire Hathaway Inc. Class B |
|
|
$6,365 | BRK.B | 15,137 | UNCH | $6,365 | Boeing Company |
30,751 |
-85 |
$5,935 | BA | 30,751 | -85 | $5,935 | Qualcomm Inc. |
34,500 |
UNCH |
$5,841 | QCOM | 34,500 | UNCH | $5,841 | Nike Inc. |
60,000 |
UNCH |
$5,639 | NKE | 60,000 | UNCH | $5,639 | Walt Disney Company |
45,564 |
-15 |
$5,575 | DIS | 45,564 | -15 | $5,575 | Emerson Electric Co. |
49,000 |
UNCH |
$5,558 | EMR | 49,000 | UNCH | $5,558 | McDonald s Corporation |
18,445 |
-40 |
$5,201 | MCD | 18,445 | -40 | $5,201 | Norfolk Southern Corporation |
17,600 |
UNCH |
$4,486 | NSC | 17,600 | UNCH | $4,486 | Abbott Laboratories |
36,050 |
UNCH |
$4,097 | ABT | 36,050 | UNCH | $4,097 | Oracle Corporation |
29,900 |
UNCH |
$3,756 | ORCL | 29,900 | UNCH | $3,756 | United Parcel Service Inc. |
24,811 |
-100 |
$3,688 | UPS | 24,811 | -100 | $3,688 | Dover Corporation |
20,600 |
UNCH |
$3,650 | DOV | 20,600 | UNCH | $3,650 | PepsiCo Inc. |
19,963 |
UNCH |
$3,494 | PEP | 19,963 | UNCH | $3,494 | Union Pacific Corporation |
11,640 |
-100 |
$2,863 | UNP | 11,640 | -100 | $2,863 | American Express Company |
12,000 |
UNCH |
$2,732 | AXP | 12,000 | UNCH | $2,732 | Colgate Palmolive Company |
28,133 |
UNCH |
$2,533 | CL | 28,133 | UNCH | $2,533 | Home Depot Inc. |
6,002 |
-50 |
$2,302 | HD | 6,002 | -50 | $2,302 | Coca Cola Company |
36,225 |
UNCH |
$2,216 | KO | 36,225 | UNCH | $2,216 | Costco Wholesale Corporation |
2,890 |
UNCH |
$2,117 | COST | 2,890 | UNCH | $2,117 | Howard Hughes Holdings |
29,012 |
UNCH |
$2,107 | HHH | 29,012 | UNCH | $2,107 | L3Harris Technologies Inc. |
9,749 |
UNCH |
$2,078 | LHX | 9,749 | UNCH | $2,078 | UnitedHealth Group Incorporated |
3,540 |
UNCH |
$1,751 | UNH | 3,540 | UNCH | $1,751 | Novartis AG |
17,900 |
UNCH |
$1,731 | NVS | 17,900 | UNCH | $1,731 | Alphabet Inc. Class C |
10,960 |
-100 |
$1,669 | GOOG | 10,960 | -100 | $1,669 | Goldman Sachs Group Inc. |
3,640 |
UNCH |
$1,520 | GS | 3,640 | UNCH | $1,520 | Bristol Myers Squibb Company |
26,938 |
UNCH |
$1,461 | BMY | 26,938 | UNCH | $1,461 | Alphabet Inc. Class A |
7,820 |
UNCH |
$1,180 | GOOGL | 7,820 | UNCH | $1,180 | iShares Core S&P 500 ETF (IVV) |
2,168 |
+298 |
$1,140 | IVV | 2,168 | +298 | $1,140 | NVIDIA Corporation |
1,190 |
UNCH |
$1,075 | NVDA | 1,190 | UNCH | $1,075 | Stryker Corporation |
3,000 |
UNCH |
$1,074 | SYK | 3,000 | UNCH | $1,074 | Lowe s Companies Inc. |
3,800 |
-15 |
$968 | LOW | 3,800 | -15 | $968 | United Rentals Inc. |
1,330 |
-50 |
$959 | URI | 1,330 | -50 | $959 | Bank of America Corporation |
24,880 |
-250 |
$943 | BAC | 24,880 | -250 | $943 | Chevron Corporation |
5,950 |
+180 |
$939 | CVX | 5,950 | +180 | $939 | SPDR S&P 500 ETF (SPY) |
1,755 |
UNCH |
$918 | SPY | 1,755 | UNCH | $918 | Kenvue Inc. |
39,219 |
UNCH |
$842 | KVUE | 39,219 | UNCH | $842 | JPMorgan Equity Premium Income ETF (JEPI) |
14,420 |
-150 |
$834 | JEPI | 14,420 | -150 | $834 | General Electric Company |
4,244 |
-48 |
$745 | GE | 4,244 | -48 | $745 | Alibaba Group Holding Ltd ADS |
10,100 |
UNCH |
$731 | BABA | 10,100 | UNCH | $731 | Morgan Stanley |
7,483 |
UNCH |
$705 | MS | 7,483 | UNCH | $705 | CVS Health Corporation |
6,450 |
-850 |
$514 | CVS | 6,450 | -850 | $514 | PureCycle Technologies Inc. |
82,625 |
-250 |
$514 | PCT | 82,625 | -250 | $514 | International Business Machines Corporation |
2,350 |
UNCH |
$449 | IBM | 2,350 | UNCH | $449 | Kinder Morgan Inc. |
22,716 |
-5,900 |
$417 | KMI | 22,716 | -5,900 | $417 | Visa Inc. |
1,380 |
UNCH |
$385 | V | 1,380 | UNCH | $385 | Eaton Corporation plc |
1,215 |
UNCH |
$380 | ETN | 1,215 | UNCH | $380 | Pfizer Inc. |
13,290 |
-586 |
$369 | PFE | 13,290 | -586 | $369 | Merck & Co. Inc. |
2,500 |
-25 |
$330 | MRK | 2,500 | -25 | $330 | Baxter International Inc. |
7,635 |
UNCH |
$326 | BAX | 7,635 | UNCH | $326 | CrowdStrike Holdings Inc. |
950 |
-200 |
$305 | CRWD | 950 | -200 | $305 | Schlumberger Limited |
5,223 |
UNCH |
$286 | SLB | 5,223 | UNCH | $286 | Cisco Systems Inc. |
5,500 |
UNCH |
$275 | CSCO | 5,500 | UNCH | $275 | iShares S&P Mid Cap 400 Growth ETF (IJK) |
2,800 |
UNCH |
$256 | IJK | 2,800 | UNCH | $256 | Air Products and Chemicals Inc. |
996 |
-190 |
$241 | APD | 996 | -190 | $241 | Mondelez International Inc. Class A |
3,300 |
-200 |
$231 | MDLZ | 3,300 | -200 | $231 | Element Solutions Inc. |
8,575 |
+8,575 |
$214 | ESI | 8,575 | +8,575 | $214 | Metaverse Roundhill Ball ETF (METV) |
10,000 |
+0 |
$124 | METV | 10,000 | UNCH | $124 | 3M Company |
0 |
-2,000 |
$0 (exited) | MMM | 0 | -2,000 | $0 |
See Summary: Independent Investors Inc. Top Holdings
See Details: Top 10 Stocks Held By Independent Investors Inc.
|
|