Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Apple Inc. | 1,244,589 | -14,610 | $239,621 |
AAPL | 1,244,589 | -14,610 | $239,621 |
Microsoft Corporation | 54,628 | -33 | $20,542 |
MSFT | 54,628 | -33 | $20,542 |
Johnson & Johnson | 72,232 | UNCH | $11,322 |
JNJ | 72,232 | UNCH | $11,322 |
Waters Corporation | 31,867 | UNCH | $10,492 |
WAT | 31,867 | UNCH | $10,492 |
JPMorgan Chase & Co. | 57,049 | +100 | $9,704 |
JPM | 57,049 | +100 | $9,704 |
Honeywell International Inc. | 42,490 | UNCH | $8,911 |
HON | 42,490 | UNCH | $8,911 |
Amgen Inc. | 30,541 | UNCH | $8,796 |
AMGN | 30,541 | UNCH | $8,796 |
Procter & Gamble Company | 55,217 | -633 | $8,091 |
PG | 55,217 | -633 | $8,091 |
Boeing Company | 30,836 | -66 | $8,038 |
BA | 30,836 | -66 | $8,038 |
AbbVie Inc. | 45,388 | UNCH | $7,034 |
ABBV | 45,388 | UNCH | $7,034 |
Nike Inc. | 60,000 | UNCH | $6,514 |
NKE | 60,000 | UNCH | $6,514 |
Exxon Mobil Corporation | 60,994 | -33 | $6,098 |
XOM | 60,994 | -33 | $6,098 |
McDonald s Corporation | 18,485 | -66 | $5,481 |
MCD | 18,485 | -66 | $5,481 |
Berkshire Hathaway Inc. Class B | $5,399 | ||
BRK.B | 15,137 | UNCH | $5,399 |
Qualcomm Inc. | 34,500 | UNCH | $4,990 |
QCOM | 34,500 | UNCH | $4,990 |
Emerson Electric Co. | 49,000 | UNCH | $4,769 |
EMR | 49,000 | UNCH | $4,769 |
Norfolk Southern Corporation | 17,600 | UNCH | $4,160 |
NSC | 17,600 | UNCH | $4,160 |
Walt Disney Company | 45,579 | -833 | $4,115 |
DIS | 45,579 | -833 | $4,115 |
Abbott Laboratories | 36,050 | UNCH | $3,968 |
ABT | 36,050 | UNCH | $3,968 |
United Parcel Service Inc. | 24,911 | +100 | $3,917 |
UPS | 24,911 | +100 | $3,917 |
PepsiCo Inc. | 19,963 | -33 | $3,391 |
PEP | 19,963 | -33 | $3,391 |
Dover Corporation | 20,600 | UNCH | $3,168 |
DOV | 20,600 | UNCH | $3,168 |
Oracle Corporation | 29,900 | UNCH | $3,152 |
ORCL | 29,900 | UNCH | $3,152 |
Union Pacific Corporation | 11,740 | UNCH | $2,884 |
UNP | 11,740 | UNCH | $2,884 |
Howard Hughes Holdings | 29,012 | -500 | $2,482 |
HHH | 29,012 | -500 | $2,482 |
American Express Company | 12,000 | UNCH | $2,248 |
AXP | 12,000 | UNCH | $2,248 |
Colgate Palmolive Company | 28,133 | -33 | $2,242 |
CL | 28,133 | -33 | $2,242 |
Coca Cola Company | 36,225 | UNCH | $2,135 |
KO | 36,225 | UNCH | $2,135 |
Home Depot Inc. | 6,052 | +30 | $2,097 |
HD | 6,052 | +30 | $2,097 |
L3Harris Technologies Inc. | 9,749 | UNCH | $2,053 |
LHX | 9,749 | UNCH | $2,053 |
Costco Wholesale Corporation | 2,890 | UNCH | $1,908 |
COST | 2,890 | UNCH | $1,908 |
UnitedHealth Group Incorporated | 3,540 | UNCH | $1,864 |
UNH | 3,540 | UNCH | $1,864 |
Novartis AG | 17,900 | UNCH | $1,807 |
NVS | 17,900 | UNCH | $1,807 |
Alphabet Inc. Class C | 11,060 | UNCH | $1,559 |
GOOG | 11,060 | UNCH | $1,559 |
Goldman Sachs Group Inc. | 3,640 | UNCH | $1,404 |
GS | 3,640 | UNCH | $1,404 |
Bristol Myers Squibb Company | 26,938 | UNCH | $1,382 |
BMY | 26,938 | UNCH | $1,382 |
Alphabet Inc. Class A | 7,820 | UNCH | $1,092 |
GOOGL | 7,820 | UNCH | $1,092 |
Stryker Corporation | 3,000 | UNCH | $898 |
SYK | 3,000 | UNCH | $898 |
iShares Core S&P 500 ETF (IVV) | 1,870 | -20 | $893 |
IVV | 1,870 | -20 | $893 |
Chevron Corporation | 5,770 | UNCH | $861 |
CVX | 5,770 | UNCH | $861 |
Lowe s Companies Inc. | 3,815 | UNCH | $849 |
LOW | 3,815 | UNCH | $849 |
Bank of America Corporation | 25,130 | UNCH | $846 |
BAC | 25,130 | UNCH | $846 |
Kenvue Inc. | 39,219 | UNCH | $844 |
KVUE | 39,219 | UNCH | $844 |
SPDR S&P 500 ETF (SPY) | 1,755 | UNCH | $834 |
SPY | 1,755 | UNCH | $834 |
JPMorgan Equity Premium Income ETF (JEPI) | 14,570 | UNCH | $801 |
JEPI | 14,570 | UNCH | $801 |
United Rentals Inc. | 1,380 | UNCH | $791 |
URI | 1,380 | UNCH | $791 |
Alibaba Group Holding Ltd ADS | 10,100 | -500 | $783 |
BABA | 10,100 | -500 | $783 |
Morgan Stanley | 7,483 | -133 | $698 |
MS | 7,483 | -133 | $698 |
NVIDIA Corporation | 1,190 | UNCH | $589 |
NVDA | 1,190 | UNCH | $589 |
CVS Health Corporation | 7,300 | -4,000 | $576 |
CVS | 7,300 | -4,000 | $576 |
See Full List: All Stocks Held By Independent Investors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Independent Investors Inc.
Size ($ in 1000's)
At 12/31/2023: $434,466 At 09/30/2023: $394,205 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 |