Independent Investors

Independent Investors as of Dec. 31, 2024

Portfolio Holdings for Independent Investors

Independent Investors holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 58.2 $294M 1.2M 250.42
Microsoft Corporation Common Stock (MSFT) 4.5 $23M 55k 421.50
JPMorgan Chase & Co. Common Stock (JPM) 2.7 $14M 57k 239.71
Waters Corporation Common Stock (WAT) 2.3 $12M 32k 370.98
Johnson & Johnson Common Stock (JNJ) 2.1 $10M 72k 144.62
Honeywell International Common Stock (HON) 1.9 $9.6M 42k 225.89
Procter & Gamble Company Common Stock (PG) 1.8 $9.1M 54k 167.65
AbbVie Common Stock (ABBV) 1.6 $8.1M 45k 177.70
Amgen Common Stock (AMGN) 1.6 $7.9M 30k 260.64
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.4 $6.9M 15k 453.28
Exxon Mobil Corporation Common Stock (XOM) 1.3 $6.7M 62k 107.57
Emerson Electric Common Stock (EMR) 1.2 $6.1M 49k 123.93
Boeing Company Common Stock (BA) 1.1 $5.4M 31k 177.00
Qualcomm Common Stock (QCOM) 1.0 $5.3M 35k 153.62
McDonald's Corporation Common Stock (MCD) 1.0 $5.2M 18k 289.89
Walt Disney Company Common Stock (DIS) 1.0 $5.0M 45k 111.35
Oracle Corporation Common Stock (ORCL) 1.0 $5.0M 30k 166.64
Nike Common Stock (NKE) 0.9 $4.5M 60k 75.67
Norfolk Southern Corporation Common Stock (NSC) 0.8 $4.1M 18k 234.70
Abbott Laboratories Common Stock (ABT) 0.8 $4.1M 36k 113.11
Dover Corporation Common Stock (DOV) 0.8 $3.9M 21k 187.60
American Express Company Common Stock (AXP) 0.7 $3.6M 12k 296.79
United Parcel Service Common Stock (UPS) 0.6 $3.1M 25k 126.10
PepsiCo Common Stock (PEP) 0.6 $3.0M 20k 152.06
Union Pacific Corporation Common Stock (UNP) 0.5 $2.7M 12k 228.04
Costco Wholesale Corporation Common Stock (COST) 0.5 $2.6M 2.9k 916.27
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.6M 28k 90.91
Home Depot Common Stock (HD) 0.5 $2.3M 6.0k 388.99
Coca-Cola Company Common Stock (KO) 0.4 $2.3M 36k 62.26
Howard Hughes Holdings Common Stock (HHH) 0.4 $2.2M 29k 76.92
Alphabet Inc. Class C Common Stock (GOOG) 0.4 $2.1M 11k 190.44
Goldman Sachs Group Common Stock (GS) 0.4 $2.1M 3.6k 572.62
L3Harris Technologies Common Stock (LHX) 0.4 $2.1M 9.7k 210.28
Novartis Common Stock (NVS) 0.3 $1.7M 18k 97.31
NVIDIA Corporation Common Stock (NVDA) 0.3 $1.6M 12k 134.29
UnitedHealth Group Incorporated Common Stock (UNH) 0.3 $1.5M 3.0k 505.86
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.5M 27k 56.56
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.5M 7.8k 189.30
iShares Core S&P 500 ETF Common Stock (IVV) 0.2 $1.2M 2.1k 588.68
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $1.2M 2.1k 586.08
Bank of America Corporation Common Stock (BAC) 0.2 $1.1M 25k 43.95
Stryker Corporation Common Stock (SYK) 0.2 $1.1M 3.0k 360.05
Morgan Stanley Common Stock (MS) 0.2 $941k 7.5k 125.72
Lowe's Companies Common Stock (LOW) 0.2 $938k 3.8k 246.80
United Rentals Common Stock (URI) 0.2 $937k 1.3k 704.44
Chevron Corporation Common Stock (CVX) 0.2 $897k 6.2k 144.84
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.2 $856k 10k 84.79
PureCycle Technologies Common Stock (PCT) 0.2 $847k 83k 10.25
Kenvue Common Stock (KVUE) 0.2 $837k 39k 21.35
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $830k 14k 57.53
GE Aerospace Common Stock (GE) 0.1 $707k 4.2k 166.79
Kinder Morgan Common Stock (KMI) 0.1 $540k 20k 27.40
International Business Machines Corporation Common Stock (IBM) 0.1 $517k 2.4k 219.83
Visa Common Stock (V) 0.1 $436k 1.4k 316.04
Eaton Corporation Common Stock (ETN) 0.1 $403k 1.2k 331.87
Pfizer Common Stock (PFE) 0.1 $353k 13k 26.53
GE Vernova Common Stock (GEV) 0.1 $338k 1.0k 328.93
Cisco Systems Common Stock (CSCO) 0.1 $326k 5.5k 59.20
CrowdStrike Holdings Common Stock (CRWD) 0.1 $325k 950.00 342.16
Air Products and Chemicals Common Stock (APD) 0.1 $289k 996.00 290.04
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $255k 2.8k 90.93
Merck & Co Common Stock (MRK) 0.0 $249k 2.5k 99.48
iShares MSCI India ETF Common Stock (INDA) 0.0 $237k 4.5k 52.64
BlackRock Common Stock (BLK) 0.0 $231k 225.00 1025.11
Seaport Entertainment Group Common Stock (SEG) 0.0 $215k 7.7k 27.95
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $144k 10k 14.38