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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Investors Inc
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| CRD # | 105677 |
| SEC # | 801-19338 |
| CIK # | 0001121908 |
| AUM | $541.2 M (2025-07-25) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 631-979-2142 |
| Address | 181 Smithtown Blvd Nesconset, NY 11767 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001121908 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 230.3 | ||
| Microsoft Corp | 27.1 | ||
| J P Morgan Chase & Co | 16.5 | ||
| Johnson & Johnson | 11.0 | ||
| Honeywell International Inc | 9.9 | ||
| Waters Corp /DE/ | 9.2 | ||
| AbbVie Inc | 8.4 | ||
| Procter & Gamble Co | 8.3 | ||
| Amgen Inc | 8.3 | ||
| Exxon Mobil Corp | 6.7 | ||
| Oracle Corp | 6.5 | ||
| Emerson Electric Co | 6.5 | ||
| Boeing Co | 6.4 | ||
| Nvidia Corp | 6.1 | ||
| Walt Disney Co | 5.6 | ||
| Qualcomm Inc/DE | 5.5 | ||
| McDonalds Corp | 5.2 | ||
| Abbott Laboratories | 4.9 | ||
| Norfolk Southern Corp | 4.5 | ||
| Nike Inc | 4.3 | ||
| American Express Co | 3.8 | ||
| Dover Corp | 3.8 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| Union Pacific Corp | 2.7 | ||
| Goldman Sachs Group Inc | 2.6 | ||
| PepsiCo Inc | 2.6 | ||
| Colgate Palmolive Co | 2.6 | ||
| Coca Cola Co | 2.5 | ||
| United Parcel Service Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 17.0 |
| (b) Individuals (high net worth individuals) | 42 | 261.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 262.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 541.2 |
| By Discretionary | ||
| Discretionary | 139 | 500.7 |
| Non-Discretionary | 9 | 40.4 |
| Total | 148 | 541.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.2 | |
| Total | 148 | 541.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001121908] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gagnon Securities LLC
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|
NY | 0.5 |
|
Mulholland Wealth Advisors LLC
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|
AZ | 0.5 |
|
Resource Financial Group Ltd
✚
|
IL | 0.5 |
|
Corus Family Wealth Advisors Inc
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|
TX | 0.5 |
|
Ventira Private Wealth Management Ltd
✚
|
0.5 | |
|
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Planned Solutions Financial & Insurance Services Inc
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|
CA | 0.5 |
|
Meridian Investment Counsel Inc
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|
0.5 | |
|
Ariadne Wealth Management LP
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|
CA | 0.5 |