Filling information for Insight Folios Inc as Treemap, investor disclosed 114 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 346875 | 1612 | |
29250N105 | 29250N105 | ENBRIDGE INC | COM | 6010791 | 161798 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 268692 | 4291 | |
831865209 | 831865209 | SMITH A O CORP | COM | 381244 | 5238 | |
891160509 | 891160509 | TORONTO DOMINION BK ONT | COM NEW | 6120276 | 98698 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 340799 | 393 | |
925652109 | 925652109 | VICI PPTYS INC | COM | 526987 | 16767 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 207664 | 3112 | |
15961R105 | 15961R105 | CHARGEPOINT HOLDINGS INC | COM CL A | 127481 | 14503 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 573284 | 7726 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 443011 | 922 | |
110448107 | 110448107 | BRITISH AMERN TOB PLC | SPONSORED ADR | 4866558 | 146583 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 251468 | 566 | |
38741L107 | 38741L107 | GRANITE PT MTG TR INC | COM STK | 189252 | 35708 | |
758075402 | 758075402 | REDWOOD TRUST INC | COM | 548272 | 86071 | |
384802104 | 384802104 | GRAINGER W W INC | COM | 491049 | 623 | |
41068X100 | 41068X100 | HANNON ARMSTRONG SUST INFR C | COM | 541700 | 21668 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 347709 | 2519 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 525533 | 1629 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 833710 | 5494 | |
93148P102 | 93148P102 | WALKER & DUNLOP INC | COM | 541124 | 6842 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 641421 | 1881 | |
46434V860 | 46434V860 | ISHARES TR | TRS FLT RT BD | 391302 | 7723 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 362390 | 2013 | |
59522J103 | 59522J103 | MID-AMER APT CMNTYS INC | COM | 253108 | 1667 | |
670346105 | 670346105 | NUCOR CORP | COM | 9058861 | 55244 | |
14149Y108 | 14149Y108 | CARDINAL HEALTH INC | COM | 484275 | 5121 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 230062 | 519 | |
254709108 | 254709108 | DISCOVER FINL SVCS | COM | 646183 | 5530 | |
037833100 | 037833100 | APPLE INC | COM | 812175 | 4187 | |
931142103 | 931142103 | WALMART INC | COM | 379241 | 2413 | |
191216100 | 191216100 | COCA COLA CO | COM | 369175 | 6130 | |
12572Q105 | 12572Q105 | CME GROUP INC | COM | 287116 | 1550 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 564451 | 2910 | |
00206R102 | 00206R102 | AT&T INC | COM | 5905093 | 370225 | |
756109104 | 756109104 | REALTY INCOME CORP | COM | 6232094 | 104233 | |
G0751N103 | G0751N103 | ATLANTICA SUSTAINABLE INFR P | SHS | 521962 | 22268 | |
71943U104 | 71943U104 | PHYSICIANS RLTY TR | COM | 541009 | 38671 | |
H2906T109 | H2906T109 | GARMIN LTD | SHS | 278116 | 2667 | |
85571B105 | 85571B105 | STARWOOD PPTY TR INC | COM | 6698723 | 345295 | |
842587107 | 842587107 | SOUTHERN CO | COM | 6919770 | 98502 | |
524660107 | 524660107 | LEGGETT & PLATT INC | COM | 276866 | 9347 | |
872590104 | 872590104 | T-MOBILE US INC | COM | 583658 | 4202 | |
172062101 | 172062101 | CINCINNATI FINL CORP | COM | 293629 | 3017 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 459844 | 1480 | |
69351T106 | 69351T106 | PPL CORP | COM | 5746399 | 217173 | |
854502101 | 854502101 | STANLEY BLACK & DECKER INC | COM | 293183 | 3129 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 402046 | 747 | |
718546104 | 718546104 | PHILLIPS 66 | COM | 385450 | 4041 | |
87612E106 | 87612E106 | TARGET CORP | COM | 601677 | 4562 | |
092113109 | 092113109 | BLACK HILLS CORP | COM | 5490146 | 91108 | |
293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 7749124 | 294084 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 272427 | 644 | |
023135106 | 023135106 | AMAZON COM INC | COM | 200233 | 1536 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 7216721 | 159310 | |
500255104 | 500255104 | KOHLS CORP | COM | 594658 | 25799 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 8069773 | 75243 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 956617 | 2809 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 528983 | 7652 | |
00162Q205 | 00162Q205 | ALPS ETF TR | EQUAL SEC ETF | 256173 | 2455 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 6741512 | 40729 | |
291011104 | 291011104 | EMERSON ELEC CO | COM | 1520332 | 16820 | |
871829107 | 871829107 | SYSCO CORP | COM | 322642 | 4348 | |
88579Y101 | 88579Y101 | 3M CO | COM | 364411 | 3641 | |
002824100 | 002824100 | ABBOTT LABS | COM | 316085 | 2899 | |
92240M108 | 92240M108 | VECTOR GROUP LTD | COM | 9023244 | 704391 | |
548661107 | 548661107 | LOWES COS INC | COM | 387523 | 1717 | |
833635105 | 833635105 | SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 4362041 | 60067 | |
209115104 | 209115104 | CONSOLIDATED EDISON INC | COM | 6797286 | 75191 | |
009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 428444 | 1430 | |
892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 555735 | 2514 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 6635569 | 178423 | |
G491BT108 | G491BT108 | INVESCO LTD | SHS | 6613293 | 393414 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 298950 | 3393 | |
29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 8184843 | 644476 | |
74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 297821 | 2659 | |
29336T100 | 29336T100 | ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 219627 | 20720 | |
713448108 | 713448108 | PEPSICO INC | COM | 399716 | 2158 | |
372460105 | 372460105 | GENUINE PARTS CO | COM | 425944 | 2517 | |
189054109 | 189054109 | CLOROX CO DEL | COM | 319877 | 2011 | |
921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 217098 | 2886 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 380110 | 1519 | |
354613101 | 354613101 | FRANKLIN RESOURCES INC | COM | 1397805 | 52333 | |
039483102 | 039483102 | ARCHER DANIELS MIDLAND CO | COM | 6680526 | 88414 | |
747525103 | 747525103 | QUALCOMM INC | COM | 511643 | 4298 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 338437 | 1540 | |
913456109 | 913456109 | UNIVERSAL CORP VA | COM | 5700021 | 114137 | |
85254J102 | 85254J102 | STAG INDL INC | COM | 303868 | 8469 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 438798 | 1470 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 306299 | 1351 | |
693506107 | 693506107 | PPG INDS INC | COM | 371750 | 2507 | |
370334104 | 370334104 | GENERAL MLS INC | COM | 6695388 | 87293 | |
260003108 | 260003108 | DOVER CORP | COM | 337529 | 2286 | |
957638109 | 957638109 | WESTERN ALLIANCE BANCORP | COM | 484139 | 13275 | |
37045V100 | 37045V100 | GENERAL MTRS CO | COM | 297413 | 7713 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 318536 | 4135 | |
G16252101 | G16252101 | BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 551077 | 15098 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 1763772 | 23340 | |
440452100 | 440452100 | HORMEL FOODS CORP | COM | 283315 | 7044 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 737422 | 7307 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 6091369 | 67878 | |
931427108 | 931427108 | WALGREENS BOOTS ALLIANCE INC | COM | 251268 | 8820 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 7172470 | 45583 | |
72919P202 | 72919P202 | PLUG POWER INC | COM NEW | 155892 | 15004 | |
30034T103 | 30034T103 | EVERI HLDGS INC | COM | 172103 | 11902 | |
260557103 | 260557103 | DOW INC | COM | 5873866 | 110287 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 6938054 | 51496 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 6501835 | 48590 | |
001055102 | 001055102 | AFLAC INC | COM | 396551 | 5681 | |
25754A201 | 25754A201 | DOMINOS PIZZA INC | COM | 274465 | 814 | |
681936100 | 681936100 | OMEGA HEALTHCARE INVS INC | COM | 7151411 | 233021 | |
918204108 | 918204108 | V F CORP | COM | 200618 | 10509 | |
559080106 | 559080106 | MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 8461630 | 135777 | |
04649U102 | 04649U102 | ASURE SOFTWARE INC | COM | 180442 | 14839 |