Insight Folios Inc at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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