Insight Folios as of Dec. 31, 2019
Portfolio Holdings for Insight Folios
Insight Folios holds 45 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Target Corporation (TGT) | 4.4 | $4.9M | 39k | 128.20 | |
| Vector (VGR) | 4.0 | $4.5M | 332k | 13.43 | |
| Duke Energy (DUK) | 3.7 | $4.2M | 46k | 91.21 | |
| At&t (T) | 3.7 | $4.1M | 105k | 39.08 | |
| Qualcomm (QCOM) | 3.6 | $4.1M | 47k | 88.22 | |
| Southern Company (SO) | 3.5 | $4.0M | 63k | 63.70 | |
| Urstadt Biddle Properties | 3.5 | $4.0M | 159k | 24.84 | |
| Emerson Electric (EMR) | 3.5 | $3.9M | 52k | 76.26 | |
| TC Pipelines | 3.4 | $3.8M | 91k | 42.31 | |
| Procter & Gamble Company (PG) | 3.4 | $3.8M | 31k | 124.90 | |
| Abbvie (ABBV) | 3.4 | $3.8M | 43k | 88.54 | |
| Starwood Property Trust (STWD) | 3.3 | $3.8M | 152k | 24.86 | |
| CenturyLink | 3.3 | $3.8M | 285k | 13.21 | |
| Omega Healthcare Investors (OHI) | 3.3 | $3.8M | 89k | 42.35 | |
| Johnson & Johnson (JNJ) | 3.3 | $3.7M | 26k | 145.87 | |
| Archer Daniels Midland Company (ADM) | 3.3 | $3.7M | 80k | 46.35 | |
| Verizon Communications (VZ) | 3.2 | $3.6M | 59k | 61.39 | |
| General Mills (GIS) | 3.2 | $3.6M | 67k | 53.57 | |
| Enbridge (ENB) | 3.1 | $3.5M | 89k | 39.77 | |
| Magellan Midstream Partners | 3.0 | $3.4M | 55k | 62.86 | |
| Enterprise Products Partners (EPD) | 3.0 | $3.4M | 120k | 28.16 | |
| Tor Dom Bk Cad (TD) | 3.0 | $3.4M | 60k | 56.13 | |
| Altria (MO) | 2.9 | $3.3M | 66k | 49.90 | |
| Kohl's Corporation (KSS) | 2.9 | $3.2M | 64k | 50.95 | |
| Exxon Mobil Corporation (XOM) | 2.9 | $3.2M | 46k | 69.78 | |
| International Business Machines (IBM) | 2.8 | $3.2M | 24k | 134.06 | |
| Chevron Corporation (CVX) | 2.7 | $3.1M | 26k | 120.50 | |
| Energy Transfer Equity (ET) | 2.7 | $3.1M | 238k | 12.83 | |
| Invesco (IVZ) | 2.6 | $2.9M | 163k | 17.98 | |
| Alps Etf Tr equal sec etf (EQL) | 0.7 | $772k | 9.7k | 79.93 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.6 | $658k | 8.2k | 80.67 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $588k | 2.6k | 226.59 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.4 | $498k | 5.0k | 100.32 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $458k | 5.3k | 87.14 | |
| Vanguard Information Technology ETF (VGT) | 0.3 | $306k | 1.3k | 244.60 | |
| Vanguard Utilities ETF (VPU) | 0.3 | $309k | 2.2k | 143.06 | |
| Vanguard Financials ETF (VFH) | 0.2 | $269k | 3.5k | 76.16 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $266k | 2.9k | 92.72 | |
| Vanguard Health Care ETF (VHT) | 0.2 | $266k | 1.4k | 192.06 | |
| Vanguard Consumer Staples ETF (VDC) | 0.2 | $269k | 1.7k | 161.17 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.2 | $270k | 2.9k | 94.08 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.2 | $264k | 1.4k | 189.25 | |
| Vanguard Materials ETF (VAW) | 0.2 | $258k | 1.9k | 134.24 | |
| Vanguard Industrials ETF (VIS) | 0.2 | $260k | 1.7k | 153.94 | |
| Vanguard Energy ETF (VDE) | 0.2 | $220k | 2.7k | 81.60 |
