Insight Folios as of March 31, 2020
Portfolio Holdings for Insight Folios
Insight Folios holds 34 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Duke Energy (DUK) | 4.5 | $4.0M | 49k | 80.87 | |
| General Mills (GIS) | 4.3 | $3.8M | 72k | 52.77 | |
| Target Corporation (TGT) | 4.2 | $3.7M | 40k | 92.97 | |
| Johnson & Johnson (JNJ) | 4.2 | $3.7M | 28k | 131.13 | |
| Procter & Gamble Company (PG) | 4.1 | $3.6M | 33k | 110.00 | |
| Abbvie (ABBV) | 4.1 | $3.6M | 47k | 76.20 | |
| Southern Company (SO) | 4.1 | $3.6M | 66k | 54.14 | |
| Verizon Communications (VZ) | 3.9 | $3.4M | 64k | 53.72 | |
| Vector (VGR) | 3.8 | $3.3M | 353k | 9.42 | |
| At&t (T) | 3.8 | $3.3M | 113k | 29.15 | |
| Qualcomm (QCOM) | 3.8 | $3.3M | 49k | 67.66 | |
| Archer Daniels Midland Company (ADM) | 3.6 | $3.1M | 89k | 35.18 | |
| CenturyLink | 3.4 | $3.0M | 313k | 9.46 | |
| International Business Machines (IBM) | 3.3 | $2.9M | 26k | 110.93 | |
| Altria (MO) | 3.3 | $2.9M | 74k | 38.68 | |
| Enbridge (ENB) | 3.2 | $2.8M | 97k | 29.09 | |
| Tor Dom Bk Cad (TD) | 3.2 | $2.8M | 66k | 42.39 | |
| Emerson Electric (EMR) | 3.1 | $2.7M | 57k | 47.64 | |
| TC Pipelines | 3.1 | $2.7M | 98k | 27.48 | |
| Omega Healthcare Investors (OHI) | 2.9 | $2.6M | 96k | 26.54 | |
| Urstadt Biddle Properties | 2.8 | $2.5M | 174k | 14.10 | |
| Chevron Corporation (CVX) | 2.6 | $2.3M | 31k | 72.47 | |
| Magellan Midstream Partners | 2.6 | $2.2M | 62k | 36.50 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $2.2M | 57k | 37.97 | |
| Vanguard Short-Term Bond ETF (BSV) | 2.5 | $2.2M | 26k | 82.18 | |
| Enterprise Products Partners (EPD) | 2.2 | $2.0M | 137k | 14.30 | |
| Invesco (IVZ) | 2.0 | $1.8M | 197k | 9.08 | |
| Starwood Property Trust (STWD) | 1.9 | $1.7M | 165k | 10.25 | |
| Vanguard Long-Term Bond ETF (BLV) | 1.7 | $1.5M | 14k | 106.74 | |
| Energy Transfer Equity (ET) | 1.5 | $1.3M | 283k | 4.60 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 1.4 | $1.2M | 14k | 89.30 | |
| Kohl's Corporation (KSS) | 1.3 | $1.1M | 76k | 14.60 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $463k | 2.5k | 183.15 | |
| Ishares Tr trs flt rt bd (TFLO) | 0.5 | $447k | 8.9k | 50.28 |
