Insight Folios as of Dec. 31, 2020
Portfolio Holdings for Insight Folios
Insight Folios holds 39 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco SHS (IVZ) | 4.6 | $6.2M | 353k | 17.43 | |
| Discover Financial Services | 4.3 | $5.8M | 64k | 90.54 | |
| Qualcomm (QCOM) | 4.2 | $5.7M | 37k | 152.35 | |
| Kohl's Corporation (KSS) | 4.1 | $5.5M | 136k | 40.69 | |
| Target Corporation (TGT) | 3.8 | $5.1M | 29k | 176.53 | |
| Emerson Electric (EMR) | 3.6 | $4.8M | 60k | 80.38 | |
| Starwood Property Trust (STWD) | 3.5 | $4.7M | 242k | 19.30 | |
| Archer Daniels Midland Company (ADM) | 3.4 | $4.6M | 91k | 50.41 | |
| Abbvie (ABBV) | 3.3 | $4.5M | 42k | 107.16 | |
| Franklin Resources (BEN) | 3.2 | $4.4M | 174k | 24.99 | |
| Duke Energy Corp Com New (DUK) | 3.2 | $4.3M | 47k | 91.56 | |
| Toronto Dominion Bk Ont Com New (TD) | 3.1 | $4.2M | 74k | 56.42 | |
| Omega Healthcare Investors (OHI) | 3.0 | $4.1M | 112k | 36.32 | |
| Nucor Corporation (NUE) | 3.0 | $4.1M | 76k | 53.19 | |
| Procter & Gamble Company (PG) | 3.0 | $4.0M | 29k | 139.12 | |
| Johnson & Johnson (JNJ) | 2.8 | $3.8M | 24k | 157.39 | |
| Southern Company (SO) | 2.8 | $3.7M | 61k | 61.43 | |
| Vector (VGR) | 2.8 | $3.7M | 320k | 11.65 | |
| Realty Income (O) | 2.7 | $3.6M | 58k | 62.18 | |
| International Business Machines (IBM) | 2.6 | $3.5M | 28k | 125.87 | |
| Enbridge (ENB) | 2.6 | $3.5M | 110k | 31.99 | |
| Enterprise Products Partners (EPD) | 2.6 | $3.5M | 180k | 19.59 | |
| At&t (T) | 2.6 | $3.5M | 122k | 28.76 | |
| Altria (MO) | 2.6 | $3.5M | 85k | 41.00 | |
| Verizon Communications (VZ) | 2.6 | $3.5M | 59k | 58.76 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 2.5 | $3.4M | 79k | 42.44 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $3.3M | 81k | 41.22 | |
| General Mills (GIS) | 2.5 | $3.3M | 56k | 58.80 | |
| CenturyLink | 2.5 | $3.3M | 339k | 9.75 | |
| Chevron Corporation (CVX) | 2.4 | $3.3M | 39k | 84.44 | |
| Tc Pipelines Ut Com Ltd Prt | 2.4 | $3.2M | 108k | 29.45 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 2.1 | $2.8M | 457k | 6.18 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $1.1M | 14k | 82.87 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.7 | $905k | 9.7k | 92.90 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $628k | 5.7k | 109.69 | |
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $572k | 8.5k | 67.20 | |
| Alps Etf Tr Equal Sec Etf (EQL) | 0.4 | $549k | 6.4k | 86.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $378k | 1.6k | 231.90 | |
| Apple (AAPL) | 0.3 | $341k | 2.6k | 132.89 |
