Insight Folios as of March 31, 2021
Portfolio Holdings for Insight Folios
Insight Folios holds 37 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco SHS (IVZ) | 5.7 | $8.3M | 328k | 25.22 | |
| Kohl's Corporation (KSS) | 5.2 | $7.6M | 128k | 59.61 | |
| Nucor Corporation (NUE) | 4.2 | $6.1M | 76k | 80.27 | |
| Starwood Property Trust (STWD) | 4.0 | $5.9M | 239k | 24.74 | |
| Discover Financial Services (DFS) | 4.0 | $5.8M | 61k | 95.00 | |
| Target Corporation (TGT) | 3.8 | $5.6M | 28k | 198.07 | |
| Emerson Electric (EMR) | 3.6 | $5.3M | 59k | 90.23 | |
| Archer Daniels Midland Company (ADM) | 3.5 | $5.1M | 90k | 57.00 | |
| Franklin Resources (BEN) | 3.5 | $5.1M | 172k | 29.60 | |
| Qualcomm (QCOM) | 3.3 | $4.8M | 36k | 132.59 | |
| Toronto Dominion Bk Ont Com New (TD) | 3.2 | $4.7M | 72k | 65.21 | |
| Abbvie (ABBV) | 3.1 | $4.6M | 42k | 108.22 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $4.6M | 82k | 55.83 | |
| Duke Energy Corp Com New (DUK) | 3.1 | $4.5M | 47k | 96.53 | |
| Vector (VGR) | 3.1 | $4.5M | 321k | 13.95 | |
| Altria (MO) | 3.0 | $4.4M | 87k | 51.16 | |
| Chevron Corporation (CVX) | 2.9 | $4.2M | 40k | 104.79 | |
| Omega Healthcare Investors (OHI) | 2.9 | $4.2M | 114k | 36.63 | |
| Enbridge (ENB) | 2.8 | $4.0M | 111k | 36.40 | |
| Procter & Gamble Company (PG) | 2.8 | $4.0M | 30k | 135.41 | |
| Johnson & Johnson (JNJ) | 2.8 | $4.0M | 25k | 164.37 | |
| Enterprise Products Partners (EPD) | 2.7 | $4.0M | 181k | 22.02 | |
| At&t (T) | 2.7 | $3.9M | 129k | 30.27 | |
| International Business Machines (IBM) | 2.6 | $3.9M | 29k | 133.27 | |
| Realty Income (O) | 2.6 | $3.8M | 61k | 63.50 | |
| Southern Company (SO) | 2.6 | $3.8M | 62k | 62.16 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 2.5 | $3.7M | 479k | 7.68 | |
| General Mills (GIS) | 2.5 | $3.6M | 59k | 61.31 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 2.5 | $3.6M | 83k | 43.36 | |
| Verizon Communications (VZ) | 2.5 | $3.6M | 62k | 58.15 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $1.3M | 15k | 82.19 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $862k | 9.7k | 88.78 | |
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $598k | 8.5k | 70.25 | |
| Alps Etf Tr Equal Sec Etf (EQL) | 0.4 | $597k | 6.4k | 93.79 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $560k | 5.7k | 98.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $520k | 2.0k | 255.28 | |
| Apple (AAPL) | 0.2 | $302k | 2.5k | 122.32 |
