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Size ($ in 1000's)
At 03/31/2024: $246,947 At 12/31/2023: $231,047
Insight Folios Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Insight Folios Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Insight Folios Inc top holdings by largest position size, as per the latest 13f filing made by Insight Folios Inc.
In the Insight Folios Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Insight Folios Inc in that top holding, then the share count change between reporting periods, and finally the Insight Folios Inc top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ONEOK INC NEW |
102,625 |
+3,048 |
$8,227 | OKE | 102,625 | +3,048 | $8,227 | ENERGY TRANSFER L P |
516,520 |
-76,518 |
$8,125 | ET | 516,520 | -76,518 | $8,125 | EXXON MOBIL CORP |
68,900 |
-175 |
$8,009 | XOM | 68,900 | -175 | $8,009 | NUCOR CORP |
39,914 |
-8,788 |
$7,899 | NUE | 39,914 | -8,788 | $7,899 | ENTERPRISE PRODS PARTNERS L |
260,811 |
-12,908 |
$7,610 | EPD | 260,811 | -12,908 | $7,610 | ABBVIE INC |
39,620 |
-8,661 |
$7,215 | ABBV | 39,620 | -8,661 | $7,215 | VERIZON COMMUNICATIONS INC |
171,107 |
-3,805 |
$7,180 | VZ | 171,107 | -3,805 | $7,180 | INTERNATIONAL BUSINESS MACHS |
35,978 |
-8,598 |
$6,870 | IBM | 35,978 | -8,598 | $6,870 | CHEVRON CORP NEW |
43,394 |
+347 |
$6,845 | CVX | 43,394 | +347 | $6,845 | ARCHER DANIELS MIDLAND CO |
108,074 |
+24,612 |
$6,788 | ADM | 108,074 | +24,612 | $6,788 | STARWOOD PPTY TR INC |
333,330 |
+7,004 |
$6,777 | STWD | 333,330 | +7,004 | $6,777 | SOUTHERN CO |
94,141 |
+1,886 |
$6,754 | SO | 94,141 | +1,886 | $6,754 | ALTRIA GROUP INC |
153,971 |
+2,255 |
$6,716 | MO | 153,971 | +2,255 | $6,716 | OMEGA HEALTHCARE INVS INC |
211,929 |
-2,403 |
$6,712 | OHI | 211,929 | -2,403 | $6,712 | REALTY INCOME CORP |
123,522 |
+11,806 |
$6,683 | O | 123,522 | +11,806 | $6,683 | AT&T INC |
375,780 |
+988 |
$6,614 | T | 375,780 | +988 | $6,614 | DUKE ENERGY CORP NEW |
68,229 |
+2,107 |
$6,598 | DUK | 68,229 | +2,107 | $6,598 | VECTOR GROUP LTD |
595,242 |
-62,746 |
$6,524 | VGR | 595,242 | -62,746 | $6,524 | INVESCO LTD |
390,278 |
+7,777 |
$6,475 | IVZ | 390,278 | +7,777 | $6,475 | CONSOLIDATED EDISON INC |
70,929 |
+776 |
$6,441 | ED | 70,929 | +776 | $6,441 | JOHNSON & JOHNSON |
39,873 |
+1,268 |
$6,308 | JNJ | 39,873 | +1,268 | $6,308 | GENERAL MLS INC |
89,454 |
+4,527 |
$6,259 | GIS | 89,454 | +4,527 | $6,259 | ENBRIDGE INC |
166,657 |
+9,881 |
$6,030 | ENB | 166,657 | +9,881 | $6,030 | TORONTO DOMINION BK ONT |
97,504 |
+4,832 |
$5,887 | TD | 97,504 | +4,832 | $5,887 | DOW INC |
101,158 |
-5,013 |
$5,860 | DOW | 101,158 | -5,013 | $5,860 | UNIVERSAL CORP VA |
112,210 |
+4,469 |
$5,804 | UVV | 112,210 | +4,469 | $5,804 | BLACK HILLS CORP |
103,882 |
+12,216 |
$5,672 | BKH | 103,882 | +12,216 | $5,672 | WESTERN UN CO |
385,374 |
+385,374 |
$5,388 | WU | 385,374 | +385,374 | $5,388 | BANK NOVA SCOTIA HALIFAX |
100,025 |
+100,025 |
$5,179 | BNS | 100,025 | +100,025 | $5,179 | BRITISH AMERN TOB PLC |
162,043 |
+15,219 |
$4,942 | BTI | 162,043 | +15,219 | $4,942 | HSBC HLDGS PLC |
116,598 |
+116,598 |
$4,589 | HSBC | 116,598 | +116,598 | $4,589 | SOCIEDAD QUIMICA Y MINERA DE |
68,453 |
+3,600 |
$3,365 | SQM | 68,453 | +3,600 | $3,365 | EMERSON ELEC CO |
12,361 |
-1,434 |
$1,402 | EMR | 12,361 | -1,434 | $1,402 | MICROSOFT CORP |
3,240 |
+395 |
$1,363 | MSFT | 3,240 | +395 | $1,363 | VANGUARD BD INDEX FDS (BSV) |
16,047 |
-103 |
$1,230 | BSV | 16,047 | -103 | $1,230 | FRANKLIN RESOURCES INC |
40,964 |
-3,781 |
$1,152 | BEN | 40,964 | -3,781 | $1,152 | TAIWAN SEMICONDUCTOR MFG LTD |
7,197 |
-249 |
$979 | TSM | 7,197 | -249 | $979 | APPLE INC |
5,280 |
+1,157 |
$905 | AAPL | 5,280 | +1,157 | $905 | WESTERN ALLIANCE BANCORP |
13,096 |
+131 |
$841 | WAL | 13,096 | +131 | $841 | GOLDMAN SACHS GROUP INC |
1,939 |
+291 |
$810 | GS | 1,939 | +291 | $810 | TARGET CORP |
4,313 |
-399 |
$764 | TGT | 4,313 | -399 | $764 | BERKSHIRE HATHAWAY INC DEL |
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$762 | BRK.B | 1,813 | +39 | $762 | PROCTER AND GAMBLE CO |
4,561 |
-385 |
$740 | PG | 4,561 | -385 | $740 | PPL CORP |
26,548 |
-183,099 |
$731 | PPL | 26,548 | -183,099 | $731 | WALKER & DUNLOP INC |
7,043 |
+171 |
$712 | WD | 7,043 | +171 | $712 | KOHLS CORP |
24,175 |
-1,683 |
$705 | KSS | 24,175 | -1,683 | $705 | T MOBILE US INC |
4,284 |
+95 |
$699 | TMUS | 4,284 | +95 | $699 | TRACTOR SUPPLY CO |
2,660 |
+103 |
$696 | TSCO | 2,660 | +103 | $696 | HANNON ARMSTRONG SUST INFR C |
23,078 |
+1,122 |
$655 | HASI | 23,078 | +1,122 | $655 | CVS HEALTH CORP |
8,068 |
+345 |
$644 | CVS | 8,068 | +345 | $644 |
See Full List: All Stocks Held By Insight Folios Inc
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Insight Folios Inc
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