0001792942-20-000003.txt : 20200714 0001792942-20-000003.hdr.sgml : 20200714 20200714155143 ACCESSION NUMBER: 0001792942-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200714 DATE AS OF CHANGE: 20200714 EFFECTIVENESS DATE: 20200714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Folios Inc CENTRAL INDEX KEY: 0001792942 IRS NUMBER: 472615495 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19704 FILM NUMBER: 201027179 BUSINESS ADDRESS: STREET 1: 13777 BALLANTYNE CORPORATE PLACE STREET 2: SUITE 225 CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-529-9500 MAIL ADDRESS: STREET 1: 13777 BALLANTYNE CORPORATE PLACE STREET 2: SUITE 225 CITY: CHARLOTTE STATE: NC ZIP: 28277 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001792942 XXXXXXXX 06-30-2020 06-30-2020 false Insight Folios Inc

13777 Ballantyne Corporate Place Suite 225 Charlotte NC 28277

13F HOLDINGS REPORT 028-19704 N Charles Buddy Bowers, Jr. 704-529-9500 /s/ Charles Buddy Bowers, Jr. Charlotte NC 07-14-2020 0 41 104200 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 3734 38033 SH SOLE 0 0 38033 ALPS ETF TR EQUAL SEC ETF 00162Q205 468 6430 SH SOLE 0 0 6430 ALTRIA GROUP INC COM 02209S103 2999 76400 SH SOLE 0 0 76400 APPLE INC COM 037833100 211 577 SH SOLE 0 0 577 ARCHER DANIELS MIDLAND CO COM 039483102 3496 87611 SH SOLE 0 0 87611 AT&T INC COM 00206R102 3288 108760 SH SOLE 0 0 108760 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 416 2330 SH SOLE 0 0 2330 CENTURYLINK INC COM 156700106 2966 295704 SH SOLE 0 0 295704 CHEVRON CORP NEW COM 166764100 2905 32562 SH SOLE 0 0 32562 DISCOVER FINL SVCS COM 254709108 2669 53289 SH SOLE 0 0 53289 DUKE ENERGY CORP NEW COM NEW 26441C204 3552 44458 SH SOLE 0 0 44458 EMERSON ELEC CO COM 291011104 3557 57340 SH SOLE 0 0 57340 ENBRIDGE INC COM 29250N105 3087 101480 SH SOLE 0 0 101480 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 2491 349856 SH SOLE 0 0 349856 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 36 14676 SH SOLE 0 0 14676 ENTERPRISE PRODS PARTNERS L COM 293792107 2823 155356 SH SOLE 0 0 155356 EXXON MOBIL CORP COM 30231G102 2948 65914 SH SOLE 0 0 65914 FRANKLIN RESOURCES INC COM 354613101 3152 150289 SH SOLE 0 0 150289 GENERAL MLS INC COM 370334104 3376 54766 SH SOLE 0 0 54766 INTERNATIONAL BUSINESS MACHS COM 459200101 3041 25177 SH SOLE 0 0 25177 INVESCO LTD SHS G491BT108 3533 328355 SH SOLE 0 0 328355 ISHARES TR CORE MSCI TOTAL 46432F834 469 8595 SH SOLE 0 0 8595 JOHNSON & JOHNSON COM 478160104 3139 22320 SH SOLE 0 0 22320 KOHLS CORP COM 500255104 2695 129732 SH SOLE 0 0 129732 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2911 67435 SH SOLE 0 0 67435 NUCOR CORP COM 670346105 2484 59997 SH SOLE 0 0 59997 OMEGA HEALTHCARE INVS INC COM 681936100 3062 102999 SH SOLE 0 0 102999 PROCTER AND GAMBLE CO COM 742718109 3374 28221 SH SOLE 0 0 28221 QUALCOMM INC COM 747525103 3685 40399 SH SOLE 0 0 40399 REALTY INCOME CORP COM 756109104 2958 49722 SH SOLE 0 0 49722 SOUTHERN CO COM 842587107 2940 56697 SH SOLE 0 0 56697 STARWOOD PPTY TR INC COM 85571B105 3284 219541 SH SOLE 0 0 219541 TARGET CORP COM 87612E106 3635 30312 SH SOLE 0 0 30312 TC PIPELINES LP UT COM LTD PRT 87233Q108 2979 95909 SH SOLE 0 0 95909 TORONTO DOMINION BK ONT COM NEW 891160509 3101 69503 SH SOLE 0 0 69503 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 668 5987 SH SOLE 0 0 5987 VANGUARD BD INDEX FDS INTERMED TERM 921937819 937 10052 SH SOLE 0 0 10052 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1099 13226 SH SOLE 0 0 13226 VECTOR GROUP LTD COM 92240M108 2949 293156 SH SOLE 0 0 293156 VERIZON COMMUNICATIONS INC COM 92343V104 3046 55247 SH SOLE 0 0 55247 U S SILICA HLDGS INC COM 90346E103 37 10172 SH SOLE 0 0 10172