0001792942-20-000004.txt : 20201015 0001792942-20-000004.hdr.sgml : 20201015 20201015125451 ACCESSION NUMBER: 0001792942-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201015 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201015 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: 201241069 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 09-30-2020 09-30-2020 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 10-15-2020 0 40 107964 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 3455 39440 SH SOLE 0 0 39440 ALPS ETF TR EQUAL SEC ETF 00162Q205 491 6365 SH SOLE 0 0 6365 ALTRIA GROUP INC COM 02209S103 3014 78007 SH SOLE 0 0 78007 APPLE INC COM 037833100 294 2541 SH SOLE 0 0 2541 ARCHER DANIELS MIDLAND CO COM 039483102 4056 87234 SH SOLE 0 0 87234 AT&T INC COM 00206R102 3192 111976 SH SOLE 0 0 111976 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 470 2207 SH SOLE 0 0 2207 CHEVRON CORP NEW COM 166764100 2509 34842 SH SOLE 0 0 34842 DISCOVER FINL SVCS COM 254709108 3650 63176 SH SOLE 0 0 63176 DUKE ENERGY CORP NEW COM NEW 26441C204 3936 44442 SH SOLE 0 0 44442 EMERSON ELEC CO COM 291011104 3748 57162 SH SOLE 0 0 57162 ENBRIDGE INC COM 29250N105 3000 102730 SH SOLE 0 0 102730 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 2150 396611 SH SOLE 0 0 396611 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 36 15116 SH SOLE 0 0 15116 ENTERPRISE PRODS PARTNERS L COM 293792107 2593 164223 SH SOLE 0 0 164223 EXXON MOBIL CORP COM 30231G102 2458 71591 SH SOLE 0 0 71591 FRANKLIN RESOURCES INC COM 354613101 3331 163696 SH SOLE 0 0 163696 GENERAL MLS INC COM 370334104 3222 52235 SH SOLE 0 0 52235 INTERNATIONAL BUSINESS MACHS COM 459200101 3156 25938 SH SOLE 0 0 25938 INVESCO LTD SHS G491BT108 4007 351205 SH SOLE 0 0 351205 ISHARES TR CORE MSCI TOTAL 46432F834 497 8512 SH SOLE 0 0 8512 JOHNSON & JOHNSON COM 478160104 3322 22314 SH SOLE 0 0 22314 KOHLS CORP COM 500255104 2461 132817 SH SOLE 0 0 132817 LUMEN TECHNOLOGIES INC COM 156700106 3111 308281 SH SOLE 0 0 308281 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2450 71646 SH SOLE 0 0 71646 NUCOR CORP COM 670346105 3239 72194 SH SOLE 0 0 72194 OMEGA HEALTHCARE INVS INC COM 681936100 3155 105374 SH SOLE 0 0 105374 PROCTER AND GAMBLE CO COM 742718109 3776 27166 SH SOLE 0 0 27166 QUALCOMM INC COM 747525103 4316 36679 SH SOLE 0 0 36679 REALTY INCOME CORP COM 756109104 3282 54017 SH SOLE 0 0 54017 SOUTHERN CO COM 842587107 3106 57281 SH SOLE 0 0 57281 STARWOOD PPTY TR INC COM 85571B105 3416 226343 SH SOLE 0 0 226343 TARGET CORP COM 87612E106 4423 28096 SH SOLE 0 0 28096 TC PIPELINES LP UT COM LTD PRT 87233Q108 2502 97794 SH SOLE 0 0 97794 TORONTO DOMINION BK ONT COM NEW 891160509 3231 69865 SH SOLE 0 0 69865 VANGUARD BD INDEX FDS INTERMED TERM 921937819 947 10136 SH SOLE 0 0 10136 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1107 13325 SH SOLE 0 0 13325 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 671 6001 SH SOLE 0 0 6001 VECTOR GROUP LTD COM 92240M108 2920 301383 SH SOLE 0 0 301383 VERIZON COMMUNICATIONS INC COM 92343V104 3264 54874 SH SOLE 0 0 54874