0001792942-21-000002.txt : 20210420 0001792942-21-000002.hdr.sgml : 20210420 20210419190126 ACCESSION NUMBER: 0001792942-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210420 DATE AS OF CHANGE: 20210419 EFFECTIVENESS DATE: 20210420 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: 21835818 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 03-31-2021 03-31-2021 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 04-19-2021 0 37 146033 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 4585 42367 SH SOLE 0 0 41836 ALPS ETF TR EQUAL SEC ETF 00162Q205 597 6365 SH SOLE 0 0 59620 ALTRIA GROUP INC COM 02209S103 4432 86624 SH SOLE 0 0 23940 APPLE INC COM 037833100 302 2469 SH SOLE 0 0 2566 ARCHER DANIELS MIDLAND CO COM 039483102 5131 90022 SH SOLE 0 0 90807 AT&T INC COM 00206R102 3902 128917 SH SOLE 0 0 58107 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 520 2037 SH SOLE 0 0 9742 CHEVRON CORP NEW COM 166764100 4176 39850 SH SOLE 0 0 1630 DISCOVER FINL SVCS COM 254709108 5812 61180 SH SOLE 0 0 13744 DUKE ENERGY CORP NEW COM NEW 26441C204 4532 46948 SH SOLE 0 0 1781 EMERSON ELEC CO COM 291011104 5325 59018 SH SOLE 0 0 38642 ENBRIDGE INC COM 29250N105 4048 111217 SH SOLE 0 0 64273 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 3681 479313 SH SOLE 0 0 110065 ENTERPRISE PRODS PARTNERS L COM 293792107 3993 181325 SH SOLE 0 0 46756 EXXON MOBIL CORP COM 30231G102 4561 81697 SH SOLE 0 0 2333 FRANKLIN RESOURCES INC COM 354613101 5096 172175 SH SOLE 0 0 3576 GENERAL MLS INC COM 370334104 3642 59401 SH SOLE 0 0 179694 INTERNATIONAL BUSINESS MACHS COM 459200101 3865 29001 SH SOLE 0 0 6365 INVESCO LTD SHS G491BT108 8261 327542 SH SOLE 0 0 456892 ISHARES TR CORE MSCI TOTAL 46432F834 598 8512 SH SOLE 0 0 56425 JOHNSON & JOHNSON COM 478160104 4025 24488 SH SOLE 0 0 1616 KOHLS CORP COM 500255104 7641 128182 SH SOLE 0 0 28022 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 3609 83238 SH SOLE 0 0 8512 NUCOR CORP COM 670346105 6068 75591 SH SOLE 0 0 2786 OMEGA HEALTHCARE INVS INC COM 681936100 4162 113615 SH SOLE 0 0 3718 PROCTER AND GAMBLE CO COM 742718109 4028 29746 SH SOLE 0 0 338587 QUALCOMM INC COM 747525103 4812 36293 SH SOLE 0 0 79358 REALTY INCOME CORP COM 756109104 3843 60515 SH SOLE 0 0 135942 SOUTHERN CO COM 842587107 3832 61650 SH SOLE 0 0 84758 STARWOOD PPTY TR INC COM 85571B105 5901 238507 SH SOLE 0 0 76401 TARGET CORP COM 87612E106 5589 28218 SH SOLE 0 0 28629 TORONTO DOMINION BK ONT COM NEW 891160509 4723 72423 SH SOLE 0 0 112220 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 560 5706 SH SOLE 0 0 174096 VANGUARD BD INDEX FDS INTERMED TERM 921937819 862 9709 SH SOLE 0 0 2848 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1257 15294 SH SOLE 0 0 5725 VECTOR GROUP LTD COM 92240M108 4472 320566 SH SOLE 0 0 60623 VERIZON COMMUNICATIONS INC COM 92343V104 3590 61739 SH SOLE 0 0 241491