0001792942-21-000004.txt : 20211015
0001792942-21-000004.hdr.sgml : 20211015
20211015134651
ACCESSION NUMBER: 0001792942-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211015
DATE AS OF CHANGE: 20211015
EFFECTIVENESS DATE: 20211015
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: 211325675
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
09-30-2021
09-30-2021
false
Insight Folios Inc
13777 Ballantyne Corporate Place
Suite 225
Charlotte
NC
28277
13F HOLDINGS REPORT
028-19704
N
Charles Buddy Bowers, Jr.
Chief Compliance Officer
704-529-9500
/s/ Charles Buddy Bowers, Jr.
Charlotte
NC
10-15-2021
0
118
181692
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
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SH
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3956
ABBOTT LABS
COM
002824100
276
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SH
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0
2334
ABBVIE INC
COM
00287Y109
4956
45945
SH
SOLE
0
0
45945
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
390
1218
SH
SOLE
0
0
1218
AFLAC INC
COM
001055102
286
5479
SH
SOLE
0
0
5479
AIR PRODS & CHEMS INC
COM
009158106
239
932
SH
SOLE
0
0
932
AIRBNB INC
COM CL A
009066101
243
1446
SH
SOLE
0
0
1446
ALPS ETF TR
EQUAL SEC ETF
00162Q205
621
6242
SH
SOLE
0
0
6242
ALTRIA GROUP INC
COM
02209S103
4496
98779
SH
SOLE
0
0
98779
AMERICAN TOWER CORP NEW
COM
03027X100
257
970
SH
SOLE
0
0
970
AMGEN INC
COM
031162100
384
1807
SH
SOLE
0
0
1807
APPIAN CORP
CL A
03782L101
256
2770
SH
SOLE
0
0
2770
APPLE INC
COM
037833100
991
7003
SH
SOLE
0
0
7003
ARCHER DANIELS MIDLAND CO
COM
039483102
5618
93621
SH
SOLE
0
0
93621
AT&T INC
COM
00206R102
4831
178864
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0
178864
ATLASSIAN CORP PLC
CL A
G06242104
244
623
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623
AUTOMATIC DATA PROCESSING IN
COM
053015103
281
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1405
AXON ENTERPRISE INC
COM
05464C101
281
1607
SH
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1607
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
586
2147
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SOLE
0
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2147
BLACK HILLS CORP
COM
092113109
4028
64188
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64188
BRISTOL-MYERS SQUIBB CO
COM
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366
6188
SH
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0
6188
BROADCOM INC
COM
11135F101
384
791
SH
SOLE
0
0
791
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
412
7348
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SOLE
0
0
7348
CANADIAN NATL RY CO
COM
136375102
413
3568
SH
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0
3568
CARDINAL HEALTH INC
COM
14149Y108
238
4820
SH
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0
4820
CHEVRON CORP NEW
COM
166764100
5167
50932
SH
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0
0
50932
CINCINNATI FINL CORP
COM
172062101
294
2575
SH
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0
0
2575
CLOROX CO DEL
COM
189054109
224
1354
SH
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0
0
1354
CME GROUP INC
COM
12572Q105
397
2051
SH
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0
0
2051
COCA COLA CO
COM
191216100
256
4885
SH
SOLE
0
0
4885
COLGATE PALMOLIVE CO
COM
194162103
244
3228
SH
SOLE
0
0
3228
CONSOLIDATED EDISON INC
COM
209115104
4403
60651
SH
SOLE
0
0
60651
COSTCO WHSL CORP NEW
COM
22160K105
422
940
SH
SOLE
0
0
940
CROWDSTRIKE HLDGS INC
CL A
22788C105
267
1087
SH
SOLE
0
0
1087
DIGITAL RLTY TR INC
COM
253868103
248
1717
SH
SOLE
0
0
1717
DISCOVER FINL SVCS
COM
254709108
1040
8464
SH
SOLE
0
0
8464
DOMINOS PIZZA INC
COM
25754A201
459
963
SH
SOLE
0
0
963
DOVER CORP
COM
260003108
309
1987
SH
SOLE
0
0
1987
DUKE ENERGY CORP NEW
COM NEW
26441C204
5043
51672
SH
SOLE
0
0
51672
EMERSON ELEC CO
COM
291011104
5521
58610
SH
SOLE
0
0
58610
ENBRIDGE INC
COM
29250N105
4822
121144
SH
SOLE
0
0
121144
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
5210
543835
SH
SOLE
0
0
543835
ENLINK MIDSTREAM LLC
COM UNIT REP LTD
29336T100
113
16581
SH
SOLE
0
0
16581
ENTERPRISE PRODS PARTNERS L
COM
293792107
4457
205976
SH
SOLE
0
0
205976
EXELON CORP
COM
30161N101
310
6416
SH
SOLE
0
0
6416
EXXON MOBIL CORP
COM
30231G102
5279
89756
SH
SOLE
0
0
89756
FEDERAL RLTY INVT TR
SH BEN INT NEW
313747206
259
2195
SH
SOLE
0
0
2195
FIRST MAJESTIC SILVER CORP
COM
32076V103
617
54558
SH
SOLE
0
0
54558
FIVERR INTL LTD
ORD SHS
M4R82T106
234
1279
SH
SOLE
0
0
1279
FRANKLIN RESOURCES INC
COM
354613101
5388
181293
SH
SOLE
0
0
181293
GARMIN LTD
SHS
H2906T109
374
2404
SH
SOLE
0
0
2404
GENERAL DYNAMICS CORP
COM
369550108
298
1518
SH
SOLE
0
0
1518
GENERAL MLS INC
COM
370334104
4796
80176
SH
SOLE
0
0
80176
GENUINE PARTS CO
COM
372460105
296
2445
SH
SOLE
0
0
2445
GRAINGER W W INC
COM
384802104
252
642
SH
SOLE
0
0
642
HASBRO INC
COM
418056107
451
5056
SH
SOLE
0
0
5056
HEALTHPEAK PROPERTIES INC
COM
42250P103
265
7915
SH
SOLE
0
0
7915
HOME DEPOT INC
COM
437076102
428
1305
SH
SOLE
0
0
1305
HORMEL FOODS CORP
COM
440452100
222
5406
SH
SOLE
0
0
5406
HOULIHAN LOKEY INC
CL A
441593100
519
5630
SH
SOLE
0
0
5630
ILLINOIS TOOL WKS INC
COM
452308109
255
1236
SH
SOLE
0
0
1236
INTERNATIONAL BUSINESS MACHS
COM
459200101
4785
34439
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INVESCO LTD
SHS
G491BT108
5585
231638
SH
SOLE
0
0
231638
ISHARES TR
CORE MSCI TOTAL
46432F834
592
8333
SH
SOLE
0
0
8333
JOHNSON & JOHNSON
COM
478160104
5203
32215
SH
SOLE
0
0
32215
KIMBERLY-CLARK CORP
COM
494368103
247
1863
SH
SOLE
0
0
1863
KOHLS CORP
COM
500255104
4488
95309
SH
SOLE
0
0
95309
LEGGETT & PLATT INC
COM
524660107
270
6027
SH
SOLE
0
0
6027
LOWES COS INC
COM
548661107
328
1618
SH
SOLE
0
0
1618
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
4732
103807
SH
SOLE
0
0
103807
MCCORMICK & CO INC
COM NON VTG
579780206
372
4586
SH
SOLE
0
0
4586
MCDONALDS CORP
COM
580135101
305
1265
SH
SOLE
0
0
1265
MCGRATH RENTCORP
COM
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427
5933
SH
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0
0
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MEDTRONIC PLC
SHS
G5960L103
280
2232
SH
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0
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MICROSOFT CORP
COM
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500
1774
SH
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NETFLIX INC
COM
64110L106
253
415
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NORTHERN LTS FD TR IV
FRMLAFOLIOS TATL
66538H666
951
39489
SH
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0
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NORTHERN LTS FD TR IV
FRMLAFLIO TACT
66538H575
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0
19424
NUCOR CORP
COM
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SH
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OMEGA HEALTHCARE INVS INC
COM
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SH
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0
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PEPSICO INC
COM
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PHILLIPS 66
COM
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COM
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PPG INDS INC
COM
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PPL CORP
COM
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136338
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PRICE T ROWE GROUP INC
COM
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316
1605
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SOLE
0
0
1605
PROCTER AND GAMBLE CO
COM
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SH
SOLE
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QUALCOMM INC
COM
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REALTY INCOME CORP
COM
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ROYCE MICRO-CAP TR INC
COM
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399
34932
SH
SOLE
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SHOPIFY INC
CL A
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165
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SOLE
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0
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SMITH A O CORP
COM
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SOUTHERN CO
COM
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STAG INDL INC
COM
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STANLEY BLACK & DECKER INC
COM
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STARWOOD PPTY TR INC
COM
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STORE CAP CORP
COM
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SYSCO CORP
COM
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3760
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0
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TARGET CORP
COM
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5401
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SOLE
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5401
TESLA INC
COM
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250
322
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SOLE
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0
322
TORONTO DOMINION BK ONT
COM NEW
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5008
75700
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SOLE
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TRACTOR SUPPLY CO
COM
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509
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SOLE
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UNITEDHEALTH GROUP INC
COM
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357
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SOLE
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UNIVERSAL CORP VA
COM
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V F CORP
COM
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232
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SHORT TRM BOND
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1412
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17230
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
561
5479
SH
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VANGUARD BD INDEX FDS
INTERMED TERM
921937819
817
9134
SH
SOLE
0
0
9134
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
335
4070
SH
SOLE
0
0
4070
VECTOR GROUP LTD
COM
92240M108
4604
361111
SH
SOLE
0
0
361111
VERIZON COMMUNICATIONS INC
COM
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5035
93219
SH
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0
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VISA INC
COM CL A
92826C839
393
1765
SH
SOLE
0
0
1765
WALGREENS BOOTS ALLIANCE INC
COM
931427108
269
5715
SH
SOLE
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5715
WALKER & DUNLOP INC
COM
93148P102
430
3789
SH
SOLE
0
0
3789
WALMART INC
COM
931142103
259
1859
SH
SOLE
0
0
1859
WASTE MGMT INC DEL
COM
94106L109
388
2597
SH
SOLE
0
0
2597
WATSCO INC
COM
942622200
463
1750
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ZOOM VIDEO COMMUNICATIONS IN
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1004
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