0001792942-23-000006.txt : 20231011 0001792942-23-000006.hdr.sgml : 20231011 20231011152122 ACCESSION NUMBER: 0001792942-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231011 DATE AS OF CHANGE: 20231011 EFFECTIVENESS DATE: 20231011 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: 231320510 BUSINESS ADDRESS: STREET 1: 11610 N. COMMUNITY HOUSE, SUITE 100 CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-529-9500 MAIL ADDRESS: STREET 1: 11610 N. COMMUNITY HOUSE, SUITE 100 CITY: CHARLOTTE STATE: NC ZIP: 28277 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001792942 XXXXXXXX 09-30-2023 09-30-2023 false Insight Folios Inc

11610 N. Community House, Suite 100 Charlotte NC 28277

13F HOLDINGS REPORT 028-19704 000174411 801-117138 N Charles Buddy Bowers, Jr. 704-529-9500 /s/ Charles Buddy Bowers, Jr. Charlotte NC 10-11-2023 0 111 204558012 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 326918 3492 SH SOLE 0 0 3492 ABBOTT LABS COM 002824100 260727 2692 SH SOLE 0 0 2692 ABBVIE INC COM 00287Y109 6914151 46385 SH SOLE 0 0 46385 AFLAC INC COM 001055102 393220 5123 SH SOLE 0 0 5123 AIR PRODS & CHEMS INC COM 009158106 364542 1286 SH SOLE 0 0 1286 ALPS ETF TR EQUAL SEC ETF 00162Q205 424750 4234 SH SOLE 0 0 4234 ALTRIA GROUP INC COM 02209S103 6079093 144568 SH SOLE 0 0 144568 AMERICAN TOWER CORP NEW COM 03027X100 479701 2917 SH SOLE 0 0 2917 APPLE INC COM 037833100 710486 4150 SH SOLE 0 0 4150 ARCHER DANIELS MIDLAND CO COM 039483102 5938366 78737 SH SOLE 0 0 78737 ASURE SOFTWARE INC COM 04649U102 138362 14626 SH SOLE 0 0 14626 AT&T INC COM 00206R102 5176671 344652 SH SOLE 0 0 344652 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 428489 22434 SH SOLE 0 0 22434 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