0001792942-24-000001.txt : 20240110 0001792942-24-000001.hdr.sgml : 20240110 20240110152612 ACCESSION NUMBER: 0001792942-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Folios Inc CENTRAL INDEX KEY: 0001792942 ORGANIZATION NAME: 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: 24526399 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 12-31-2023 12-31-2023 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 01-10-2024 0 119 231047082 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 394824 3612 SH SOLE 0 0 3612 ABBOTT LABS COM 002824100 293257 2664 SH SOLE 0 0 2664 ABBVIE INC COM 00287Y109 7482166 48281 SH SOLE 0 0 48281 AFLAC INC COM 001055102 400535 4855 SH SOLE 0 0 4855 AIR PRODS & CHEMS INC COM 009158106 349923 1278 SH SOLE 0 0 1278 ALPS ETF TR EQUAL SEC ETF 00162Q205 466397 4258 SH SOLE 0 0 4258 ALTRIA GROUP INC COM 02209S103 6120233 151716 SH SOLE 0 0 151716 AMAZON COM INC COM 023135106 221680 1459 SH SOLE 0 0 1459 AMERICAN TOWER CORP NEW COM 03027X100 634407 2939 SH SOLE 0 0 2939 APPLE INC COM 037833100 793880 4123 SH SOLE 0 0 4123 ARCHER DANIELS MIDLAND CO COM 039483102 6027593 83462 SH SOLE 0 0 83462 ASURE SOFTWARE INC COM 04649U102 187344 19679 SH SOLE 0 0 19679 AT&T INC COM 00206R102 6289007 374792 SH SOLE 0 0 374792 ATLANTICA SUSTAINABLE 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