Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ONEOK INC NEW | 102,625 | +3,048 | $8,227 |
OKE | 102,625 | +3,048 | $8,227 |
ENERGY TRANSFER L P | 516,520 | -76,518 | $8,125 |
ET | 516,520 | -76,518 | $8,125 |
EXXON MOBIL CORP | 68,900 | -175 | $8,009 |
XOM | 68,900 | -175 | $8,009 |
NUCOR CORP | 39,914 | -8,788 | $7,899 |
NUE | 39,914 | -8,788 | $7,899 |
ENTERPRISE PRODS PARTNERS L | 260,811 | -12,908 | $7,610 |
EPD | 260,811 | -12,908 | $7,610 |
ABBVIE INC | 39,620 | -8,661 | $7,215 |
ABBV | 39,620 | -8,661 | $7,215 |
VERIZON COMMUNICATIONS INC | 171,107 | -3,805 | $7,180 |
VZ | 171,107 | -3,805 | $7,180 |
INTERNATIONAL BUSINESS MACHS | 35,978 | -8,598 | $6,870 |
IBM | 35,978 | -8,598 | $6,870 |
CHEVRON CORP NEW | 43,394 | +347 | $6,845 |
CVX | 43,394 | +347 | $6,845 |
ARCHER DANIELS MIDLAND CO | 108,074 | +24,612 | $6,788 |
ADM | 108,074 | +24,612 | $6,788 |
STARWOOD PPTY TR INC | 333,330 | +7,004 | $6,777 |
STWD | 333,330 | +7,004 | $6,777 |
SOUTHERN CO | 94,141 | +1,886 | $6,754 |
SO | 94,141 | +1,886 | $6,754 |
ALTRIA GROUP INC | 153,971 | +2,255 | $6,716 |
MO | 153,971 | +2,255 | $6,716 |
OMEGA HEALTHCARE INVS INC | 211,929 | -2,403 | $6,712 |
OHI | 211,929 | -2,403 | $6,712 |
REALTY INCOME CORP | 123,522 | +11,806 | $6,683 |
O | 123,522 | +11,806 | $6,683 |
AT&T INC | 375,780 | +988 | $6,614 |
T | 375,780 | +988 | $6,614 |
DUKE ENERGY CORP NEW | 68,229 | +2,107 | $6,598 |
DUK | 68,229 | +2,107 | $6,598 |
VECTOR GROUP LTD | 595,242 | -62,746 | $6,524 |
VGR | 595,242 | -62,746 | $6,524 |
INVESCO LTD | 390,278 | +7,777 | $6,475 |
IVZ | 390,278 | +7,777 | $6,475 |
CONSOLIDATED EDISON INC | 70,929 | +776 | $6,441 |
ED | 70,929 | +776 | $6,441 |
JOHNSON & JOHNSON | 39,873 | +1,268 | $6,308 |
JNJ | 39,873 | +1,268 | $6,308 |
GENERAL MLS INC | 89,454 | +4,527 | $6,259 |
GIS | 89,454 | +4,527 | $6,259 |
ENBRIDGE INC | 166,657 | +9,881 | $6,030 |
ENB | 166,657 | +9,881 | $6,030 |
TORONTO DOMINION BK ONT | 97,504 | +4,832 | $5,887 |
TD | 97,504 | +4,832 | $5,887 |
DOW INC | 101,158 | -5,013 | $5,860 |
DOW | 101,158 | -5,013 | $5,860 |
UNIVERSAL CORP VA | 112,210 | +4,469 | $5,804 |
UVV | 112,210 | +4,469 | $5,804 |
BLACK HILLS CORP | 103,882 | +12,216 | $5,672 |
BKH | 103,882 | +12,216 | $5,672 |
WESTERN UN CO | 385,374 | +385,374 | $5,388 |
WU | 385,374 | +385,374 | $5,388 |
BANK NOVA SCOTIA HALIFAX | 100,025 | +100,025 | $5,179 |
BNS | 100,025 | +100,025 | $5,179 |
BRITISH AMERN TOB PLC | 162,043 | +15,219 | $4,942 |
BTI | 162,043 | +15,219 | $4,942 |
HSBC HLDGS PLC | 116,598 | +116,598 | $4,589 |
HSBC | 116,598 | +116,598 | $4,589 |
SOCIEDAD QUIMICA Y MINERA DE | 68,453 | +3,600 | $3,365 |
SQM | 68,453 | +3,600 | $3,365 |
EMERSON ELEC CO | 12,361 | -1,434 | $1,402 |
EMR | 12,361 | -1,434 | $1,402 |
MICROSOFT CORP | 3,240 | +395 | $1,363 |
MSFT | 3,240 | +395 | $1,363 |
VANGUARD BD INDEX FDS (BSV) | 16,047 | -103 | $1,230 |
BSV | 16,047 | -103 | $1,230 |
FRANKLIN RESOURCES INC | 40,964 | -3,781 | $1,152 |
BEN | 40,964 | -3,781 | $1,152 |
TAIWAN SEMICONDUCTOR MFG LTD | 7,197 | -249 | $979 |
TSM | 7,197 | -249 | $979 |
APPLE INC | 5,280 | +1,157 | $905 |
AAPL | 5,280 | +1,157 | $905 |
WESTERN ALLIANCE BANCORP | 13,096 | +131 | $841 |
WAL | 13,096 | +131 | $841 |
GOLDMAN SACHS GROUP INC | 1,939 | +291 | $810 |
GS | 1,939 | +291 | $810 |
TARGET CORP | 4,313 | -399 | $764 |
TGT | 4,313 | -399 | $764 |
BERKSHIRE HATHAWAY INC DEL | $762 | ||
BRK.B | 1,813 | +39 | $762 |
PROCTER AND GAMBLE CO | 4,561 | -385 | $740 |
PG | 4,561 | -385 | $740 |
PPL CORP | 26,548 | -183,099 | $731 |
PPL | 26,548 | -183,099 | $731 |
WALKER & DUNLOP INC | 7,043 | +171 | $712 |
WD | 7,043 | +171 | $712 |
KOHLS CORP | 24,175 | -1,683 | $705 |
KSS | 24,175 | -1,683 | $705 |
T MOBILE US INC | 4,284 | +95 | $699 |
TMUS | 4,284 | +95 | $699 |
TRACTOR SUPPLY CO | 2,660 | +103 | $696 |
TSCO | 2,660 | +103 | $696 |
HANNON ARMSTRONG SUST INFR C | 23,078 | +1,122 | $655 |
HASI | 23,078 | +1,122 | $655 |
CVS HEALTH CORP | 8,068 | +345 | $644 |
CVS | 8,068 | +345 | $644 |
See Full List: All Stocks Held By Insight Folios Inc
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Insight Folios Inc
Size ($ in 1000's)
At 03/31/2024: $246,947 At 12/31/2023: $231,047 Insight Folios Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Insight Folios Inc 13F filings. Link to 13F filings: SEC filings |