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 |
DEERE & CO | 1,539 | -3 | $632 |
DE | 1,539 | -3 | $632 |
AMERICAN TOWER CORP NEW | 3,045 | +106 | $602 |
AMT | 3,045 | +106 | $602 |
REDWOOD TRUST INC | 89,028 | +3,917 | $567 |
RWT | 89,028 | +3,917 | $567 |
HOME DEPOT INC | 1,468 | -9 | $563 |
HD | 1,468 | -9 | $563 |
COSTCO WHSL CORP NEW | 750 | +11 | $550 |
COST | 750 | +11 | $550 |
DISCOVER FINL SVCS | 4,177 | -643 | $548 |
DFS | 4,177 | -643 | $548 |
NEXTERA ENERGY INC | 8,511 | +546 | $544 |
NEE | 8,511 | +546 | $544 |
QUALCOMM INC | 3,156 | -500 | $534 |
QCOM | 3,156 | -500 | $534 |
VICI PPTYS INC | 17,918 | +827 | $534 |
VICI | 17,918 | +827 | $534 |
BROOKFIELD INFRAST PARTNERS | 16,531 | +940 | $516 |
BIP | 16,531 | +940 | $516 |
BROADCOM INC | 387 | -2 | $513 |
AVGO | 387 | -2 | $513 |
ALPS ETF TR (EQL) | 4,175 | -83 | $493 |
EQL | 4,175 | -83 | $493 |
ISHARES TR (IXUS) | 7,092 | -151 | $481 |
IXUS | 7,092 | -151 | $481 |
UNITEDHEALTH GROUP INC | 922 | -2 | $456 |
UNH | 922 | -2 | $456 |
ATLANTICA SUSTAINABLE INFR P | 24,640 | +1,640 | $455 |
AY | 24,640 | +1,640 | $455 |
NVIDIA CORPORATION | 494 | -75 | $446 |
NVDA | 494 | -75 | $446 |
DOMINOS PIZZA INC | 847 | +28 | $421 |
DPZ | 847 | +28 | $421 |
GARMIN LTD | 2,768 | +93 | $412 |
GRMN | 2,768 | +93 | $412 |
TEXAS INSTRS INC | 2,337 | -4 | $407 |
TXN | 2,337 | -4 | $407 |
ISHARES TR (TFLO) | 7,672 | -79 | $389 |
TFLO | 7,672 | -79 | $389 |
COCA COLA CO | 6,174 | -369 | $378 |
KO | 6,174 | -369 | $378 |
PHILLIPS 66 | 2,307 | -992 | $377 |
PSX | 2,307 | -992 | $377 |
GENERAL MTRS CO | 8,288 | +370 | $376 |
GM | 8,288 | +370 | $376 |
3M CO | 3,497 | -115 | $371 |
MMM | 3,497 | -115 | $371 |
GRAINGER W W INC | 363 | -146 | $369 |
GWW | 363 | -146 | $369 |
ELEVANCE HEALTH INC | 708 | +85 | $367 |
ELV | 708 | +85 | $367 |
NORFOLK SOUTHN CORP | 1,416 | +51 | $361 |
NSC | 1,416 | +51 | $361 |
CARDINAL HEALTH INC | 3,203 | -900 | $358 |
CAH | 3,203 | -900 | $358 |
LOWES COS INC | 1,382 | -173 | $352 |
LOW | 1,382 | -173 | $352 |
WALMART INC | 5,858 | +3,746 | $352 |
WMT | 5,858 | +3,746 | $352 |
CME GROUP INC | 1,612 | +62 | $347 |
CME | 1,612 | +62 | $347 |
AMAZON COM INC | 1,908 | +449 | $344 |
AMZN | 1,908 | +449 | $344 |
SMITH A O CORP | 3,835 | -673 | $343 |
AOS | 3,835 | -673 | $343 |
AFLAC INC | 3,953 | -902 | $339 |
AFL | 3,953 | -902 | $339 |
STAG INDL INC | 8,678 | +341 | $334 |
STAG | 8,678 | +341 | $334 |
DOVER CORP | 1,877 | -226 | $333 |
DOV | 1,877 | -226 | $333 |
GENERAL DYNAMICS CORP | 1,152 | -292 | $326 |
GD | 1,152 | -292 | $326 |
MCDONALDS CORP | 1,152 | -104 | $325 |
MCD | 1,152 | -104 | $325 |
CINCINNATI FINL CORP | 2,602 | -182 | $323 |
CINF | 2,602 | -182 | $323 |
AIR PRODS & CHEMS INC | 1,324 | +46 | $321 |
APD | 1,324 | +46 | $321 |
ILLINOIS TOOL WKS INC | 1,174 | -144 | $315 |
ITW | 1,174 | -144 | $315 |
COLGATE PALMOLIVE CO | 3,471 | -217 | $313 |
CL | 3,471 | -217 | $313 |
PEPSICO INC | 1,770 | -66 | $310 |
PEP | 1,770 | -66 | $310 |
GENUINE PARTS CO | 1,979 | -242 | $307 |
GPC | 1,979 | -242 | $307 |
STANLEY BLACK & DECKER INC | 3,107 | +50 | $304 |
SWK | 3,107 | +50 | $304 |
SYSCO CORP | 3,729 | -328 | $303 |
SYY | 3,729 | -328 | $303 |
PRICE T ROWE GROUP INC | 2,487 | -16 | $303 |
TROW | 2,487 | -16 | $303 |
AUTOMATIC DATA PROCESSING IN | 1,197 | -212 | $299 |
ADP | 1,197 | -212 | $299 |
CONSTELLATION ENERGY CORP | 1,616 | +1,616 | $299 |
CEG | 1,616 | +1,616 | $299 |
CLOROX CO DEL | 1,941 | -16 | $297 |
CLX | 1,941 | -16 | $297 |
PPG INDS INC | 2,036 | -142 | $295 |
PPG | 2,036 | -142 | $295 |
ENLINK MIDSTREAM LLC | 21,363 | +225 | $291 |
ENLC | 21,363 | +225 | $291 |
KIMBERLY CLARK CORP | 2,221 | +3 | $287 |
KMB | 2,221 | +3 | $287 |
ABBOTT LABS | 2,512 | -152 | $286 |
ABT | 2,512 | -152 | $286 |
ONE GAS INC | 4,360 | UNCH | $281 |
OGS | 4,360 | UNCH | $281 |
MEDTRONIC PLC | 3,191 | +1 | $278 |
MDT | 3,191 | +1 | $278 |
HORMEL FOODS CORP | 7,944 | +931 | $277 |
HRL | 7,944 | +931 | $277 |
SPDR S&P 500 ETF TR (SPY) | 502 | -17 | $263 |
SPY | 502 | -17 | $263 |
MID AMER APT CMNTYS INC | 1,808 | +103 | $238 |
MAA | 1,808 | +103 | $238 |
WALGREENS BOOTS ALLIANCE INC | 10,840 | +1,200 | $235 |
WBA | 10,840 | +1,200 | $235 |
BLOCK INC | 2,746 | -91 | $232 |
SQ | 2,746 | -91 | $232 |
V F CORP | 14,988 | +3,107 | $230 |
VFC | 14,988 | +3,107 | $230 |
WIX COM LTD | 1,516 | -185 | $208 |
WIX | 1,516 | -185 | $208 |
AXON ENTERPRISE INC | 659 | +659 | $206 |
AXON | 659 | +659 | $206 |
LEGGETT & PLATT INC | 10,693 | +1,319 | $205 |
LEG | 10,693 | +1,319 | $205 |
ENPHASE ENERGY INC | 1,681 | -78 | $203 |
ENPH | 1,681 | -78 | $203 |
ALPHATEC HLDGS INC | 13,938 | +13,938 | $192 |
ATEC | 13,938 | +13,938 | $192 |
EVERI HLDGS INC | 18,996 | +3,145 | $191 |
EVRI | 18,996 | +3,145 | $191 |
ARRAY TECHNOLOGIES INC | 10,561 | +10,561 | $157 |
ARRY | 10,561 | +10,561 | $157 |
ASURE SOFTWARE INC | 19,058 | -621 | $148 |
ASUR | 19,058 | -621 | $148 |
CHARGEPOINT HOLDINGS INC | $0 (exited) | ||
CHPT | 0 | -59,789 | $0 |
GRANITE PT MTG TR INC | $0 (exited) | ||
GPMT | 0 | -36,011 | $0 |
IDEXX LABS INC | $0 (exited) | ||
IDXX | 0 | -400 | $0 |
MERCADOLIBRE INC | $0 (exited) | ||
MELI | 0 | -137 | $0 |
PAYPAL HLDGS INC | $0 (exited) | ||
PYPL | 0 | -3,416 | $0 |
U S SILICA HLDGS INC | 0 | -10,179 | $0 (exited) |
SLCA | 0 | -10,179 | $0 |
See Summary: Insight Folios Inc Top Holdings
See Details: Top 10 Stocks Held By Insight Folios Inc
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
WU | +385,374 | +$5,388 |
BNS | +100,025 | +$5,179 |
HSBC | +116,598 | +$4,589 |
CEG | +1,616 | +$299 |
AXON | +659 | +$206 |
ATEC | +13,938 | +$192 |
ARRY | +10,561 | +$157 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IDXX | -400 | -$222 |
MELI | -137 | -$215 |
GPMT | -36,011 | -$214 |
PYPL | -3,416 | -$210 |
CHPT | -59,789 | -$140 |
SLCA | -10,179 | -$115 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ADM | +24,612 | +$760 |
BTI | +15,219 | +$642 |
BKH | +12,216 | +$727 |
O | +11,806 | +$268 |
ENB | +9,881 | +$383 |
IVZ | +7,777 | -$349 |
STWD | +7,004 | -$82 |
TD | +4,832 | -$101 |
GIS | +4,527 | +$727 |
UVV | +4,469 | -$1,449 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PPL | -183,099 | -$4,950 |
ET | -76,518 | -$59 |
VGR | -62,746 | -$898 |
EPD | -12,908 | +$397 |
NUE | -8,788 | -$577 |
ABBV | -8,661 | -$267 |
IBM | -8,598 | -$420 |
DOW | -5,013 | +$38 |
VZ | -3,805 | +$586 |
Size ($ 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 |