IF

Insight Folios Inc

13F
Insight Folios Inc
Last update 2024-10-25 119 Stocks (5 new)
Value $280.00 Mil Turnover 6 %
Countries:
Top Holdings: OKE(4.00%)OHI(3.25%)T(3.16%)SO(3.11%)ET(3.11%)
Portfolio Report
Summary Stock Picks Current Portfolio
Insight Folios Inc Top Holdings of 2024-09-30 View Full List
Ticker
OKE
OHI
T
SO
ET
IBM
XOM
O
ABBV
MO
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OKE 		ONEOK Inc
122,822
11192.810
+18.59%
4.000
+0.63%
0.020
+18.48%
+42.09%
56082.778
Oil & Gas
OHI 		Omega Healthcare Investors Inc
223,713
9105.120
+3.67%
3.250
+0.12%
0.090
+16.56%
+44.32%
10718.363
REITs
T 		AT&T Inc
402,731
8860.070
+5.14%
3.160
+0.15%
0.010
+17.80%
+39.91%
158617.140
Telecommunication Services
SO 		Southern Co
96,698
8720.200
+2.98%
3.110
+0.09%
0.010
+12.64%
+34.61%
100470.189
Utilities - Regulated
ET 		Energy Transfer LP
542,364
8704.950
+4.34%
3.110
+0.13%
0.020
+2.82%
+26.43%
56124.635
Oil & Gas
IBM 		International Business Machines Corp
38,369
8482.570
+4.56%
3.030
+0.13%
0.000
+12.01%
+33.83%
196121.662
Software
XOM 		Exxon Mobil Corp
72,329
8478.360
+4.68%
3.030
+0.14%
0.000
+2.15%
+21.98%
528252.080
Oil & Gas
O 		Realty Income Corp
133,271
8452.070
+5.40%
3.020
+0.15%
0.020
+6.93%
+11.33%
53375.476
REITs
ABBV 		AbbVie Inc
42,313
8355.990
+4.81%
2.980
+0.14%
0.000
+3.26%
+26.87%
335040.082
Drug Manufacturers
MO 		Altria Group Inc
163,302
8334.930
+4.41%
2.980
+0.13%
0.010
+1.60%
+32.69%
85737.772
Tobacco Products

Insight Folios Inc's Historical Top Holdings Breakdowns

Insight Folios Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGR 		Vector Group Ltd2024-09-30Reduce
-1.55%
●
10.5 ($13.48) 15.17
$14.99
11.20%
Reduce -58.46%
254,091
-357,529
OKE 		ONEOK Inc2024-09-30Add
+0.63%
●
78.62 ($87.01) 95.27
$96.02
10.36%
Add 18.59%
122,822
19,256
WU 		The Western Union Co2024-09-30Add
+0.20%
●
11.35 ($12.06) 12.97
$11.22
-6.97%
Add 10.96%
466,494
46,087
NUE 		Nucor Corp2024-09-30Add
+0.18%
●
137.77 ($150.44) 166.14
$147.73
-1.80%
Add 8.29%
43,689
3,346
VZ 		Verizon Communications Inc2024-09-30Add
+0.18%
●
38.89 ($41.74) 45
$41.62
-0.29%
Add 6.34%
184,961
11,027
BNS 		Bank of Nova Scotia2024-09-30Add
+0.17%
●
44.71 ($48.5) 54.8
$51.98
7.18%
Add 8.07%
114,101
8,522
CVX 		Chevron Corp2024-09-30Add
+0.17%
●
137.88 ($148.84) 161.97
$150.54
1.14%
Add 7.32%
47,287
3,226
STWD 		Starwood Property Trust Inc2024-09-30Add
+0.17%
●
18.75 ($19.96) 21.11
$19.95
-0.05%
Add 6.93%
365,791
23,710
BTI 		British American Tobacco PLC2024-09-30Add
+0.16%
●
31.07 ($35.74) 39.36
$34.91
-2.32%
Add 7.1%
180,776
11,988
DOW 		Dow Inc2024-09-30Add
+0.16%
●
50.15 ($52.79) 55.41
$50.11
-5.08%
Add 8.23%
111,374
8,468

Insight Folios Inc Total Holding History ($B)

To

Insight Folios Inc's Asset Allocation

To

Insight Folios Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Insight Folios Inc's Hypothetical Growth since 2024-09-30

Insight Folios Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Insight Folios Inc's Holdings Heat Map

Size field:

Insight Folios Inc's Holdings Bubble Chart

Insight Folios Inc News

  • 1

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