IF
| |
Insight Folios Inc13F | |
| Insight Folios Inc | |
| Last update 2024-10-25 | 119 Stocks (5 new) |
| Value $280.00 Mil | Turnover 6 % |
Insight Folios Inc Top Holdings of 2024-09-30
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| 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 | 11,192.8 | +18.59% | 4.000 | +0.63% | 0.020 | -2.18% | -15.09% | 52,031.9 | Oil & Gas | |
OHI | Omega Healthcare Investors Inc | 223,713 | 9,105.1 | +3.67% | 3.250 | +0.12% | 0.090 | +0.18% | +3.92% | 10,979.6 | REITs | |
T | AT&T Inc | 402,731 | 8,860.1 | +5.14% | 3.160 | +0.15% | 0.010 | +0.22% | +22.29% | 193,849.5 | Telecommunication Services | |
SO | Southern Co | 96,698 | 8,720.2 | +2.98% | 3.110 | +0.09% | 0.010 | +3.36% | +16.25% | 103,528.2 | Utilities - Regulated | |
ET | Energy Transfer LP | 542,364 | 8,705.0 | +4.34% | 3.110 | +0.13% | 0.020 | +3.10% | -7.63% | 59,953.2 | Oil & Gas | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 38,369 | 8,482.6 | +4.56% | 3.030 | +0.13% | 0.000 | +20.50% | +31.78% | 265,686.6 | Software | |
XOM | Exxon Mobil Corp | 72,329 | 8,478.4 | +4.68% | 3.030 | +0.14% | 0.000 | +1.72% | +2.01% | 464,449.8 | Oil & Gas | |
O | Realty Income Corp | 133,271 | 8,452.1 | +5.40% | 3.020 | +0.15% | 0.020 | -1.80% | +9.30% | 50,996.9 | REITs | |
ABBV | AbbVie Inc | 42,313 | 8,356.0 | +4.81% | 2.980 | +0.14% | 0.000 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
MO | Altria Group Inc | 163,302 | 8,334.9 | +4.41% | 2.980 | +0.13% | 0.010 | +1.49% | +14.92% | 97,731.9 | Tobacco Products |
Insight Folios Inc's Historical Top Holdings Breakdowns
Insight Folios Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VGR Unlock Delisted | Vector Group Ltd | 2024-09-30 | Reduce Reduce | -1.55% | 10.5 ($13.48) 15.17 | $14.99 | 11.20% | Reduce -58.46% | 254,091 | -357,529 | |
OKE | ONEOK Inc | 2024-09-30 | Add Add | +0.63% | 78.62 ($87.01) 95.27 | $83.30 | -4.26% | Add 18.59% | 122,822 | 19,256 | |
WU | The Western Union Co | 2024-09-30 | Add Add | +0.20% | 11.35 ($12.06) 12.97 | $8.02 | -33.50% | Add 10.96% | 466,494 | 46,087 | |
NUE | Nucor Corp | 2024-09-30 | Add Add | +0.18% | 137.77 ($150.44) 166.14 | $140.63 | -6.52% | Add 8.29% | 43,689 | 3,346 | |
VZ | Verizon Communications Inc | 2024-09-30 | Add Add | +0.18% | 38.89 ($41.74) 45 | $40.84 | -2.16% | Add 6.34% | 184,961 | 11,027 | |
BNS | Bank of Nova Scotia | 2024-09-30 | Add Add | +0.17% | 44.71 ($48.5) 54.8 | $55.19 | 13.79% | Add 8.07% | 114,101 | 8,522 | |
CVX | Chevron Corp | 2024-09-30 | Add Add | +0.17% | 137.88 ($148.84) 161.97 | $150.04 | 0.81% | Add 7.32% | 47,287 | 3,226 | |
STWD | Starwood Property Trust Inc | 2024-09-30 | Add Add | +0.17% | 18.75 ($19.96) 21.11 | $19.64 | -1.60% | Add 6.93% | 365,791 | 23,710 | |
BTI | British American Tobacco PLC | 2024-09-30 | Add Add | +0.16% | 31.07 ($35.74) 39.36 | $51.59 | 44.35% | Add 7.1% | 180,776 | 11,988 | |
DOW | Dow Inc | 2024-09-30 | Add Add | +0.16% | 50.15 ($52.79) 55.41 | $28.34 | -46.32% | Add 8.23% | 111,374 | 8,468 |
Insight Folios Inc Total Holding History ($B)
Insight Folios Inc's Asset Allocation
Insight Folios Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Insight Folios Inc's Holdings Bubble Chart
Insight Folios Inc News
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