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Insight Folios Inc

Q3 2024 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    119

  • Value ($000)

    $280,011

  • Date Filed
    10/24/2024
  • Form type
    13F-HR
  • CIK
    0001792942
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
O
OKE

ONEOK INC NEW

COM
682680103
$11.19M
4 %

122,822

O
OHI

OMEGA HEALTHCARE INVS INC

COM
681936100
$9.11M
3 %

223,713

T
T

AT&T INC

COM
00206R102
$8.86M
3 %

402,731

S
SO

SOUTHERN CO

COM
842587107
$8.72M
3 %

96,698

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$8.7M
3 %

542,364

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$8.48M
3 %

38,369

X
XOM

EXXON MOBIL CORP

COM
30231G102
$8.48M
3 %

72,329

O
O

REALTY INCOME CORP

COM
756109104
$8.45M
3 %

133,271

A
ABBV

ABBVIE INC

COM
00287Y109
$8.36M
3 %

42,313

M
MO

ALTRIA GROUP INC

COM
02209S103
$8.33M
3 %

163,302

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