0001792942-23-000005.txt : 20230721 0001792942-23-000005.hdr.sgml : 20230721 20230721131613 ACCESSION NUMBER: 0001792942-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230721 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Folios Inc CENTRAL INDEX KEY: 0001792942 IRS NUMBER: 472615495 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19704 FILM NUMBER: 231102023 BUSINESS ADDRESS: STREET 1: 11610 N. COMMUNITY HOUSE, SUITE 100 CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-529-9500 MAIL ADDRESS: STREET 1: 11610 N. COMMUNITY HOUSE, SUITE 100 CITY: CHARLOTTE STATE: NC ZIP: 28277 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001792942 XXXXXXXX 06-30-2023 06-30-2023 false Insight Folios Inc

11610 N. Community House, Suite 100 Charlotte NC 28277

13F HOLDINGS REPORT 028-19704 000174411 801-117138 N Charles Buddy Bowers, Jr. 704-529-9500 /s/ Charles Buddy Bowers, Jr. Charlotte NC 07-21-2023 0 114 238589428 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 364411 3641 SH SOLE 0 0 3641 ABBOTT LABS COM 002824100 316085 2899 SH SOLE 0 0 2899 ABBVIE INC COM 00287Y109 6938054 51496 SH SOLE 0 0 51496 AFLAC INC COM 001055102 396551 5681 SH SOLE 0 0 5681 AIR PRODS & CHEMS INC COM 009158106 428444 1430 SH SOLE 0 0 1430 ALPS ETF TR EQUAL SEC ETF 00162Q205 256173 2455 SH SOLE 0 0 2455 ALTRIA GROUP INC COM 02209S103 7216721 159310 SH SOLE 0 0 159310 AMAZON COM INC COM 023135106 200233 1536 SH SOLE 0 0 1536 AMERICAN TOWER CORP NEW COM 03027X100 564451 2910 SH SOLE 0 0 2910 APPLE INC COM 037833100 812175 4187 SH SOLE 0 0 4187 ARCHER DANIELS MIDLAND CO COM 039483102 6680526 88414 SH SOLE 0 0 88414 ASURE SOFTWARE INC COM 04649U102 180442 14839 SH SOLE 0 0 14839 AT&T INC COM 00206R102 5905093 370225 SH SOLE 0 0 370225 ATLANTICA SUSTAINABLE 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