$87.4 Million is the total value of Insight Folios Inc's 34 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -2,696 | -100.0% | -0.20% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -1,922 | -100.0% | -0.23% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -1,689 | -100.0% | -0.23% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -1,395 | -100.0% | -0.23% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,869 | -100.0% | -0.24% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,385 | -100.0% | -0.24% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -1,669 | -100.0% | -0.24% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,532 | -100.0% | -0.24% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -2,870 | -100.0% | -0.24% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,251 | -100.0% | -0.27% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -2,160 | -100.0% | -0.27% | – |
| EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -9,659 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARCHER DANIELS MIDLAND CO | 16 | Q3 2023 | 4.0% |
| ABBVIE INC | 16 | Q3 2023 | 4.1% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 4.2% |
| INVESCO LTD | 16 | Q3 2023 | 5.7% |
| DUKE ENERGY CORP NEW | 16 | Q3 2023 | 4.5% |
| CHEVRON CORP NEW | 16 | Q3 2023 | 3.9% |
| STARWOOD PPTY TR INC | 16 | Q3 2023 | 4.0% |
| VECTOR GROUP LTD | 16 | Q3 2023 | 4.0% |
| GENERAL MLS INC | 16 | Q3 2023 | 4.3% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 4.2% |
View Insight Folios Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-20 |
View Insight Folios Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.