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Form 13F-HR Insight Folios Inc For: Dec 31

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January 20, 2022 5:07 PM EST

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 12-31-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Insight Folios Inc
Address: 13777 Ballantyne Corporate Place
Suite 225
Charlotte , NC28277
Form 13F File Number: 028-19704

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Charles Buddy Bowers, Jr.
Title: Chief Compliance Officer
Phone: 704-529-9500
Signature, Place, and Date of Signing:
/s/ Charles Buddy Bowers, Jr. Charlotte , NC 01-20-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 139
Form 13F Information Table Value Total: 213,437
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 814 4,585 SH SOLE 0 0 4,585
ABBOTT LABS COM 002824100 340 2,417 SH SOLE 0 0 2,417
ABBVIE INC COM 00287Y109 6,384 47,151 SH SOLE 0 0 47,151
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 548 1,322 SH SOLE 0 0 1,322
AFLAC INC COM 001055102 330 5,655 SH SOLE 0 0 5,655
AIR PRODS & CHEMS INC COM 009158106 294 968 SH SOLE 0 0 968
AIRBNB INC COM CL A 009066101 351 2,108 SH SOLE 0 0 2,108
ALPS ETF TR EQUAL SEC ETF 00162Q205 669 6,112 SH SOLE 0 0 6,112
ALTRIA GROUP INC COM 02209S103 4,848 102,297 SH SOLE 0 0 102,297
AMAZON COM INC COM 023135106 263 79 SH SOLE 0 0 79
AMERICAN TOWER CORP NEW COM 03027X100 309 1,058 SH SOLE 0 0 1,058
AMGEN INC COM 031162100 444 1,975 SH SOLE 0 0 1,975
APPIAN CORP CL A 03782L101 412 6,315 SH SOLE 0 0 6,315
APPLE INC COM 037833100 1,494 8,414 SH SOLE 0 0 8,414
ARCHER DANIELS MIDLAND CO COM 039483102 6,385 94,466 SH SOLE 0 0 94,466
AT&T INC COM 00206R102 4,653 189,158 SH SOLE 0 0 189,158
ATLASSIAN CORP PLC CL A G06242104 368 965 SH SOLE 0 0 965
AUTOMATIC DATA PROCESSING IN COM 053015103 379 1,538 SH SOLE 0 0 1,538
AXON ENTERPRISE INC COM 05464C101 451 2,875 SH SOLE 0 0 2,875
Alphabet CAP STK CL C 02079k107 268 93 SH SOLE 0 0 93
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 631 2,110 SH SOLE 0 0 2,110
BLACK HILLS CORP COM 092113109 4,831 68,450 SH SOLE 0 0 68,450
BRISTOL-MYERS SQUIBB CO COM 110122108 424 6,802 SH SOLE 0 0 6,802
BROADCOM INC COM 11135F101 563 846 SH SOLE 0 0 846
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 486 7,987 SH SOLE 0 0 7,987
CANADIAN NATL RY CO COM 136375102 474 3,854 SH SOLE 0 0 3,854
CARDINAL HEALTH INC COM 14149Y108 265 5,154 SH SOLE 0 0 5,154
CHEVRON CORP NEW COM 166764100 6,046 51,522 SH SOLE 0 0 51,522
CINCINNATI FINL CORP COM 172062101 302 2,653 SH SOLE 0 0 2,653
CLOROX CO DEL COM 189054109 252 1,447 SH SOLE 0 0 1,447
CME GROUP INC COM 12572Q105 501 2,192 SH SOLE 0 0 2,192
COCA COLA CO COM 191216100 304 5,142 SH SOLE 0 0 5,142
COLGATE PALMOLIVE CO COM 194162103 291 3,410 SH SOLE 0 0 3,410
CONSOLIDATED EDISON INC COM 209115104 5,479 64,222 SH SOLE 0 0 64,222
COSTCO WHSL CORP NEW COM 22160K105 548 966 SH SOLE 0 0 966
CROWDSTRIKE HLDGS INC CL A 22788C105 396 1,934 SH SOLE 0 0 1,934
DIGITAL RLTY TR INC COM 253868103 331 1,873 SH SOLE 0 0 1,873
DISCOVER FINL SVCS COM 254709108 722 6,244 SH SOLE 0 0 6,244
DISNEY WALT CO COM 254687106 213 1,374 SH SOLE 0 0 1,374
DOMINOS PIZZA INC COM 25754A201 595 1,054 SH SOLE 0 0 1,054
DOVER CORP COM 260003108 369 2,031 SH SOLE 0 0 2,031
DUKE ENERGY CORP NEW COM NEW 26441C204 5,475 52,190 SH SOLE 0 0 52,190
EMERSON ELEC CO COM 291011104 5,562 59,827 SH SOLE 0 0 59,827
ENBRIDGE INC COM 29250N105 4,850 124,110 SH SOLE 0 0 124,110
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 4,515 548,629 SH SOLE 0 0 548,629
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 116 16,793 SH SOLE 0 0 16,793
ENTERPRISE PRODS PARTNERS L COM 293792107 4,667 212,533 SH SOLE 0 0 212,533
EXELON CORP COM 30161N101 373 6,462 SH SOLE 0 0 6,462
EXXON MOBIL CORP COM 30231G102 5,582 91,221 SH SOLE 0 0 91,221
FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 310 2,271 SH SOLE 0 0 2,271
FIRST MAJESTIC SILVER CORP COM 32076V103 608 54,703 SH SOLE 0 0 54,703
FIVERR INTL LTD ORD SHS M4R82T106 275 2,422 SH SOLE 0 0 2,422
FRANKLIN RESOURCES INC COM 354613101 6,129 183,021 SH SOLE 0 0 183,021
GARMIN LTD SHS H2906T109 369 2,711 SH SOLE 0 0 2,711
GENERAL DYNAMICS CORP COM 369550108 327 1,566 SH SOLE 0 0 1,566
GENERAL MLS INC COM 370334104 5,562 82,541 SH SOLE 0 0 82,541
GENUINE PARTS CO COM 372460105 353 2,515 SH SOLE 0 0 2,515
GRAINGER W W INC COM 384802104 340 655 SH SOLE 0 0 655
HASBRO INC COM 418056107 563 5,533 SH SOLE 0 0 5,533
HEALTHPEAK PROPERTIES INC COM 42250P103 312 8,635 SH SOLE 0 0 8,635
HOME DEPOT INC COM 437076102 586 1,411 SH SOLE 0 0 1,411
HORMEL FOODS CORP COM 440452100 281 5,755 SH SOLE 0 0 5,755
HOULIHAN LOKEY INC CL A 441593100 621 5,996 SH SOLE 0 0 5,996
IDEXX LABS INC COM 45168D104 219 333 SH SOLE 0 0 333
ILLINOIS TOOL WKS INC COM 452308109 317 1,284 SH SOLE 0 0 1,284
INTERNATIONAL BUSINESS MACHS COM 459200101 4,790 35,836 SH SOLE 0 0 35,836
INVESCO LTD SHS G491BT108 5,339 231,912 SH SOLE 0 0 231,912
ISHARES TR CORE MSCI TOTAL 46432F834 590 8,322 SH SOLE 0 0 8,322
JOHNSON & JOHNSON COM 478160104 5,740 33,552 SH SOLE 0 0 33,552
KIMBERLY-CLARK CORP COM 494368103 281 1,965 SH SOLE 0 0 1,965
KOHLS CORP COM 500255104 4,710 95,369 SH SOLE 0 0 95,369
LEGGETT & PLATT INC COM 524660107 261 6,352 SH SOLE 0 0 6,352
LOWES COS INC COM 548661107 435 1,683 SH SOLE 0 0 1,683
LUMEN TECHNOLOGIES INC COM 550241103 4,860 387,289 SH SOLE 0 0 387,289
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4,974 107,108 SH SOLE 0 0 107,108
MASTERCARD INCORPORATED CL A 57636Q104 224 624 SH SOLE 0 0 624
MCCORMICK & CO INC COM NON VTG 579780206 485 5,018 SH SOLE 0 0 5,018
MCDONALDS CORP COM 580135101 350 1,306 SH SOLE 0 0 1,306
MCGRATH RENTCORP COM 580589109 515 6,421 SH SOLE 0 0 6,421
MEDTRONIC PLC SHS G5960L103 242 2,342 SH SOLE 0 0 2,342
MICROSOFT CORP COM 594918104 674 2,003 SH SOLE 0 0 2,003
MONGODB INC CL A 60937P106 306 578 SH SOLE 0 0 578
NETFLIX INC COM 64110L106 390 647 SH SOLE 0 0 647
NORTHERN LTS FD TR IV FRMLAFOLIOS TATL 66538H666 593 24,824 SH SOLE 0 0 24,824
NORTHERN LTS FD TR IV FRMLAFLIO TACT 66538H575 337 10,828 SH SOLE 0 0 10,828
NUCOR CORP COM 670346105 6,909 60,528 SH SOLE 0 0 60,528
OMEGA HEALTHCARE INVS INC COM 681936100 4,233 143,049 SH SOLE 0 0 143,049
PAYPAL HLDGS INC COM 70450Y103 300 1,589 SH SOLE 0 0 1,589
PEPSICO INC COM 713448108 357 2,054 SH SOLE 0 0 2,054
PHILLIPS 66 COM 718546104 272 3,750 SH SOLE 0 0 3,750
PHYSICIANS RLTY TR COM 71943U104 312 16,572 SH SOLE 0 0 16,572
PPG INDS INC COM 693506107 331 1,918 SH SOLE 0 0 1,918
PPL CORP COM 69351T106 4,361 145,068 SH SOLE 0 0 145,068
PRICE T ROWE GROUP INC COM 74144T108 324 1,645 SH SOLE 0 0 1,645
PROCTER AND GAMBLE CO COM 742718109 842 5,148 SH SOLE 0 0 5,148
QUALCOMM INC COM 747525103 819 4,478 SH SOLE 0 0 4,478
REALTY INCOME CORP COM 756109104 5,301 74,048 SH SOLE 0 0 74,048
ROYCE MICRO-CAP TR INC COM 780915104 988 47,535 SH SOLE 0 0 47,535
SHOPIFY INC CL A 82509L107 375 272 SH SOLE 0 0 272
SMITH A O CORP COM 831865209 381 4,439 SH SOLE 0 0 4,439
SNOWFLAKE INC CL A 833445109 254 751 SH SOLE 0 0 751
SOUTHERN CO COM 842587107 5,404 78,797 SH SOLE 0 0 78,797
STAG INDL INC COM 85254J102 355 7,411 SH SOLE 0 0 7,411
STANLEY BLACK & DECKER INC COM 854502101 299 1,584 SH SOLE 0 0 1,584
STARWOOD PPTY TR INC COM 85571B105 5,993 246,635 SH SOLE 0 0 246,635
STORE CAP CORP COM 862121100 300 8,712 SH SOLE 0 0 8,712
SYSCO CORP COM 871829107 311 3,955 SH SOLE 0 0 3,955
TARGET CORP COM 87612E106 1,013 4,377 SH SOLE 0 0 4,377
TC ENERGY CORP COM 87807B107 4,707 101,139 SH SOLE 0 0 101,139
TESLA INC COM 88160R101 450 426 SH SOLE 0 0 426
THE TRADE DESK INC COM CL A 88339J105 201 2,197 SH SOLE 0 0 2,197
TORONTO DOMINION BK ONT COM NEW 891160509 5,861 76,435 SH SOLE 0 0 76,435
TRACTOR SUPPLY CO COM 892356106 643 2,696 SH SOLE 0 0 2,696
TWILIO INC CL A 90138F102 272 1,031 SH SOLE 0 0 1,031
U S SILICA HLDGS INC COM 90346E103 96 10,179 SH SOLE 0 0 10,179
UNITEDHEALTH GROUP INC COM 91324P102 460 916 SH SOLE 0 0 916
UNIVERSAL CORP VA COM 913456109 4,804 87,468 SH SOLE 0 0 87,468
UPSTART HLDGS INC COM 91680M107 203 1,342 SH SOLE 0 0 1,342
V F CORP COM 918204108 270 3,682 SH SOLE 0 0 3,682
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1,388 17,170 SH SOLE 0 0 17,170
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 583 5,668 SH SOLE 0 0 5,668
VANGUARD BD INDEX FDS INTERMED TERM 921937819 823 9,390 SH SOLE 0 0 9,390
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 203 1,748 SH SOLE 0 0 1,748
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 331 4,070 SH SOLE 0 0 4,070
VANGUARD WORLD FDS MATERIALS ETF 92204A801 209 1,063 SH SOLE 0 0 1,063
VANGUARD WORLD FDS INF TECH ETF 92204A702 225 491 SH SOLE 0 0 491
VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 206 1,014 SH SOLE 0 0 1,014
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 214 2,216 SH SOLE 0 0 2,216
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 219 643 SH SOLE 0 0 643
VECTOR GROUP LTD COM 92240M108 4,232 368,639 SH SOLE 0 0 368,639
VERIZON COMMUNICATIONS INC COM 92343V104 5,068 97,532 SH SOLE 0 0 97,532
VISA INC COM CL A 92826C839 418 1,931 SH SOLE 0 0 1,931
WALGREENS BOOTS ALLIANCE INC COM 931427108 313 5,996 SH SOLE 0 0 5,996
WALKER & DUNLOP INC COM 93148P102 605 4,012 SH SOLE 0 0 4,012
WALMART INC COM 931142103 282 1,947 SH SOLE 0 0 1,947
WASTE MGMT INC DEL COM 94106L109 470 2,816 SH SOLE 0 0 2,816
WATSCO INC COM 942622200 594 1,898 SH SOLE 0 0 1,898
WIX COM LTD SHS M98068105 270 1,712 SH SOLE 0 0 1,712
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 348 1,893 SH SOLE 0 0 1,893

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