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| Happy Holidays!! thanks for using AUM13F!! |
| Insight Folios Inc
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| CRD # | 174411 |
| SEC # | 801-117138 |
| CIK # | 0001792942 |
| AUM | $341.4 M (2025-05-22) |
| Employees | 15 (100% Investors, 7% Brokers) |
| Phone | 704-529-9500 |
| Address | 10800 Sikes Place Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oneok Inc /New/ | 11.2 | ||
| Omega Healthcare Investors Inc | 9.1 | ||
| AT&T Inc | 8.9 | ||
| Southern Co | 8.7 | ||
| Energy Transfer Equity LP | 8.7 | ||
| International Business Machines Corp | 8.5 | ||
| Exxon Mobil Corp | 8.5 | ||
| Realty Income Corp | 8.5 | ||
| AbbVie Inc | 8.4 | ||
| Altria Group Inc | 8.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,155 | 185.0 |
| (b) Individuals (high net worth individuals) | 98 | 141.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 14.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,163 | 341.4 |
| By Discretionary | ||
| Discretionary | 2,120 | 340.5 |
| Non-Discretionary | 43 | 0.9 |
| Total | 2,163 | 341.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.4 | |
| Total | 2,163 | 341.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792942] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mezzasalma Advisors LLC
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|
NJ | 0.3 |
|
Blue Investment Partners LLC
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|
CA | 0.3 |
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Charles Fish Investments Inc
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CA | 0.3 |
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IF Advisors LLC
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0.3 | |
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Capital Management LLC
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NC | 0.3 |
|
Altamont Capital Management LLC
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NC | 0.3 |
|
Navigoe LLC
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CA | 0.3 |
|
Comprehensive Wealth Solutions LLC
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|
FL | 0.3 |
|
Farringdon Asset Management PTE Ltd
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|
0.3 | |
|
Old Slip Registered Investment Advisors LLC
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|
NY | 0.3 |