Wela Strategies, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.8M, Spdr Ser Tr Spdr Portfolio Int with a value of $28.4M, Ishares Iboxx $ Investment Gra with a value of $23.8M, Ishares Tr with a value of $22.8M, and Vanguard Bd Index Fd Inc Total with a value of $12.8M.

Examining the 13F form we can see an decrease of $4.26M in the current position value, from $241M to 237M.

Below you can find more details about Wela Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $237 Million
ETFs: $223 Million
Financial Services: $3.69 Million
Technology: $2.67 Million
Industrials: $2.65 Million
Healthcare: $1.3 Million
Utilities: $1.15 Million
Energy: $803,000
Basic Materials: $701,000
Other: $1.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $237 Million
  • Prior Value $241 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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