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.