Wela Strategies, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $212 Million distributed in 50 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 $53.9M, Spdr Ser Tr Spdr Portfolio Int with a value of $24.3M, Ishares Iboxx $ Investment Gra with a value of $21.2M, Ishares Tr with a value of $20M, and Vanguard Bd Index Fd Inc Total with a value of $10M.

Examining the 13F form we can see an increase of $9.07M in the current position value, from $203M to 212M.

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

Portfolio value $212 Million
ETFs: $200 Million
Financial Services: $3.85 Million
Industrials: $2.18 Million
Healthcare: $1.35 Million
Technology: $1.12 Million
Energy: $958,000
Utilities: $957,000
Basic Materials: $832,000
Other: $905,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $212 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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