Wela Strategies, Inc. Purchases in Q4 2024

Wela Strategies, Inc.

  • $241 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
46.1K
New
$396.64 - $516.74 $18.3M - $23.8M
46.1K $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
24.5K
New
$481.22 - $538.17 $11.8M - $13.2M
24.5K $12.5M
DE
Deere & CO

Industrials
25.6K
+ 2242.28%
$389.45 - $466.0 $9.96M - $11.9M
26.7K $11.3M
NKE
Nike, Inc.

Consumer Cyclical
121K
New
$73.36 - $89.13 $8.87M - $10.8M
121K $9.15M
XLU
Utilities Sector Spdr

ETFs
118K
New
$74.89 - $82.93 $8.87M - $9.82M
118K $8.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18.7K
New
$442.29 - $483.08 $8.27M - $9.03M
18.7K $8.48M
WFC
Wells Fargo & Company

Financial Services
101K
New
$54.98 - $77.35 $5.55M - $7.81M
101K $7.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
60.2K
New
$96.64 - $101.23 $5.81M - $6.09M
60.2K $5.83M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
166K
New
$19.44 - $28.35 $3.22M - $4.7M
166K $4.26M
DOV
Dover Corp

Industrials
10.6K
New
$184.72 - $206.51 $1.96M - $2.19M
10.6K $1.99M
KR
Kroger CO

Consumer Defensive
23.4K
New
$55.21 - $63.3 $1.29M - $1.48M
23.4K $1.43M
DLB
Dolby Laboratories, Inc.

Industrials
16.9K
New
$70.91 - $81.98 $1.2M - $1.39M
16.9K $1.32M
VGT
Vanguard Information Technolog

ETFs
2K
New
$571.78 - $647.97 $1.14M - $1.3M
2K $1.24M
VLO
Valero Energy Corp

Energy
10.1K
New
$118.59 - $144.02 $1.2M - $1.45M
10.1K $1.24M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
43.2K
+ 179.43%
$27.88 - $30.51 $1.21M - $1.32M
67.3K $1.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.3K
New
$25.93 - $105.3 $812K - $3.3M
31.3K $872K
ADBE
Adobe Inc.

Technology
1.24K
New
$437.39 - $552.96 $542K - $685K
1.24K $550K
COP
Conocophillips

Energy
4.38K
New
$95.12 - $114.72 $417K - $503K
4.38K $434K
EMLP
First Tr Exchange Traded Iv

ETFs
5.8K
+ 9.14%
$33.69 - $38.24 $196K - $222K
69.3K $2.47M
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
New
$205.18 - $250.29 $287K - $350K
1.4K $335K
GGG
Graco Inc

Industrials
3.26K
New
$81.45 - $92.29 $266K - $301K
3.26K $274K
NVO
Novo Nordisk A S

Healthcare
2.36K
New
$85.0 - $120.04 $200K - $283K
2.36K $202K
HON
Honeywell International Inc

Industrials
610
+ 32.67%
$202.84 - $236.0 $124K - $144K
2.48K $559K
GILD
Gilead Sciences, Inc.

Healthcare
816
+ 13.93%
$83.95 - $97.9 $68.5K - $79.9K
6.68K $616K
EMB
Ishares Tr

ETFs
1.35K
New
$88.94 - $93.46 $120K - $126K
1.35K $119K
AXP
American Express CO

Financial Services
251
+ 14.8%
$267.35 - $305.57 $67.1K - $76.7K
1.95K $577K
CMI
Cummins Inc

Industrials
221
+ 15.39%
$324.93 - $383.42 $71.8K - $84.7K
1.66K $577K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.73K
+ 4.18%
$28.6 - $29.27 $221K - $226K
193K $5.52M
CSX
Csx Corp

Industrials
1.03K
New
$31.58 - $36.88 $32.4K - $37.9K
1.03K $33K
JNJ
Johnson & Johnson

Healthcare
525
+ 17.8%
$143.34 - $165.86 $75.3K - $87.1K
3.48K $502K
Ge Vernova Inc
32.7K
New
N/A
32.7K $0
Ge Healthcare Technologies I
5.65K
New
N/A
5.65K $0
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
2.3K
+ 1.95%
$3.86 - $4.04 $8.89K - $9.31K
120K $472K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
1.98K
+ 2.42%
$5.34 - $5.65 $10.6K - $11.2K
83.9K $454K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
38.5K
+ 4.13%
$27.8 - $29.05 $1.07M - $1.12M
970K $27.1M
KO
Coca Cola CO

Consumer Defensive
147
+ 3.24%
$61.74 - $71.71 $9.08K - $10.5K
4.69K $292K
XLV
Select Sector Spdr Fund Health

ETFs
3.44K
+ 10.55%
$136.28 - $154.74 $468K - $532K
36K $4.95M
DGRO
Ishares Core Dividend Growth E

ETFs
719
+ 0.76%
$60.73 - $64.94 $43.7K - $46.7K
95.8K $5.88M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.35K
+ 4.03%
$106.56 - $113.11 $889K - $944K
215K $23M
VNQ
Vanguard Specialized Funds Van

ETFs
5.3K
+ 5.0%
$87.85 - $98.6 $465K - $522K
111K $9.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.26K
+ 3.6%
$44.04 - $49.49 $320K - $359K
209K $9.2M
IEFA
Ishares Tr

ETFs
12.9K
+ 4.7%
$70.06 - $77.43 $903K - $998K
287K $20.2M
Activity Summary
Buys All Purchases 43 New Holdings 24 Increased Positions 19 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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