Wela Strategies, Inc. New Holdings 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
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
DAL
Delta Air Lines, Inc.

Industrials
27.1K
New
$47.46 - $65.77 $1.28M - $1.78M
27.1K $1.64M
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
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
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
EMB
Ishares Tr

ETFs
1.35K
New
$88.94 - $93.46 $120K - $126K
1.35K $119K
CSX
Csx Corp

Industrials
1.03K
New
$31.58 - $36.88 $32.4K - $37.9K
1.03K $33K
Ge Vernova Inc
32.7K
New
N/A
32.7K $0
Ge Healthcare Technologies I
5.65K
New
N/A
5.65K $0
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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