Wela Strategies, Inc. New Holdings in Q1 2025

Wela Strategies, Inc.

  • $237 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
174K
New
$71.17 - $73.66 $12.4M - $12.8M
174K $12.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
125K
New
$57.21 - $65.8 $7.15M - $8.22M
125K $7.27M
XLI
Industrial Sector Spdr

ETFs
42.1K
New
$128.78 - $141.67 $5.43M - $5.97M
42.1K $5.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34.1K
New
$102.49 - $119.96 $3.49M - $4.09M
34.1K $3.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.4K
New
$76.94 - $78.28 $2.26M - $2.3M
29.4K $2.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
73K
New
$30.71 - $30.87 $2.24M - $2.25M
73K $2.25M
IQLT
Ishares Msci Intl Quality Fact

ETFs
25.2K
New
$36.91 - $41.03 $931K - $1.03M
25.2K $1.01M
LMT
Lockheed Martin Corp

Industrials
1.87K
New
$423.19 - $506.29 $793K - $949K
1.87K $837K
CVX
Chevron Corp

Energy
4.8K
New
$146.71 - $167.97 $705K - $807K
4.8K $803K
NEM
Newmont Corp

Basic Materials
14.5K
New
$37.79 - $48.39 $549K - $704K
14.5K $701K
QCOM
Qualcomm Inc

Technology
4.01K
New
$151.94 - $175.86 $609K - $705K
4.01K $615K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.33K
New
$208.48 - $244.03 $485K - $567K
2.33K $567K
AAPL
Apple Inc.

Technology
2.36K
New
$209.68 - $247.1 $495K - $584K
2.36K $524K
ASML
Asml Holding Nv

Technology
772
New
$662.63 - $776.99 $512K - $600K
772 $511K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
46.6K
New
$9.83 - $10.34 $459K - $482K
46.6K $468K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
22.7K
New
$20.08 - $21.07 $456K - $479K
22.7K $463K
AYI
Acuity Brands Inc

Industrials
1.7K
New
$257.8 - $337.07 $438K - $573K
1.7K $447K
MSFT
Microsoft Corp

Technology
1.03K
New
$375.39 - $447.2 $386K - $460K
1.03K $385K
XLK
Technology Sector Spdr

ETFs
1.64K
New
$206.38 - $242.18 $337K - $396K
1.64K $337K
T
At&T Inc.

Communication Services
10.2K
New
$21.56 - $28.28 $219K - $288K
10.2K $287K
NSC
Norfolk Southern Corp

Industrials
938
New
$227.69 - $259.76 $214K - $244K
938 $222K
Activity Summary
Buys All Purchases 43 New Holdings 22 Increased Positions 21 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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