Wela Strategies, Inc. Portfolio Holdings
Wela Strategies, Inc.
- $215 Million
- Q2 2024
Wela Strategies, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $215 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 $56.7M, Spdr Ser Tr Spdr Portfolio Int with a value of $23.9M, Ishares Iboxx $ Investment Gra with a value of $20.6M, Ishares Tr with a value of $19.9M, and Vanguard Bd Index Fd Inc Total with a value of $10.2M.
Examining the 13F form we can see an increase of $3.03M in the current position value, from $212M to 215M.
Below you can find more details about Wela Strategies, Inc. portfolio as well as his latest detailed transactions.