Wela Strategies, Inc. Portfolio Holdings
Wela Strategies, Inc.
- $241 Million
- Q4 2024
Wela Strategies, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $27.1M, Ishares Core S&P 500 ETF with a value of $24.7M, Ishares Iboxx $ Investment Gra with a value of $23M, Ishares Tr with a value of $20.2M, and Vertex Pharmaceuticals Inc with a value of $18.6M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $229M to 241M.
Below you can find more details about Wela Strategies, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$241 Million
ETFs: $167 Million
Healthcare: $19.9 Million
Financial Services: $18 Million
Industrials: $17.7 Million
Consumer Cyclical: $14.1 Million
Consumer Defensive: $1.72 Million
Energy: $1.67 Million
Utilities: $673,000
Other: $550,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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