Wela Strategies, Inc. Portfolio Holdings
Wela Strategies, Inc.
- $229 Million
- Q3 2024
Wela Strategies, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Million distributed in 52 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 $54.9M, Spdr Ser Tr Spdr Portfolio Int with a value of $27.1M, Ishares Iboxx $ Investment Gra with a value of $23.4M, Ishares Tr with a value of $21.4M, and Vanguard Bd Index Fd Inc Total with a value of $12.2M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $215M to 229M.
Below you can find more details about Wela Strategies, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$229 Million
ETFs: $216 Million
Financial Services: $3.01 Million
Industrials: $2.85 Million
Technology: $1.87 Million
Healthcare: $1.51 Million
Utilities: $1.08 Million
Consumer Cyclical: $698,000
Energy: $556,000
Other: $1.23 Million
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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