Wela Strategies, Inc.
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
53
- Value ($000)
$232,005
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001644329
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WFC WELLS FARGO CO NEW | COM | 949746101 | $59.44M | 26 % | 100,974 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $27.05M | 12 % | 970,337 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $23.00M | 10 % | 215,283 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $20.15M | 9 % | 286,723 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | $11.91M | 5 % | 165,654 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $9.91M | 4 % | 111,304 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.20M | 4 % | 208,958 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $7.38M | 3 % | 118,421 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $5.88M | 3 % | 95,820 | ||
NKE NIKE INC | CL B | 654106103 | $5.84M | 3 % | 120,928 |
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