Wela Strategies, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationatlanta, GA
- CIK0001644329
- Alternate namesWela Strategies, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
52 | $236.90 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Apr 14, 2025 | 000106299325007421 | ||
53 | $232.00 M | WFC, SPDR SER TR, LQD, IEFA | 13F-HR | Jan 13, 2025 | 000106299325000723 | ||
52 | $229.38 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Oct 17, 2024 | 000106299324017762 | ||
50 | $214.66 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Jul 12, 2024 | 000164432924000002 | ||
50 | $211.58 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Apr 15, 2024 | 000158273224000005 | ||
49 | $186.21 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Jan 5, 2024 | 000158273224000002 | ||
45 | $167.28 M | IVV, SPDR SER TR, IEFA, IJH | 13F-HR | Oct 16, 2023 | 000158273223000007 | ||
40 | $130.00 M | SPDR SER TR, LQD, IEFA, BND | 13F-HR | Jul 11, 2023 | 000164432923000003 | ||
46 | $186.79 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Apr 10, 2023 | 000158273223000004 | ||
45 | $179.00 K | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Jan 5, 2023 | 000164432923000001 | ||
45 | $147.72 M | IVV, LQD, IEFA, BND | 13F-HR | Oct 7, 2022 | 000164432922000004 | ||
45 | $170.43 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Jul 6, 2022 | 000158273222000006 | ||
47 | $194.71 M | IVV, SPDR SER TR, IEFA, LQD | 13F-HR | Apr 13, 2022 | 000164432922000002 | ||
44 | $202.34 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Jan 10, 2022 | 000164432922000001 | ||
44 | $191.73 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Oct 13, 2021 | 000158273221000006 | ||
44 | $246.91 M | BSV, IVV, SPDR SER TR, LQD | 13F-HR | Jul 19, 2021 | 000164432921000005 | ||
44 | $185.99 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Apr 26, 2021 | 000164432921000004 | ||
40 | $173.65 M | IVV, SPDR SER TR, LQD, IJR | 13F-HR | Jan 21, 2021 | 000164432921000001 | ||
41 | $156.99 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Oct 29, 2020 | 000164432920000006 | ||
36 | $157.18 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Jul 20, 2020 | 000158273220000004 | ||
33 | $137.94 M | IVV, SPDR SER TR, LQD, IJH | 13F-HR | Apr 13, 2020 | 000164432920000004 | ||
36 | $169.10 M | IVV, SPDR SER TR, LQD, IEFA | 13F-HR | Jan 21, 2020 | 000164432920000001 | ||
34 | $161.92 M | IVV, SPDR SER TR, LQD, VNQ | 13F-HR | Oct 28, 2019 | 000164432919000004 | ||
32 | $157.63 M | IVV, LQD, HYG, IEFA | 13F-HR | Jul 18, 2019 | 000164432919000003 | ||
33 | $150.07 M | IVV, LQD, HYG, IEFA | 13F-HR | Apr 24, 2019 | 000164432919000002 | ||
32 | $132.60 M | IVV, VCSH, KRE, IEFA | 13F-HR | Jan 29, 2019 | 000164432919000001 | ||
32 | $141.86 M | IVV, IEFA, VCSH, KRE | 13F-HR | Oct 22, 2018 | 000164432918000007 | ||
29 | $134.25 M | IVV, VCSH, KRE, IEFA | 13F-HR | Jul 17, 2018 | 000164432918000005 | ||
33 | $124.89 M | IVV, VCSH, KRE, IEFA | 13F-HR | Apr 25, 2018 | 000164432918000004 | ||
34 | $127.05 M | IVV, IEFA, KRE, VCSH | 13F-HR | Jan 18, 2018 | 000164432918000001 | ||
32 | $106.49 M | IVV, KRE, VCSH, BSV | 13F-HR | Oct 20, 2017 | 000164432917000005 | ||
32 | $109.03 M | IVV, EFA, SPSB, KRE | 13F-HR | Jul 17, 2017 | 000170043717000002 | ||
31 | $102.00 M | IVV, SPSB, KRE, EFA | 13F-HR | Apr 26, 2017 | 000164432917000002 |