Wela Strategies, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    atlanta, GA
  • CIK
    0001644329
  • Alternate names
    Wela Strategies, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

53

$232.00M
WFC, SPDR SER TR, LQD, IEFA
13F-HR
Jan 13, 2025
000106299325000723

52

$229.38M
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Oct 17, 2024
000106299324017762

50

$214.66M
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Jul 12, 2024
000164432924000002

50

$211.58M
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Apr 15, 2024
000158273224000005

49

$186.21M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Jan 5, 2024
000158273224000002

45

$167.28M
IVV, SPDR SER TR, IEFA, IJH
13F-HR
Oct 16, 2023
000158273223000007

40

$130.00M
SPDR SER TR, LQD, IEFA, BND
13F-HR
Jul 11, 2023
000164432923000003

46

$186.79M
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Apr 10, 2023
000158273223000004

45

$179.00K
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Jan 5, 2023
000164432923000001

45

$147.72M
IVV, LQD, IEFA, BND
13F-HR
Oct 7, 2022
000164432922000004

45

$170.43M
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Jul 6, 2022
000158273222000006

47

$194.71M
IVV, SPDR SER TR, IEFA, LQD
13F-HR
Apr 13, 2022
000164432922000002

44

$202.34M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Jan 10, 2022
000164432922000001

44

$191.73M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Oct 13, 2021
000158273221000006

44

$246.91M
BSV, IVV, SPDR SER TR, LQD
13F-HR
Jul 19, 2021
000164432921000005

44

$185.99M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Apr 26, 2021
000164432921000004

40

$173.65M
IVV, SPDR SER TR, LQD, IJR
13F-HR
Jan 21, 2021
000164432921000001

41

$156.99M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Oct 29, 2020
000164432920000006

36

$157.18M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Jul 20, 2020
000158273220000004

33

$137.94M
IVV, SPDR SER TR, LQD, IJH
13F-HR
Apr 13, 2020
000164432920000004

36

$169.10M
IVV, SPDR SER TR, LQD, IEFA
13F-HR
Jan 21, 2020
000164432920000001

34

$161.92M
IVV, SPDR SER TR, LQD, VNQ
13F-HR
Oct 28, 2019
000164432919000004

32

$157.63M
IVV, LQD, HYG, IEFA
13F-HR
Jul 18, 2019
000164432919000003

33

$150.07M
IVV, LQD, HYG, IEFA
13F-HR
Apr 24, 2019
000164432919000002

32

$132.60M
IVV, VCSH, KRE, IEFA
13F-HR
Jan 29, 2019
000164432919000001

32

$141.86M
IVV, IEFA, VCSH, KRE
13F-HR
Oct 22, 2018
000164432918000007

29

$134.25M
IVV, VCSH, KRE, IEFA
13F-HR
Jul 17, 2018
000164432918000005

33

$124.89M
IVV, VCSH, KRE, IEFA
13F-HR
Apr 25, 2018
000164432918000004

34

$127.05M
IVV, IEFA, KRE, VCSH
13F-HR
Jan 18, 2018
000164432918000001

32

$106.49M
IVV, KRE, VCSH, BSV
13F-HR
Oct 20, 2017
000164432917000005

32

$109.03M
IVV, EFA, SPSB, KRE
13F-HR
Jul 17, 2017
000170043717000002

31

$102.00M
IVV, SPSB, KRE, EFA
13F-HR
Apr 26, 2017
000164432917000002
Wela Strategies, Inc. 13F Filings