Wela Strategies, Inc.
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
52
- Value ($000)
$236,896
- Date Filed04/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $57.22M | 24 % | 101,834 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $28.45M | 12 % | 995,344 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $23.87M | 10 % | 219,642 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $22.60M | 10 % | 298,800 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $12.79M | 5 % | 174,146 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $10.54M | 4 % | 116,424 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.66M | 4 % | 213,323 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.29M | 3 % | 124,914 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $5.85M | 3 % | 117,461 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $5.80M | 2 % | 39,692 |
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