Wela Strategies, Inc.
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
53
- Value ($000)
$253,406
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $64.78M | 26 % | 104,340 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $28.74M | 11 % | 999,059 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $25.13M | 10 % | 300,993 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $24.19M | 10 % | 220,689 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.12M | 5 % | 178,177 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.65M | 4 % | 215,382 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $10.60M | 4 % | 118,972 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.93M | 3 % | 127,928 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $6.41M | 3 % | 43,452 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $6.36M | 3 % | 121,449 |
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