• 13F History

Wela Strategies, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$237M
Signature - Title
Helen Halloran - Compliance Director
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Wela Strategies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wela Strategies, Inc. reported 52 stock holdings with total value $237M as of Q1 2025. Top holdings included IVV, SPTI, LQD, IEFA, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 52 $237M +$46.3M -$10.2M +$36.2M IVV, SPTI, LQD, IEFA, BND 13F-HR 4/14/2025, 02:52 PM
Q4 2024 53 $134M $0 $0 SPTI, LQD, IEFA, VNQ, VWO 13F-HR 1/13/2025, 04:39 PM
Q3 2024 52 $229M +$11.9M -$12.6M -$639K IVV, SPTI, LQD, IEFA, BND 13F-HR 10/17/2024, 04:54 PM
Q2 2024 50 $215M +$3.03M -$625K +$2.41M IVV, SPTI, LQD, IEFA, BND 13F-HR 7/12/2024, 01:46 PM
Q1 2024 48 $211M +$24.5M -$13M +$11.5M IVV, SPTI, LQD, IEFA, BND 13F-HR 4/15/2024, 10:16 AM
Q4 2023 47 $184M +$3.78M -$1.88M +$1.91M IVV, SPTI, LQD, IJH, VNQ 13F-HR 1/5/2024, 12:07 PM
Q3 2023 43 $165M +$61.4M -$1.31M +$60.1M IVV, SPTI, IEFA, IJH, BND 13F-HR 10/16/2023, 03:32 PM
Q2 2023 40 $130M +$1.72M -$176M -$175M SPTI, LQD, IEFA, BND, VNQ 13F-HR 7/11/2023, 03:11 PM
Q1 2023 44 $167M +$23.4M -$20.8M +$2.64M IVV, SPTI, IEFA, IJH, BND 13F-HR 4/10/2023, 12:09 PM
Q4 2022 44 $178M +$3.34M -$1.19M +$2.15M IVV, SPTI, LQD, IEFA, BND 13F-HR 1/5/2023, 09:37 AM
Q3 2022 43 $145M +$14.5M -$7.5M +$7.03M IVV, LQD, IEFA, BND, VNQ 13F-HR 10/7/2022, 01:03 PM
Q2 2022 44 $170M +$781K -$1.74M -$954K IVV, SPTI, LQD, IEFA, VNQ 13F-HR 7/6/2022, 01:00 PM
Q1 2022 45 $194M +$20.9M -$15.8M +$5.06M IVV, SPTI, IEFA, LQD, VNQ 13F-HR 4/13/2022, 11:42 AM
Q4 2021 43 $202M +$3.86M -$1.51M +$2.34M IVV, SPTI, LQD, IJH, IEFA 13F-HR 1/10/2022, 11:16 AM
Q3 2021 43 $192M +$11.1M -$12.7M -$1.59M IVV, SPTI, LQD, IJH, IEFA 13F-HR 10/13/2021, 07:50 AM
Q2 2021 42 $190M +$1.29M -$2.6M -$1.31M IVV, SPTI, LQD, IJR, IJH 13F-HR 7/19/2021, 10:11 AM
Q1 2021 43 $186M +$15.4M -$9.56M +$5.81M IVV, SPTI, LQD, IJH, IJR 13F-HR 4/26/2021, 03:53 PM
Q4 2020 40 $174M +$2.86M -$611K +$2.25M IVV, SPTI, LQD, IJR, IJH 13F-HR 1/21/2021, 05:58 AM
Q3 2020 41 $157M +$9.3M -$10.9M -$1.64M IVV, SPTI, LQD, IJH, IEFA 13F-HR 10/29/2020, 04:27 PM
Q2 2020 36 $157M +$5.37M -$3.05M +$2.32M IVV, SPTI, LQD, IJH, IEFA 13F-HR 7/20/2020, 11:39 AM
Q1 2020 33 $138M +$12.7M -$14.8M -$2.02M IVV, SPTI, LQD, IJH, IEFA 13F-HR 4/13/2020, 11:20 AM
Q4 2019 36 $169M +$2.46M -$1.38M +$1.08M IVV, SPTI, LQD, IEFA, VNQ 13F-HR 1/21/2020, 10:02 AM
Q3 2019 34 $162M +$36.7M -$27M +$9.73M IVV, SPTI, LQD, VNQ, IEFA 13F-HR 10/28/2019, 09:41 AM
Q2 2019 31 $157M +$5.13M -$835K +$4.3M IVV, LQD, HYG, IEFA, SPTI 13F-HR 7/18/2019, 01:15 PM
Q1 2019 33 $150M +$52.5M -$23.6M +$29M IVV, LQD, HYG, IEFA, SPTI 13F-HR 4/23/2019, 09:33 PM
Q4 2018 32 $133M +$4.79M -$550K +$4.24M IVV, VCSH, SJNK, IEFA, IJH 13F-HR 1/29/2019, 02:42 PM
Q3 2018 32 $142M +$9.07M -$2.63M +$6.44M IVV, IEFA, VCSH, SJNK, IJH 13F-HR 10/22/2018, 10:59 AM
Q2 2018 29 $134M +$10.7M -$136K +$10.6M IVV, VCSH, SJNK, IEFA, IJH 13F-HR 7/17/2018, 11:16 AM
Q1 2018 33 $125M +$15M -$9.94M +$5.04M IVV, VCSH, SJNK, IEFA, IJH 13F-HR 4/25/2018, 10:30 AM
Q4 2017 34 $127M +$19.5M -$1.4M +$18.1M IVV, IEFA, SJNK, VCSH, SHY 13F-HR 1/18/2018, 10:56 AM
Q3 2017 32 $106M +$46.4M -$15.1M +$31.3M IVV, SJNK, VCSH, BSV, SHY 13F-HR 10/20/2017, 12:21 PM
Q2 2017 31 $99.5M IVV, SPSB, SJNK, BSV, SHY 13F-HR 7/17/2017, 05:02 PM
Q1 2017 30 $81.1M SPSB, SJNK, EFA, BSV, SHY 13F-HR 4/26/2017, 12:18 PM