Notify me when Wela Strategies, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 55 | $257,747,476 | +$8,033,537 | -$9,817,613 | -$1,784,076 | IVV, SPTI, LQD, IEFA, BND | 13F-HR | 24 Oct 2025, 08:50 |
| Q2 2025 | 53 | $253,387,282 | +$4,626,611 | -$111,519 | +$4,515,092 | IVV, SPTI, IEFA, LQD, BND | 13F-HR | 14 Jul 2025, 18:10 |
| Q1 2025 | 52 | $236,877,309 | +$46,340,949 | -$10,160,195 | +$36,180,754 | IVV, SPTI, LQD, IEFA, BND | 13F-HR | 14 Apr 2025, 14:52 |
| Q4 2024 | 53 | $134,252,472 | $0 | $0 | $0 | SPTI, LQD, IEFA, VNQ, VWO | 13F-HR | 13 Jan 2025, 16:39 |
| Q3 2024 | 52 | $229,356,511 | +$11,930,808 | -$12,569,466 | -$638,658 | IVV, SPTI, LQD, IEFA, BND | 13F-HR | 17 Oct 2024, 16:54 |
| Q2 2024 | 50 | $214,632,362 | +$3,058,236 | -$625,308 | +$2,432,928 | IVV, SPTI, LQD, IEFA, BND | 13F-HR | 12 Jul 2024, 13:46 |
| Q1 2024 | 50 | $211,564,139 | +$25,100,426 | -$13,028,924 | +$12,071,502 | IVV, SPTI, LQD, IEFA, BND | 13F-HR | 15 Apr 2024, 10:16 |
| Q4 2023 | 49 | $184,370,477 | +$3,784,584 | -$1,811,468 | +$1,973,116 | IVV, SPTI, LQD, IJH, VNQ | 13F-HR | 05 Jan 2024, 12:07 |
| Q3 2023 | 45 | $165,366,904 | +$61,415,942 | -$2,407,822 | +$59,008,120 | IVV, SPTI, IEFA, IJH, BND | 13F-HR | 16 Oct 2023, 15:32 |
| Q2 2023 | 40 | $129,998,413 | +$1,719,769 | -$58,706,456 | -$56,986,687 | SPTI, LQD, IEFA, BND, VNQ | 13F-HR | 11 Jul 2023, 15:11 |
| Q1 2023 | 46 | $167,027,843 | +$23,436,523 | -$22,544,592 | +$891,931 | IVV, SPTI, IEFA, IJH, BND | 13F-HR | 10 Apr 2023, 12:09 |
| Q4 2022 | 45 | $178,007,000 | +$3,339,176 | -$987,789 | +$2,351,387 | IVV, SPTI, LQD, IEFA, BND | 13F-HR | 05 Jan 2023, 10:37 |
| Q3 2022 | 45 | $144,757,000 | +$14,537,321 | -$9,931,021 | +$4,606,300 | IVV, LQD, IEFA, BND, VNQ | 13F-HR | 07 Oct 2022, 13:03 |
| Q2 2022 | 45 | $170,408,000 | +$781,419 | -$2,199,451 | -$1,418,032 | IVV, SPTI, LQD, IEFA, VNQ | 13F-HR | 06 Jul 2022, 13:00 |
| Q1 2022 | 47 | $194,158,000 | +$20,899,091 | -$18,183,718 | +$2,715,373 | IVV, SPTI, IEFA, LQD, VNQ | 13F-HR | 13 Apr 2022, 11:42 |
| Q4 2021 | 44 | $202,325,000 | +$3,703,711 | -$1,727,487 | +$1,976,224 | IVV, SPTI, LQD, IJH, IEFA | 13F-HR | 10 Jan 2022, 12:16 |
| Q3 2021 | 44 | $186,014,000 | +$11,123,216 | -$10,320,667 | +$802,549 | IVV, SPTI, LQD, IJH, IEFA | 13F-HR | 13 Oct 2021, 07:50 |
| Q2 2021 | 44 | $184,014,000 | +$1,118,387 | -$2,600,330 | -$1,481,943 | IVV, SPTI, LQD, IJR, IJH | 13F-HR | 19 Jul 2021, 10:11 |
| Q1 2021 | 44 | $185,970,000 | +$15,369,882 | -$9,560,670 | +$5,809,212 | IVV, SPTI, LQD, IJH, IJR | 13F-HR | 26 Apr 2021, 15:53 |
| Q4 2020 | 40 | $173,649,000 | +$2,861,826 | -$824,347 | +$2,037,479 | IVV, SPTI, LQD, IJR, IJH | 13F-HR | 21 Jan 2021, 06:58 |
| Q3 2020 | 41 | $156,989,000 | +$9,301,561 | -$15,192,868 | -$5,891,307 | IVV, SPTI, LQD, IJH, IEFA | 13F-HR | 29 Oct 2020, 16:27 |
| Q2 2020 | 36 | $157,183,000 | +$5,370,414 | -$3,903,835 | +$1,466,579 | IVV, SPTI, LQD, IJH, IEFA | 13F-HR | 20 Jul 2020, 11:39 |
| Q1 2020 | 33 | $137,942,000 | +$12,741,862 | -$18,851,072 | -$6,109,210 | IVV, SPTI, LQD, IJH, IEFA | 13F-HR | 13 Apr 2020, 11:20 |
| Q4 2019 | 36 | $169,103,000 | +$2,464,677 | -$1,379,854 | +$1,084,823 | IVV, SPTI, LQD, IEFA, VNQ | 13F-HR | 21 Jan 2020, 11:02 |
| Q3 2019 | 34 | $161,919,000 | +$36,732,279 | -$28,739,396 | +$7,992,883 | IVV, SPTI, LQD, VNQ, IEFA | 13F-HR | 28 Oct 2019, 09:41 |
| Q2 2019 | 32 | $157,635,000 | +$5,129,887 | -$1,061,601 | +$4,068,286 | IVV, LQD, HYG, IEFA, SPTI | 13F-HR | 18 Jul 2019, 13:15 |
| Q1 2019 | 33 | $150,075,000 | +$52,508,254 | -$46,785,935 | +$5,722,319 | IVV, LQD, HYG, IEFA, SPTI | 13F-HR | 23 Apr 2019, 21:33 |
| Q4 2018 | 32 | $132,599,000 | +$4,794,390 | -$760,371 | +$4,034,019 | IVV, VCSH, SJNK, IEFA, IJH | 13F-HR | 29 Jan 2019, 15:42 |
| Q3 2018 | 32 | $141,859,000 | +$9,070,267 | -$4,436,639 | +$4,633,628 | IVV, IEFA, VCSH, SJNK, IJH | 13F-HR | 22 Oct 2018, 10:59 |
| Q2 2018 | 29 | $134,248,000 | +$10,731,613 | -$3,111,772 | +$7,619,841 | IVV, VCSH, SJNK, IEFA, IJH | 13F-HR | 17 Jul 2018, 11:16 |
| Q1 2018 | 33 | $124,887,000 | +$14,985,734 | -$14,785,308 | +$200,426 | IVV, VCSH, SJNK, IEFA, IJH | 13F-HR | 25 Apr 2018, 10:30 |
| Q4 2017 | 34 | $127,049,000 | +$19,502,207 | -$1,400,868 | +$18,101,339 | IVV, IEFA, SJNK, VCSH, SHY | 13F-HR | 18 Jan 2018, 11:56 |
| Q3 2017 | 32 | $106,486,000 | +$28,397,659 | -$28,716,390 | -$318,731 | IVV, SJNK, VCSH, BSV, SHY | 13F-HR | 20 Oct 2017, 12:21 |
| Q2 2017 | 32 | $99,530,000 | $0 | $0 | $0 | IVV, SPSB, SJNK, BSV, SHY | 13F-HR | 17 Jul 2017, 17:02 |
| Q1 2017 | 31 | $81,108,000 | $0 | $0 | $0 | SPSB, SJNK, EFA, BSV, SHY | 13F-HR | 26 Apr 2017, 12:18 |