Wela Strategies, Inc.

CIK: 0001644329SEC EDGAR →

Portfolio Value

$263.7B

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

53

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

IVVCLOSED
$64.8B
SPTICLOSED
$28.7B
AQLTCLOSED
$25.1B
LQDCLOSED
$24.2B
BNDCLOSED
$13.1B

Closed Positions (53)

$64.8B · 104K shares
$28.7B · 999K shares
$25.1B · 301K shares
$24.2B · 221K shares
$13.1B · 178K shares
$10.7B · 215K shares
$10.6B · 119K shares
$7.9B · 128K shares
$6.4B · 43K shares
$6.4B · 121K shares
$5.9B · 73K shares
$5.7B · 196K shares
$5.6B · 42K shares
$5.2B · 82K shares
$3.9B · 36K shares
$2.8B · 36K shares
$2.5B · 66K shares
$2.3B · 29K shares
$2.2B · 73K shares
$1.8B · 25K shares
$1.1B · 25K shares
$896.8M · 2K shares
$877.8M · 15K shares
$783.2M · 24K shares
$752.3M · 11K shares
$734.4M · 5K shares
$702.9M · 3K shares
$685.6M · 2K shares
$683.5M · 4K shares
$679.4M · 6K shares
$660.4M · 824 shares
$635.5M · 4K shares
$623.4M · 2K shares
$600.2M · 2K shares
$542.2M · 2K shares
$507.2M · 2K shares
$499.6M · 86K shares
$484.0M · 973 shares
$478.6M · 47K shares
$478.3M · 2K shares
$478.1M · 120K shares
$477.2M · 23K shares
$474.0M · 43K shares
$422.0M · 2K shares
$342.5M · 5K shares
$320.2M · 11K shares
$308.4M · 4K shares
$302.8M · 2K shares
$290.3M · 3K shares
$240.1M · 938 shares
$238.0M · 5K shares
$218.3M · 1K shares
$18.7M · 19K shares