Wela Strategies, Inc. - Portfolio overview

Wela Strategies, Inc. has 55 reported holdings in this dataset, with the latest filing dated 2025-10-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.49%
2. SPTI - SPDR SERIES TRUST, 11.22%
3. LQD - ISHARES TR, 9.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.