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CIK: 0001644329
Total reported value
$263.7M
$263.7M
50 檔
49.1%
During the Q1 2024 filing period, Wela Strategies, Inc. (CIK: 0001644329) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $263.7M across 50 reported positions.
During Q1 2024, Wela Strategies, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.47% | +1.34% | +23.04% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 11.48% | -0.79% | +7.84% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 10.02% | -0.45% | +4.90% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.47% | -0.73% | +4.64% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.74% | -0.07% | +10.93% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.44% | -0.08% | +0.65% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.99% | +0.73% | +11.44% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.49% | +0.07% | +142.68% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.60% | -0.09% | -2.72% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.31% | -0.11% | +3.81% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.98% | +0.04% | -27.17% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.94% | +0.02% | -27.68% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.91% | +0.05% | -22.99% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.76% | +0.08% | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.68% | +0.06% | -51.09% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.48% | -0.11% | -7.03% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.35% | -0.03% | +18.75% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.23% | — | -7.21% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.21% | -0.09% | -6.39% | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.98% | -0.05% | -6.40% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 0.53% | -0.02% | -15.58% | |
| 22 | XIGDX | Voya Glbl Eqty Dvd & Prm Opp | Stock-Other | 0.33% | -0.21% | EXIT | |
| 23 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.31% | — | -32.28% | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.31% | -0.02% | -11.91% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | +0.03% | +4.18% | |
| 26 | BTZ | Blackrock Credit Allocation | Stock-Other | 0.31% | -0.01% | -35.91% | |
| 27 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.30% | — | -38.00% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.09% | -2.36% | |
| 29 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.28% | -0.20% | EXIT | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.25% | — | +2.66% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.24% | — | -5.18% | |
| 32 | AYI | Acuity Inc | Stock-Industrials | 0.21% | -0.03% | -33.32% | |
| 33 | NEM | Newmont CORP | Stock-Materials | 0.21% | +0.02% | +41.11% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 0.21% | — | +15.11% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.21% | — | -17.71% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | +0.01% | +3.96% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.20% | +0.04% | -10.42% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.05% | +18.11% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.19% | -0.01% | +11.59% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.19% | +0.03% | -20.96% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.19% | — | — | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.19% | -0.28% | EXIT | |
| 43 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.19% | — | +2.28% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.03% | +3.69% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | +0.36% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.12% | -0.04% | -28.91% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.12% | +0.02% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | — | |
| 49 | INABEUR | In8bio Inc | Stock-Other | 0.01% | — | — | |
| 50 | EXC | Exelon CORP | Stock-Utilities | 0.01% | — | — |
According to official SEC Form 13F filings, Wela Strategies, Inc. reported a total U.S. public equity portfolio value of $263.7M across 50 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPTI, LQD) accounted for 49.1% of total reported equity market value during Q1 2024.
During Q1 2024, Wela Strategies, Inc.'s top holdings by market value included IVV (25.5%)、SPTI (11.5%)、LQD (10.0%). The largest single position, IVV, represented 25.5% of total portfolio value.
In Q1 2024, Wela Strategies, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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