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CIK: 0001644329
Total reported value
$263.7M
$263.7M
53 檔
53.7%
As reported in its official Q4 2024 Form 13F filing, Wela Strategies, Inc.'s tracked investment portfolio stood at $263.7M with 53 total positions.
During Q4 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 | WFC | Wells Fargo & Co | Stock-Financials | 25.62% | — | — | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 11.66% | -0.79% | +4.13% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 9.91% | -0.45% | +4.03% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.69% | -0.73% | +4.71% | |
| 5 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 5.13% | — | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.27% | -0.08% | +5.00% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.97% | +0.73% | +3.60% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.18% | +0.09% | — | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.53% | -0.09% | +0.76% | |
| 10 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.52% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.46% | — | — | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.38% | -0.11% | +4.18% | |
| 13 | BTZ | Blackrock Credit Allocation | Stock-Other | 2.26% | -0.01% | -2.95% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 2.13% | +0.05% | +10.55% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.56% | — | — | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.07% | -0.03% | +9.14% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.05% | — | — | |
| 18 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.90% | — | — | |
| 19 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.89% | -0.02% | +179.43% | |
| 20 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.67% | — | — | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.67% | -0.05% | -2.69% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.43% | — | +2242.28% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.09% | -1.62% | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 0.28% | — | — | |
| 26 | COP | Conocophillips | Stock-Energy | 0.27% | — | — | |
| 27 | DOV | Dover CORP | Stock-Industrials | 0.27% | — | — | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.27% | -0.28% | EXIT | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.25% | — | — | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | — | — | |
| 31 | AXP | American Express Co | Stock-Financials | 0.25% | +0.03% | +14.80% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.25% | +0.04% | +15.39% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.25% | — | — | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | — | +32.67% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.01% | +17.80% | |
| 36 | GGG | Graco Inc | Stock-Industrials | 0.22% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | — | — | |
| 38 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.20% | — | +1.95% | |
| 39 | XIGDX | Voya Glbl Eqty Dvd & Prm Opp | Stock-Other | 0.20% | -0.21% | EXIT | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 0.20% | — | — | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.19% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +1.34% | -55.88% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.19% | — | — | |
| 44 | EXC | Exelon CORP | Stock-Utilities | 0.18% | — | -40.69% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.15% | — | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | +3.23% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | — | -3.19% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.11% | -0.04% | -12.57% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.10% | — | — | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.10% | -0.11% | -69.80% |
According to official SEC Form 13F filings, Wela Strategies, Inc. reported a total U.S. public equity portfolio value of $263.7M across 53 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WFC, SPTI, LQD) accounted for 53.7% of total reported equity market value during Q4 2024.
During Q4 2024, Wela Strategies, Inc.'s top holdings by market value included WFC (25.6%)、SPTI (11.7%)、LQD (9.9%). The largest single position, WFC, represented 25.6% of total portfolio value.
In Q4 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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