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CIK: 0001644329
Total reported value
$263.7M
$263.7M
52 檔
55.0%
According to the latest 13F quarterly dataset, Wela Strategies, Inc. managed an equity portfolio of $263.7M at the end of Q1 2025, spanning 52 distinct U.S. exchange-listed positions.
In Q1 2025, Wela Strategies, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.15% | +1.34% | +142.51% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 12.01% | -0.79% | +2.58% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 10.08% | -0.45% | +2.02% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.54% | -0.73% | +4.21% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.40% | -0.07% | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.45% | -0.08% | +4.60% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.08% | +0.73% | +2.09% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.08% | +0.07% | — | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.47% | +0.04% | +11812.88% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.45% | +0.05% | +10.26% | |
| 11 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.37% | -0.11% | +1.15% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.35% | +0.09% | -40.35% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.33% | +0.08% | — | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.15% | -0.09% | -13.97% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.50% | +0.06% | — | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.16% | -0.11% | +252.93% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.02% | -0.03% | -7.32% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.97% | — | — | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.95% | -0.09% | — | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.75% | -0.05% | +12.56% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 0.42% | -0.02% | — | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.35% | +0.03% | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.34% | — | — | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.30% | -0.02% | -64.59% | |
| 25 | NEM | Newmont CORP | Stock-Materials | 0.30% | +0.02% | — | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.28% | -0.28% | EXIT | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | +0.01% | +12.78% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.05% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.09% | +0.12% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.26% | +0.02% | — | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.26% | — | +15.91% | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.24% | — | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.23% | +0.03% | +4.37% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.23% | +0.04% | +3.08% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.22% | -0.01% | — | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.22% | +0.08% | — | |
| 37 | XIGDX | Voya Glbl Eqty Dvd & Prm Opp | Stock-Other | 0.21% | -0.21% | EXIT | |
| 38 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.20% | — | -0.12% | |
| 39 | BTZ | Blackrock Credit Allocation | Stock-Other | 0.20% | -0.01% | +9.17% | |
| 40 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.20% | -0.20% | EXIT | |
| 41 | LDP | Cohen & Steers Limited Durat | Stock-Other | 0.20% | -0.20% | EXIT | |
| 42 | AYI | Acuity Inc | Stock-Industrials | 0.19% | -0.03% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | +0.03% | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.02% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 46 | KR | Kroger Co | Stock-Consumer Staples | 0.12% | — | -81.59% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.12% | -0.04% | +1.44% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.12% | — | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.11% | — | -1.88% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.09% | +0.02% | — |
According to official SEC Form 13F filings, Wela Strategies, Inc. reported a total U.S. public equity portfolio value of $263.7M across 52 disclosed positions in Q1 2025.
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 IVV, SPTI, LQD) accounted for 55.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $57.2M
During Q1 2025, Wela Strategies, Inc.'s top holdings by market value included IVV (24.1%)、SPTI (12.0%)、LQD (10.1%). The largest single position, IVV, represented 24.1% of total portfolio value.
In Q1 2025, Wela Strategies, Inc. made 50 total portfolio adjustments, initiating 50 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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