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Wela Strategies, Inc.

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13F filer, CIK 1644329, ATLANTA, GA

Wela Strategies, Inc. reported $253,405,984 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15. Its ten largest share positions make up 78.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-012849

Period
2025-06-30
Reported value
$253M
Holdings
53
Top 10 weight
78.1%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+2,506$1.56M
BNDadded+4,031$297K
XLVadded+1,905$257K
VNQadded+2,548$227K
GOOGLnew+1,239$218K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DGROreduced-452-$28.9K
MSFTreduced-55-$27.4K
BIVreduced-219-$16.9K
BSVreduced-215-$16.9K
FLRNreduced-212-$6.54K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001062993-25-012849, largest first. % of portfolio is the value over $253,405,984, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 83,319 shares; 2024Q1: 102,519 shares; 2024Q2: 103,528 shares; 2024Q3: 95,174 shares; 2024Q4: 41,991 shares; 2025Q1: 101,834 shares; 2025Q2: 104,340 shares 104,340$64.8M25.57%+2,506Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 799,463 shares; 2024Q1: 862,111 shares; 2024Q2: 851,359 shares; 2024Q3: 931,828 shares; 2024Q4: 970,337 shares; 2025Q1: 995,344 shares; 2025Q2: 999,059 shares 999,059$28.7M11.34%+3,715Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 258,043 shares; 2024Q1: 270,008 shares; 2024Q2: 273,295 shares; 2024Q3: 273,839 shares; 2024Q4: 286,723 shares; 2025Q1: 298,800 shares; 2025Q2: 300,993 shares 300,993$25.1M9.92%+2,193Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 185,560 shares; 2024Q1: 194,645 shares; 2024Q2: 192,748 shares; 2024Q3: 206,938 shares; 2024Q4: 215,283 shares; 2025Q1: 219,642 shares; 2025Q2: 220,689 shares 220,689$24.2M9.55%+1,047Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 124,456 shares; 2024Q1: 138,059 shares; 2024Q2: 141,310 shares; 2024Q3: 162,401 shares; 2024Q4: not reported; 2025Q1: 174,146 shares; 2025Q2: 178,177 shares 178,177$13.1M5.18%+4,031Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 181,213 shares; 2024Q1: 201,951 shares; 2024Q2: 203,579 shares; 2024Q3: 201,696 shares; 2024Q4: 208,958 shares; 2025Q1: 213,323 shares; 2025Q2: 215,382 shares 215,382$10.7M4.2%+2,059Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 107,931 shares; 2024Q1: 108,633 shares; 2024Q2: 110,179 shares; 2024Q3: 106,006 shares; 2024Q4: 111,304 shares; 2025Q1: 116,424 shares; 2025Q2: 118,972 shares 118,972$10.6M4.18%+2,548Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 50,065 shares; 2024Q1: 121,496 shares; 2024Q2: 121,894 shares; 2024Q3: 114,565 shares; 2024Q4: not reported; 2025Q1: 124,914 shares; 2025Q2: 127,928 shares 127,928$7.93M3.13%+3,014Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 29,626 shares; 2024Q2: 30,476 shares; 2024Q3: 37,058 shares; 2024Q4: not reported; 2025Q1: 42,134 shares; 2025Q2: 43,452 shares 43,452$6.41M2.53%+1,318Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 136,632 shares; 2024Q1: 99,515 shares; 2024Q2: 100,744 shares; 2024Q3: 113,850 shares; 2024Q4: 986 shares; 2025Q1: 117,461 shares; 2025Q2: 121,449 shares 121,449$6.36M2.51%+3,988Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 118,421 shares; 2025Q1: 70,641 shares; 2025Q2: 72,821 shares 72,821$5.95M2.35%+2,180Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 162,389 shares; 2024Q1: 168,569 shares; 2024Q2: 166,899 shares; 2024Q3: 184,857 shares; 2024Q4: 192,587 shares; 2025Q1: 194,793 shares; 2025Q2: 196,024 shares 196,024$5.74M2.26%+1,231Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 35,549 shares; 2024Q1: 27,378 shares; 2024Q2: 27,938 shares; 2024Q3: 32,564 shares; 2024Q4: 35,999 shares; 2025Q1: 39,692 shares; 2025Q2: 41,597 shares 41,597$5.61M2.21%+1,905Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 97,399 shares; 2024Q1: 94,749 shares; 2024Q2: 101,320 shares; 2024Q3: 95,101 shares; 2024Q4: 95,820 shares; 2025Q1: 82,431 shares; 2025Q2: 81,979 shares 81,979$5.24M2.07%-452Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 65,675 shares; 2024Q1: 32,122 shares; 2024Q2: 32,487 shares; 2024Q3: 30,095 shares; 2024Q4: not reported; 2025Q1: 34,071 shares; 2025Q2: 35,510 shares 35,510$3.88M1.53%+1,439Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 44,647 shares; 2024Q1: 41,510 shares; 2024Q2: 42,318 shares; 2024Q3: 33,684 shares; 2024Q4: 10,173 shares; 2025Q1: 35,904 shares; 2025Q2: 35,685 shares 35,685$2.76M1.09%-219Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 81,356 shares; 2024Q1: 96,609 shares; 2024Q2: 98,917 shares; 2024Q3: 63,517 shares; 2024Q4: 69,320 shares; 2025Q1: 64,243 shares; 2025Q2: 66,150 shares 66,150$2.48M0.98%+1,907Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 36,543 shares; 2024Q1: 33,909 shares; 2024Q2: 34,584 shares; 2024Q3: 28,016 shares; 2024Q4: not reported; 2025Q1: 29,365 shares; 2025Q2: 29,150 shares 29,150$2.29M0.91%-215Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 88,417 shares; 2024Q1: 82,769 shares; 2024Q2: 84,415 shares; 2024Q3: 69,746 shares; 2024Q4: not reported; 2025Q1: 72,982 shares; 2025Q2: 72,770 shares 72,770$2.24M0.89%-212Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,701 shares; 2024Q1: 28,737 shares; 2024Q2: 29,358 shares; 2024Q3: 23,181 shares; 2024Q4: 22,557 shares; 2025Q1: 25,391 shares; 2025Q2: 25,306 shares 25,306$1.76M0.69%-85Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,293 shares; 2024Q1: 28,105 shares; 2024Q2: 29,173 shares; 2024Q3: 27,240 shares; 2024Q4: not reported; 2025Q1: 25,218 shares; 2025Q2: 25,439 shares 25,439$1.1M0.43%+221Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,388 shares; 2024Q1: 1,446 shares; 2024Q2: 1,359 shares; 2024Q3: 1,248 shares; 2024Q4: not reported; 2025Q1: 1,874 shares; 2025Q2: 1,936 shares 1,936$897K0.35%+62Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,705 shares; 2024Q1: 12,284 shares; 2024Q2: 12,697 shares; 2024Q3: 8,722 shares; 2024Q4: not reported; 2025Q1: 14,539 shares; 2025Q2: 15,067 shares 15,067$878K0.35%+528Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,407 shares; 2024Q1: 23,262 shares; 2024Q2: 23,504 shares; 2024Q3: 24,092 shares; 2024Q4: 67,320 shares; 2025Q1: 23,840 shares; 2025Q2: 23,980 shares 23,980$783K0.31%+140Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,189 shares; 2024Q1: 8,491 shares; 2024Q2: 8,825 shares; 2024Q3: 9,212 shares; 2024Q4: not reported; 2025Q1: 10,279 shares; 2025Q2: 10,844 shares 10,844$752K0.3%+565Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,233 shares; 2024Q1: 3,319 shares; 2024Q2: 3,386 shares; 2024Q3: 3,777 shares; 2024Q4: not reported; 2025Q1: 4,804 shares; 2025Q2: 5,129 shares 5,129$734K0.29%+325Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,867 shares; 2024Q4: 2,477 shares; 2025Q1: 2,871 shares; 2025Q2: 3,018 shares 3,018$703K0.28%+147Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,233 shares; 2024Q1: 1,765 shares; 2024Q2: 1,764 shares; 2024Q3: 1,696 shares; 2024Q4: 1,947 shares; 2025Q1: 2,032 shares; 2025Q2: 2,149 shares 2,149$686K0.27%+117Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,309 shares; 2024Q4: not reported; 2025Q1: 4,008 shares; 2025Q2: 4,292 shares 4,292$683K0.27%+284Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,881 shares; 2024Q1: 5,406 shares; 2024Q2: 5,672 shares; 2024Q3: 5,859 shares; 2024Q4: 6,675 shares; 2025Q1: 5,825 shares; 2025Q2: 6,128 shares 6,128$679K0.27%+303Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 824 shares 824$660K0.26%+52Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,629 shares; 2024Q1: 2,733 shares; 2024Q2: 2,826 shares; 2024Q3: 2,950 shares; 2024Q4: 3,475 shares; 2025Q1: 3,919 shares; 2025Q2: 4,160 shares 4,160$635K0.25%+241Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,693 shares; 2024Q1: 1,653 shares; 2024Q2: 1,724 shares; 2024Q3: 1,724 shares; 2024Q4: 1,696 shares; 2025Q1: 1,698 shares; 2025Q2: 1,700 shares 1,700$623K0.25%+2Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,622 shares; 2024Q1: 1,453 shares; 2024Q2: 1,452 shares; 2024Q3: 1,436 shares; 2024Q4: 1,657 shares; 2025Q1: 1,708 shares; 2025Q2: 1,833 shares 1,833$600K0.24%+125Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,325 shares; 2025Q2: 2,480 shares 2,480$542K0.21%+155Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 1,667 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares 1,700$507K0.2%0Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 186,852 shares; 2024Q1: 130,477 shares; 2024Q2: 134,918 shares; 2024Q3: 81,952 shares; 2024Q4: 83,935 shares; 2025Q1: 86,497 shares; 2025Q2: 86,131 shares 86,131$500K0.2%-366Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 651 shares; 2024Q1: 675 shares; 2024Q2: 1,021 shares; 2024Q3: 1,021 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 973 shares 973$484K0.19%-55Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 61,742 shares; 2024Q2: 64,265 shares; 2024Q3: 45,107 shares; 2024Q4: not reported; 2025Q1: 46,643 shares; 2025Q2: 46,649 shares 46,649$479K0.19%+6Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,149 shares; 2024Q1: 2,398 shares; 2024Q2: 2,348 shares; 2024Q3: 2,344 shares; 2024Q4: not reported; 2025Q1: 2,362 shares; 2025Q2: 2,331 shares 2,331$478K0.19%-31Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 250,232 shares; 2024Q1: 169,453 shares; 2024Q2: 176,091 shares; 2024Q3: 117,892 shares; 2024Q4: 120,196 shares; 2025Q1: 120,053 shares; 2025Q2: 120,126 shares 120,126$478K0.19%+73Timeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,726 shares; 2025Q2: 22,745 shares 22,745$477K0.19%+19Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 95,509 shares; 2024Q1: 61,210 shares; 2024Q2: 63,597 shares; 2024Q3: 41,009 shares; 2024Q4: 39,799 shares; 2025Q1: 43,449 shares; 2025Q2: 43,406 shares 43,406$474K0.19%-43Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,217 shares; 2024Q1: 19,682 shares; 2024Q2: 19,913 shares; 2024Q3: 22,922 shares; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,667 shares 1,667$422K0.17%+32Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,425 shares; 2024Q1: 4,441 shares; 2024Q2: 5,113 shares; 2024Q3: 4,544 shares; 2024Q4: 4,691 shares; 2025Q1: 4,691 shares; 2025Q2: 4,841 shares 4,841$343K0.14%+150Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,571 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,606 shares; 2024Q4: not reported; 2025Q1: 10,174 shares; 2025Q2: 11,065 shares 11,065$320K0.13%+891Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,356 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares 4,300$308K0.12%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,010 shares; 2024Q1: 2,477 shares; 2024Q2: 2,485 shares; 2024Q3: 1,535 shares; 2024Q4: 1,486 shares; 2025Q1: 1,458 shares; 2025Q2: 1,572 shares 1,572$303K0.12%+114Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,006 shares; 2024Q1: 3,559 shares; 2024Q2: 3,561 shares; 2024Q3: 3,563 shares; 2024Q4: 3,115 shares; 2025Q1: 3,160 shares; 2025Q2: 3,162 shares 3,162$290K0.11%+2Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 986 shares; 2024Q1: 986 shares; 2024Q2: 986 shares; 2024Q3: 986 shares; 2024Q4: not reported; 2025Q1: 938 shares; 2025Q2: 938 shares 938$240K0.09%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,394 shares; 2024Q2: 5,441 shares; 2024Q3: 5,190 shares; 2024Q4: 4,989 shares; 2025Q1: 5,008 shares; 2025Q2: 5,029 shares 5,029$238K0.09%+21Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,222 shares; 2024Q3: 1,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,239 shares 1,239$218K0.09%newTimeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,702 shares; 2024Q1: 18,702 shares; 2024Q2: 18,994 shares; 2024Q3: 18,702 shares; 2024Q4: 11,093 shares; 2025Q1: 18,702 shares; 2025Q2: 18,702 shares 18,702$18.7K0.01%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001062993-25-012849 base2025-07-15acceptance time not in the bulk data set