Wela Strategies, Inc. holdings history

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94 is the total number of securities Wela Strategies, Inc. has owned. The longest Wela Strategies, Inc. has owned a single stock is 27 quarters.

Wela Strategies, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VNQ VANGUARD REIT INDEX ETF2610.74%4.88%8.31%Q1 2017Q4 202327
BND VANGUARD TOTAL BOND MA...2612.85%4.49%6.70%Q1 2017Q4 202327
BSV VANGUARD SHORT-TERM BO...2611.46%3.86%23.18%Q1 2017Q4 202327
VWO VANGUARD INTL EQUITY I...2610.69%3.26%5.52%Q1 2017Q4 202327
XLK TECHNOLOGY SELECT SECT...2611.67%2.39%4.27%Q1 2017Q4 202327
BIV VANGUARD INTERMEDIATE-...2610.88%1.56%2.68%Q1 2017Q4 202327
BLV VANGUARD LONG-TERM BON...2610.54%1.02%1.80%Q1 2017Q4 202327
CWI STREETTRACKS INDEX SHS...2610.17%0.32%0.64%Q1 2017Q4 202327
IVV ISHARES TR23118.32%22.33%29.47%Q1 2017Q4 202326
IJH ISHARES TR2313.26%5.70%8.15%Q1 2017Q4 202326
IJR ISHARES TR2311.75%3.36%6.35%Q1 2017Q4 202326
XLF SELECT SECTOR SPDR TR1510.33%2.14%3.28%Q1 2017Q4 202326
HD HOME DEPOT INC COM26260.18%0.24%0.44%Q3 2017Q4 202326
IEFA ISHARES TR25250.98%7.35%13.07%Q4 2017Q4 202325
SPTI SPDR SER TR2010.29%9.45%16.47%Q1 2017Q4 202324
LQD ISHARES TR2010.56%8.53%14.83%Q1 2017Q4 202324
EMLP FIRST TRUST NORTH AMER...24240.86%1.34%2.18%Q1 2018Q4 202324
HIO WESTERN ASSET HIGH INC...1680.43%0.57%0.81%Q3 2017Q4 202324
VXF VANGUARD INDEX FDS1710.11%0.25%0.35%Q1 2017Q4 202324
BTZ BLACKROCK CREDIT ALLOC...1010.42%0.60%0.91%Q1 2017Q4 202323
FLRN SPDR SER TR22221.32%2.01%2.91%Q3 2018Q4 202322
KO COCA COLA CO COM22220.10%0.15%0.20%Q3 2018Q4 202322
VYMI VANGUARD INTERNATIONAL...20200.35%0.57%1.15%Q3 2017Q2 202220
IGD VOYA GLBL EQTY DIV & P...1320.44%0.56%0.86%Q3 2017Q4 202319
NSC NORFOLK SOUTHN CORP1310.11%0.15%0.17%Q3 2018Q4 202319
XLV SELECT SECTOR SPDR TR18181.50%2.49%3.49%Q3 2019Q4 202318
DGRO ISHARES TR18182.06%2.47%3.57%Q3 2019Q4 202318
ANGL VANECK VECTORS FALLEN ...16161.84%2.45%3.37%Q1 2020Q4 202316
BHK BLACKROCK CORE BD TR S...820.49%0.58%0.74%Q1 2018Q4 202316
AAPL APPLE INC1510.18%0.24%0.38%Q1 2018Q4 202316
SDY SPDR S&P DIVIDEND ETF1010.09%1.47%2.78%Q1 2017Q3 202114
CSCO CISCO SYS INC14140.13%0.18%0.31%Q3 2020Q4 202314
CMI CUMMINS INC COM14140.11%0.17%0.29%Q3 2020Q4 202314
SO SOUTHERN CO COM1310.08%0.17%0.26%Q4 2019Q4 202314
GILD GILEAD SCIENCES INC COM1210.12%0.18%0.27%Q3 2020Q4 202313
XLE ENERGY SELECT SECTOR S...12120.25%1.82%2.23%Q3 2017Q2 202012
JFR NUVEEN FLOATING RATEIN...1020.44%0.55%0.65%Q3 2018Q4 202112
LMT LOCKHEED MARTIN CORP COM12120.20%0.32%0.48%Q1 2021Q4 202312
BIL SPDR BLOOMBERG BARCLAY...1010.18%0.31%0.50%Q1 2017Q4 201911
NEM NEWMONT CORP COM1010.10%0.18%0.29%Q1 2021Q4 202311
EXC EXELON CORP COM920.01%0.01%0.01%Q1 2021Q4 202311
JRO NUVEEN FLTNG RTE INCM ...10100.44%0.52%0.62%Q3 2019Q4 202110
HYG ISHARES IBOXX HIGH YIE...610.24%3.17%9.41%Q1 2017Q2 20209
PGX POWERSHARES GLOBAL PRE...990.37%0.68%1.12%Q2 2018Q2 20209
VCSH VANGUARD SHORT-TERM CO...710.15%6.72%9.58%Q3 2017Q4 20198
CVX CHEVRON CORP NEW COM880.18%0.25%0.36%Q1 2022Q4 20238
TSN TYSON FOODS INC CL A880.12%0.17%0.24%Q1 2022Q4 20238
CAH CARDINAL HEALTH INC COM880.10%0.16%0.21%Q1 2021Q4 20228
SJNK SPDR BLOOMBERG BARCLAY...618.48%8.89%10.00%Q1 2017Q4 20187
SHY ISHARES 1-3 YR TREASUR...615.51%5.84%6.47%Q1 2017Q4 20187
CSX CSX CORP520.12%0.14%0.20%Q1 2022Q4 20237
IQLT ISHARES TR660.34%0.59%0.94%Q3 2022Q4 20236
EOG EOG RES INC COM660.19%0.21%0.28%Q3 2022Q4 20236
LEN LENNAR CORP CL A660.12%0.21%0.38%Q1 2022Q2 20236
PFE PFIZER INC COM660.13%0.16%0.21%Q3 2020Q4 20216
BBY BEST BUY INC660.12%0.15%0.21%Q3 2021Q4 20226
BLW BLACKROCK LTD DURATION...410.52%0.60%0.82%Q1 2017Q4 20195
BDJ BLACKROCK ENHANCED EQT...210.08%0.46%0.89%Q1 2017Q4 20185
BAC BK OF AMERICA CORP COM550.10%0.12%0.13%Q1 2021Q1 20225
EFA ISHARES MSCI EAFE ETF310.65%2.81%8.35%Q1 2017Q1 20184
PGX POWERSHARES PREFERRED ...310.50%1.07%1.43%Q1 2017Q1 20184
FPF FIRST TRUST INTERMEDIA...440.63%0.66%0.73%Q1 2018Q4 20184
VVR INVESCO SR INCOME TR COM440.50%0.55%0.62%Q1 2022Q4 20224
JPS NUVEEN QUALITY PFD INC...310.45%0.50%0.54%Q3 2022Q3 20234
CVS CVS HEALTH CORP440.17%0.23%0.28%Q1 2023Q4 20234
RIO RIO TINTO PLC440.19%0.22%0.25%Q1 2023Q4 20234
HII HUNTINGTON INGALLS IND...440.12%0.15%0.19%Q3 2021Q2 20224
MMM 3M CO COM440.13%0.14%0.16%Q3 2020Q2 20214
OMC OMNICOM GROUP INC COM440.13%0.14%0.16%Q3 2020Q2 20214
MLPI UBS E-TRACS ALERIAN ML...211.68%2.00%2.27%Q1 2017Q4 20173
BGB BLACKSTONE GSO STRATEG...210.72%0.82%0.88%Q1 2017Q4 20173
ZYMEWORKS INC330.08%0.18%0.27%Q1 2023Q3 20233
UNH UNITEDHEALTH GROUP330.14%0.17%0.19%Q2 2020Q4 20203
SPSB SPDR PORTFOLIO SHORT T...110.25%4.55%8.84%Q1 2017Q4 20172
ISD PRUDENTIAL SHT DURATIO...220.67%0.75%0.83%Q3 2017Q4 20172
SMDV PROSHARES RUSSELL 2000...220.52%0.54%0.56%Q1 2020Q2 20202
PHD PIONEER FLOATING RATE ...220.52%0.53%0.54%Q1 2019Q2 20192
JNJ JOHNSON & JOHNSON220.21%0.22%0.22%Q3 2023Q4 20232
AXP AMERICAN EXPRESS CO220.19%0.21%0.22%Q3 2023Q4 20232
PKG PACKAGING CORP AMER COM220.16%0.17%0.17%Q3 2020Q4 20202
CAT CATERPILLAR INC DEL COM220.16%0.16%0.16%Q3 2020Q4 20202
ZYME ZYMEWORKS INC COM220.05%0.05%0.06%Q2 2022Q3 20222
XLI INDUSTRIAL SELECT SECT...111.59%1.59%1.59%Q1 2017Q1 20171
DSU BLACKROCK DEBT STRAT F...110.87%0.87%0.87%Q1 2017Q1 20171
PID POWERSHARES INTERNATIO...110.86%0.86%0.86%Q1 2017Q1 20171
BIL SPDR BARCLAYS 1-3 MONT...110.62%0.62%0.62%Q1 2020Q1 20201
JPC NUVEEN PFD & INCOME OP...110.52%0.52%0.52%Q4 2023Q4 20231
AGG ISHARES AGGREGATE BOND...110.30%0.30%0.30%Q4 2018Q4 20181
AYI ACUITY BRANDS INC110.28%0.28%0.28%Q4 2023Q4 20231
IBB ISHARES NASDAQ BIOTECH...110.27%0.27%0.27%Q1 2022Q1 20221
MSFT MICROSOFT CORP110.13%0.13%0.13%Q4 2023Q4 20231
T AT&T INC110.10%0.10%0.10%Q4 2023Q4 20231
HBP HUTTIG BLDG PRODS INC COM110.06%0.06%0.06%Q4 2021Q4 20211
F FORD MOTOR COMPANY110.01%0.01%0.01%Q3 2020Q3 20201
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The securities at the top of the list , including VANGUARD REIT INDEX ETF, VANGUARD TOTAL BOND MARKET INDEX FUND, and VANGUARD SHORT-TERM BOND INDEX FUND, are the highest-conviction holdings of Wela Strategies, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Wela Strategies, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wela Strategies, Inc. owns currently or has owned in the past.