- New Purchases: SO, VCSH,
- Added Positions: IJH, DGRO, BIV, BSV, FLRN, BLV, PGX, SDY,
- Reduced Positions: IVV, HYG, IEFA, BND, VWO, XLE, XLK, BTZ, EMLP, XLF, BHK, BLW, JFR, CWI, VXF,
For the details of Wela Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wela+strategies%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Wela Strategies, LLC- iShares Core S&P 500 ETF (IVV) - 115,491 shares, 22.23% of the total portfolio. Shares reduced by 1.22%
- (ITE) - 605,110 shares, 11.14% of the total portfolio. Shares added by 1.31%
- iShares iBoxx $ Investment Grade Corporate Bond ET (LQD) - 130,085 shares, 9.91% of the total portfolio. Shares added by 0.17%
- iShares Core MSCI EAFE ETF (IEFA) - 210,872 shares, 8.19% of the total portfolio. Shares reduced by 1.13%
- Vanguard REIT ETF (VNQ) - 144,653 shares, 7.99% of the total portfolio. Shares added by 0.24%
Wela Strategies, LLC initiated holding in Southern Co. The purchase prices were between $60.33 and $63.86, with an estimated average price of $61.99. The stock is now traded at around $67.96. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,657 shares as of .
New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)Wela Strategies, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $80.76 and $81.3, with an estimated average price of $81.01. The stock is now traded at around $81.29. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,091 shares as of .
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