IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wela Strategies, LLC

Q4 2022 Holdings

Filed 2023-01-05 | 45 holdings | $916.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Cummins Inc COM(CMI)COM231021106$375.0K1,54640.9%
Cisco SYS Inc(CSCO)COM17275R102$364.0K7,65039.7%
Ishares S&P 500 Index(IVV)CORE S&P500 ETF464287200$47.4K123,4955.2%
Spdr Portfolio Intermediate Term Treasury ETF(SPTI)PORTFLI INTRMDIT78464A672$20.7K734,0982.3%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)IBOXX INV CP ETF464287242$18.1K171,6782.0%
Ishares Core Msci Eafe ETF(IEFA)CORE MSCI EAFE46432F842$10.9K176,6791.2%
Vanguard Total Bond Market ETF(BND)TOTAL BND MRKT921937835$8.0K111,1050.9%
Vanguard REIT Index ETF(VNQ)REAL ESTATE ETF922908553$7.4K89,5580.8%
Ishares Core S&P Mid Cap ETF(IJH)CORE S&P MCP ETF464287507$7.0K28,9910.8%
Health Care Select Sector Spdr Fund(XLV)SBI HEALTHCARE81369Y209$6.0K44,1300.7%
Financial Select Sector Spdr(XLF)SBI INT-FINL81369Y605$5.7K165,7880.6%
Technology Select Sector Spdr(XLK)TECHNOLOGY81369Y803$5.1K41,0250.6%
Vanguard Ftse Emerging Markets ETF(VWO)FTSE EMR MKT ETF922042858$4.3K109,1840.5%
Vaneck Fallen Angel High Yield Bond ETF(ANGL)FALLEN ANGEL HG92189F437$4.2K156,0580.5%
Ishares Core Dividend Growth ETF(DGRO)CORE DIV GRWTH46434V621$4.2K83,4090.5%
Vanguard Short-Term Bond ETF(BSV)SHORT TRM BOND921937827$4.0K52,8590.4%
Spdr Bloomberg Investment Grade Floating Rate ETF(FLRN)BLOOMBERG INVT78468R200$4.0K130,1970.4%
Ishares S&P Smallcap 600 ETF(IJR)CORE S&P SCP ETF464287804$3.5K36,5650.4%
First Trust North American Energy Infrastructure Fund(EMLP)NO AMER ENERGY33738D101$2.7K100,4380.3%
Vanguard Intermediate-Term Bond(BIV)INTERMED TERM921937819$1.6K20,9950.2%
Invesco SR Income TR COM(VVR)COM46131H107$1.0K262,3910.1%
Voya Glbl Eqty DIV & Prem OPP COM(XIGDX)COM92912T100$995183,8780.1%
Western Asset High Income Oppo COM(HIO)COM95766K109$980248,1820.1%
Vanguard Bond Index Fund Inc Long Term BD ETF(BLV)LONG TERM BOND921937793$96613,3390.1%
BlackRock Core BD TR SHS BEN INT(BHK)SHS BEN INT09249E101$90987,5320.1%
Nuveen Quality PFD Income FD 2COM67072C105$885130,1410.1%
Lockheed Martin Corp COM(LMT)COM539830109$6571,3510.1%
Ishares Msci Intl Quality Factor ETF(IQLT)MSCI INTL QUALITY46434V456$59618,4130.1%
Home Depot(HD)COM437076102$4751,5020.1%
Gilead Sciences Inc COM(GILD)COM375558103$4655,4160.1%
Chevron Corp New COM(CVX)COM166764100$4442,4720.0%
Streettracks Index SHS FDS Msci Acwi EX US ETF(CWI)MSCI ACWI EXUS78463X848$43217,9540.0%
Newmont Corp COM(NEM)COM651639106$3848,1280.0%
Cardinal Health Inc COM(CAH)COM14149Y108$3784,9210.0%
Best BUY Inc(BBY)COM086516101$3694,6020.0%
Lennar Corp CL A(LEN)CL A526057104$3634,0090.0%
Apple Inc(AAPL)COM037833100$3582,7580.0%
EOG RES Inc COM(EOG)COM26875P101$3542,7320.0%
Southern Co COM(SO)COM842587107$3294,6060.0%
Coca Cola Co COM(KO)COM191216100$2864,5040.0%
Norfolk Southern CRP(NSC)COM655844108$2711,0980.0%
Tyson Foods Inc CL A(TSN)CL A902494103$2634,2320.0%
CSX Corp(CSX)COM126408103$2327,4940.0%
Vanguard Extended Market ETF(VXF)EXTEND MKT ETF922908652$2311,7410.0%
Exelon Corp COM(EXC)COM30161N101$1918,7020.0%