Wela Strategies, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Since it was introduced by the Securities and Exchange Commission (SEC) in 1978, Form 13F has been an essential tool for investors and fund managers to gain insights into the portfolios and holdings of institutional investment managers. These quarterly reports provide valuable information about the securities held, the number of shares, and the total value of the holdings.

In this article, we will analyze the Q3 2023 and Q4 2023 13F holdings comparison of Wela Strategies, Inc. We will dive into the changes in holdings, value percentages, and the overall performance of the portfolio during this period.

Let's start by looking at the top holdings of Wela Strategies, Inc. in Q3 2023 and Q4 2023:

1. IVV - iShares TR:

- Q3 2023 Shares: 83,512

- Q4 2023 Shares: 83,319

- Q3 2023 Value ($000): 35,862

- Q4 2023 Value ($000): 39,795

- Change (%): 11%

2. SPTI - SPDR SER TR:

- Q3 2023 Shares: 803,295

- Q4 2023 Shares: 799,463

- Q3 2023 Value ($000): 22,114

- Q4 2023 Value ($000): 22,832

- Change (%): 3.2%

3. LQD - iShares TR:

- Q3 2023 Shares: 186,149

- Q4 2023 Shares: 185,560

- Q3 2023 Value ($000): 1,899

- Q4 2023 Value ($000): 20,534

- Change (%): 981.3%

These are just a few examples of the holdings held by Wela Strategies, Inc. during Q3 2023 and Q4 2023. As we analyze the complete dataset, we can observe a few interesting trends and changes.

First, let's focus on the changes in holdings. It is important to note that even though the number of shares may have decreased in some cases, the overall value of the holdings has increased due to market fluctuations and price changes. This is evident in the significant increase in the value of LQD holdings, which experienced a staggering 981.3% change.

On the other hand, some holdings experienced more moderate changes. For instance, IVV, one of the top holdings, had a change of 11% while maintaining a relatively stable number of shares. This indicates a possible reallocation or adjustment of investments within the portfolio during this period.

Another notable observation is the positive change in the value of several holdings. Despite the slight decrease in the number of shares for SPTI and IJH, the value of these holdings increased by 3.2% and 12.6%, respectively. This suggests that Wela Strategies, Inc. made strategic investment decisions that yielded positive returns.

In terms of performance, the overall portfolio of Wela Strategies, Inc. showed strong growth during Q3 2023 and Q4 2023. The average change in the value of the holdings across all securities was approximately 166.3%. This signifies a significant improvement in the portfolio's performance, indicating successful investment strategies and market timing.

This analysis of the Q3 2023 and Q4 2023 13F holdings comparison for Wela Strategies, Inc. provides valuable insights into the changes in their portfolio. It demonstrates their ability to adapt to market conditions, optimize their holdings, and generate positive returns for their investors.

As with any investment analysis, it is important to consider that past performance is not indicative of future results. However, the comparison of 13F holdings can serve as a useful tool for investors to evaluate the strategies and performance of institutional investment managers.

In conclusion, Wela Strategies, Inc. showcased strong performance in their Q3 2023 and Q4 2023 13F holdings. Through strategic allocation and effective investment decisions, they managed to increase the overall value of their holdings and generate positive returns. It will be interesting to see how their portfolio evolves in the future and what investment strategies they employ to continue their success.

Please note: The information provided in this article is for informational purposes only and should not be considered as financial advice. Investment decisions should always be based on thorough research and individual risk tolerance.