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Calamos Wealth Management

Latest statistics and disclosures from Calamos Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, IVE, MSFT, IVW, and represent 28.48% of Calamos Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MARA (+$23M), IVV (+$21M), WMT (+$12M), NVDA (+$11M), TMO (+$11M), SBUX (+$11M), SHW (+$9.6M), DE (+$7.6M), PINS (+$7.2M), AAPL.
Started 28 new stock positions in SLAB, PFF, GE, PSN, Coinbase Global, ICLR, On Semiconductor Corp, Integer Hldgs Corp, American Airls Group, TM.
Reduced shares in these 10 stocks: MUB (-$12M), HON (-$11M), IGIB (-$10M), DHR (-$9.3M), AMD (-$7.8M), MMC, CB, AXP, MA, WFC.
Sold out of its positions in APD, Akamai Technologies Inc note 0.125% 5/0, AZN, CNC, Dish Network Corporation, E, Eqt Corp, EW, FELG, Five9.
Calamos Wealth Management was a net buyer of stock by $78M.
Calamos Wealth Management has $1.8B in assets under management (AUM), dropping by 12.52%.
Central Index Key (CIK): 0001455258

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Portfolio Holdings for Calamos Wealth Management

Calamos Wealth Management holds 311 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.0	$143M	+16%	273k	525.73	View chart
Apple (AAPL)	6.2	$111M	+4%	644k	171.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.9	$88M		470k	186.81	View chart
Microsoft Corporation (MSFT)	4.8	$86M	+2%	205k	420.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.6	$82M	+3%	967k	84.44	View chart
NVIDIA Corporation (NVDA)	4.5	$81M	+15%	89k	903.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$53M		350k	150.93	View chart
Amazon (AMZN)	2.8	$51M		282k	180.38	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.6	$47M		156k	300.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$42M	+5%	382k	110.52	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	2.3	$41M	+7%	759k	53.39	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.8	$32M	+7%	547k	59.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$29M	+7%	56k	523.07	View chart
Eli Lilly & Co. (LLY)	1.4	$24M		31k	777.96	View chart
Marathon Digital Holdings In (MARA)	1.3	$23M	NEW	1.0M	22.58	View chart
UnitedHealth (UNH)	1.2	$22M	+8%	43k	494.70	View chart
Home Depot (HD)	1.2	$22M	+15%	56k	383.60	View chart
Visa Com Cl A (V)	1.2	$21M	-4%	76k	279.08	View chart
Broadcom (AVGO)	1.2	$21M		16k	1325.41	View chart
Merck & Co (MRK)	1.0	$18M	+2%	137k	131.95	View chart
Wal-Mart Stores (WMT)	1.0	$17M	+201%	285k	60.17	View chart
Linde SHS (LIN)	0.9	$16M		34k	464.32	View chart
4068594 Enphase Energy (ENPH)	0.9	$16M		130k	120.98	View chart
Uber Technologies (UBER)	0.9	$16M		204k	76.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$15M		149k	97.94	View chart
Netflix (NFLX)	0.8	$14M		23k	607.33	View chart
CSX Corporation (CSX)	0.8	$14M		374k	37.07	View chart
Southern Company (SO)	0.8	$13M	+3%	187k	71.74	View chart
Servicenow (NOW)	0.7	$13M		17k	762.40	View chart
Oracle Corporation (ORCL)	0.7	$13M		104k	125.61	View chart
Intuit (INTU)	0.7	$13M		20k	650.00	View chart
Morgan Stanley Com New (MS)	0.7	$13M		136k	94.16	View chart
Constellation Brands Cl A (STZ)	0.7	$13M		47k	271.76	View chart
Wells Fargo & Company (WFC)	0.7	$13M	-13%	217k	57.96	View chart
Starbucks Corporation (SBUX)	0.7	$12M	+578%	135k	91.39	View chart
Waste Management (WM)	0.7	$12M		58k	213.15	View chart
American Express Company (AXP)	0.7	$12M	-16%	52k	227.69	View chart
Thermo Fisher Scientific (TMO)	0.6	$12M	+1082%	20k	581.21	View chart
Analog Devices (ADI)	0.6	$11M	+26%	55k	197.79	View chart
Nike CL B (NKE)	0.6	$11M	+19%	114k	93.98	View chart
TJX Companies (TJX)	0.6	$11M		105k	101.42	View chart
Boeing Company (BA)	0.6	$11M	-2%	55k	192.99	View chart
Metropcs Communications (TMUS)	0.6	$11M		65k	163.22	View chart
Boston Scientific Corporation (BSX)	0.6	$11M		153k	68.49	View chart
Sherwin-Williams Company (SHW)	0.6	$10M	+1647%	29k	347.33	View chart
Mondelez Intl Cl A (MDLZ)	0.6	$10M		144k	70.00	View chart
S&p Global (SPGI)	0.6	$9.9M		23k	425.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$9.9M		124k	79.86	View chart
Chubb (CB)	0.6	$9.9M	-22%	38k	259.13	View chart
Zoetis Cl A (ZTS)	0.5	$9.7M	+3%	57k	169.21	View chart
Occidental Petroleum Corporation (OXY)	0.5	$9.3M	+2%	143k	64.99	View chart
Iqvia Holdings (IQV)	0.5	$9.0M	+4%	36k	252.89	View chart
Dex (DXCM)	0.5	$9.0M	-14%	65k	138.70	View chart
Deere & Company (DE)	0.5	$8.9M	+572%	22k	410.74	View chart
Advanced Micro Devices (AMD)	0.5	$8.7M	-47%	48k	180.49	View chart
Delta Air Lines Inc Del Com New (DAL)	0.5	$8.7M		182k	47.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$8.1M	-2%	53k	152.26	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$7.9M		34k	231.69	View chart
Marsh & McLennan Companies (MMC)	0.4	$7.9M	-30%	38k	205.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$7.8M		93k	83.58	View chart
Pinterest Cl A (PINS)	0.4	$7.2M	NEW	208k	34.67	View chart
Meta Platforms Cl A (META)	0.4	$6.5M	+3%	13k	485.58	View chart
Chevron Corporation (CVX)	0.4	$6.4M		41k	157.74	View chart
Lululemon Athletica (LULU)	0.4	$6.4M		16k	390.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$6.3M		85k	74.22	View chart
Hess (HES)	0.3	$6.1M		40k	152.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.0M	-3%	14k	420.52	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$6.0M	-7%	54k	110.54	View chart
Novo-nordisk A S Adr (NVO)	0.3	$6.0M	+2%	47k	128.40	View chart
Applied Materials (AMAT)	0.3	$5.6M		27k	206.23	View chart
Datadog Cl A Com (DDOG)	0.3	$5.6M		45k	123.60	View chart
Johnson & Johnson (JNJ)	0.3	$5.6M	+14%	35k	158.19	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.1M	-9%	25k	200.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$4.9M		19k	249.86	View chart
Costco Wholesale Corporation (COST)	0.3	$4.8M	-7%	6.5k	732.65	View chart
Nextera Energy (NEE)	0.2	$4.4M	-15%	69k	63.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.0M		17k	228.59	View chart
Tesla Motors (TSLA)	0.2	$3.8M	+25%	22k	175.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.5M	+18%	26k	136.05	View chart
Peloton Interactive Cl A Com (PTON)	0.2	$3.5M		825k	4.29	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.5M		3.6k	970.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.5M	-25%	46k	76.67	View chart
Sap Se Spon Adr (SAP)	0.2	$3.4M		18k	195.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$3.4M		82k	41.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.2M	-2%	9.5k	337.04	View chart
Makemytrip Limited Mauritius SHS (MMYT)	0.2	$3.2M		45k	71.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.2M	+2%	6.6k	480.70	View chart
Procter & Gamble Company (PG)	0.2	$2.9M	+4%	18k	162.25	View chart
McKesson Corporation (MCK)	0.2	$2.9M		5.4k	536.85	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.2	$2.9M	+91%	41k	70.27	View chart
MercadoLibre (MELI)	0.1	$2.7M		1.8k	1511.96	View chart
Lam Research Corporation (LRCX)	0.1	$2.7M		2.7k	971.57	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$2.6M	-79%	51k	51.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.6M	-81%	24k	107.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.5M		8.8k	288.02	View chart
Parsons Corporation (PSN)	0.1	$2.5M	NEW	30k	82.95	View chart
Stantec (STN)	0.1	$2.2M		27k	83.04	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.1M		6.1k	346.61	View chart
Enovix Corp (ENVX)	0.1	$2.1M	+212%	264k	8.01	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.1M	-51%	4.4k	481.57	View chart
McDonald's Corporation (MCD)	0.1	$2.1M	-4%	7.3k	281.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.0M	-2%	4.5k	443.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.9M	+21%	37k	51.28	View chart
Shopify Cl A (SHOP)	0.1	$1.9M	-26%	25k	77.17	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$1.9M	+34%	28k	67.11	View chart
Toyota Motor Corp Ads (TM)	0.1	$1.9M	NEW	7.4k	251.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M	+122%	8.8k	210.30	View chart
Ferrari Nv Ord (RACE)	0.1	$1.8M	-31%	4.0k	435.94	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.7M	NEW	6.6k	263.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.7M	-25%	21k	84.09	View chart
Progyny (PGNY)	0.1	$1.7M		44k	38.15	View chart
Walt Disney Company (DIS)	0.1	$1.6M	+11%	13k	122.36	View chart
Abbvie (ABBV)	0.1	$1.6M	-18%	8.7k	182.10	View chart
Marriott Intl Cl A (MAR)	0.1	$1.5M		6.1k	252.31	View chart
Pfizer (PFE)	0.1	$1.5M		55k	27.75	View chart
Pepsi (PEP)	0.1	$1.5M	-6%	8.4k	175.01	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.5M	-22%	13k	116.24	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.5M		7.9k	183.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.4M		6.9k	208.27	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.4M	-12%	28k	51.59	View chart
Icon SHS (ICLR)	0.1	$1.4M	NEW	4.2k	335.95	View chart
Waste Connections (WCN)	0.1	$1.4M	NEW	8.0k	172.01	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-11%	35k	37.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M		5.1k	259.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M	+391%	21k	60.74	View chart
Intel Corporation (INTC)	0.1	$1.3M	+84%	29k	44.17	View chart
Honeywell International (HON)	0.1	$1.3M	-89%	6.2k	205.25	View chart
Kla Corp Com New (KLAC)	0.1	$1.2M	NEW	1.7k	698.57	View chart
Calamos Global Total Return Com Sh Ben Int (CGO)	0.1	$1.2M		114k	10.40	View chart
Medtronic SHS (MDT)	0.1	$1.2M	-2%	14k	87.15	View chart
Coca-Cola Company (KO)	0.1	$1.2M		19k	61.18	View chart
Lowe's Companies (LOW)	0.1	$1.2M	-7%	4.6k	254.73	View chart
Arista Networks (ANET)	0.1	$1.2M		4.0k	289.98	View chart
Vesta Real Estate Corp Ads (VTMX)	0.1	$1.2M	-30%	29k	39.24	View chart
Infosys Sponsored Adr (INFY)	0.1	$1.1M	NEW	63k	17.93	View chart
Skechers U S A Cl A (SKX)	0.1	$1.1M		18k	61.26	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M	+3%	21k	51.60	View chart
Dexcom Note 0.250%11/1 (Principal)	0.1	$1.1M	+5%	988k	1.10	View chart
Goldman Sachs (GS)	0.1	$1.1M		2.5k	417.69	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$1.0M		6.6k	154.93	View chart
Uber Technologies Note 12/1 (Principal)	0.1	$1.0M		910k	1.12	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$1.0M		62k	16.37	View chart
salesforce (CRM)	0.1	$1.0M		3.4k	301.18	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$1.0M	NEW	19k	52.07	View chart
Canadian Natural Resources (CNQ)	0.1	$1.0M	-52%	13k	76.32	View chart
Abbott Laboratories (ABT)	0.1	$997k	-2%	8.8k	113.66	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.1	$981k	-34%	96k	10.23	View chart
Post Hldgs Note 2.500% 8/1 (Principal)	0.1	$975k	+211%	866k	1.13	View chart
Akamai Technologies Note 0.375% 9/0 (Principal)	0.1	$974k	+133%	922k	1.06	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.1	$972k	NEW	985k	0.99	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.1	$965k	NEW	1.0M	0.96	View chart
Quanta Services (PWR)	0.1	$938k	-11%	3.6k	259.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$907k		7.9k	114.14	View chart
Tyler Tex Indpt Sch Dist Note 0.250% 3/1 (Principal)	0.1	$895k		888k	1.01	View chart
Airbnb Note 3/1 (Principal)	0.0	$890k	+4%	954k	0.93	View chart
Danaher Corporation (DHR)	0.0	$874k	-91%	3.5k	249.72	View chart
Technipfmc (FTI)	0.0	$856k	-45%	34k	25.11	View chart
Nutanix Note 0.250%10/0 (Principal)	0.0	$848k		690k	1.23	View chart
Bristol Myers Squibb (BMY)	0.0	$847k		16k	54.23	View chart
Middleby Corp Note 1.000% 9/0 (Principal)	0.0	$828k	+4%	630k	1.31	View chart
Live Nation Entertainment In Note 3.125% 1/1 (Principal)	0.0	$827k	NEW	689k	1.20	View chart
Canadian Pacific Kansas City (CP)	0.0	$826k		9.4k	88.17	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$808k		6.2k	131.24	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$792k	-12%	11k	73.04	View chart
Chipotle Mexican Grill (CMG)	0.0	$791k		272.00	2906.77	View chart
Hubbell (HUBB)	0.0	$780k	NEW	1.9k	415.05	View chart
Raytheon Technologies Corp (RTX)	0.0	$777k	-24%	8.0k	97.53	View chart
Cisco Systems (CSCO)	0.0	$769k	-9%	15k	49.91	View chart
Markel Corporation (MKL)	0.0	$761k		500.00	1521.48	View chart
Liberty Media Corp Del Note 2.250% 8/1 (Principal)	0.0	$760k		750k	1.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$752k		3.2k	235.80	View chart
Wayfair Note 3.250% 9/1 (Principal)	0.0	$743k	-8%	562k	1.32	View chart
Apollo Global Mgmt Ser A Mand Cnv (APO.PA)	0.0	$741k		12k	63.75	View chart
Booking Holdings Note 0.750% 5/0 (Principal)	0.0	$738k		382k	1.93	View chart
Norfolk Southern (NSC)	0.0	$731k		2.9k	254.87	View chart
Integer Hldgs Corp Note 2.125% 2/1 (Principal)	0.0	$703k	NEW	486k	1.45	View chart
Philip Morris International (PM)	0.0	$702k	+5%	7.7k	91.62	View chart
Cyberark Software Note 11/1 (Principal)	0.0	$694k	-50%	408k	1.70	View chart
Icici Bank Adr (IBN)	0.0	$686k	-3%	26k	26.41	View chart
Enphase Energy Note 3/0 (Principal)	0.0	$671k	+9%	777k	0.86	View chart
Ford Mtr Co Del Note 3/1 (Principal)	0.0	$662k	+9%	640k	1.03	View chart
Marathon Petroleum Corp (MPC)	0.0	$658k	-6%	3.3k	201.50	View chart
Republic Services (RSG)	0.0	$654k		3.4k	191.44	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$635k	-73%	8.0k	79.83	View chart
IPG Photonics Corporation (IPGP)	0.0	$635k		7.0k	90.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$634k		4.1k	155.91	View chart
Fabrinet SHS (FN)	0.0	$632k		3.3k	189.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$619k	-3%	3.5k	179.11	View chart
Scientific Games (LNW)	0.0	$613k	NEW	6.0k	102.09	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$580k	+400%	6.8k	85.27	View chart
PPG Industries (PPG)	0.0	$558k		3.9k	144.90	View chart
American Intl Group Com New (AIG)	0.0	$556k		7.1k	78.17	View chart
Adobe Systems Incorporated (ADBE)	0.0	$544k		1.1k	504.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$541k		3.3k	162.86	View chart
Axon Enterprise Note 0.500%12/1 (Principal)	0.0	$540k	NEW	371k	1.46	View chart
Amgen (AMGN)	0.0	$539k	-3%	1.9k	284.32	View chart
Northrop Grumman Corporation (NOC)	0.0	$535k	-40%	1.1k	478.66	View chart
American Airlines Group Note 6.500% 7/0 (Principal)	0.0	$533k	NEW	458k	1.16	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$531k	+25%	445.00	1193.74	View chart
ConocoPhillips (COP)	0.0	$517k		4.1k	127.28	View chart
Nextera Energy Unit 09/01/2025 (NEE.PR)	0.0	$505k	+5%	13k	38.93	View chart
Parker-Hannifin Corporation (PH)	0.0	$504k		906.00	555.79	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$500k	-45%	9.2k	54.59	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$492k	+11%	4.5k	110.21	View chart
Comcast Corp Cl A (CMCSA)	0.0	$486k		11k	43.35	View chart
Middleby Corporation (MIDD)	0.0	$482k		3.0k	160.79	View chart
Union Pacific Corporation (UNP)	0.0	$482k	+2%	2.0k	245.93	View chart
Northern Oil & Gas Note 3.625% 4/1 (Principal)	0.0	$480k		394k	1.22	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$471k		3.0k	155.84	View chart
Schlumberger Com Stk (SLB)	0.0	$470k		8.6k	54.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$467k		13k	35.19	View chart
Kkr & Co (KKR)	0.0	$455k		4.5k	100.58	View chart
Bill Holdings Note 12/0 (Principal)	0.0	$455k	+19%	487k	0.93	View chart
Micron Technology (MU)	0.0	$448k		3.8k	117.89	View chart
Datadog Note 0.125% 6/1 (Principal)	0.0	$447k		317k	1.41	View chart
DTE Energy Company (DTE)	0.0	$445k		4.0k	112.14	View chart
Caterpillar (CAT)	0.0	$444k	-30%	1.2k	366.43	View chart
Booking Holdings (BKNG)	0.0	$428k		118.00	3627.88	View chart
Shift4 Pmts Note 12/1 (Principal)	0.0	$420k	+2%	389k	1.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$411k		2.8k	147.73	View chart
Vanguard World Health Car Etf (VHT)	0.0	$410k	+45%	1.5k	270.52	View chart
Pebblebrook Hotel Tr Note 1.750%12/1 (Principal)	0.0	$405k	+6%	450k	0.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$404k		889.00	454.87	View chart
Ubs Ag London Branch NT LKD 24 (FBGX)	0.0	$393k		466.00	843.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$383k	-10%	2.1k	182.59	View chart
Microchip Technology Note 0.125%11/1 (Principal)	0.0	$383k	-20%	357k	1.07	View chart
Pioneer Nat Res Note 0.250% 5/1 (Principal)	0.0	$378k	+2%	132k	2.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$378k		1.6k	239.76	View chart
Arm Holdings Sponsored Adr Put Option (ARM)	0.0	$376k	NEW	5.0k	75.14	View chart
Exact Sciences Corp Note 0.375% 3/1 (Principal)	0.0	$375k	+25%	391k	0.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$372k		4.3k	86.67	View chart
Palo Alto Networks Note 0.375% 6/0 (Principal)	0.0	$366k	-35%	128k	2.86	View chart
Pioneer Natural Resources (PXD)	0.0	$362k		1.4k	262.50	View chart
Intercontinental Exchange (ICE)	0.0	$360k	+2%	2.6k	137.43	View chart
Invitation Homes (INVH)	0.0	$345k		9.7k	35.61	View chart
Halozyme Therapeutics Note 1.000% 8/1 (Principal)	0.0	$344k	+23%	353k	0.98	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$334k		1.7k	199.25	View chart
Qualcomm (QCOM)	0.0	$334k	-6%	2.0k	169.30	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$329k		4.7k	69.77	View chart
Marriott Vacations Worldwide Note 1/1 (Principal)	0.0	$327k	+40%	344k	0.95	View chart
Travelers Companies (TRV)	0.0	$320k	+2%	1.4k	230.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$319k		2.6k	123.18	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$313k		2.7k	117.21	View chart
Stryker Corporation (SYK)	0.0	$309k		862.00	357.87	View chart
Alcon Ord Shs (ALC)	0.0	$308k		3.7k	83.29	View chart
Ubs Group SHS (UBS)	0.0	$308k		10k	30.72	View chart
Freeport-mcmoran CL B (FCX)	0.0	$304k	-12%	6.5k	47.02	View chart
Texas Instruments Incorporated (TXN)	0.0	$301k	+3%	1.7k	174.21	View chart
Assurant (AIZ)	0.0	$299k		1.6k	188.24	View chart
Terran Orbital Corporation Call Option (LLAP)	0.0	$298k	NEW	262k	1.14	View chart
Conmed Corp Note 2.250% 6/1 (Principal)	0.0	$296k	+41%	323k	0.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$293k		3.6k	80.63	View chart
American Tower Reit (AMT)	0.0	$292k		1.5k	197.59	View chart
Calamos Etf Tr Antetokounmpo Gl (SROI)	0.0	$285k		10k	28.17	View chart
Prologis (PLD)	0.0	$281k		2.2k	130.22	View chart
Microchip Technology Note 1.625% 2/1 (Principal)	0.0	$278k		69k	4.04	View chart
Etsy Note 0.125% 9/0 (Principal)	0.0	$277k	+41%	330k	0.84	View chart
Vanguard World Financials Etf (VFH)	0.0	$273k	NEW	2.7k	102.39	View chart
Insulet Corp Note 0.375% 9/0 (Principal)	0.0	$272k	+39%	261k	1.04	View chart
Las Vegas Sands (LVS)	0.0	$263k		5.1k	51.70	View chart
HEICO Corporation (HEI)	0.0	$260k		1.4k	191.00	View chart
Royal Caribbean Group Note 6.000% 8/1 (Principal)	0.0	$250k	+2%	88k	2.84	View chart
Q2 HLDGS Note 0.750% 6/0 (Principal)	0.0	$249k	+24%	262k	0.95	View chart
General Electric Com New (GE)	0.0	$245k	NEW	1.4k	175.53	View chart
Okta Note 0.125% 9/0 (Principal)	0.0	$243k	+25%	253k	0.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$239k		2.7k	89.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$237k	-31%	1.4k	169.37	View chart
Emerson Electric (EMR)	0.0	$235k	-52%	2.1k	113.42	View chart
Citigroup Com New (C)	0.0	$232k	-21%	3.7k	63.24	View chart
Wolfspeed Note 0.250% 2/1 (Principal)	0.0	$226k	+38%	385k	0.59	View chart
Block Cl A (SQ)	0.0	$224k		2.6k	84.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$224k	-11%	1.4k	164.35	View chart
Yum! Brands (YUM)	0.0	$224k	-4%	1.6k	138.65	View chart
3M Company (MMM)	0.0	$217k	-11%	2.0k	106.07	View chart
Agilent Technologies Inc C ommon (A)	0.0	$216k		1.5k	145.51	View chart
Biogen Idec (BIIB)	0.0	$216k		1.0k	215.63	View chart
Silicon Laboratories (SLAB)	0.0	$216k	NEW	1.5k	143.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$215k		3.7k	58.55	View chart
Global Payments (GPN)	0.0	$214k		1.6k	133.66	View chart
At&t (T)	0.0	$212k	+2%	12k	17.60	View chart
International Business Machines (IBM)	0.0	$211k	-44%	1.1k	190.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$208k	NEW	604.00	344.20	View chart
Ncl Corp Note 5.375% 8/0 (Principal)	0.0	$206k	+2%	156k	1.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$205k	NEW	6.4k	32.23	View chart
Cloudflare Cl A Com (NET)	0.0	$204k	NEW	2.1k	96.83	View chart
Duke Energy Corp Com New (DUK)	0.0	$203k	-27%	2.1k	96.72	View chart
Kenvue (KVUE)	0.0	$203k		9.5k	21.46	View chart
Calamos Global Dynamic Income Fund (CHW)	0.0	$194k		30k	6.51	View chart
Block Note 0.125% 3/0 (Principal)	0.0	$193k	+26%	189k	1.02	View chart
Coinbase Global Note 0.500% 6/0 (Principal)	0.0	$193k	NEW	176k	1.10	View chart
Ncl Corp Note 2.500% 2/1 (Principal)	0.0	$192k	+25%	198k	0.97	View chart
Southwest Airls Note 1.250% 5/0 (Principal)	0.0	$182k	-61%	180k	1.01	View chart
Vail Resorts Note 1/0 (Principal)	0.0	$180k	+24%	196k	0.92	View chart
Zscaler Note 0.125% 7/0 (Principal)	0.0	$175k	-31%	128k	1.36	View chart
Zillow Group Note 1.375% 9/0 (Principal)	0.0	$172k	+25%	139k	1.24	View chart
Alphatec Hldgs Note 0.750% 8/0 (Principal)	0.0	$167k	+40%	160k	1.04	View chart
Calamos Lng/shrt Eq & Dyn (CPZ)	0.0	$162k		11k	15.43	View chart
Neogenomics Note 0.250% 1/1 (Principal)	0.0	$158k	+23%	198k	0.80	View chart
Draftkings Note 3/1 (Principal)	0.0	$155k	+2%	179k	0.87	View chart
Insmed Note 0.750% 6/0 (Principal)	0.0	$149k	+25%	138k	1.08	View chart
Stride Note 1.125% 9/0 (Principal)	0.0	$142k		107k	1.32	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$137k	NEW	123k	1.11	View chart
Ionis Pharmaceuticals Note 4/0 (Principal)	0.0	$135k	+2%	137k	0.99	View chart
Biomarin Pharmaceutical Note 0.599% 8/0 (Principal)	0.0	$132k	+24%	134k	0.98	View chart
Snap Note 0.750% 8/0 (Principal)	0.0	$110k	+25%	114k	0.97	View chart
Parsons Corp Del Note 0.250% 8/1 (Principal)	0.0	$101k	-58%	55k	1.84	View chart
Sarepta Therapeutics Note 1.250% 9/1 (Principal)	0.0	$91k	+41%	78k	1.17	View chart
Alnylam Pharmaceuticals Note 1.000% 9/1 (Principal)	0.0	$87k	-74%	93k	0.94	View chart
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB)	0.0	$84k	+5%	12k	6.93	View chart
Plug Power Com New (PLUG)	0.0	$34k		10k	3.44	View chart
Fuelcell Energy (FCEL)	0.0	$24k		20k	1.19	View chart

Past Filings by Calamos Wealth Management

SEC 13F filings are viewable for Calamos Wealth Management going back to 2010

Calamos Wealth Management 2024 Q1 filed May 8, 2024
Calamos Wealth Management 2023 Q4 filed Jan. 31, 2024
Calamos Wealth Management 2023 Q3 filed Oct. 26, 2023
Calamos Wealth Management 2023 Q2 filed July 28, 2023
Calamos Wealth Management 2023 Q1 filed May 4, 2023
Calamos Wealth Management 2022 Q4 filed Jan. 26, 2023
Calamos Wealth Management 2022 Q3 filed Oct. 24, 2022
Calamos Wealth Management 2022 Q2 filed Aug. 1, 2022
Calamos Wealth Management 2022 Q1 filed May 3, 2022
Calamos Wealth Management 2021 Q4 filed Feb. 1, 2022
Calamos Wealth Management 2021 Q3 filed Oct. 26, 2021
Calamos Wealth Management 2021 Q2 filed July 22, 2021
Calamos Wealth Management 2021 Q1 filed April 12, 2021
Calamos Wealth Management 2020 Q4 filed Jan. 27, 2021
Calamos Wealth Management 2020 Q3 filed Oct. 26, 2020
Calamos Wealth Management 2020 Q2 filed July 27, 2020

View all past filings

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