Calamos Wealth Management LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.83 Billion distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $142M, Apple Inc. with a value of $140M, Ishares S&P 500 Growth ETF with a value of $92.7M, Microsoft Corp with a value of $91.6M, and Nvidia Corp with a value of $90.9M.

Examining the 13F form we can see an increase of $88.6M in the current position value, from $1.74B to 1.83B.

Below you can find more details about Calamos Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.83 Billion
ETFs: $626 Million
Technology: $476 Million
Healthcare: $146 Million
Communication Services: $136 Million
Consumer Cyclical: $130 Million
Financial Services: $127 Million
Industrials: $73.1 Million
Consumer Defensive: $43.8 Million
Other: $72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $1.83 Billion
  • Prior Value $1.74 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 21 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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