Calamos Wealth Management LLC Purchases in Q2 2025

Calamos Wealth Management LLC

  • $2.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
75.2K
+ 10.11%
$94.31 - $157.99 $7.09M - $11.9M
819K $129M
MSFT
Microsoft Corp

Technology
6.61K
+ 2.79%
$354.56 - $497.45 $2.34M - $3.29M
244K $121M
AVGO
Broadcom Inc.

Technology
28.5K
+ 16.5%
$146.29 - $275.65 $4.17M - $7.86M
201K $55.5M
META
Meta Platforms, Inc.

Communication Services
19.3K
+ 58.3%
$484.66 - $738.09 $9.35M - $14.2M
52.4K $38.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.24K
+ 0.67%
$82.96 - $110.1 $601K - $797K
1.08M $119M
JPM
Jpmorgan Chase & CO

Financial Services
51.2K
+ 210.79%
$210.28 - $289.91 $10.8M - $14.8M
75.5K $21.9M
AMZN
Amazon Com Inc

Consumer Cyclical
29K
+ 9.28%
$167.32 - $223.3 $4.85M - $6.47M
341K $74.8M
DDOG
Datadog, Inc.

Technology
89.1K
+ 215.61%
$87.0 - $134.33 $7.75M - $12M
130K $17.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
42.5K
New
$177.93 - $313.14 $7.56M - $13.3M
42.5K $13.3M
ADBE
Adobe Inc.

Technology
23.7K
New
$340.0 - $420.68 $8.07M - $9.99M
23.7K $9.19M
GOOGL
Alphabet Inc.

Communication Services
4.67K
+ 1.3%
$144.7 - $178.6 $676K - $835K
364K $64.2M
ORCL
Oracle Corp

Technology
5.63K
+ 6.12%
$122.82 - $218.63 $691K - $1.23M
97.5K $21.3M
NU
Nu Holdings Ltd.

Financial Services
506K
New
$9.6 - $13.72 $4.86M - $6.94M
506K $6.94M
ADI
Analog Devices Inc

Technology
20.5K
+ 36.86%
$164.6 - $238.02 $3.38M - $4.89M
76.3K $18.1M
BA
Boeing CO

Industrials
20.4K
+ 33.43%
$136.59 - $217.51 $2.79M - $4.44M
81.4K $17.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
30.8K
+ 3.55%
$49.48 - $61.22 $1.52M - $1.88M
897K $54.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.22K
+ 7.2%
$496.48 - $617.85 $2.1M - $2.61M
62.8K $38.8M
IVE
Ishares S&P 500 Value ETF

ETFs
13.4K
+ 2.47%
$168.34 - $195.42 $2.25M - $2.62M
556K $109M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
55K
New
$91.43 - $91.74 $5.02M - $5.04M
55K $5.04M
NOW
Service Now, Inc.

Technology
1.93K
+ 16.14%
$721.65 - $1040.18 $1.4M - $2.01M
13.9K $14.3M
SNOW
Snowflake Inc.

Technology
1.51K
+ 2.67%
$130.53 - $223.77 $197K - $337K
58.1K $13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
25.5K
+ 1586.92%
$152.93 - $181.74 $3.9M - $4.63M
27.1K $4.92M
LLY
Eli Lilly & CO

Healthcare
7.75K
+ 25.25%
$713.71 - $898.95 $5.53M - $6.97M
38.4K $30M
DASH
Door Dash, Inc.

Communication Services
746
+ 1.16%
$163.16 - $246.51 $122K - $184K
65.2K $16.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.4K
+ 2.4%
$90.56 - $109.49 $1.13M - $1.36M
531K $58M
UBER
Uber Technologies, Inc

Technology
3.48K
+ 2.21%
$64.62 - $93.3 $225K - $325K
161K $15M
WMT
Walmart Inc.

Consumer Defensive
6.73K
+ 2.63%
$81.79 - $99.98 $550K - $673K
262K $25.6M
AXP
American Express CO

Financial Services
1.6K
+ 2.97%
$231.39 - $318.98 $370K - $509K
55.4K $17.7M
APP
App Lovin Corp

Technology
8.78K
New
$219.37 - $417.89 $1.93M - $3.67M
8.78K $3.08M
AGI
Alamos Gold Inc

Basic Materials
116K
New
$23.81 - $30.33 $2.75M - $3.51M
116K $3.07M
KB
Kb Financial Group Inc.

Financial Services
36.4K
New
$46.88 - $82.59 $1.71M - $3.01M
36.4K $3.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.21K
+ 12.39%
$141.37 - $228.57 $595K - $962K
38.2K $8.65M
EMR
Emerson Electric CO

Industrials
2.87K
+ 2.67%
$94.15 - $133.33 $270K - $383K
110K $14.7M
GS
Goldman Sachs Group Inc

Financial Services
2.43K
+ 45.53%
$462.22 - $707.75 $1.12M - $1.72M
7.76K $5.49M
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
+ 8.84%
$221.86 - $362.89 $521K - $852K
28.9K $9.18M
SAN
Banco Santander, S.A.

Financial Services
269K
New
$5.72 - $8.32 $1.54M - $2.24M
269K $2.23M
WFC
Wells Fargo & Company

Financial Services
6.21K
+ 3.13%
$60.98 - $80.12 $379K - $498K
204K $16.4M
MS
Morgan Stanley

Financial Services
2.12K
+ 2.8%
$99.83 - $140.86 $212K - $299K
77.9K $11M
WCN
Waste Connections, Inc.

Industrials
11K
New
$183.26 - $199.95 $2.02M - $2.2M
11K $2.06M
BCS
Barclays PLC

Financial Services
110K
New
$12.69 - $18.61 $1.4M - $2.05M
110K $2.05M
FICO
Fair Isaac Corp

Technology
1.12K
New
$1503.62 - $2206.01 $1.69M - $2.47M
1.12K $2.05M
INTU
Intuit Inc

Technology
2.1K
+ 136.61%
$544.07 - $787.63 $1.14M - $1.65M
3.64K $2.87M
LMT
Lockheed Martin Corp

Industrials
3.85K
+ 120.16%
$430.82 - $486.45 $1.66M - $1.87M
7.06K $3.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.93K
+ 3.48%
$72.96 - $90.39 $433K - $536K
176K $15.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.87K
+ 1.85%
$45.98 - $56.15 $224K - $273K
268K $15M
SPOT
Spotify Technology S.A.

Communication Services
1.4K
+ 42.15%
$503.3 - $775.9 $703K - $1.08M
4.71K $3.61M
IEFA
Ishares Tr

ETFs
10.7K
+ 11.33%
$67.83 - $84.09 $728K - $902K
105K $8.8M
NET
Cloudflare, Inc.

Technology
7K
+ 323.36%
$97.08 - $195.83 $680K - $1.37M
9.17K $1.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.02K
+ 2.16%
$105.69 - $140.64 $213K - $284K
95.3K $12.6M
Activity Summary
Buys All Purchases 197 New Holdings 50 Increased Positions 147 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 2 Puts 1
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