Calamos Wealth Management LLC Purchases in Q1 2025

Calamos Wealth Management LLC

  • $1.92 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
32.6K
+ 3395.0%
$355.18 - $399.9 $11.6M - $13M
33.6K $12.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
243K
+ 1249.2%
$47.79 - $59.89 $11.6M - $14.6M
263K $13.2M
IVE
Ishares S&P 500 Value ETF

ETFs
63.2K
+ 13.19%
$185.78 - $198.58 $11.7M - $12.6M
542K $103M
META
Meta Platforms, Inc.

Communication Services
18.8K
+ 131.14%
$576.36 - $736.67 $10.8M - $13.8M
33.1K $19.1M
BA
Boeing CO

Industrials
49.5K
+ 430.91%
$148.15 - $186.25 $7.34M - $9.23M
61K $10.4M
HDV
Ishares Core High Dividend ETF

ETFs
61.4K
+ 1188.75%
$110.86 - $121.12 $6.81M - $7.44M
66.6K $8.06M
PEP
Pepsico Inc

Consumer Defensive
40.3K
+ 57.86%
$142.64 - $156.42 $5.75M - $6.31M
110K $16.5M
V
Visa Inc.

Financial Services
7.89K
+ 10.19%
$306.92 - $362.71 $2.42M - $2.86M
85.3K $29.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
90.8K
+ 21.26%
$102.49 - $119.96 $9.31M - $10.9M
518K $54.2M
JNJ
Johnson & Johnson

Healthcare
15.4K
+ 15.3%
$142.06 - $167.7 $2.19M - $2.59M
116K $19.3M
IWV
Ishares Russell 3000 ETF

ETFs
22.3K
+ 13.27%
$313.1 - $349.83 $6.97M - $7.78M
190K $60.3M
TJX
Tjx Companies Inc

Consumer Cyclical
29K
+ 35.09%
$112.81 - $126.16 $3.27M - $3.66M
112K $13.6M
LLY
Eli Lilly & CO

Healthcare
2.41K
+ 8.51%
$725.72 - $929.72 $1.75M - $2.24M
30.7K $25.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.14K
+ 0.71%
$51.39 - $57.43 $315K - $353K
866K $48M
NEE
Nextera Energy Inc

Utilities
44.8K
+ 65.46%
$66.96 - $76.16 $3M - $3.41M
113K $8.03M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
175K
New
$14.13 - $16.72 $2.47M - $2.93M
175K $2.71M
ABNB
Airbnb, Inc.

Consumer Cyclical
29K
+ 45.09%
$119.38 - $161.42 $3.46M - $4.68M
93.3K $11.1M
SO
Southern CO

Utilities
4.05K
+ 1.86%
$80.96 - $92.96 $328K - $376K
222K $20.4M
HES
Hess Corp

Energy
647
+ 0.75%
$135.42 - $160.52 $87.6K - $104K
87.1K $13.9M
XOM
Exxon Mobil Corp

Energy
16.1K
+ 76.17%
$105.44 - $118.93 $1.69M - $1.91M
37.1K $4.42M
IVV
Ishares Core S&P 500 ETF

ETFs
15.8K
+ 6.28%
$554.06 - $615.85 $8.74M - $9.72M
267K $150M
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.2K
+ 9.12%
$74.85 - $84.89 $1.06M - $1.21M
170K $13.9M
SE
Sea LTD

Consumer Cyclical
13.5K
+ 194.1%
$104.87 - $146.31 $1.42M - $1.97M
20.4K $2.67M
WM
Waste Management Inc

Industrials
620
+ 1.05%
$200.54 - $233.78 $124K - $145K
59.9K $13.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.27K
+ 39.61%
$80.53 - $147.57 $585K - $1.07M
25.6K $3.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
631
+ 1.21%
$208.48 - $244.03 $132K - $154K
52.7K $12.9M
SHW
Sherwin Williams CO

Basic Materials
4K
+ 9.28%
$330.16 - $365.55 $1.32M - $1.46M
47.1K $16.4M
SAP
Sap Se

Technology
5.09K
+ 42.56%
$241.4 - $293.69 $1.23M - $1.49M
17K $4.58M
DE
Deere & CO

Industrials
492
+ 1.73%
$408.57 - $509.27 $201K - $251K
29K $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
898
+ 8.65%
$442.66 - $534.52 $398K - $480K
11.3K $6.01M
MELI
Mercadolibre Inc

Consumer Cyclical
565
+ 71.61%
$1739.0 - $2260.0 $983K - $1.28M
1.35K $2.64M
VTI
Vanguard Total Stock Market Et

ETFs
4.83K
+ 167.89%
$271.18 - $303.12 $1.31M - $1.46M
7.71K $2.12M
HII
Huntington Ingalls Industries, Inc.

Industrials
6K
New
$159.75 - $208.61 $959K - $1.25M
6K $1.22M
CB
Chubb LTD

Financial Services
511
+ 1.28%
$257.71 - $301.99 $132K - $154K
40.4K $12.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.76K
+ 51.5%
$468.34 - $539.52 $1.29M - $1.49M
8.13K $3.81M
GE
General Electric CO

Industrials
2.6K
+ 16.15%
$168.59 - $212.13 $438K - $551K
18.7K $3.74M
HDB
Hdfc Bank LTD

Financial Services
15.1K
New
$58.06 - $66.85 $876K - $1.01M
15.1K $1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.95K
+ 5.29%
$95.85 - $99.25 $666K - $689K
138K $13.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.45K
New
$211.47 - $267.17 $941K - $1.19M
4.45K $940K
MCK
Mckesson Corp

Healthcare
658
+ 14.07%
$566.21 - $672.99 $373K - $443K
5.34K $3.59M
SPGI
S&P Global Inc.

Financial Services
1.32K
+ 5.46%
$478.26 - $543.77 $630K - $717K
25.5K $12.9M
ACN
Accenture PLC

Technology
3.36K
+ 65.5%
$300.91 - $398.25 $1.01M - $1.34M
8.49K $2.65M
PLD
Prologis, Inc.

Real Estate
1.75K
+ 1.66%
$103.59 - $124.04 $181K - $217K
107K $12M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
ASML
Asml Holding Nv

Technology
1.33K
+ 42.07%
$662.63 - $776.99 $880K - $1.03M
4.49K $2.97M
IEFA
Ishares Tr

ETFs
3.32K
+ 3.64%
$69.57 - $78.65 $231K - $261K
94.7K $7.16M
CSCO
Cisco Systems, Inc.

Technology
10.1K
+ 84.77%
$58.74 - $64.87 $591K - $652K
21.9K $1.35M
DHR
Danaher Corp

Healthcare
10.4K
+ 17.08%
$201.62 - $250.59 $2.1M - $2.61M
71.3K $14.6M
WFC
Wells Fargo & Company

Financial Services
3.94K
+ 2.03%
$66.78 - $81.42 $263K - $321K
198K $14.2M
Activity Summary
Buys All Purchases 192 New Holdings 42 Increased Positions 150 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 3 Puts 1
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