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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.29K
+ 1.38%
$87.68 - $94.52 $113K - $122K
94.5K $8.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.63K
+ 6.6%
$551.42 - $612.93 $2M - $2.22M
58.6K $32.8M
IBM
International Business Machines Corp

Technology
1.95K
+ 97.55%
$217.4 - $264.74 $424K - $516K
3.95K $981K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.21K
New
$120.29 - $134.6 $507K - $567K
4.21K $513K
BX
Blackstone Inc.

Financial Services
3.5K
New
$136.53 - $186.74 $477K - $653K
3.5K $488K
GOOG
Alphabet Inc.

Communication Services
15.3K
+ 27.39%
$156.06 - $207.71 $2.39M - $3.18M
71.3K $11.1M
INTC
Intel Corp

Technology
16.5K
+ 71.04%
$19.1 - $27.39 $315K - $452K
39.7K $901K
XLK
Technology Sector Spdr

ETFs
2.42K
+ 96.03%
$206.38 - $242.18 $499K - $585K
4.93K $1.02M
ZTS
Zoetis Inc.

Healthcare
1.65K
+ 1.96%
$156.48 - $175.67 $258K - $290K
85.7K $14.1M
FSEC
Fidel Merrimack Str Tr

ETFs
8.96K
New
$41.92 - $43.78 $376K - $392K
8.96K $390K
PFF
Ishares Trust Ishares Pfd And

ETFs
11.1K
New
$30.73 - $32.26 $342K - $359K
11.1K $342K
EEM
Ishares Msci Emerging Markets

ETFs
3.35K
+ 3.39%
$40.81 - $45.34 $137K - $152K
102K $4.47M
COF
Capital One Financial Corp

Financial Services
1.82K
New
$163.87 - $209.82 $299K - $382K
1.82K $326K
MUB
Ishares National Muni Bond ETF

ETFs
2.99K
+ 41.48%
$104.71 - $107.69 $313K - $321K
10.2K $1.07M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.49K
+ 5.93%
$11.66 - $14.98 $75.6K - $97.1K
116K $1.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.34K
New
$42.5 - $46.71 $269K - $296K
6.34K $286K
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.2K
+ 37.42%
$15.97 - $18.5 $370K - $429K
85.2K $1.38M
GLD
Spdr Gold Trust

ETFs
920
New
$243.19 - $288.14 $224K - $265K
920 $265K
AMD
Advanced Micro Devices Inc

Technology
2.86K
+ 167.33%
$96.63 - $129.55 $276K - $370K
4.57K $469K
PM
Philip Morris International Inc.

Consumer Defensive
500
+ 10.51%
$117.15 - $158.79 $58.6K - $79.4K
5.26K $834K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.31K
+ 27.06%
$182.82 - $196.21 $239K - $257K
6.15K $1.16M
PFE
Pfizer Inc

Healthcare
12.6K
+ 24.1%
$25.01 - $27.13 $316K - $343K
65.1K $1.65M
MA
Mastercard Inc

Financial Services
298
+ 7.21%
$504.67 - $576.31 $150K - $172K
4.43K $2.43M
LOW
Lowes Companies Inc

Consumer Cyclical
1.33K
+ 27.0%
$222.66 - $268.42 $295K - $356K
6.24K $1.45M
MO
Altria Group, Inc.

Consumer Defensive
4.03K
New
$50.81 - $60.02 $205K - $242K
4.03K $241K
ETN
Eaton Corp PLC

Industrials
886
New
$271.83 - $371.23 $241K - $329K
886 $240K
TRMB
Trimble Inc.

Technology
3.57K
New
$65.52 - $77.49 $234K - $276K
3.57K $234K
UPRO
Proshares Trust Proshares Ultr

ETFs
3.17K
New
$71.19 - $99.29 $225K - $314K
3.17K $233K
SHOP
Shopify Inc.

Technology
4.69K
+ 22.84%
$90.59 - $129.31 $425K - $606K
25.2K $2.41M
VNQ
Vanguard Specialized Funds Van

ETFs
2.49K
New
$85.55 - $94.34 $213K - $235K
2.49K $225K
TILT
Flexshares Tr

ETFs
1.04K
New
$202.06 - $225.8 $210K - $235K
1.04K $213K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.7K
New
$57.3 - $90.39 $212K - $334K
3.7K $212K
RTX
Raytheon Technologies Corp

Industrials
469
+ 5.38%
$114.1 - $135.66 $53.5K - $63.6K
9.19K $1.22M
VZ
Verizon Communications Inc

Communication Services
4.61K
New
$37.81 - $46.49 $174K - $214K
4.61K $208K
NVS
Novartis Ag

Healthcare
1.85K
New
$97.14 - $115.57 $180K - $214K
1.85K $206K
JPM
Jpmorgan Chase & CO

Financial Services
286
+ 1.19%
$225.19 - $279.95 $64.4K - $80.1K
24.3K $5.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.43K
+ 23.35%
$165.25 - $224.62 $1.06M - $1.44M
34K $5.64M
CVX
Chevron Corp

Energy
322
+ 5.17%
$146.71 - $167.97 $47.2K - $54.1K
6.56K $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
944
+ 13.91%
$302.31 - $337.54 $285K - $319K
7.73K $2.37M
XLE
Energy Sector Spdr

ETFs
1.76K
+ 65.32%
$85.7 - $93.96 $151K - $166K
4.46K $416K
MU
Micron Technology Inc

Technology
1.77K
+ 44.44%
$86.89 - $109.38 $154K - $193K
5.74K $499K
AMGN
Amgen Inc

Healthcare
119
+ 4.84%
$258.59 - $327.36 $30.8K - $39K
2.58K $803K
RSG
Republic Services, Inc.

Industrials
34
+ 0.99%
$200.09 - $242.16 $6.8K - $8.23K
3.47K $841K
VST
Vistra Corp.

Utilities
1.84K
+ 55.01%
$108.49 - $191.89 $200K - $353K
5.18K $608K
IGV
Ishares Expanded Tech Software

ETFs
2.5K
+ 36.76%
$88.3 - $107.83 $221K - $270K
9.3K $827K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.02K
+ 40.45%
$57.44 - $59.4 $116K - $120K
7K $415K
CAT
Caterpillar Inc

Industrials
556
+ 27.93%
$326.75 - $407.63 $182K - $227K
2.55K $840K
KLAC
Kla Corp

Technology
20
+ 1.13%
$636.62 - $777.63 $12.7K - $15.6K
1.8K $1.22M
MPC
Marathon Petroleum Corp

Energy
473
+ 11.3%
$134.72 - $159.03 $63.7K - $75.2K
4.66K $678K
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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