Calamos Wealth Management LLC Purchases in Q4 2024

Calamos Wealth Management LLC

  • $1.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.99K
+ 122.93%
N/A
3.62K $658K
GE
General Electric CO

Industrials
3.66K
+ 29.48%
$159.95 - $194.23 $586K - $711K
16.1K $2.68M
NET
Cloudflare, Inc.

Technology
3.17K
New
$78.11 - $117.56 $247K - $372K
3.17K $340K
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 1.65%
$873.59 - $994.69 $105K - $119K
7.39K $6.77M
APP
App Lovin Corp

Technology
1K
New
$130.67 - $401.5 $131K - $403K
1K $324K
TJX
Tjx Companies Inc

Consumer Cyclical
243
+ 0.29%
$112.15 - $127.2 $27.3K - $30.9K
82.7K $9.99M
IWF
Ishares Russell 1000 Gr ETF

ETFs
110
+ 1.17%
$370.24 - $418.94 $40.7K - $46.1K
9.51K $3.82M
HDV
Ishares Core High Dividend ETF

ETFs
2.69K
+ 108.56%
$110.82 - $121.28 $298K - $326K
5.16K $579K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.11K
New
$109.06 - $140.54 $230K - $296K
2.11K $272K
FISV
Fiserv Inc

Technology
2.13K
New
N/A
2.13K $266K
DFS
Discover Financial Services

Financial Services
1.44K
New
$136.3 - $182.67 $197K - $264K
1.44K $250K
XLE
Energy Sector Spdr

ETFs
2.7K
New
$83.32 - $97.27 $225K - $263K
2.7K $231K
AXON
Axon Enterprise, Inc.

Industrials
372
New
$399.22 - $689.78 $149K - $257K
372 $221K
ADP
Automatic Data Processing Inc

Industrials
751
New
$280.08 - $307.97 $210K - $231K
751 $219K
MUB
Ishares National Muni Bond ETF

ETFs
2.14K
+ 42.37%
$105.78 - $108.7 $227K - $233K
7.2K $766K
PKG
Packaging Corp Of America

Consumer Cyclical
957
New
$211.98 - $248.85 $203K - $238K
957 $215K
CME
Cme Group Inc.

Financial Services
892
New
$221.17 - $246.02 $197K - $219K
892 $207K
FNB
Fnb Corp

Financial Services
12.9K
New
$13.56 - $17.29 $175K - $223K
12.9K $190K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.54K
+ 1.42%
$9.95 - $12.23 $15.3K - $18.8K
109K $1.28M
MA
Mastercard Inc

Financial Services
80
+ 1.97%
$491.3 - $536.15 $39.3K - $42.9K
4.13K $2.18M
DIS
Walt Disney CO

Communication Services
8
+ 0.07%
$92.39 - $117.6 $739 - $941
10.8K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
157
+ 2.35%
$521.84 - $558.82 $81.9K - $87.7K
6.84K $3.68M
NSC
Norfolk Southern Corp

Industrials
805
+ 28.07%
$230.6 - $277.0 $186K - $223K
3.67K $862K
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 7.26%
$4100.99 - $5300.34 $36.9K - $47.7K
133 $660K
SMIN
Ishares Msci India Small Cap I

ETFs
6.61K
+ 16.95%
$75.68 - $86.0 $500K - $569K
45.6K $3.49M
VUG
Vanguard Growth ETF

ETFs
212
+ 16.28%
$378.79 - $428.11 $80.3K - $90.8K
1.51K $621K
ZTS
Zoetis Inc.

Healthcare
14.6K
+ 20.97%
$162.24 - $194.42 $2.36M - $2.83M
84K $13.7M
VTI
Vanguard Total Stock Market Et

ETFs
215
+ 8.07%
$280.04 - $302.45 $60.2K - $65K
2.88K $834K
KKR
Kkr & Co. Inc.

Financial Services
78
+ 2.03%
$129.87 - $162.87 $10.1K - $12.7K
3.92K $579K
PWR
Quanta Services, Inc.

Industrials
13
+ 0.36%
$296.05 - $346.6 $3.85K - $4.51K
3.63K $1.15M
C
Citigroup Inc

Financial Services
614
+ 17.76%
$61.31 - $72.5 $37.6K - $44.5K
4.07K $286K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
258
+ 1.34%
$55.73 - $66.16 $14.4K - $17.1K
19.5K $1.17M
BMY
Bristol Myers Squibb CO

Healthcare
270
+ 2.49%
$51.92 - $59.94 $14K - $16.2K
11.1K $629K
T
At&T Inc.

Communication Services
2.35K
+ 18.21%
$21.22 - $23.88 $50K - $56.2K
15.3K $347K
VOT
Vanguard Mid Cap Growth Index

ETFs
79
+ 2.56%
$241.48 - $274.89 $19.1K - $21.7K
3.17K $804K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
52
+ 1.26%
$129.96 - $144.97 $6.76K - $7.54K
4.17K $581K
ACN
Accenture PLC

Technology
108
+ 2.15%
$343.9 - $376.86 $37.1K - $40.7K
5.13K $1.8M
TXN
Texas Instruments Inc

Technology
116
+ 6.53%
N/A
1.89K $368K
QUAL
Ishares Msci Usa Quality Facto

ETFs
139
+ 5.73%
$176.42 - $186.91 $24.5K - $26K
2.56K $456K
DUK
Duke Energy Corp

Utilities
359
+ 14.53%
$105.76 - $120.76 $38K - $43.4K
2.83K $304K
XLK
Technology Sector Spdr

ETFs
1
+ 0.04%
$220.26 - $241.44 $220 - $241
2.52K $585K
PH
Parker Hannifin Corp

Industrials
22
+ 2.71%
$621.74 - $709.46 $13.7K - $15.6K
835 $531K
SKX
Skechers Usa Inc

Consumer Cyclical
157
+ 0.87%
$59.24 - $72.0 $9.3K - $11.3K
18.3K $1.23M
IBM
International Business Machines Corp

Technology
84
+ 4.39%
$204.9 - $238.04 $17.2K - $20K
2K $439K
VO
Vanguard Mid Cap ETF

ETFs
21
+ 0.11%
$261.5 - $284.63 $5.49K - $5.98K
20K $5.28M
TRV
Travelers Companies, Inc.

Financial Services
13
+ 0.93%
$225.97 - $266.66 $2.94K - $3.47K
1.41K $340K
SYK
Stryker Corp

Healthcare
38
+ 4.12%
$345.14 - $392.15 $13.1K - $14.9K
960 $345K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
68
+ 4.14%
$121.89 - $135.52 $8.29K - $9.22K
1.71K $213K
IWR
Ishares Russell Mid Cap ETF

ETFs
69
+ 0.52%
$87.25 - $95.52 $6.02K - $6.59K
13.4K $1.19M
Activity Summary
Buys All Purchases 180 New Holdings 41 Increased Positions 139 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 3
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