Calamos Wealth Management LLC Purchases in Q3 2025

Calamos Wealth Management LLC

  • $2.63 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19K
New
$68.24 - $73.73 $1.3M - $1.4M
19K $1.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
85.7K
New
$13.29 - $16.05 $1.14M - $1.38M
85.7K $1.37M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25.5K
+ 119.12%
$52.39 - $53.11 $1.34M - $1.35M
46.9K $2.49M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.7K
+ 6.35%
$301.44 - $365.84 $813K - $987K
45.2K $14.6M
FTI
Technip Fmc PLC

Energy
24.2K
+ 46.67%
$32.19 - $40.89 $779K - $989K
76K $3M
HDV
Ishares Core High Dividend ETF

ETFs
9.16K
+ 121.3%
$118.16 - $123.66 $1.08M - $1.13M
16.7K $2.05M
ALL
Allstate Corp

Financial Services
5.32K
New
$192.0 - $214.65 $1.02M - $1.14M
5.32K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
1.67K
+ 25.4%
$915.95 - $994.57 $1.53M - $1.66M
8.23K $7.61M
MO
Altria Group, Inc.

Consumer Defensive
16.1K
+ 411.86%
$57.75 - $67.68 $933K - $1.09M
20.1K $1.33M
MA
Mastercard Inc

Financial Services
1.86K
+ 41.52%
$550.18 - $598.96 $1.02M - $1.11M
6.33K $3.6M
PLTR
Palantir Technologies Inc.

Technology
5.66K
New
$130.68 - $186.97 $739K - $1.06M
5.66K $1.03M
ABT
Abbott Laboratories

Healthcare
7.64K
+ 90.11%
$120.51 - $136.62 $920K - $1.04M
16.1K $2.16M
VZ
Verizon Communications Inc

Communication Services
22.3K
New
$40.84 - $45.06 $910K - $1M
22.3K $978K
IBM
International Business Machines Corp

Technology
3.59K
+ 75.73%
$234.77 - $292.47 $843K - $1.05M
8.33K $2.35M
AMGN
Amgen Inc

Healthcare
3.35K
+ 136.11%
$271.18 - $309.22 $909K - $1.04M
5.81K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
300
+ 3.87%
$696.56 - $806.32 $209K - $242K
8.06K $6.42M
T
At&T Inc.

Communication Services
31.1K
+ 237.12%
$26.94 - $29.62 $837K - $920K
44.2K $1.25M
GLD
Spdr Gold Trust

ETFs
2.24K
+ 243.48%
$300.96 - $355.47 $674K - $796K
3.16K $1.12M
SAN
Banco Santander, S.A.

Financial Services
22.8K
+ 8.46%
$8.27 - $10.48 $188K - $239K
292K $3.06M
CAT
Caterpillar Inc

Industrials
1.14K
+ 38.04%
$390.92 - $477.15 $444K - $542K
4.12K $1.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
418
+ 3.15%
$420.11 - $472.68 $176K - $198K
13.7K $6.41M
AMAT
Applied Materials Inc

Technology
703
+ 2.41%
$156.25 - $204.95 $110K - $144K
29.8K $6.11M
INTC
Intel Corp

Technology
11K
+ 30.53%
$19.31 - $35.5 $213K - $391K
47.1K $1.58M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.47K
+ 16.51%
$339.37 - $366.46 $500K - $540K
10.4K $3.8M
IEFA
Ishares Tr

ETFs
4.09K
+ 3.88%
$81.7 - $87.53 $334K - $358K
109K $9.56M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.6K
New
$66.38 - $71.68 $706K - $763K
10.6K $759K
XOM
Exxon Mobil Corp

Energy
5.05K
+ 13.39%
$105.83 - $117.22 $534K - $592K
42.7K $4.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.46K
New
$412.46 - $514.1 $603K - $751K
1.46K $716K
COIN
Coinbase Global, Inc.

Technology
2.12K
New
$297.99 - $419.78 $631K - $888K
2.12K $714K
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
+ 4.38%
$546.99 - $602.2 $219K - $241K
9.53K $5.72M
RTX
Raytheon Technologies Corp

Industrials
2.81K
+ 28.4%
$144.19 - $167.33 $405K - $470K
12.7K $2.12M
PEP
Pepsico Inc

Consumer Defensive
4.46K
+ 85.78%
$133.81 - $152.16 $596K - $678K
9.65K $1.36M
NYF
Ishares New York Muni Bond ETF

ETFs
11.8K
+ 177.24%
$51.6 - $53.44 $611K - $633K
18.5K $988K
BX
Blackstone Inc.

Financial Services
3.25K
+ 98.37%
$152.77 - $188.68 $497K - $614K
6.56K $1.12M
SCHW
Schwab Charles Corp

Financial Services
6.36K
New
$91.03 - $98.69 $579K - $628K
6.36K $607K
SOFI
So Fi Technologies, Inc.

Financial Services
21.3K
New
$17.64 - $29.81 $376K - $635K
21.3K $562K
UNH
Unitedhealth Group Inc

Healthcare
723
+ 7.92%
$237.77 - $353.61 $172K - $256K
9.85K $3.4M
C
Citigroup Inc

Financial Services
4.61K
+ 94.13%
$85.57 - $103.49 $394K - $477K
9.5K $964K
PGR
Progressive Corp

Financial Services
2.15K
New
$238.61 - $264.3 $512K - $567K
2.15K $530K
BCS
Barclays PLC

Financial Services
14.4K
+ 13.1%
$17.88 - $21.05 $258K - $304K
125K $2.58M
COP
Conocophillips

Energy
5.57K
New
$91.0 - $98.99 $507K - $551K
5.57K $526K
MSTR
Microstrategy Inc

Technology
1.55K
New
$300.7 - $455.9 $465K - $705K
1.55K $498K
MPWR
Monolithic Power Systems Inc

Technology
542
New
$711.24 - $922.81 $385K - $500K
542 $498K
KLAC
Kla Corp

Technology
100
+ 4.83%
$843.9 - $1078.6 $84.4K - $108K
2.17K $2.34M
TTC
Toro CO

Industrials
6.25K
New
$72.64 - $82.54 $454K - $516K
6.25K $476K
AXON
Axon Enterprise, Inc.

Industrials
736
+ 123.91%
$698.02 - $870.97 $514K - $641K
1.33K $954K
ED
Consolidated Edison Inc

Utilities
4.55K
+ 82.96%
$95.57 - $105.36 $435K - $480K
10K $1.01M
UNP
Union Pacific Corp

Industrials
1.83K
+ 97.39%
$214.91 - $237.16 $393K - $434K
3.71K $876K
TFC
Truist Financial Corp

Financial Services
9.47K
New
$42.83 - $47.07 $405K - $446K
9.47K $432K
Activity Summary
Buys All Purchases 293 New Holdings 96 Increased Positions 197 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 2 Puts 0
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