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
FCX
Freeport Mcmoran Inc

Basic Materials
2.53K
+ 35.96%
$34.5 - $43.01 $87.4K - $109K
9.58K $362K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
786
+ 45.96%
$117.4 - $131.02 $92.3K - $103K
2.5K $298K
DFS
Discover Financial Services

Financial Services
443
+ 30.68%
$152.99 - $203.25 $67.8K - $90K
1.89K $322K
VEA
Vanguard Ftse Developed Market

ETFs
1.03K
+ 21.15%
$47.4 - $52.99 $49K - $54.8K
5.92K $301K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
222
+ 3.73%
$128.74 - $138.67 $28.6K - $30.8K
6.18K $837K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
141
+ 0.36%
$76.94 - $78.28 $10.8K - $11K
39.4K $3.09M
INTU
Intuit Inc

Technology
115
+ 8.08%
$555.63 - $630.23 $63.9K - $72.5K
1.54K $944K
HEI
Heico Corp

Industrials
7
+ 0.45%
$219.6 - $270.85 $1.54K - $1.9K
1.57K $418K
DUK
Duke Energy Corp

Utilities
42
+ 1.48%
$105.87 - $121.97 $4.45K - $5.12K
2.87K $350K
CGEN
Compugen LTD

Healthcare
29.5K
New
$1.46 - $2.57 $43.1K - $75.8K
29.5K $43K
VTV
Vanguard Value ETF

ETFs
121
+ 2.41%
$167.73 - $179.21 $20.3K - $21.7K
5.15K $889K
COP
Conocophillips

Energy
218
+ 10.61%
$88.6 - $105.85 $19.3K - $23.1K
2.27K $238K
RSP
Invesco S&P 500 Equal Weight E

ETFs
206
+ 14.71%
$169.43 - $182.84 $34.9K - $37.7K
1.61K $278K
CME
Cme Group Inc.

Financial Services
11
+ 1.23%
$225.82 - $266.54 $2.48K - $2.93K
903 $239K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.04%
$137.61 - $149.68 $138 - $150
2.78K $406K
GS
Goldman Sachs Group Inc

Financial Services
283
+ 5.61%
$524.81 - $672.19 $149K - $190K
5.33K $2.91M
LMT
Lockheed Martin Corp

Industrials
301
+ 10.37%
$423.19 - $506.29 $127K - $152K
3.21K $1.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
536
+ 6.55%
$27.01 - $28.54 $14.5K - $15.3K
8.72K $243K
QUAL
Ishares Msci Usa Quality Facto

ETFs
218
+ 8.5%
$168.16 - $186.21 $36.7K - $40.6K
2.78K $475K
ADP
Automatic Data Processing Inc

Industrials
17
+ 2.26%
$286.85 - $318.64 $4.88K - $5.42K
768 $234K
LYV
Live Nation Entertainment, Inc.

Communication Services
100
+ 4.75%
$115.79 - $154.66 $11.6K - $15.5K
2.21K $287K
VOE
Vanguard Mid Cap Value Index F

ETFs
75
+ 1.84%
$156.61 - $168.02 $11.7K - $12.6K
4.14K $664K
QCOM
Qualcomm Inc

Technology
26
+ 0.86%
$151.94 - $175.86 $3.95K - $4.57K
3.05K $467K
Calamos ETF Tr
45.7K
New
N/A
45.7K $0
Seagate Hdd Cayman
72K
+ 17.02%
N/A
495K $0
Workiva Inc
161K
New
N/A
161K $0
Akamai Technologies Inc
59K
+ 27.19%
N/A
276K $0
Calamos ETF Tr
54.4K
New
N/A
54.4K $0
Calamos ETF Tr
31.4K
New
N/A
31.4K $0
Calamos ETF Tr
39.6K
+ 149.45%
N/A
66.1K $0
Shift4 Pmts Inc
345K
New
N/A
345K $0
Calamos ETF Tr
3.39K
+ 18.54%
N/A
21.6K $0
Blackrock Inc
270
New
N/A
270 $0
Bloom Energy Corp
56K
+ 86.15%
N/A
121K $0
Ventas Rlty LTD Partnership
151K
New
N/A
151K $0
Tetra Tech Inc New
44K
+ 11.2%
N/A
437K $0
Bofa Fin LLC
54K
+ 25.96%
N/A
262K $0
Spotify Usa Inc
258K
+ 77.01%
N/A
593K $0
Calamos ETF Tr
25.5K
New
N/A
25.5K $0
Calamos ETF Tr
12.5K
New
N/A
12.5K $0
Southern CO
155K
+ 29.47%
N/A
681K $0
Calamos ETF Tr
12.2K
New
N/A
12.2K $0
Calamos ETF Tr
11.1K
New
N/A
11.1K $0
Cloudflare Inc
553K
New
N/A
553K $0
Nutanix Inc
369K
+ 241.18%
N/A
522K $0
Flutter Entmt PLC
2.22K
+ 28.35%
N/A
10.1K $0
Conmed Corp
57K
+ 26.76%
N/A
270K $0
Nextera Energy Cap Hldgs Inc
373K
New
N/A
373K $0
Ionis Pharmaceuticals Inc
179K
New
N/A
179K $0
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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