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
MGK
Vanguard Mega Cap Growth ETF

ETFs
635
New
$362.31 - $405.74 $230K - $258K
635 $255K
SOXL
Direxion Daily Semiconductor B

ETFs
7.1K
New
$23.99 - $34.84 $170K - $247K
7.1K $247K
KHC
Kraft Heinz CO

Consumer Defensive
9.36K
New
$25.63 - $28.94 $240K - $271K
9.36K $243K
AIG
American International Group, Inc.

Financial Services
3.08K
New
$76.34 - $85.87 $235K - $264K
3.08K $241K
HII
Huntington Ingalls Industries, Inc.

Industrials
5
+ 0.1%
$246.31 - $287.91 $1.23K - $1.44K
5.09K $1.47M
MCK
Mckesson Corp

Healthcare
28
+ 0.52%
$659.01 - $772.54 $18.5K - $21.6K
5.38K $4.16M
VHT
Vanguard Health Care ETF

ETFs
899
New
$239.12 - $259.95 $215K - $234K
899 $233K
RSG
Republic Services, Inc.

Industrials
1.27K
+ 36.7%
$225.33 - $246.01 $287K - $313K
4.75K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.73K
+ 12.45%
$92.26 - $97.51 $160K - $169K
15.6K $1.51M
VGT
Vanguard Information Technolog

ETFs
250
+ 52.08%
$656.44 - $753.15 $164K - $188K
730 $545K
TMO
Thermo Fisher Scientific Inc.

Healthcare
262
+ 21.42%
$404.94 - $499.99 $106K - $131K
1.49K $720K
AME
Ametek Inc

Industrials
1.2K
New
$176.44 - $192.03 $212K - $231K
1.2K $225K
MPC
Marathon Petroleum Corp

Energy
380
+ 6.94%
$158.59 - $198.69 $60.3K - $75.5K
5.85K $1.13M
PKG
Packaging Corp Of America

Consumer Cyclical
1K
New
$191.41 - $220.25 $192K - $220K
1K $218K
DLR
Digital Realty Trust, Inc.

Real Estate
1.26K
New
$161.21 - $180.02 $203K - $227K
1.26K $217K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.06K
New
N/A
9.06K $215K
ABC
Amerisourcebergen Corp

Healthcare
1.16K
New
N/A
1.16K $214K
AZO
Autozone Inc

Consumer Cyclical
49
New
$3649.42 - $4354.54 $179K - $213K
49 $210K
LPLA
Lpl Financial Holdings Inc.

Financial Services
628
New
$332.69 - $399.0 $209K - $251K
628 $208K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.28K
New
$25.09 - $25.19 $208K - $209K
8.28K $208K
APD
Air Products & Chemicals, Inc.

Basic Materials
751
New
$265.78 - $299.3 $200K - $225K
751 $204K
HWM
Howmet Aerospace Inc.

Industrials
1.03K
New
$171.0 - $196.23 $176K - $202K
1.03K $202K
CATH
Global X Fds Global X S&P 500

ETFs
2.5K
New
$75.38 - $81.32 $188K - $203K
2.5K $202K
PODD
Insulet Corp

Healthcare
654
New
$277.3 - $352.82 $181K - $231K
654 $201K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.01K
New
$94.17 - $99.95 $190K - $201K
2.01K $201K
XLY
Select Sector Spdr Consumer Di

ETFs
92
+ 1.18%
$216.09 - $242.18 $19.9K - $22.3K
7.91K $1.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
590
+ 7.61%
$192.76 - $203.86 $114K - $120K
8.34K $1.7M
FISV
Fiserv Inc

Technology
1.53K
+ 73.14%
N/A
3.62K $453K
NET
Cloudflare, Inc.

Technology
78
+ 0.85%
$181.39 - $228.28 $14.1K - $17.8K
9.25K $1.98M
VUG
Vanguard Growth ETF

ETFs
280
+ 23.51%
$433.97 - $484.08 $122K - $136K
1.47K $705K
MRK
Merck & Co., Inc.

Healthcare
1.35K
+ 9.38%
$77.6 - $87.37 $105K - $118K
15.8K $1.32M
QCOM
Qualcomm Inc

Technology
918
+ 31.84%
$145.84 - $173.55 $134K - $159K
3.8K $632K
XLK
Technology Sector Spdr

ETFs
100
+ 1.98%
$250.97 - $282.66 $25.1K - $28.3K
5.16K $1.45M
CVS
Cvs Health Corp

Healthcare
1.83K
+ 39.0%
$58.75 - $76.5 $108K - $140K
6.53K $492K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
391
+ 0.41%
$92.18 - $95.14 $36K - $37.2K
94.9K $9.03M
AMD
Advanced Micro Devices Inc

Technology
268
+ 5.01%
$134.8 - $184.42 $36.1K - $49.4K
5.61K $907K
PWR
Quanta Services, Inc.

Industrials
18
+ 0.51%
$372.29 - $421.68 $6.7K - $7.59K
3.53K $1.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
650
+ 15.13%
$108.08 - $121.73 $70.3K - $79.1K
4.95K $595K
UBS
Ubs Group Ag

Financial Services
1.36K
+ 14.0%
$33.77 - $42.38 $45.8K - $57.5K
11.1K $453K
NOC
Northrop Grumman Corp

Industrials
119
+ 25.93%
$498.9 - $609.32 $59.4K - $72.5K
578 $352K
CSCO
Cisco Systems, Inc.

Technology
2.09K
+ 9.5%
$66.2 - $71.79 $138K - $150K
24.1K $1.65M
COF
Capital One Financial Corp

Financial Services
549
+ 13.64%
$207.29 - $229.74 $114K - $126K
4.57K $972K
IEMG
Ishares Inc

ETFs
2.07K
+ 7.24%
N/A
30.6K $1.64M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
384
+ 5.68%
$79.52 - $89.63 $30.5K - $34.4K
7.15K $637K
TRV
Travelers Companies, Inc.

Financial Services
162
+ 3.76%
$250.62 - $279.43 $40.6K - $45.3K
4.47K $1.25M
VTV
Vanguard Value ETF

ETFs
164
+ 3.29%
$175.51 - $186.57 $28.8K - $30.6K
5.15K $959K
DIS
Walt Disney CO

Communication Services
1.6K
+ 13.45%
$112.25 - $124.0 $179K - $198K
13.5K $1.54M
CDNS
Cadence Design Systems Inc

Technology
93
+ 14.01%
$309.46 - $373.37 $28.8K - $34.7K
757 $265K
VOE
Vanguard Mid Cap Value Index F

ETFs
48
+ 1.16%
$164.63 - $174.58 $7.9K - $8.38K
4.19K $731K
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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