Calamos Wealth Management LLC Incresed Positions in Q2 2025

Calamos Wealth Management LLC

  • $2.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
291
+ 6.49%
$595.37 - $815.24 $173K - $237K
4.78K $3.83M
SPGI
S&P Global Inc.

Financial Services
682
+ 2.68%
$438.31 - $527.29 $299K - $360K
26.2K $13.8M
TRV
Travelers Companies, Inc.

Financial Services
2.94K
+ 214.29%
$233.83 - $276.34 $687K - $812K
4.31K $1.15M
SE
Sea LTD

Consumer Cyclical
1.06K
+ 5.19%
$105.57 - $170.4 $112K - $181K
21.5K $3.44M
MCO
Moodys Corp

Financial Services
82
+ 0.4%
$396.7 - $501.59 $32.5K - $41.1K
20.3K $10.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.19K
+ 15.44%
$272.36 - $339.57 $325K - $405K
8.93K $3.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
83
+ 59.29%
$4164.15 - $5789.24 $346K - $481K
223 $1.29M
KLAC
Kla Corp

Technology
277
+ 15.43%
$576.53 - $902.94 $160K - $250K
2.07K $1.86M
COF
Capital One Financial Corp

Financial Services
2.2K
+ 120.91%
$150.57 - $212.76 $332K - $469K
4.03K $856K
EEM
Ishares Msci Emerging Markets

ETFs
602
+ 0.59%
$38.52 - $48.28 $23.2K - $29.1K
103K $4.96M
PWR
Quanta Services, Inc.

Industrials
97
+ 2.84%
$239.47 - $381.26 $23.2K - $37K
3.52K $1.33M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
11
+ 0.0%
$5.0 - $7.65 $55 - $84.2
725K $5.03M
IBM
International Business Machines Corp

Technology
790
+ 20.01%
$221.03 - $294.78 $175K - $233K
4.74K $1.4M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
+ 1.56%
$119.13 - $135.03 $208K - $235K
113K $14M
DIS
Walt Disney CO

Communication Services
846
+ 7.67%
$81.72 - $124.01 $69.1K - $105K
11.9K $1.47M
IBN
Icici Bank LTD

Financial Services
5.47K
+ 6.31%
$30.16 - $34.39 $165K - $188K
92.3K $3.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.61K
+ 26.11%
$166.82 - $194.23 $268K - $312K
7.75K $1.51M
MCK
Mckesson Corp

Healthcare
21
+ 0.39%
$652.83 - $732.78 $13.7K - $15.4K
5.36K $3.92M
HD
Home Depot, Inc.

Consumer Cyclical
857
+ 1.36%
$335.24 - $380.78 $287K - $326K
63.8K $23.4M
CAT
Caterpillar Inc

Industrials
439
+ 17.24%
$273.94 - $388.21 $120K - $170K
2.99K $1.16M
VB
Vanguard Small Cap ETF

ETFs
196
+ 1.11%
$193.73 - $237.37 $38K - $46.5K
17.9K $4.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
50
+ 1.12%
$179.95 - $278.88 $9K - $13.9K
4.5K $1.25M
PG
Procter & Gamble CO

Consumer Defensive
3.3K
+ 16.87%
$157.66 - $172.39 $520K - $569K
22.9K $3.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.1K
+ 138.48%
$24.32 - $27.87 $294K - $337K
20.8K $551K
SO
Southern CO

Utilities
3.59K
+ 1.62%
$84.91 - $92.56 $305K - $332K
226K $20.7M
AMD
Advanced Micro Devices Inc

Technology
778
+ 17.04%
$78.21 - $143.81 $60.8K - $112K
5.34K $758K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.17K
+ 13.72%
$51.16 - $62.02 $162K - $197K
26.3K $1.63M
VEA
Vanguard Ftse Developed Market

ETFs
4.18K
+ 70.55%
$45.65 - $57.01 $191K - $238K
10.1K $575K
MU
Micron Technology Inc

Technology
517
+ 9.0%
$64.72 - $127.91 $33.5K - $66.1K
6.26K $771K
XLK
Technology Sector Spdr

ETFs
126
+ 2.55%
$179.73 - $253.23 $22.6K - $31.9K
5.06K $1.28M
NSC
Norfolk Southern Corp

Industrials
741
+ 26.95%
$206.34 - $257.46 $153K - $191K
3.49K $893K
MPC
Marathon Petroleum Corp

Energy
814
+ 17.48%
$118.55 - $170.08 $96.5K - $138K
5.47K $908K
RTX
Raytheon Technologies Corp

Industrials
694
+ 7.55%
$113.75 - $148.48 $78.9K - $103K
9.88K $1.44M
HDB
Hdfc Bank LTD

Financial Services
877
+ 5.81%
$63.78 - $77.48 $55.9K - $67.9K
16K $1.22M
XLY
Select Sector Spdr Consumer Di

ETFs
129
+ 1.68%
$176.34 - $218.59 $22.7K - $28.2K
7.82K $1.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.32K
+ 21.39%
$121.58 - $136.74 $161K - $181K
7.5K $1.02M
CSCO
Cisco Systems, Inc.

Technology
95
+ 0.43%
$53.19 - $69.38 $5.05K - $6.59K
22K $1.53M
IEMG
Ishares Inc

ETFs
2.9K
+ 11.29%
N/A
28.6K $1.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
578
+ 4.34%
$74.88 - $91.97 $43.3K - $53.2K
13.9K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.37K
+ 12.13%
$483.48 - $539.8 $662K - $739K
12.7K $6.15M
C
Citigroup Inc

Financial Services
886
+ 22.11%
$58.13 - $85.12 $51.5K - $75.4K
4.89K $416K
SKX
Skechers Usa Inc

Consumer Cyclical
51
+ 0.28%
$45.48 - $63.1 $2.32K - $3.22K
18.2K $1.15M
NVS
Novartis Ag

Healthcare
716
+ 38.66%
$101.96 - $121.01 $73K - $86.6K
2.57K $310K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
593
+ 0.43%
$96.84 - $99.46 $57.4K - $59K
139K $13.8M
HEI
Heico Corp

Industrials
9
+ 0.57%
$236.44 - $328.0 $2.13K - $2.95K
1.58K $516K
HON
Honeywell International Inc

Industrials
22
+ 0.57%
$182.86 - $232.88 $4.02K - $5.12K
3.9K $907K
MA
Mastercard Inc

Financial Services
41
+ 0.93%
$479.92 - $590.74 $19.7K - $24.2K
4.47K $2.51M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.31K
+ 18.66%
$58.63 - $59.9 $76.6K - $78.3K
8.31K $497K
QUAL
Ishares Msci Usa Quality Facto

ETFs
264
+ 9.49%
$152.42 - $182.82 $40.2K - $48.3K
3.05K $556K
Activity Summary
Buys All Purchases 197 New Holdings 50 Increased Positions 147 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 2 Puts 1
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