Calamos Wealth Management LLC Incresed Positions in Q1 2025

Calamos Wealth Management LLC

  • $1.92 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
2.42K
+ 96.03%
$206.38 - $242.18 $499K - $585K
4.93K $1.02M
ZTS
Zoetis Inc.

Healthcare
1.65K
+ 1.96%
$156.48 - $175.67 $258K - $290K
85.7K $14.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.11K
+ 22.15%
$360.07 - $417.26 $758K - $879K
11.6K $4.19M
EEM
Ishares Msci Emerging Markets

ETFs
3.35K
+ 3.39%
$40.81 - $45.34 $137K - $152K
102K $4.47M
MUB
Ishares National Muni Bond ETF

ETFs
2.99K
+ 41.48%
$104.71 - $107.69 $313K - $321K
10.2K $1.07M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.49K
+ 5.93%
$11.66 - $14.98 $75.6K - $97.1K
116K $1.58M
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.2K
+ 37.42%
$15.97 - $18.5 $370K - $429K
85.2K $1.38M
AMD
Advanced Micro Devices Inc

Technology
2.86K
+ 167.33%
$96.63 - $129.55 $276K - $370K
4.57K $469K
PM
Philip Morris International Inc.

Consumer Defensive
500
+ 10.51%
$117.15 - $158.79 $58.6K - $79.4K
5.26K $834K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.31K
+ 27.06%
$182.82 - $196.21 $239K - $257K
6.15K $1.16M
MA
Mastercard Inc

Financial Services
298
+ 7.21%
$504.67 - $576.31 $150K - $172K
4.43K $2.43M
LOW
Lowes Companies Inc

Consumer Cyclical
1.33K
+ 27.0%
$222.66 - $268.42 $295K - $356K
6.24K $1.45M
SHOP
Shopify Inc.

Technology
4.69K
+ 22.84%
$90.59 - $129.31 $425K - $606K
25.2K $2.41M
RTX
Raytheon Technologies Corp

Industrials
469
+ 5.38%
$114.1 - $135.66 $53.5K - $63.6K
9.19K $1.22M
JPM
Jpmorgan Chase & CO

Financial Services
286
+ 1.19%
$225.19 - $279.95 $64.4K - $80.1K
24.3K $5.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.43K
+ 23.35%
$165.25 - $224.62 $1.06M - $1.44M
34K $5.64M
CVX
Chevron Corp

Energy
322
+ 5.17%
$146.71 - $167.97 $47.2K - $54.1K
6.56K $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
944
+ 13.91%
$302.31 - $337.54 $285K - $319K
7.73K $2.37M
XLE
Energy Sector Spdr

ETFs
1.76K
+ 65.32%
$85.7 - $93.96 $151K - $166K
4.46K $416K
MU
Micron Technology Inc

Technology
1.77K
+ 44.44%
$86.89 - $109.38 $154K - $193K
5.74K $499K
AMGN
Amgen Inc

Healthcare
119
+ 4.84%
$258.59 - $327.36 $30.8K - $39K
2.58K $803K
RSG
Republic Services, Inc.

Industrials
34
+ 0.99%
$200.09 - $242.16 $6.8K - $8.23K
3.47K $841K
VST
Vistra Corp.

Utilities
1.84K
+ 55.01%
$108.49 - $191.89 $200K - $353K
5.18K $608K
IGV
Ishares Expanded Tech Software

ETFs
2.5K
+ 36.76%
$88.3 - $107.83 $221K - $270K
9.3K $827K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.02K
+ 40.45%
$57.44 - $59.4 $116K - $120K
7K $415K
CAT
Caterpillar Inc

Industrials
556
+ 27.93%
$326.75 - $407.63 $182K - $227K
2.55K $840K
KLAC
Kla Corp

Technology
20
+ 1.13%
$636.62 - $777.63 $12.7K - $15.6K
1.8K $1.22M
MPC
Marathon Petroleum Corp

Energy
473
+ 11.3%
$134.72 - $159.03 $63.7K - $75.2K
4.66K $678K
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
141
+ 0.36%
$76.94 - $78.28 $10.8K - $11K
39.4K $3.09M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
222
+ 3.73%
$128.74 - $138.67 $28.6K - $30.8K
6.18K $837K
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
407
+ 5.95%
$507.05 - $563.67 $206K - $229K
7.25K $3.72M
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
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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