Calamos Wealth Management LLC Portfolio Holdings
Calamos Wealth Management LLC
- $2.27 Billion
- Q2 2025
Calamos Wealth Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.27 Billion distributed in 355 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $159M, Apple Inc. with a value of $143M, Nvidia Corp with a value of $129M, Microsoft Corp with a value of $121M, and Ishares S&P 500 Growth ETF with a value of $119M.
Examining the 13F form we can see an increase of $351M in the current position value, from $1.92B to 2.27B.
Below you can find more details about Calamos Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.27 Billion
ETFs: $762 Million
Technology: $605 Million
Financial Services: $195 Million
Communication Services: $187 Million
Consumer Cyclical: $186 Million
Healthcare: $131 Million
Industrials: $83.1 Million
Consumer Defensive: $40.1 Million
Other: $84.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 355
- Current Value $2.27 Billion
- Prior Value $1.92 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 50 stocks
- Additional Purchases 147 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks