Calamos Wealth Management LLC Portfolio Holdings
Calamos Wealth Management LLC
- $1.93 Billion
- Q4 2024
Calamos Wealth Management LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.93 Billion distributed in 330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $153M, Ishares Core S&P 500 ETF with a value of $148M, Ishares S&P 500 Growth ETF with a value of $106M, Nvidia Corp with a value of $99.8M, and Microsoft Corp with a value of $94.5M.
Examining the 13F form we can see an increase of $30.9M in the current position value, from $1.89B to 1.93B.
Below you can find more details about Calamos Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.93 Billion
ETFs: $672 Million
Technology: $517 Million
Financial Services: $153 Million
Consumer Cyclical: $152 Million
Communication Services: $139 Million
Healthcare: $118 Million
Industrials: $56.1 Million
Consumer Defensive: $49.6 Million
Other: $69.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 330
- Current Value $1.93 Billion
- Prior Value $1.89 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 41 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks