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
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 50.76%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 54.07%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.93%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 41.55%
Canadian Pacific Kansas City
-
$0
0.0% of portfolio
-
Q2 2025
Added 2.64%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 9.61%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.89%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.66%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 5.49%
-
$0
0.0% of portfolio
-
Q2 2025
Added 6.27%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 15.3%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.0%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 5.23%
-
$0
0.0% of portfolio
-
Q2 2025
Added 27.67%
-
$0
0.0% of portfolio
-
Q2 2025
Added 32.52%
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.34%
-
$0
0.0% of portfolio
-
Q1 2025
Added 149.45%
-
$0
0.0% of portfolio
-
Q1 2025
Added 18.54%
Ventas Rlty LTD Partnership
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.21%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 27.96%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 24.09%
-
$0
0.0% of portfolio
-
Q4 2023
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.72%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.0%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.2%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 8.08%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.25%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 23.26%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.33%
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.09%
-
$0
0.0% of portfolio
-
Q2 2025
Added 39.17%
-
$0
0.0% of portfolio
-
Q2 2025
Added 27.55%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 94.55%
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.25%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 13.06%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.06%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.25%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 6.77%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 18.6%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 18.34%
Nextera Energy Cap Hldgs Inc
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 18.77%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.02%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.49%
Ionis Pharmaceuticals Inc
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 19.55%
-
$0
0.0% of portfolio
-
Q2 2025
Added 3.78%