CW

CALAMOS WEALTH MANAGEMENT LLC

13F
CALAMOS WEALTH MANAGEMENT LLC
Last update 2025-04-29 267 Stocks (30 new)
Value $1.98 Bil Turnover 9 %
Countries:
Top Holdings: IVV(7.56%)AAPL(7.42%)IVE(5.21%)IVW(5.03%)MSFT(4.49%)
Summary Stock Picks Current Portfolio
CALAMOS WEALTH MANAGEMENT LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
266,955
150,002.2
+6.28%
7.560
+0.45%
0.030
+8.74%
+5.54%
593,136.4
 
AAPL
Apple Inc
663,055
147,284.3
+8.43%
7.420
+0.58%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
IVE
iShares S&P 500 Value ETF
542,196
103,331.7
+13.19%
5.210
+0.61%
0.280
+1.84%
+2.65%
39,015.6
 
IVW
iShares S&P 500 Growth ETF
1,075,698
99,857.1
+2.90%
5.030
+0.14%
0.200
+15.55%
+8.08%
59,391.1
 
MSFT
Microsoft Corp
237,203
89,043.8
+5.77%
4.490
+0.25%
0.000
+27.21%
+18.11%
3,686,095.8
Software
NVDA
NVIDIA Corp
743,665
80,598.4
+0.11%
4.060
0%
0.000
+41.58%
+17.49%
3,847,137.1
Semiconductors
IWV
iShares Russell 3000 ETF
189,946
60,334.4
+13.27%
3.040
+0.36%
0.410
+8.51%
+5.02%
15,714.4
 
AMZN
Amazon.com Inc
312,173
59,394.0
+5.14%
2.990
+0.15%
0.000
+10.90%
+1.78%
2,370,631.5
Retail - Cyclical
GOOGL
Alphabet Inc
359,482
55,590.3
+1.79%
2.800
+0.05%
0.000
+10.17%
-5.47%
2,164,997.8
Interactive Media
IJR
iShares Core S&P Small-Cap ETF
518,203
54,188.5
+21.26%
2.730
+0.48%
0.070
+3.37%
-4.33%
79,167.4
 

CALAMOS WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

CALAMOS WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CMG
Chipotle Mexican Grill Inc
2025-03-31
Add
Add
+0.61%
●
47.79 ($54.38) 59.89
$55.05
1.23%
Add 1249.2%
262,690
243,220
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.61%
●
185.78 ($193.5) 198.58
$194.35
0.44%
Add 13.19%
542,196
63,200
SYK
Stryker Corp
2025-03-31
Add
Add
+0.61%
●
355.18 ($380.56) 399.9
$393.55
3.41%
Add 3395%
33,552
32,592
AAPL
Apple Inc
2025-03-31
Add
Add
+0.58%
●
209.68 ($231.67) 247.1
$201.08
-13.20%
Add 8.43%
663,055
51,527
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.54%
●
576.36 ($645.17) 736.67
$733.63
13.71%
Add 131.14%
33,094
18,776
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.54%
●
53.99 ($56.33) 58.43
$55.61
-1.28%
Reduce -32.3%
404,606
-193,029
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.48%
●
102.49 ($112.84) 119.96
$109.49
-2.97%
Add 21.26%
518,203
90,843
DKNG
DraftKings Inc
2025-03-31
Sold Out
Sold Out
-0.47%
●
33.21 ($41.08) 53.49
$42.92
4.48%
Sold Out
0
-249,397
DDOG
Datadog Inc
2025-03-31
Reduce
Reduce
-0.46%
●
98.68 ($126.18) 151.89
$132.08
4.68%
Reduce -60.7%
41,314
-63,802
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.45%
●
554.06 ($590.51) 615.85
$617.46
4.56%
Add 6.28%
266,955
15,780

CALAMOS WEALTH MANAGEMENT LLC Total Holding History ($B)

To

CALAMOS WEALTH MANAGEMENT LLC's Asset Allocation

To

CALAMOS WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CALAMOS WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

CALAMOS WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CALAMOS WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

CALAMOS WEALTH MANAGEMENT LLC's Holdings Bubble Chart

CALAMOS WEALTH MANAGEMENT LLC News

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