Calamos Wealth Management LLC Q1 2021 Filing

Filed April 12, 2021

Portfolio Value

$1.2T

Holdings

288

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (288 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
300,389$119.5B9.85%
2
AAPLAPPLE INC
629,394$76.9B6.34%
3
PTONPELOTON INTERACTIVE INC
540,903$60.8B5.01%
4
MSFTMICROSOFT CORP
227,263$53.6B4.42%
5
ENPHENPHASE ENERGY INC
220,000$35.7B2.94%
6
AMZNAMAZON COM INC
10,314$31.9B2.63%
7
IWVISHARES TR
125,738$29.8B2.46%
8
GOOGLALPHABET INC
14,085$29.1B2.39%
9
METAFACEBOOK INC
75,216$22.2B1.83%
10
SPYSPDR S&P 500 ETF TR
46,254$18.3B1.51%
11
AMATAPPLIED MATLS INC
123,471$16.5B1.36%
12
UNHUNITEDHEALTH GROUP INC
39,271$14.6B1.20%
13
NEENEXTERA ENERGY INC
193,157$14.6B1.20%
14
JPMJPMORGAN CHASE & CO
92,865$14.1B1.17%
15
VVISA INC
64,538$13.7B1.13%
16
BACBK OF AMERICA CORP
346,601$13.4B1.11%
17
NVDANVIDIA CORPORATION
23,779$12.7B1.05%
18
AGGISHARES TR
98,489$11.2B0.92%
19
STZCONSTELLATION BRANDS INC
48,130$11.0B0.90%
20
LINLINDE PLC
38,472$10.8B0.89%
21
WFCWELLS FARGO CO NEW
260,397$10.2B0.84%
22
NKENIKE INC
76,476$10.2B0.84%
23
DISDISNEY WALT CO
54,588$10.1B0.83%
24
GSGOLDMAN SACHS GROUP INC
30,412$9.9B0.82%
25
HONHONEYWELL INTL INC
44,044$9.6B0.79%
26
CSXCSX CORP
98,339$9.5B0.78%
27
HESHESS CORP
130,675$9.2B0.76%
28
MAMASTERCARD INCORPORATED
25,810$9.2B0.76%
29
WMTWALMART INC
66,964$9.1B0.75%
30
TMTOYOTA MOTOR CORP
57,700$9.0B0.74%
31
AXPAMERICAN EXPRESS CO
63,025$8.9B0.73%
32
LLYLILLY ELI & CO
47,353$8.8B0.73%
33
KOCOCA COLA CO
162,993$8.6B0.71%
34
SCHWSCHWAB CHARLES CORP
130,813$8.5B0.70%
35
RTXRAYTHEON TECHNOLOGIES CORP
102,932$8.0B0.66%
36
MUMICRON TECHNOLOGY INC
88,011$7.8B0.64%
37
WMWASTE MGMT INC DEL
59,521$7.7B0.63%
38
ZTSZOETIS INC
47,098$7.4B0.61%
39
TSLATESLA INC
11,089$7.4B0.61%
40
CRMSALESFORCE COM INC
33,882$7.2B0.59%
41
LUVSOUTHWEST AIRLS CO
117,292$7.2B0.59%
42
IVEISHARES TR
50,274$7.1B0.59%
43
PYPLPAYPAL HLDGS INC
28,995$7.0B0.58%
44
TWLOTWILIO INC
20,103$6.8B0.56%
45
CHTRCHARTER COMMUNICATIONS INC N
10,971$6.8B0.56%
46
MRSHMARSH & MCLENNAN COS INC
55,213$6.7B0.55%
47
ELLAUDER ESTEE COS INC
22,977$6.7B0.55%
48
AVGOBROADCOM INC
14,395$6.7B0.55%
49
SBUXSTARBUCKS CORP
59,493$6.5B0.54%
50
UNPUNION PAC CORP
29,023$6.4B0.53%
51
PAYCPAYCOM SOFTWARE INC
17,113$6.3B0.52%
52
CECELANESE CORP DEL
41,563$6.2B0.51%
53
LABORATORY CORP AMER HLDGS
24,257$6.2B0.51%
54
TMOTHERMO FISHER SCIENTIFIC INC
13,544$6.2B0.51%
55
LULULULULEMON ATHLETICA INC
20,045$6.1B0.51%
56
HDHOME DEPOT INC
20,101$6.1B0.51%
57
UBERUBER TECHNOLOGIES INC
108,154$5.9B0.49%
58
EQIXEQUINIX INC
8,628$5.9B0.48%
59
TJXTJX COS INC NEW
88,298$5.8B0.48%
60
NFLXNETFLIX INC
11,048$5.8B0.48%
61
DDOMINION ENERGY INC
75,505$5.7B0.47%
62
FISFIDELITY NATL INFORMATION SV
40,683$5.7B0.47%
63
SYYSYSCO CORP
72,340$5.7B0.47%
64
CVXCHEVRON CORP NEW
53,594$5.6B0.46%
65
BSXBOSTON SCIENTIFIC CORP
144,001$5.6B0.46%
66
ALAIR LEASE CORP
111,917$5.5B0.45%
67
VRTXVERTEX PHARMACEUTICALS INC
24,202$5.2B0.43%
68
IVWISHARES TR
79,502$5.2B0.43%
69
EWEDWARDS LIFESCIENCES CORP
58,618$4.9B0.40%
70
DHRDANAHER CORPORATION
21,685$4.9B0.40%
71
TSMTAIWAN SEMICONDUCTOR MFG LTD
39,745$4.7B0.39%
72
BMYBRISTOL-MYERS SQUIBB CO
70,388$4.4B0.37%
73
CBCHUBB LIMITED
27,376$4.3B0.36%
74
DC4DEXCOM INC
11,533$4.1B0.34%
75
AQLTISHARES TR
54,765$3.9B0.33%
76
LVSLAS VEGAS SANDS CORP
63,018$3.8B0.32%
77
ORCLORACLE CORP
52,453$3.7B0.30%
78
JNJJOHNSON & JOHNSON
22,159$3.6B0.30%
79
VOVANGUARD INDEX FDS
15,928$3.5B0.29%
80
ASMLASML HOLDING N V
5,457$3.4B0.28%
81
USMVISHARES TR
45,000$3.1B0.26%
82
VONAGE HLDGS CORP
263,351$3.1B0.26%
83
BSVVANGUARD BD INDEX FDS
36,996$3.0B0.25%
84
IDXXIDEXX LABS INC
6,200$3.0B0.25%
85
ADBEADOBE SYSTEMS INCORPORATED
6,260$3.0B0.25%
86
NOWSERVICENOW INC
5,923$3.0B0.24%
87
PGPROCTER AND GAMBLE CO
20,316$2.8B0.23%
88
LUV 1.25 05/01/25SOUTHWEST AIRLS CO
1,542,000$2.6B0.22%
89
SESEA LTD
11,564$2.6B0.21%
90
IWBISHARES TR
11,295$2.5B0.21%
91
PFEPFIZER INC
67,075$2.4B0.20%
92
VBVANGUARD INDEX FDS
11,296$2.4B0.20%
93
IWFISHARES TR
9,836$2.4B0.20%
94
INGING GROEP N.V.
184,880$2.3B0.19%
95
MCDMCDONALDS CORP
10,051$2.3B0.19%
96
GOOGALPHABET INC
1,076$2.2B0.18%
97
XOMEXXON MOBIL CORP
39,816$2.2B0.18%
98
MUBISHARES TR
18,914$2.2B0.18%
99
COSTCOSTCO WHSL CORP NEW
6,198$2.2B0.18%
100
APTVAPTIV PLC
15,477$2.1B0.18%
Page 1 of 3Next