Calamos Wealth Management LLC Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$2.0B

Holdings

326

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (326 positions)

StockValue
CPNQCALAMOS ETF TR
$528K
CPROCALAMOS ETF TR
$525K
ITOTISHARES TR
$514K
FTECFIDELITY COVINGTON TRUST
$511K
LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN
$511K
HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C
$502K
AXON 0.5 12/15/27AXON ENTERPRISE INC
$501K
MUMICRON TECHNOLOGY INC
$499K
POST 2.5 08/15/27POST HLDGS INC
$496K
BXBLACKSTONE INC
$489K
CPSNCALAMOS ETF TR
$488K
PHPARKER-HANNIFIN CORP
$480K
QUALISHARES TR
$475K
AMDADVANCED MICRO DEVICES INC
$469K
BAC 7.25 PERP LBANK AMERICA CORP
$468K
QCOMQUALCOMM INC
$468K
UNPUNION PAC CORP
$464K
FISVFISERV INC
$460K
ICEINTERCONTINENTAL EXCHANGE IN
$457K
RSPTINVESCO EXCHANGE TRADED FD T
$454K
TTEK 2.25 08/15/28TETRA TECH INC NEW
$452K
MARMARRIOTT INTL INC NEW
$444K
AMTAMERICAN TOWER CORP NEW
$444K
ABNB 0 03/15/26AIRBNB INC
$433K
NEENEXTERA ENERGY CAP HLDGS INC
$431K
BMYBRISTOL-MYERS SQUIBB CO
$431K
HEIHEICO CORP NEW
$419K
CPSMCALAMOS ETF TR
$418K
XLESELECT SECTOR SPDR TR
$417K
VGITVANGUARD SCOTTSDALE FDS
$416K
XLVSELECT SECTOR SPDR TR
$406K
VONGVANGUARD SCOTTSDALE FDS
$399K
IPGPIPG PHOTONICS CORP
$392K
FSECFIDELITY MERRIMACK STR TR
$390K
TRVTRAVELERS COMPANIES INC
$363K
FCXFREEPORT-MCMORAN INC
$363K
TAT&T INC
$361K
FOUR 0.5 08/01/27SHIFT4 PMTS INC
$350K
DUKDUKE ENERGY CORP NEW
$350K
PFFISHARES TR
$342K
QTWO 0.75 06/01/26Q2 HLDGS INC
$341K
AQLTISHARES TR
$340K
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC
$336K
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST
$327K
COFCAPITAL ONE FINL CORP
$327K
FHLCFIDELITY COVINGTON TRUST
$322K
DFSEURDISCOVER FINL SVCS
$322K
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
$316K
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$305K
CBOJCALAMOS ETF TR
$302K
VEAVANGUARD TAX-MANAGED FDS
$301K
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
$299K
CBXJCALAMOS ETF TR
$299K
IJJISHARES TR
$299K
UBSUBS GROUP AG
$297K
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$296K
LNWOLIGHT & WONDER INC
$294K
SROICALAMOS ETF TR
$290K
LYVLIVE NATION ENTERTAINMENT IN
$288K
VWOVANGUARD INTL EQUITY INDEX F
$287K
TRVCCITIGROUP INC
$284K
$284K
TXNTEXAS INSTRS INC
$280K
RSPINVESCO EXCHANGE TRADED FD T
$278K
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$269K
GQ9SPDR GOLD TR
$265K
$261K
CPSYCALAMOS ETF TR
$259K
AIZASSURANT INC
$257K
F 0 03/15/26FORD MTR CO
$257K
BLKBLACKROCK INC
$256K
NEE 7.299 06/01/27NEXTERA ENERGY INC
$255K
$255K
NOCNORTHROP GRUMMAN CORP
$247K
AVUSAMERICAN CENTY ETF TR
$247K
LULULULULEMON ATHLETICA INC
$245K
$245K
NETCLOUDFLARE INC
$244K
SCHDSCHWAB STRATEGIC TR
$244K
MOALTRIA GROUP INC
$242K
ETNEATON CORP PLC
$241K
CMECME GROUP INC
$240K
COPCONOCOPHILLIPS
$239K
ADPAUTOMATIC DATA PROCESSING IN
$235K
TRMBTRIMBLE INC
$234K
UPROPROSHARES TR
$234K
ON 0 05/01/27ON SEMICONDUCTOR CORP
$230K
VNQVANGUARD INDEX FDS
$225K
TILTFLEXSHARES TR
$214K
KKRKKR & CO INC
$213K
TQQQPROSHARES TR
$212K
BACVERIZON COMMUNICATIONS INC
$209K
NVSNNOVARTIS AG
$206K
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP
$195K
CHWCALAMOS GBL DYN INCOME FUND
$190K
IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC
$174K
$174K
FNBF N B CORP
$173K
NCLH 2.5 02/15/27NCL CORP LTD
$170K
AEIS 2.5 09/15/28ADVANCED ENERGY INDS
$165K
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