Calamos Wealth Management LLC Q2 2021 Filing

Filed July 22, 2021

Portfolio Value

$1.3T

Holdings

313

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (313 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
258,279$111.0B8.65%
2
AAPLAPPLE INC
613,690$84.1B6.55%
3
PTONPELOTON INTERACTIVE INC
540,614$67.0B5.22%
4
MSFTMICROSOFT CORP
226,826$61.4B4.79%
5
ENPHENPHASE ENERGY INC
220,000$40.4B3.15%
6
AMZNAMAZON COM INC
9,829$33.8B2.63%
7
GOOGLALPHABET INC
13,409$32.7B2.55%
8
IWVISHARES TR
118,926$30.4B2.37%
9
METAFACEBOOK INC
71,181$24.8B1.93%
10
SPYSPDR S&P 500 ETF TR
49,856$21.3B1.66%
11
NVDANVIDIA CORPORATION
22,567$18.1B1.41%
12
LLYLILLY ELI & CO
74,366$17.1B1.33%
13
AMATAPPLIED MATLS INC
118,599$16.9B1.32%
14
UNHUNITEDHEALTH GROUP INC
40,435$16.2B1.26%
15
VVISA INC
61,559$14.4B1.12%
16
JPMJPMORGAN CHASE & CO
89,018$13.8B1.08%
17
BACBK OF AMERICA CORP
335,162$13.8B1.08%
18
NEENEXTERA ENERGY INC
182,828$13.4B1.04%
19
WMTWALMART INC
88,011$12.4B0.97%
20
NKENIKE INC
71,581$11.1B0.86%
21
WFCWELLS FARGO CO NEW
239,188$10.8B0.84%
22
GSGOLDMAN SACHS GROUP INC
28,362$10.8B0.84%
23
HESHESS CORP
121,109$10.6B0.82%
24
STZCONSTELLATION BRANDS INC
44,643$10.4B0.81%
25
KOCOCA COLA CO
187,847$10.2B0.79%
26
TMTOYOTA MOTOR CORP
57,700$10.1B0.79%
27
DHRDANAHER CORPORATION
37,150$10.0B0.78%
28
AXPAMERICAN EXPRESS CO
59,357$9.8B0.76%
29
CSXCSX CORP
288,557$9.3B0.72%
30
MAMASTERCARD INCORPORATED
25,307$9.2B0.72%
31
DISDISNEY WALT CO
52,375$9.2B0.72%
32
HONHONEYWELL INTL INC
41,965$9.2B0.72%
33
SCHWSCHWAB CHARLES CORP
121,978$8.9B0.69%
34
AGGISHARES TR
74,631$8.6B0.67%
35
RTXRAYTHEON TECHNOLOGIES CORP
100,004$8.5B0.66%
36
PYPLPAYPAL HLDGS INC
27,889$8.1B0.63%
37
APTVAPTIV PLC
51,477$8.1B0.63%
38
LINLINDE PLC
27,718$8.0B0.62%
39
CRMSALESFORCE COM INC
31,889$7.8B0.61%
40
WMWASTE MGMT INC DEL
54,306$7.6B0.59%
41
TWLOTWILIO INC
18,977$7.5B0.58%
42
IVEISHARES TR
50,274$7.4B0.58%
43
HDHOME DEPOT INC
22,872$7.3B0.57%
44
MRSHMARSH & MCLENNAN COS INC
51,228$7.2B0.56%
45
TSLATESLA INC
10,359$7.0B0.55%
46
MUMICRON TECHNOLOGY INC
82,386$7.0B0.55%
47
ELLAUDER ESTEE COS INC
21,742$6.9B0.54%
48
LULULULULEMON ATHLETICA INC
18,839$6.9B0.54%
49
CARRCARRIER GLOBAL CORPORATION
138,672$6.7B0.52%
50
SBUXSTARBUCKS CORP
55,743$6.2B0.49%
51
UNPUNION PAC CORP
27,238$6.0B0.47%
52
AVGOBROADCOM INC
12,339$5.9B0.46%
53
CECELANESE CORP DEL
38,754$5.9B0.46%
54
LUVSOUTHWEST AIRLS CO
109,996$5.8B0.45%
55
PAYCPAYCOM SOFTWARE INC
15,921$5.8B0.45%
56
MDLZMONDELEZ INTL INC
92,200$5.8B0.45%
57
BSXBOSTON SCIENTIFIC CORP
133,601$5.7B0.44%
58
EWEDWARDS LIFESCIENCES CORP
54,958$5.7B0.44%
59
CVXCHEVRON CORP NEW
53,537$5.6B0.44%
60
NFLXNETFLIX INC
10,535$5.6B0.43%
61
FISFIDELITY NATL INFORMATION SV
38,206$5.4B0.42%
62
TJXTJX COS INC NEW
78,654$5.3B0.41%
63
SYYSYSCO CORP
67,260$5.2B0.41%
64
ADBEADOBE SYSTEMS INCORPORATED
8,907$5.2B0.41%
65
DDOMINION ENERGY INC
69,760$5.1B0.40%
66
TSMTAIWAN SEMICONDUCTOR MFG LTD
42,465$5.1B0.40%
67
IVWISHARES TR
69,955$5.1B0.40%
68
ORCLORACLE CORP
65,287$5.1B0.40%
69
UBERUBER TECHNOLOGIES INC
100,891$5.1B0.39%
70
DC4DEXCOM INC
10,827$4.6B0.36%
71
BMYBRISTOL-MYERS SQUIBB CO
68,812$4.6B0.36%
72
ALAIR LEASE CORP
103,164$4.3B0.34%
73
CBCHUBB LIMITED
25,378$4.0B0.31%
74
ASMLASML HOLDING N V
5,839$4.0B0.31%
75
AQLTISHARES TR
53,181$4.0B0.31%
76
IDXXIDEXX LABS INC
6,200$3.9B0.30%
77
VONAGE HLDGS CORP
263,351$3.8B0.30%
78
VOVANGUARD INDEX FDS
15,928$3.8B0.29%
79
JNJJOHNSON & JOHNSON
22,607$3.7B0.29%
80
EXASEXACT SCIENCES CORP
29,011$3.6B0.28%
81
LRCXEURLAM RESEARCH CORP
5,366$3.5B0.27%
82
TTTRANE TECHNOLOGIES PLC
18,767$3.5B0.27%
83
MUBISHARES TR
28,943$3.4B0.26%
84
USMVISHARES TR
45,000$3.3B0.26%
85
NOWSERVICENOW INC
5,974$3.3B0.26%
86
GOOGALPHABET INC
1,204$3.0B0.24%
87
IQVIQVIA HLDGS INC
11,879$2.9B0.22%
88
BSVVANGUARD BD INDEX FDS
34,883$2.9B0.22%
89
IWFISHARES TR
10,367$2.8B0.22%
90
INGING GROEP N.V.
210,340$2.8B0.22%
91
PFEPFIZER INC
68,841$2.7B0.21%
92
PGPROCTER AND GAMBLE CO
19,625$2.6B0.21%
93
MCDMCDONALDS CORP
11,463$2.6B0.21%
94
IWBISHARES TR
10,778$2.6B0.20%
95
CXCEMEX SAB DE CV
308,131$2.6B0.20%
96
VBVANGUARD INDEX FDS
11,296$2.5B0.20%
97
XOMEXXON MOBIL CORP
40,033$2.5B0.20%
98
COSTCOSTCO WHSL CORP NEW
6,357$2.5B0.20%
99
HDBHDFC BANK LTD
33,631$2.5B0.19%
100
ARKKARK ETF TR
18,036$2.4B0.18%
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