Calamos Wealth Management LLC Q2 2024 Filing

Filed July 25, 2024

Portfolio Value

$1.9T

Holdings

304

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (304 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
259,819$142.2B7.58%
2
AAPLAPPLE INC
666,570$140.4B7.48%
3
NVDANVIDIA CORPORATION
740,122$94.6B5.04%Put
4
IVWISHARES TR
1,001,862$92.7B4.94%
5
MSFTMICROSOFT CORP
205,054$91.6B4.88%
6
IVEISHARES TR
472,506$86.0B4.58%
7
GOOGLALPHABET INC
353,751$64.4B3.43%
8
AMZNAMAZON COM INC
287,189$55.5B2.96%
9
IWVISHARES TR
160,388$49.5B2.64%
10
IJRISHARES TR
396,121$42.3B2.25%
11
ACWXISHARES TR
791,752$42.1B2.24%
12
VGLTVANGUARD SCOTTSDALE FDS
570,994$32.9B1.75%
13
SPYSPDR S&P 500 ETF TR
56,798$30.9B1.64%Put
14
LLYELI LILLY & CO
31,772$28.8B1.53%
15
AVGOBROADCOM INC
16,094$25.8B1.38%
16
UNHUNITEDHEALTH GROUP INC
43,853$22.3B1.19%
17
HDHOME DEPOT INC
62,487$21.5B1.15%
18
NFLXNETFLIX INC
30,101$20.3B1.08%
19
VVISA INC
76,793$20.2B1.07%
20
MARAMARATHON DIGITAL HOLDINGS IN
1,001,822$19.9B1.06%
21
WMTWALMART INC
290,752$19.7B1.05%
22
AGGISHARES TR
162,176$15.7B0.84%
23
LINLINDE PLC
34,867$15.3B0.82%
24
UBERUBER TECHNOLOGIES INC
208,642$15.2B0.81%
25
MRKMERCK & CO INC
121,521$15.0B0.80%
26
SOSOUTHERN CO
189,248$14.7B0.78%
27
NOWSERVICENOW INC
17,707$13.9B0.74%
28
WFCWELLS FARGO CO NEW
221,197$13.1B0.70%
29
ORCLORACLE CORP
92,964$13.1B0.70%
30
ENPHENPHASE ENERGY INC
130,000$13.0B0.69%
31
ADIANALOG DEVICES INC
56,266$12.8B0.68%
32
CSXCSX CORP
379,382$12.7B0.68%
33
WMWASTE MGMT INC DEL
58,914$12.6B0.67%
34
STZCONSTELLATION BRANDS INC
48,000$12.3B0.66%
35
AXPAMERICAN EXPRESS CO
53,118$12.3B0.66%
36
ZTSZOETIS INC
68,920$11.9B0.64%
37
TJXTJX COS INC NEW
106,878$11.8B0.63%
38
PLDPROLOGIS INC.
104,672$11.8B0.63%
39
TMUST-MOBILE US INC
65,408$11.5B0.61%
40
TMOTHERMO FISHER SCIENTIFIC INC
20,334$11.2B0.60%
41
SHWSHERWIN WILLIAMS CO
37,366$11.2B0.59%
42
ADBEADOBE INC
20,041$11.1B0.59%
43
SPGIS&P GLOBAL INC
23,999$10.7B0.57%
44
CZRCAESARS ENTERTAINMENT INC NE
257,838$10.2B0.55%
45
BABOEING CO
55,248$10.1B0.54%
46
BSXBOSTON SCIENTIFIC CORP
130,558$10.1B0.54%
47
CBCHUBB LIMITED
38,861$9.9B0.53%
48
EFAISHARES TR
125,472$9.8B0.52%
49
PINSPINTEREST INC
222,743$9.8B0.52%
50
MRVLMARVELL TECHNOLOGY INC
133,545$9.3B0.50%
51
EMREMERSON ELEC CO
84,704$9.3B0.50%
52
OXYOCCIDENTAL PETE CORP
146,827$9.3B0.49%
53
GOOGALPHABET INC
48,965$9.0B0.48%
54
METAMETA PLATFORMS INC
17,057$8.5B0.45%Put
55
DEDEERE & CO
22,138$8.3B0.44%
56
MRSHMARSH & MCLENNAN COS INC
39,087$8.2B0.44%
57
LULULULULEMON ATHLETICA INC
26,659$8.0B0.42%
58
DWDMORGAN STANLEY
81,308$7.9B0.42%
59
USMVISHARES TR
92,828$7.8B0.42%
60
DASHDOORDASH INC
71,206$7.7B0.41%
61
DC4DEXCOM INC
66,323$7.5B0.40%
62
IQVIQVIA HLDGS INC
35,289$7.5B0.40%
63
NVONOVO-NORDISK A S
49,867$7.1B0.38%
64
AQLTISHARES TR
91,629$6.7B0.35%
65
CVXCHEVRON CORP NEW
40,989$6.4B0.34%
66
JNJJOHNSON & JOHNSON
42,834$6.3B0.33%
67
AMATAPPLIED MATLS INC
25,389$6.0B0.32%
68
HESHESS CORP
40,555$6.0B0.32%
69
BRK/BBERKSHIRE HATHAWAY INC DEL
14,654$6.0B0.32%
70
DDOGDATADOG INC
45,353$5.9B0.31%
71
JPMJPMORGAN CHASE & CO.
28,938$5.8B0.31%Put
72
COSTCOSTCO WHSL CORP NEW
6,392$5.4B0.29%
73
SHVISHARES TR
48,213$5.3B0.28%
74
TSMTAIWAN SEMICONDUCTOR MFG LTD
29,990$5.2B0.28%
75
NEENEXTERA ENERGY INC
71,247$5.0B0.27%Put
76
VOVANGUARD INDEX FDS
19,428$4.7B0.25%
77
ASMLASML HOLDING N V
4,327$4.4B0.24%
78
VEEVVEEVA SYS INC
23,174$4.2B0.23%
79
MMYTMAKEMYTRIP LIMITED MAURITIUS
48,983$4.1B0.22%
80
SAPSAP SE
19,102$3.9B0.21%
81
TSLATESLA INC
19,328$3.8B0.20%
82
VBVANGUARD INDEX FDS
17,345$3.8B0.20%
83
EEMISHARES TR
87,581$3.7B0.20%
84
SMINISHARES TR
44,453$3.6B0.19%
85
VOOVANGUARD INDEX FDS
6,592$3.3B0.18%
86
BSVVANGUARD BD INDEX FDS
42,811$3.3B0.17%
87
MCKMCKESSON CORP
5,276$3.1B0.16%
88
IWFISHARES TR
8,289$3.0B0.16%
89
ENVXENOVIX CORPORATION
194,300$3.0B0.16%
90
PGPROCTER AND GAMBLE CO
17,373$2.9B0.15%
91
LRCXEURLAM RESEARCH CORP
2,637$2.8B0.15%
92
PTONPELOTON INTERACTIVE INC
824,668$2.8B0.15%
93
IWBISHARES TR
8,614$2.6B0.14%
94
PSNPARSONS CORP DEL
30,000$2.5B0.13%
95
STNSTANTEC INC
28,979$2.4B0.13%
96
EWYISHARES INC
36,281$2.4B0.13%
97
SPOTSPOTIFY TECHNOLOGY S A
7,205$2.3B0.12%
98
SCHXSCHWAB STRATEGIC TR
34,484$2.2B0.12%
99
NDQINVESCO QQQ TR
4,410$2.1B0.11%
100
IGIBISHARES TR
38,514$2.0B0.11%
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