Calamos Wealth Management LLC Q4 2018 Filing

Filed January 24, 2019

Portfolio Value

$664.3B

Holdings

231

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (231 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES CORE S&P 500 ETF
405,076$101.9B15.34%
2
IWVISHARES RUSSELL 3000 ETF
180,592$26.5B3.99%
3
AAPLAPPLE INC
143,864$22.7B3.42%
4
IVWISHARES S&P 500 GROWTH ETF
141,187$21.3B3.20%
5
IVEISHARES S&P 500 VALUE ETF
175,136$17.7B2.67%
6
MSFTMICROSOFT CORP
170,750$17.3B2.61%
7
GOOGLALPHABET INC
13,336$13.9B2.10%
8
JPMJPMORGAN CHASE & CO
126,878$12.4B1.86%
9
BSVVANGUARD SHORT-TERM BOND ETF
155,650$12.2B1.84%
10
UNHUNITEDHEALTH GROUP INC
45,575$11.4B1.71%
11
IJHISHARES CORE S&P MIDCAP ETF
63,451$10.5B1.59%
12
JNJJOHNSON & JOHNSON
73,971$9.5B1.44%
13
ACWXISHARES MSCI ACWI EX US ETF
223,548$9.4B1.41%
14
METAFACEBOOK INC-CLASS A
69,266$9.1B1.37%
15
MCDMCDONALD'S CORP
50,192$8.9B1.34%
16
AQLTISHARES CORE MSCI EAFE ETF
152,846$8.4B1.27%
17
VVISA INC-CLASS A SHARES
61,411$8.1B1.22%
18
DISWALT DISNEY CO/THE
69,755$7.6B1.15%
19
HDHOME DEPOT INC
42,877$7.4B1.11%
20
NEENEXTERA ENERGY INC
39,739$6.9B1.04%
21
BAXBAXTER INTERNATIONAL INC
102,661$6.8B1.02%
22
AMZNAMAZON.COM INC
4,475$6.7B1.01%
23
DALDELTA AIR LINES INC
133,256$6.6B1.00%
24
BABOEING CO/THE
20,403$6.6B0.99%
25
EFAISHARES MSCI EAFE ETF
107,703$6.3B0.95%
26
BACBANK OF AMERICA CORP
256,442$6.3B0.95%
27
COSTCOSTCO WHOLESALE CORP
30,153$6.1B0.92%
28
AGGISHARES CORE U.S. AGGREGATE
57,386$6.1B0.92%
29
PGPROCTER & GAMBLE CO/THE
66,209$6.1B0.92%
30
WMTWALMART INC
64,219$6.0B0.90%
31
BRK/BBERKSHIRE HATHAWAY INC
28,954$5.9B0.89%
32
PEPPEPSICO INC
52,122$5.8B0.87%
33
CVXCHEVRON CORP
51,621$5.6B0.85%
34
BACVERIZON COMMUNICATIONS INC
92,584$5.2B0.78%
35
PFEPFIZER INC
115,499$5.0B0.76%
36
HONHONEYWELL INTERNATIONAL INC
37,107$4.9B0.74%
37
KOCOCA-COLA CO/THE
99,592$4.7B0.71%
38
MAMASTERCARD INC - A
24,742$4.7B0.70%
39
CRMSALESFORCE.COM INC
33,991$4.7B0.70%
40
DOWDUPONT INC
80,795$4.3B0.65%
41
NKENIKE INC
56,517$4.2B0.63%
42
EMREMERSON ELECTRIC CO
70,033$4.2B0.63%
43
EWEDWARDS LIFESCIENCES CORP
26,621$4.1B0.61%
44
BKNGBOOKING HOLDINGS INC
2,319$4.0B0.60%
45
APDAIR PRODUCTS & CHEMICALS INC
24,514$3.9B0.59%
46
MDTMEDTRONIC PLC
42,322$3.9B0.58%
47
AVGOBROADCOM INC
15,131$3.8B0.58%
48
CBOECBOE GLOBAL MARKETS INC
38,941$3.8B0.57%
49
LMTLOCKHEED MARTIN CORP
13,943$3.7B0.55%
50
LABORATORY CRP OF AMER HLDGS
28,753$3.6B0.55%
51
PXDEURPIONEER NATURAL RESOURCES CO
26,837$3.5B0.53%
52
TWLOTWILIO INC - A
39,208$3.5B0.53%
53
DUKDUKE ENERGY CORP
40,353$3.5B0.52%
54
RTN1USDRAYTHEON COMPANY
21,592$3.3B0.50%
55
COFCAPITAL ONE FINANCIAL CORP
42,578$3.2B0.48%
56
ACNACCENTURE PLC
22,676$3.2B0.48%
57
STWDSTARWOOD PROPERTY TRUST INC
161,351$3.2B0.48%
58
ZIONZIONS BANCORP NA
77,834$3.2B0.48%
59
GSGOLDMAN SACHS GROUP INC
18,101$3.0B0.46%
60
VFCVF CORP
41,280$2.9B0.44%
61
AIGAMERICAN INTERNATIONAL GROUP
73,068$2.9B0.43%
62
RCLROYAL CARIBBEAN CRUISES LTD
27,318$2.7B0.40%
63
PAYCPAYCOM SOFTWARE INC
20,282$2.5B0.37%
64
ICEINTERCONTINENTAL EXCHANGE IN
32,453$2.4B0.37%
65
MMM3M CO
12,645$2.4B0.36%
66
LULULULULEMON ATHLETICA INC
19,230$2.3B0.35%
67
EQIXEQUINIX INC
6,427$2.3B0.34%
68
XOMEXXON MOBIL CORP
32,999$2.3B0.34%
69
AMATAPPLIED MATERIALS INC
68,389$2.2B0.34%
70
ALXNALEXION PHARMACEUTICALS INC
22,676$2.2B0.33%
71
CMCSACOMCAST CORP-CLASS A
63,203$2.2B0.32%
72
PWRQUANTA SERVICES INC
67,886$2.0B0.31%
73
SWKSTANLEY BLACK & DECKER INC
16,885$2.0B0.30%
74
NVDANVIDIA CORP
15,054$2.0B0.30%
75
WORKDAY INC
1,560,000$1.9B0.29%
76
CSCOCISCO SYSTEMS INC
43,064$1.9B0.28%
77
NOCNORTHROP GRUMMAN CORP
7,453$1.8B0.27%
78
EEMISHARES MSCI EMERGING MARKET
45,201$1.8B0.27%
79
IGSBISHARES SHORT-TERM CORPORATE
31,837$1.6B0.25%
80
BIOMARIN PHARMACEUTICAL
1,370,000$1.5B0.23%
81
IWPISHARES RUSSELL MID-CAP GROW
13,308$1.5B0.23%
82
ARES CAPITAL CORP
1,502,000$1.5B0.23%
83
IEMGISHARES CORE MSCI EMERGING
31,352$1.5B0.22%
84
WDAYWORKDAY INC-CLASS A
9,073$1.4B0.22%
85
TRVCCITIGROUP INC
27,486$1.4B0.22%
86
ARES CAPITAL CORP
1,395,000$1.4B0.21%
87
LOWLOWE'S COS INC
15,004$1.4B0.21%
88
LMCA 1.375 10/15/23LIBERTY MEDIA CORP
1,288,000$1.4B0.21%
89
ABBVABBVIE INC
14,719$1.4B0.20%
90
NEXTERA ENERGY INC
23,479$1.4B0.20%
91
MRKMERCK & CO. INC.
17,573$1.3B0.20%
92581,000$1.3B0.20%
93
TWITTER INC
1,435,000$1.3B0.20%
94
DWDMORGAN STANLEY
32,954$1.3B0.20%
95
ILLUMINA INC
1,051,000$1.3B0.19%
96
CROWN CASTLE INTL CORP
1,185$1.2B0.19%
97
SHYISHARES 1-3 YEAR TREASURY BO
14,251$1.2B0.18%
98
IH MERGER SUB LLC
1,019,000$1.2B0.17%
99
GOOGALPHABET INC
1,113$1.2B0.17%
100
TAT&T INC
40,268$1.1B0.17%
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