Calamos Wealth Management LLC Q4 2023 Filing

Filed January 31, 2024

Portfolio Value

$1.6T

Holdings

313

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (313 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
616,500$118.7B7.47%
2
IVVISHARES TR
233,501$111.5B7.02%
3
IVEISHARES TR
472,801$82.2B5.17%
4
MSFTMICROSOFT CORP
199,406$75.0B4.72%
5
IVWISHARES TR
934,958$70.2B4.42%
6
GOOGLALPHABET INC
348,022$48.6B3.06%
7
IWVISHARES TR
156,897$42.9B2.70%
8
AMZNAMAZON COM INC
276,168$42.0B2.64%
9
IJRISHARES TR
361,222$39.1B2.46%
10
NVDANVIDIA CORPORATION
77,244$38.3B2.41%
11
ACWXISHARES TR
708,629$36.2B2.28%
12
VGLTVANGUARD SCOTTSDALE FDS
508,096$31.3B1.97%
13
SPYSPDR S&P 500 ETF TR
51,564$24.5B1.54%
14
UNHUNITEDHEALTH GROUP INC
40,008$21.1B1.33%
15
VVISA INC
79,659$20.7B1.30%
16
LLYELI LILLY & CO
31,165$18.2B1.14%
17
AVGOBROADCOM INC
15,715$17.5B1.10%
18
ENPHENPHASE ENERGY INC
130,000$17.2B1.08%
19
HDHOME DEPOT INC
48,533$16.8B1.06%
20
WMTWALMART INC
94,575$14.9B0.94%
21
AGGISHARES TR
147,791$14.7B0.92%
22
BABOEING CO
56,113$14.6B0.92%
23
MRKMERCK & CO INC
134,092$14.6B0.92%
24
MUBISHARES TR
131,880$14.3B0.90%
25
LINLINDE PLC
33,716$13.8B0.87%
26
AMDADVANCED MICRO DEVICES INC
91,701$13.5B0.85%
27
CSXCSX CORP
370,598$12.8B0.81%
28
IGIBISHARES TR
246,460$12.8B0.81%
29
DWDMORGAN STANLEY
136,655$12.7B0.80%
30
SOSOUTHERN CO
181,376$12.7B0.80%
31
UBERUBER TECHNOLOGIES INC
203,448$12.5B0.79%
32
HONHONEYWELL INTL INC
59,328$12.4B0.78%
33
INTUINTUIT
19,800$12.4B0.78%
34
WFCWELLS FARGO CO NEW
249,721$12.3B0.77%
35
NOWSERVICENOW INC
17,149$12.1B0.76%
36
AXPAMERICAN EXPRESS CO
61,906$11.6B0.73%
37
STZCONSTELLATION BRANDS INC
46,491$11.2B0.71%
38
NFLXNETFLIX INC
22,969$11.2B0.70%
39
CBCHUBB LIMITED
49,007$11.1B0.70%
40
ORCLORACLE CORP
105,050$11.1B0.70%
41
ZTSZOETIS INC
55,724$11.0B0.69%
42
MRSHMARSH & MCLENNAN COS INC
55,090$10.4B0.66%
43
MDLZMONDELEZ INTL INC
144,068$10.4B0.66%
44
NKENIKE INC
94,932$10.3B0.65%
45
TMUST-MOBILE US INC
64,026$10.3B0.65%
46
WMWASTE MGMT INC DEL
57,096$10.2B0.64%
47
SPGIS&P GLOBAL INC
23,142$10.2B0.64%
48
TJXTJX COS INC NEW
104,215$9.8B0.62%
49
DHRDANAHER CORPORATION
40,829$9.4B0.59%
50
DC4DEXCOM INC
75,818$9.4B0.59%
51
EFAISHARES TR
123,591$9.3B0.59%
52
BSXBOSTON SCIENTIFIC CORP
152,262$8.8B0.55%
53
ADIANALOG DEVICES INC
43,511$8.6B0.54%
54
OXYOCCIDENTAL PETE CORP
140,020$8.4B0.53%
55
LULULULULEMON ATHLETICA INC
16,140$8.3B0.52%
56
IQVIQVIA HLDGS INC
34,189$7.9B0.50%
57
GOOGALPHABET INC
54,289$7.7B0.48%
58
USMVISHARES TR
92,828$7.2B0.46%
59
DALDELTA AIR LINES INC DEL
179,649$7.2B0.45%
60
VEEVVEEVA SYS INC
34,174$6.6B0.41%
61
SHVISHARES TR
58,602$6.5B0.41%
62
AQLTISHARES TR
86,682$6.1B0.38%
63
CVXCHEVRON CORP NEW
40,438$6.0B0.38%
64
HESHESS CORP
39,597$5.7B0.36%
65
DDOGDATADOG INC
45,353$5.5B0.35%
66
BRK/BBERKSHIRE HATHAWAY INC DEL
14,953$5.3B0.34%
67
PTONPELOTON INTERACTIVE INC
824,714$5.0B0.32%
68
NEENEXTERA ENERGY INC
81,826$4.9B0.31%Put
69
JNJJOHNSON & JOHNSON
30,741$4.8B0.30%
70
JPMJPMORGAN CHASE & CO
27,924$4.7B0.30%
71
NVONOVO-NORDISK A S
45,573$4.7B0.30%
72
BSVVANGUARD BD INDEX FDS
60,737$4.7B0.29%
73
COSTCOSTCO WHSL CORP NEW
7,041$4.6B0.29%
74
METAMETA PLATFORMS INC
13,024$4.6B0.29%
75
VOVANGUARD INDEX FDS
19,428$4.5B0.28%
76
AMATAPPLIED MATLS INC
27,222$4.4B0.28%
77
TSLATESLA INC
17,243$4.3B0.27%
78
MAMASTERCARD INCORPORATED
8,987$3.8B0.24%
79
VBVANGUARD INDEX FDS
17,345$3.7B0.23%
80
EEMISHARES TR
81,584$3.3B0.21%
81
IWFISHARES TR
9,780$3.0B0.19%
82
VOOVANGUARD INDEX FDS
6,421$2.8B0.18%
83
MLB1MERCADOLIBRE INC
1,738$2.7B0.17%
84
SAPSAP SE
17,610$2.7B0.17%
85
ASMLASML HOLDING N V
3,594$2.7B0.17%
86
SHOPSHOPIFY INC
33,579$2.6B0.16%
87
PGPROCTER AND GAMBLE CO
17,357$2.5B0.16%
88
MCKMCKESSON CORP
5,402$2.5B0.16%
89
ICVTISHARES TR
30,550$2.4B0.15%
90
IWBISHARES TR
8,814$2.3B0.15%
91
MCDMCDONALDS CORP
7,692$2.3B0.14%
92
TSMTAIWAN SEMICONDUCTOR MFG LTD
21,926$2.3B0.14%
93
LRCXEURLAM RESEARCH CORP
2,739$2.1B0.13%
94
IWRISHARES TR
27,462$2.1B0.13%
95
ACNACCENTURE PLC IRELAND
6,079$2.1B0.13%
96
STNSTANTEC INC
26,591$2.1B0.13%
97
MMYTMAKEMYTRIP LIMITED MAURITIUS
44,885$2.1B0.13%
98
RACEFERRARI N V
5,853$2.0B0.12%
99
SBUXSTARBUCKS CORP
19,902$1.9B0.12%
100
NDQINVESCO QQQ TR
4,555$1.9B0.12%
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