Calamos Wealth Management LLC Q1 2024 Filing

Filed May 8, 2024

Portfolio Value

$1.8T

Holdings

311

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (311 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
272,501$143.3B8.04%
2
AAPLAPPLE INC
644,184$110.5B6.20%
3
IVEISHARES TR
469,923$87.8B4.93%
4
MSFTMICROSOFT CORP
204,793$86.2B4.84%
5
IVWISHARES TR
967,440$81.7B4.58%
6
NVDANVIDIA CORPORATION
89,377$74.3B4.17%Put
7
GOOGLALPHABET INC
349,655$52.8B2.96%
8
AMZNAMAZON COM INC
281,543$50.8B2.85%
9
IWVISHARES TR
155,510$46.7B2.62%
10
IJRISHARES TR
382,079$42.2B2.37%
11
ACWXISHARES TR
758,716$40.5B2.27%
12
VGLTVANGUARD SCOTTSDALE FDS
546,513$32.4B1.82%
13
SPYSPDR S&P 500 ETF TR
55,466$28.9B1.62%Put
14
LLYELI LILLY & CO
31,184$24.3B1.36%
15
MARAMARATHON DIGITAL HOLDINGS IN
1,001,822$22.6B1.27%
16
UNHUNITEDHEALTH GROUP INC
43,430$21.5B1.21%
17
HDHOME DEPOT INC
55,931$21.5B1.20%
18
VVISA INC
75,791$21.2B1.19%
19
AVGOBROADCOM INC
15,880$21.0B1.18%
20
MRKMERCK & CO INC
137,014$18.1B1.01%
21
WMTWALMART INC
285,341$17.2B0.96%
22
LINLINDE PLC
34,074$15.8B0.89%
23
ENPHENPHASE ENERGY INC
130,000$15.7B0.88%
24
UBERUBER TECHNOLOGIES INC
203,529$15.7B0.88%
25
AGGISHARES TR
148,590$14.6B0.82%
26
NFLXNETFLIX INC
23,051$14.0B0.79%
27
CSXCSX CORP
373,962$13.9B0.78%
28
SOSOUTHERN CO
187,188$13.4B0.75%
29
NOWSERVICENOW INC
17,299$13.2B0.74%
30
ORCLORACLE CORP
104,371$13.1B0.74%
31
INTUINTUIT
20,107$13.1B0.73%
32
DWDMORGAN STANLEY
136,404$12.8B0.72%
33
STZCONSTELLATION BRANDS INC
46,961$12.8B0.72%
34
WFCWELLS FARGO CO NEW
216,950$12.6B0.71%
35
SBUXSTARBUCKS CORP
134,976$12.3B0.69%
36
WMWASTE MGMT INC DEL
57,609$12.3B0.69%
37
AXPAMERICAN EXPRESS CO
51,816$11.8B0.66%
38
TMOTHERMO FISHER SCIENTIFIC INC
20,000$11.6B0.65%
39
ADIANALOG DEVICES INC
54,949$10.9B0.61%
40
NKENIKE INC
113,835$10.7B0.60%
41
TJXTJX COS INC NEW
105,222$10.7B0.60%
42
BABOEING CO
54,818$10.6B0.59%
43
TMUST-MOBILE US INC
64,480$10.5B0.59%
44
BSXBOSTON SCIENTIFIC CORP
153,396$10.5B0.59%
45
SHWSHERWIN WILLIAMS CO
29,403$10.2B0.57%
46
MDLZMONDELEZ INTL INC
144,074$10.1B0.57%
47
SPGIS&P GLOBAL INC
23,367$9.9B0.56%
48
EFAISHARES TR
123,591$9.9B0.55%
49
CBCHUBB LIMITED
38,054$9.9B0.55%
50
ZTSZOETIS INC
57,441$9.7B0.55%
51
OXYOCCIDENTAL PETE CORP
143,172$9.3B0.52%
52
IQVIQVIA HLDGS INC
35,576$9.0B0.50%
53
DC4DEXCOM INC
64,819$9.0B0.50%
54
DEDEERE & CO
21,686$8.9B0.50%
55
AMDADVANCED MICRO DEVICES INC
48,378$8.7B0.49%
56
DALDELTA AIR LINES INC DEL
181,780$8.7B0.49%
57
GOOGALPHABET INC
53,046$8.1B0.45%
58
VEEVVEEVA SYS INC
34,174$7.9B0.44%
59
MRSHMARSH & MCLENNAN COS INC
38,419$7.9B0.44%
60
USMVISHARES TR
92,828$7.8B0.44%
61
PINSPINTEREST INC
207,845$7.2B0.40%
62
METAMETA PLATFORMS INC
13,436$6.5B0.37%
63
CVXCHEVRON CORP NEW
40,688$6.4B0.36%
64
LULULULULEMON ATHLETICA INC
16,279$6.4B0.36%
65
AQLTISHARES TR
85,164$6.3B0.35%
66
HESHESS CORP
40,024$6.1B0.34%
67
BRK/BBERKSHIRE HATHAWAY INC DEL
14,355$6.0B0.34%
68
SHVISHARES TR
54,199$6.0B0.34%
69
NVONOVO-NORDISK A S
46,499$6.0B0.34%
70
AMATAPPLIED MATLS INC
27,215$5.6B0.31%
71
DDOGDATADOG INC
45,353$5.6B0.31%
72
JNJJOHNSON & JOHNSON
35,277$5.6B0.31%
73
JPMJPMORGAN CHASE & CO
25,224$5.1B0.28%
74
VOVANGUARD INDEX FDS
19,428$4.9B0.27%
75
COSTCOSTCO WHSL CORP NEW
6,536$4.8B0.27%
76
NEENEXTERA ENERGY INC
68,779$4.4B0.25%
77
VBVANGUARD INDEX FDS
17,345$4.0B0.22%
78
TSLATESLA INC
21,633$3.8B0.21%
79
TSMTAIWAN SEMICONDUCTOR MFG LTD
26,067$3.5B0.20%
80
PTONPELOTON INTERACTIVE INC
824,714$3.5B0.20%
81
ASMLASML HOLDING N V
3,625$3.5B0.20%
82
BSVVANGUARD BD INDEX FDS
45,510$3.5B0.20%
83
SAPSAP SE
17,596$3.4B0.19%
84
EEMISHARES TR
81,584$3.4B0.19%
85
IWFISHARES TR
9,532$3.2B0.18%
86
MMYTMAKEMYTRIP LIMITED MAURITIUS
44,790$3.2B0.18%
87
VOOVANGUARD INDEX FDS
6,592$3.2B0.18%
88
PGPROCTER AND GAMBLE CO
18,095$2.9B0.16%
89
MCKMCKESSON CORP
5,369$2.9B0.16%
90
SMINISHARES TR
40,659$2.9B0.16%
91
MLB1MERCADOLIBRE INC
1,767$2.7B0.15%
92
LRCXEURLAM RESEARCH CORP
2,730$2.7B0.15%
93
IGIBISHARES TR
51,216$2.6B0.15%
94
MUBISHARES TR
23,881$2.6B0.14%
95
IWBISHARES TR
8,828$2.5B0.14%
96
PSNPARSONS CORP DEL
30,000$2.5B0.14%
97
STNSTANTEC INC
26,511$2.2B0.12%
98
ACNACCENTURE PLC IRELAND
6,144$2.1B0.12%
99
ENVXENOVIX CORPORATION
264,100$2.1B0.12%
100
MAMASTERCARD INCORPORATED
4,385$2.1B0.12%
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