Calamos Wealth Management LLC
Q4 2024 13F Holdings
- Locationnaperville, IL
- Num holdings
330
- Value ($000)
$1,999,593
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001455258
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $153.14M | 8 % | 611,528 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $147.86M | 7 % | 251,175 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $106.14M | 5 % | 1,045,415 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $99.76M | 5 % | 742,848 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $94.52M | 5 % | 224,258 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $91.43M | 5 % | 478,996 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $66.85M | 3 % | 353,159 | ||
AMZN AMAZON COM INC | COM | 023135106 | $65.14M | 3 % | 296,925 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $56.05M | 3 % | 167,695 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $49.24M | 3 % | 427,360 |
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