Calamos Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Naperville, IL
CIK
0001455258
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 316 1,951,938 IVV, AAPL, IVW, MSFT 13F-HR 11/12/2024 000108514624005497
Q2 2024 312 1,876,853 IVV, AAPL, IVW, MSFT 13F-HR 7/25/2024 000108514624003232
Q1 2024 315 1,781,852 IVV, AAPL, IVE, MSFT 13F-HR 5/8/2024 000108514624002318
Q4 2023 314 1,589,399 AAPL, IVV, IVE, MSFT 13F-HR 1/31/2024 000108514624000576
Q3 2023 324 1,319,355 AAPL, IVV, MSFT, IVW 13F-HR 10/25/2023 000108514623003940
Q2 2023 314 1,364,197 AAPL, IVV, MSFT, IVW 13F-HR 7/28/2023 000108514623002961
Q1 2023 313 1,276,450 IVV, AAPL, MSFT, IVW 13F-HR 5/3/2023 000108514623002046
Q4 2022 322 1,288,136 IVV, AAPL, HDV, MSFT 13F-HR 1/25/2023 000108514623000381
Q3 2022 317 1,165,870 IVV, AAPL, MSFT, ENPH 13F-HR 10/24/2022 000095012322010389
Q2 2022 320 1,126,924 IVV, AAPL, MSFT, ENPH 13F-HR 8/1/2022 000095012322007572
Q1 2022 334 1,338,559 IVV, AAPL, MSFT, GOOGL 13F-HR 5/3/2022 000095012322004461
Q4 2021 324 1,368,317 IVV, AAPL, MSFT, ENPH 13F-HR 2/1/2022 000095012322000740
Q3 2021 309 1,237,601 IVV, AAPL, MSFT, PTON 13F-HR 10/26/2021 000095012321013529
Q2 2021 313 1,284,093 IVV, AAPL, PTON, MSFT 13F-HR 7/22/2021 000095012321009059
Q1 2021 288 1,213,131 IVV, AAPL, PTON, MSFT 13F-HR 4/12/2021 000095012321004477
Q4 2020 280 1,095,367 IVV, AAPL, MSFT, ENPH 13F-HR 1/27/2021 000095012321000654
Q3 2020 257 874,188 IVV, AAPL, MSFT, AMZN 13F-HR 10/26/2020 000095012320010464
Q2 2020 262 801,383 IVV, AAPL, MSFT, AMZN 13F-HR 7/27/2020 000095012320007206
Q1 2020 237 655,818 IVV, AAPL, MSFT, AMZN 13F-HR 4/28/2020 000095012320003640
Q4 2019 238 848,843 IVV, AAPL, AGG, MSFT 13F-HR 1/15/2020 000095012320000269
Q3 2019 231 748,079 IVV, AAPL, IWV, MSFT 13F-HR 10/21/2019 000095012319009608
Q2 2019 237 741,220 IVV, IWV, AAPL, MSFT 13F-HR 8/7/2019 000095012319007186
Q1 2019 230 700,120 IVV, IWV, AAPL, IVE 13F-HR 4/12/2019 000095012319003250
Q4 2018 231 664,271 IVV, IWV, AAPL, IVW 13F-HR 1/24/2019 000095012319000296
Q3 2018 216 802,561 IVV, AAPL, IWV, IVW 13F-HR 10/22/2018 000095012318010040
Q2 2018 211 802,212 IVV, IEFA, IVW, AAPL 13F-HR 7/17/2018 000095012318006828
Q1 2018 217 797,865 IVV, IEFA, IVW, AAPL 13F-HR 4/13/2018 000095012318003515
Q4 2017 223 770,752 IVV, IEFA, AAPL, IVW 13F-HR 2/13/2018 000095012318001699
Q3 2017 223 721,641 IVV, IEFA, AAPL, IVW 13F-HR 10/25/2017 000095012317009205
Q2 2017 227 706,728 IVV, AAPL, CCD, IEFA 13F-HR 8/9/2017 000095012317006976
Q1 2017 234 668,899 IVV, AAPL, CCD, IEFA 13F-HR 4/20/2017 000095012317003521
Q4 2016 221 621,342 IVV, AAPL, CCD, IEFA 13F-HR 2/6/2017 000095012317000852
Q3 2016 220 585,058 CCD, IVV, AAPL, EFAV 13F-HR 11/14/2016 000095012316022062
Q2 2016 239 565,898 CCD, AAPL, IVV, CALAMOS FOCUS GROWTH ETF 13F-HR 7/26/2016 000095012316018538
Q1 2016 241 519,647 CCD, AAPL, CALAMOS FOCUS GROWTH ETF, MSFT 13F-HR 4/25/2016 000095012316016003
Q4 2015 256 502,053 AAPL, CALAMOS FOCUS GROWTH ETF, CCD, MSFT 13F-HR 2/5/2016 000095012316013488
Q3 2015 245 416,621 AAPL, MSFT, GUGGENHEIM S&P 500 PURE GROWTH, WFC 13F-HR 11/10/2015 000095012315011151
Q2 2015 223 423,372 AAPL, MSFT, WFC, GUGGENHEIM S&P 500 PURE GROWTH 13F-HR 8/17/2015 000095012315009496
Q1 2015 231 400,156 AAPL, MSFT, GUGGENHEIM S&P 500 PURE GROWTH, WFC 13F-HR 5/12/2015 000095012315005469
Q4 2014 210 348,363 AAPL, MSFT, WFC, JNJ 13F-HR 2/13/2015 000095012315002022
Q3 2014 218 346,408 AAPL, JNJ, GOOGL, JPM 13F-HR 11/14/2014 000095012314012040
Q2 2014 218 350,628 AAPL, ETN, WFC, JPM 13F-HR 8/14/2014 000095012314009016
Q1 2014 205 337,781 AAPL, AMZN, WFC, JPM 13F-HR 5/16/2014 000095012314006390
Q4 2013 208 326,147 AAPL, AMZN, WFC, ETN 13F-HR 2/14/2014 000095012314002460