Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Calamos Wealth Management LLC

Quarter ended Q1 2023 · Filed January 26, 2023 · Accession 0001085146-23-000381

Total Value
$1.29B
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200268,696$103.2M8.01%
2APPLE INCAAPL589,579$76.6M5.95%
3ISHARES TR46429B663497,948$51.9M4.03%
4MICROSOFT CORPMSFT207,457$49.8M3.86%
5ENPHASE ENERGY INCENPH142,600$37.8M2.93%
6ISHARES TR464287226355,891$34.5M2.68%
7ISHARES TR464287689150,770$33.3M2.58%
8ISHARES TR464288240701,983$31.9M2.48%
9ALPHABET INCGOOG333,834$29.5M2.29%
10SPDR S&P 500 ETF TRSPY63,913$24.4M1.90%
11UNITEDHEALTH GROUP INCUNH43,774$23.2M1.80%
12AMAZON COM INCAMZN259,783$21.8M1.69%
13LILLY ELI & COLLY55,360$20.3M1.57%
14CHEVRON CORP NEWCVX103,240$18.5M1.44%
15ISHARES TR464288414171,690$18.1M1.41%
16NEXTERA ENERGY INCNEE-PW209,567$17.5M1.36%
17VISA INCV80,969$16.8M1.31%
18ISHARES TR464288679134,163$14.7M1.14%
19WALMART INCWMT100,916$14.3M1.11%
20NVIDIA CORPORATIONNVDA94,567$13.8M1.07%
21VANGUARD BD INDEX FDS921937827182,792$13.8M1.07%
22BRISTOL-MYERS SQUIBB COCELG-RI176,367$12.7M0.99%
23LINDE PLCLIN35,360$11.5M0.90%
24COCA COLA COKO176,533$11.2M0.87%
25BANK AMERICA CORP060505104333,384$11.0M0.86%
26DANAHER CORPORATION23585110240,696$10.8M0.84%
27RAYTHEON TECHNOLOGIES CORPRTX106,577$10.8M0.83%
28GOLDMAN SACHS GROUP INCGSCE30,696$10.5M0.82%
29WASTE MGMT INC DEL94106L10966,176$10.4M0.81%
30HESS CORPHESM70,620$10.0M0.78%
31MARSH & MCLENNAN COS INC57174810258,560$9.7M0.75%
32CSX CORPCSX311,302$9.6M0.75%
33MONDELEZ INTL INC609207105144,251$9.6M0.75%
34HONEYWELL INTL INC43851610644,122$9.5M0.73%
35AMERICAN EXPRESS COAXP63,818$9.4M0.73%
36T-MOBILE US INCTMUSZ66,556$9.3M0.72%
37BROADCOM INCAVGO16,493$9.2M0.72%
38SYSCO CORPSYY118,605$9.1M0.70%
39ISHARES TR464288638180,460$8.9M0.69%
40TJX COS INC NEW872540109112,204$8.9M0.69%
41WELLS FARGO CO NEW949746101212,602$8.8M0.68%
42ISHARES TR46428740860,093$8.7M0.68%
43NIKE INCNKE73,343$8.6M0.67%
44CONSTELLATION BRANDS INCSTZ37,014$8.6M0.67%
45SPDR SER TR78464A359132,102$8.5M0.66%
46TOYOTA MOTOR CORPTOYOF57,700$7.9M0.61%
47JAZZ PHARMACEUTICALS PLCJAZZ47,871$7.6M0.59%
48DISNEY WALT CO25468710685,657$7.4M0.58%
49STARBUCKS CORPSBUX74,517$7.4M0.57%
50ORACLE CORPORCL-PD89,941$7.4M0.57%
51DEXCOM INCDXCM63,333$7.2M0.56%
52BOSTON SCIENTIFIC CORPBSX152,405$7.1M0.55%
53ISHARES TR46432F842108,665$6.7M0.52%
54ISHARES TR46429B69789,993$6.5M0.50%
55PELOTON INTERACTIVE INCPTON809,714$6.4M0.50%
56INTUITINTU16,266$6.3M0.49%
57CHUBB LIMITEDCB28,100$6.2M0.48%
58ISHARES TR46428746591,646$6.0M0.47%
59HOME DEPOT INCHD18,854$6.0M0.46%
60PAYCOM SOFTWARE INCPAYC19,078$5.9M0.46%
61UBER TECHNOLOGIES INCUBER238,200$5.9M0.46%
62LAUDER ESTEE COS INC51843910422,662$5.6M0.44%
63DOLLAR TREE INCDLTR39,746$5.6M0.44%
64ZOETIS INCZTS37,786$5.5M0.43%
65UNION PAC CORPUNP26,603$5.5M0.43%
66AIR LEASE CORPAIIR142,159$5.5M0.42%
67LULULEMON ATHLETICA INCLULU17,004$5.4M0.42%
68HUNTINGTON BANCSHARES INCHBANP385,786$5.4M0.42%
69SOUTHWEST AIRLS CO844741108157,110$5.3M0.41%
70DUKE ENERGY CORP NEWDUKB50,607$5.2M0.40%
71ANALOG DEVICES INCADI31,574$5.2M0.40%
72IQVIA HLDGS INCIQV23,746$4.9M0.38%
73BERKSHIRE HATHAWAY INC DELBRK-A14,607$4.5M0.35%
74ALPHABET INCGOOG47,071$4.2M0.32%
75CAESARS ENTERTAINMENT INC NE12769G10096,035$4.0M0.31%
76PROLOGIS INC.PLDGP34,989$3.9M0.31%
77JPMORGAN CHASE & COVYLD27,601$3.7M0.29%
78ISHARES TR46428864674,211$3.7M0.29%
79NOVO-NORDISK A SNONOF26,971$3.7M0.28%
80ISHARES TR46428730962,056$3.6M0.28%
81MASTERCARD INCORPORATEDMA10,363$3.6M0.28%
82JOHNSON & JOHNSONJNJ19,616$3.5M0.27%
83PFIZER INCPFE67,380$3.5M0.27%
84VANGUARD INDEX FDS92290862915,928$3.2M0.25%
85SNOWFLAKE INCSNOW22,252$3.2M0.25%
86PROCTER AND GAMBLE CO74271810920,946$3.2M0.25%
87COSTCO WHSL CORP NEW22160K1056,494$3.0M0.23%
88TRANE TECHNOLOGIES PLCTT17,602$3.0M0.23%
89APPLIED MATLS INC03822210530,252$2.9M0.23%
90ISHARES TR46428780426,464$2.5M0.19%
91ISHARES TR46428762211,504$2.4M0.19%
92ASML HOLDING N VASMLF4,397$2.4M0.19%
93EXXON MOBIL CORPXOM21,206$2.3M0.18%
94ISHARES TR46428761410,851$2.3M0.18%
95MCDONALDS CORPMCD8,723$2.3M0.18%
96MERCK & CO INCMRK19,707$2.2M0.17%
97TAIWAN SEMICONDUCTOR MFG LTD87403910028,613$2.1M0.17%
98FLEXSHARES TRFLEX41,928$2.1M0.16%
99CANADIAN PAC RY LTD13645T10028,287$2.1M0.16%
100SOUTHERN COSOMN29,497$2.1M0.16%
101VANGUARD INDEX FDS92290875111,296$2.1M0.16%
102META PLATFORMS INCMETA16,419$2.0M0.15%
103TESLA INCTSLA15,440$1.9M0.15%
104ENOVIX CORPORATIONENVX150,100$1.9M0.14%
105NEXTERA ENERGY INCNEE-PW21,500$1.8M0.14%
106PEPSICO INCPEP9,908$1.8M0.14%
107ALPHABET INCGOOG20,000$1.8M0.14%
108ACCENTURE PLC IRELANDACN6,612$1.8M0.14%
109ISHARES TR46428749926,119$1.8M0.14%
110MCKESSON CORPMCK4,650$1.7M0.14%
111DEERE & CODE3,972$1.7M0.13%
112ABBVIE INCABBV10,281$1.7M0.13%
113THERMO FISHER SCIENTIFIC INCTMO2,905$1.6M0.12%
114ISHARES TR46428723439,586$1.5M0.12%
115ISHARES TR46435G10221,500$1.5M0.12%
116HDFC BANK LTDHDB21,455$1.5M0.11%
117LAM RESEARCH CORPLRCX3,289$1.4M0.11%
118DEXCOM INCDXCM1,265,000$1.4M0.11%
119CANADIAN NAT RES LTD13638510124,018$1.3M0.10%
120SONY GROUP CORPORATIONSNEJF17,297$1.3M0.10%
121BOEING COBA-PA6,818$1.3M0.10%
122GENMAB A/SGNMSF29,017$1.2M0.10%
123ENPHASE ENERGY INCENPH1,028,000$1.2M0.09%
124APTIV PLCAPTV12,938$1.2M0.09%
125SUNPOWER CORPSPWRW65,700$1.2M0.09%
126VANGUARD INDEX FDS9229087696,182$1.2M0.09%
127ABBOTT LABSABLZF10,439$1.1M0.09%
128ON SEMICONDUCTOR CORPON828,000$1.1M0.09%
129LIBERTY MEDIA CORP DELFWONB882,000$1.1M0.09%
130MERCADOLIBRE INCMELI1,292$1.1M0.08%
131AON PLCAON3,616$1.1M0.08%
132STRYKER CORPORATIONSYK4,421$1.1M0.08%
133INVESCO QQQ TRIVZ4,031$1.1M0.08%
134LOWES COS INC5486611075,349$1.1M0.08%
135BOOKING HOLDINGS INCBKNG775,000$1.0M0.08%
136NORTHROP GRUMMAN CORPNOC1,902$1.0M0.08%
137SOUTHWEST AIRLS CO844741BG2856,000$1.0M0.08%
138SALESFORCE INCCRM7,774$1.0M0.08%
139INGERSOLL RAND INCIR19,412$1.0M0.08%
140SELECT SECTOR SPDR TR81369Y4077,830$1.0M0.08%
141ASTRAZENECA PLCAZN14,729$998,6260.08%
142EQUINOR ASASTOHF27,582$987,7110.08%
143ALLEGION PLCALLE9,261$974,8130.08%
144CYBERARK SOFTWARE LTD23248VAB1915,000$973,9350.08%
145JD.COM INCJDCMF16,870$946,9130.07%
146MEDTRONIC PLCMDT12,046$936,2150.07%
147WASTE CONNECTIONS INCWCN7,026$931,3670.07%
148MARRIOTT INTL INC NEW5719032026,235$928,3290.07%
149AIRBNB INCABNB1,098,000$909,6490.07%
150SPDR SER TR78468R5566,600$896,8080.07%
151CYBERARK SOFTWARE LTDM2682V1086,791$880,4530.07%
152MORGAN STANLEYMS-PQ10,031$852,8360.07%
153CISCO SYS INCCSCO17,649$840,8090.07%
154AMERICAN ELEC PWR CO INC02557T30715,908$820,5350.06%
155SELECT SECTOR SPDR TR81369Y8036,581$818,9720.06%
156MAXEON SOLAR TECHNOLOGIES LTMAXN50,000$803,0000.06%
157MARRIOTT VACATIONS WORLDWIDEVAC803,000$784,8600.06%
158ACTIVISION BLIZZARD INC00507V10910,110$773,9210.06%
159SPDR SER TR78464A7636,154$769,9510.06%
160SKECHERS U S A INC83056610518,100$759,2950.06%
161NUCOR CORPNUE5,716$753,4260.06%
162INTEGRA LIFESCIENCES HLDGS CIART774,000$753,2650.06%
163VAIL RESORTS INCMTN791,000$740,3290.06%
164MICROCHIP TECHNOLOGY INC.MCHPP681,000$731,0810.06%
165ISHARES TR4642875073,000$725,7090.06%
166FORD MTR CO DEL345370CZ1760,000$719,5600.06%
167TEXAS INSTRS INC8825081044,344$717,7160.06%
168NORFOLK SOUTHN CORP6558441082,883$710,4290.06%
169EDWARDS LIFESCIENCES CORPEW9,422$702,9750.05%
170ISHARES TR4642875984,593$696,5030.05%
171APTIV PLCAPTV6,338$680,1940.05%
172ADOBE SYSTEMS INCORPORATEDADBE1,982$667,0020.05%
173NETFLIX INCNFLX2,260$666,4290.05%
174ISHARES TR4642874817,947$664,3690.05%
175IPG PHOTONICS CORPIPGP7,000$662,6900.05%
176MARKEL CORPMKL500$658,7450.05%
177FUELCELL ENERGY INCFCELB234,500$651,9100.05%
178MIDDLEBY CORPMIDD550,000$647,8560.05%
179PALO ALTO NETWORKS INCPANW403,000$637,3530.05%
180SEALED AIR CORP NEWSE12,391$618,0630.05%
181BILL COM HLDGS INCBILL598,000$615,5630.05%
182QUANTA SVCS INC74762E1024,318$615,3150.05%
183META PLATFORMS INCMETA5,000$601,7000.05%
184VERIZON COMMUNICATIONS INCVZ15,121$595,7630.05%
185SPDR GOLD TRGLD3,510$595,4360.05%
186SCHWAB CHARLES CORPSCHW-PJ7,043$586,4000.05%
187COMCAST CORP NEWCCZ16,690$583,6530.05%
188NEXTERA ENERGY INCNEE-PW11,511$577,7370.04%
189KKR & CO INCKKRT9,885$565,9160.04%
190AES CORPAES5,517$562,7890.04%
191DTE ENERGY CODTK4,734$556,3870.04%
192L3HARRIS TECHNOLOGIES INCLHX2,657$553,2140.04%
193VANGUARD INDEX FDS9229085383,061$550,2450.04%
194EQT CORPEQT234,000$545,1990.04%
195AIR TRANS SVCS GROUP INCAIIR537,000$544,7170.04%
196BOSTON SCIENTIFIC CORPBSX4,659$534,9460.04%
197VANGUARD INDEX FDS9229085123,955$534,8740.04%
198SHIFT4 PMTS INC82452JAB5525,000$522,2020.04%
199INSULET CORPPODD352,000$498,1470.04%
200ARISTA NETWORKS INCANET4,000$485,4000.04%
201AMERICAN INTL GROUP INC0268747847,638$483,0270.04%
202PACIRA BIOSCIENCES INCPCRX531,000$480,2100.04%
203AMGEN INCAMGN1,822$478,5300.04%
204CONOCOPHILLIPSCOP4,029$475,4220.04%
205DISCOVER FINL SVCS2547091084,854$474,8670.04%
206SCHLUMBERGER LTDSLB8,821$471,5710.04%
207CHIPOTLE MEXICAN GRILL INCCMG338$468,9720.04%
208NEXTERA ENERGY INCNEE-PW9,220$465,5180.04%
209ULTA BEAUTY INCULTA988$463,4410.04%
210MARATHON PETE CORPMARA3,798$442,0490.03%
211REPUBLIC SVCS INC7607591003,415$440,5010.03%
212PEBBLEBROOK HOTEL TRPEB-PH528,000$437,7540.03%
213CONMED CORPCNMD384,000$436,9920.03%
214DISH NETWORK CORPORATION25470MAF6674,000$432,4720.03%
215DATADOG INCDDOG392,000$429,1380.03%
216PIONEER NAT RES CO723787AP2178,000$415,8690.03%
217ZSCALER INCZS391,000$411,5670.03%
218SHERWIN WILLIAMS COSHW1,730$410,5810.03%
219SERVICENOW INCNOW1,053$408,8480.03%
220AMERICAN TOWER CORP NEW03027X1001,899$402,3220.03%
2213M COMMM3,351$401,8520.03%
222MIDDLEBY CORPMIDD3,000$401,7000.03%
223LIVE NATION ENTERTAINMENT INLYV376,000$401,5880.03%
224ETSY INCETSY398,000$399,5440.03%
225ILLUMINA INCILMN410,000$397,0030.03%
226LOCKHEED MARTIN CORPLMT809$393,4060.03%
227CALAMOS STRATEGIC TOTAL RETUCSQ29,240$392,4010.03%
228XCEL ENERGY INCXELLL5,511$386,3760.03%
229AIR PRODS & CHEMS INCAIIR1,245$383,7840.03%
230LIVE NATION ENTERTAINMENT INLYV382,000$379,6470.03%
231BK OF AMERICA CORP060505682322$373,5200.03%
232GILEAD SCIENCES INCGILD4,339$372,5030.03%
233SELECT SECTOR SPDR TR81369Y2092,741$372,3650.03%
234TESLA INCTSLA3,000$369,5400.03%
235PHILIP MORRIS INTL INC7181721093,587$363,0400.03%
236RINGCENTRAL INCRNG415,000$358,8510.03%
237HUMANA INCHUM689$352,8990.03%
238AKAMAI TECHNOLOGIES INCAKAM330,000$348,8960.03%
239ISHARES TR4642875151,360$347,9790.03%
240SPLUNK INC848637AD6367,000$347,9230.03%
241FIDELITY COVINGTON TRUST3160926005,317$340,1940.03%
242PIONEER NAT RES CO7237871071,487$339,6160.03%
243AMYRIS INC03236M200221,300$338,5890.03%
244MICROCHIP TECHNOLOGY INC.MCHPP169,000$336,3100.03%
245VANGUARD INDEX FDS9229086371,895$330,1090.03%
246INTERCONTINENTAL EXCHANGE IN45866F1043,200$328,2880.03%
247DANAHER CORPORATION235851409239$324,2150.03%
248HUNT J B TRANS SVCS INC4456581071,859$324,1350.03%
249VANGUARD INDEX FDS9229087442,308$323,9740.03%
250INVESCO EXCHANGE TRADED FD TIVZ1,327$322,4340.03%
251ISHARES INC46434G1036,844$319,6150.02%
252CELANESE CORP DELCE3,120$319,0190.02%
253VANGUARD SPECIALIZED FUNDS9219088442,097$318,4000.02%
254AUTOMATIC DATA PROCESSING INADP1,321$315,5340.02%
255VANGUARD INDEX FDS9229087361,478$314,9770.02%
256INVITATION HOMES INCINVH10,552$312,7610.02%
257AT&T INCT-PC16,935$311,7670.02%
258TRAVELERS COMPANIES INCTRV1,661$311,4210.02%
259AGILENT TECHNOLOGIES INCA1,994$298,3450.02%
260CATERPILLAR INCCAT1,244$298,0130.02%
261PALO ALTO NETWORKS INCPANW201,000$297,0600.02%
262VANGUARD WORLD FDS92204A5041,189$294,9310.02%
263PNC FINL SVCS GROUP INC6934751051,866$294,7160.02%
264PARSONS CORP DELPSN255,000$290,7920.02%
265MARVELL TECHNOLOGY INCMRVL7,805$289,0970.02%
266PAYPAL HLDGS INCPYPL4,000$284,8800.02%
267PPG INDS INC6935061072,256$283,6690.02%
268ALCON AGALC4,097$280,8490.02%
269ISHARES TR4642884975,665$279,8510.02%
270BIOGEN INCBIIB1,000$276,9200.02%
271PAYPAL HLDGS INCPYPL3,882$276,4760.02%
272INTERNATIONAL BUSINESS MACHSINTR1,943$273,7490.02%
273S&P GLOBAL INCSPGI817$273,6460.02%
274OKTA INCOKTA309,000$273,6070.02%
275PLUG POWER INCPLUG22,000$272,1400.02%
276LAS VEGAS SANDS CORPLVS5,526$265,6350.02%
277Q2 HLDGS INCQTWO320,000$263,1040.02%
278CVS HEALTH CORPCVS2,738$255,1540.02%
279ARK ETF TR00214Q1047,962$248,7330.02%
280ISHARES TR4642876551,421$247,7790.02%
281HALOZYME THERAPEUTICS INCHALO252,000$245,6620.02%
282DOMINION ENERGY INCD3,990$244,6810.02%
283AKAMAI TECHNOLOGIES INCAKAM251,000$243,7760.02%
284CARRIER GLOBAL CORPORATIONCARR5,880$242,5500.02%
285CALAMOS LNG SHR EQT DYNAMIC12812C10615,875$241,1410.02%
286BOOKING HOLDINGS INCBKNG118$237,8030.02%
287VANGUARD SCOTTSDALE FDS92206C6804,296$236,7960.02%
288SILICON LABORATORIES INCSLAB188,000$236,1130.02%
289FIDELITY COVINGTON TRUST3160928082,493$235,6130.02%
290TYLER TEX INDPT SCH DIST902252AB1247,000$230,9100.02%
291QUALCOMM INCQCOM2,084$229,1150.02%
292OTIS WORLDWIDE CORPOTIS2,925$229,0570.02%
293MICRON TECHNOLOGY INCMU4,404$220,1160.02%
294ASSURANT INCAIZN1,742$217,8550.02%
295ISHARES TR4642876712,669$217,5770.02%
296MURPHY USA INCMUSA777$217,2030.02%
297MICROCHIP TECHNOLOGY INC.MCHPP69,000$215,2980.02%
298COUPA SOFTWARE INC22266LAC0220,000$212,8130.02%
299VANGUARD MALVERN FDS9220208054,515$210,8960.02%
300BECTON DICKINSON & COBDX829$210,8150.02%
301HEICO CORP NEWHEI-A1,360$208,9500.02%
302NUVASIVE INCNU238,000$208,9190.02%
303TARGET CORPTGT1,390$207,1660.02%
304KEYCORP49326710811,803$205,6080.02%
305SILICON LABORATORIES INCSLAB1,500$203,5050.02%
306MONGODB INCMDB170,000$198,1980.02%
307BIOMARIN PHARMACEUTICAL INCBMRN180,000$191,3580.01%
308SEA LTDSE257,000$189,8000.01%
309PLUG POWER INCPLUG15,000$185,5500.01%
310EXACT SCIENCES CORP30063PAB1218,000$180,7610.01%
311FIVE9 INCFIVN194,000$178,4760.01%
312BLOCK INCBSQKZ162,000$169,2380.01%
313REPLIGEN CORPRGEN101,000$160,3250.01%
314NEOGENOMICS INCNEO241,000$154,8710.01%
315WAYFAIR INCW238,000$154,2140.01%
316IONIS PHARMACEUTICALS INCIONS165,000$153,2040.01%
317FUELCELL ENERGY INCFCELB55,000$152,9000.01%
318INSMED INCINSM164,000$135,3100.01%
319SNAP INCSNAP136,000$115,9280.01%
320ITAU UNIBANCO HLDG S A46556210612,942$60,9570.00%
321DISH NETWORK CORPORATION25470MAB560,000$37,7730.00%
322APTINYX INC03836N10310,000$2,8530.00%