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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 Q2 2023 · Filed May 4, 2023 · Accession 0001085146-23-002046

Total Value
$1.28B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200250,817$103.1M8.08%
2APPLE INCAAPL582,775$96.1M7.53%
3MICROSOFT CORPMSFT202,423$58.4M4.57%
4ISHARES TR464287309828,457$52.9M4.15%
5ALPHABET INCGOOG357,551$37.1M2.91%
6ISHARES TR464287689149,445$35.2M2.76%
7ISHARES TR464287226340,609$33.9M2.66%
8ISHARES TR464288240682,352$33.3M2.61%
9ENPHASE ENERGY INCENPH142,600$30.0M2.35%
10AMAZON COM INCAMZN282,126$29.1M2.28%
11SPDR S&P 500 ETF TRSPY62,217$25.5M2.00%
12NVIDIA CORPORATIONNVDA83,646$23.2M1.82%
13VISA INCV78,785$17.8M1.39%
14UNITEDHEALTH GROUP INCUNH36,924$17.5M1.37%
15NEXTERA ENERGY INCNEE-PW193,683$14.9M1.17%
16WALMART INCWMT97,664$14.4M1.13%
17LILLY ELI & COLLY41,861$14.4M1.13%
18CSX CORPCSX428,509$12.8M1.01%
19LINDE PLCLIN34,882$12.4M0.97%
20RAYTHEON TECHNOLOGIES CORPRTX120,945$11.8M0.93%
21HOME DEPOT INCHD39,205$11.6M0.91%
22CHEVRON CORP NEWCVX70,262$11.5M0.90%
23BROADCOM INCAVGO17,050$10.9M0.86%
24THERMO FISHER SCIENTIFIC INCTMO18,920$10.9M0.85%
25BRISTOL-MYERS SQUIBB COCELG-RI155,023$10.7M0.84%
26AMERICAN EXPRESS COAXP62,585$10.3M0.81%
27MONDELEZ INTL INC609207105147,292$10.3M0.80%
28T-MOBILE US INCTMUSZ66,209$9.6M0.75%
29ZOETIS INCZTS57,013$9.5M0.74%
30COCA COLA COKO152,183$9.4M0.74%
31MARSH & MCLENNAN COS INC57174810256,369$9.4M0.74%
32PELOTON INTERACTIVE INCPTON809,714$9.2M0.72%
33DISNEY WALT CO25468710690,507$9.1M0.71%
34INTUITINTU19,966$8.9M0.70%
35SYSCO CORPSYY114,546$8.8M0.69%
36ISHARES TR464287465121,775$8.7M0.68%
37NIKE INCNKE70,783$8.7M0.68%
38VANGUARD BD INDEX FDS921937827112,225$8.6M0.67%
39TJX COS INC NEW872540109108,640$8.5M0.67%
40TOYOTA MOTOR CORPTOYOF57,700$8.2M0.64%
41HONEYWELL INTL INC43851610642,616$8.1M0.64%
42ISHARES TR46428740853,430$8.1M0.64%
43DOLLAR TREE INCDLTR56,467$8.1M0.64%
44CONSTELLATION BRANDS INCSTZ35,330$8.0M0.63%
45CAESARS ENTERTAINMENT INC NE12769G100157,346$7.7M0.60%
46WELLS FARGO CO NEW949746101205,313$7.7M0.60%
47ORACLE CORPORCL-PD79,613$7.4M0.58%
48BOSTON SCIENTIFIC CORPBSX147,044$7.4M0.58%
49GOLDMAN SACHS GROUP INCGSCE22,480$7.4M0.58%
50PAYCOM SOFTWARE INCPAYC23,870$7.3M0.57%
51PROLOGIS INC.PLDGP57,872$7.2M0.57%
52DEXCOM INCDXCM61,378$7.1M0.56%
53DUKE ENERGY CORP NEWDUKB73,762$7.1M0.56%
54IQVIA HLDGS INCIQV34,754$6.9M0.54%
55WASTE MGMT INC DEL94106L10941,594$6.8M0.53%
56ISHARES TR46429B69792,702$6.7M0.53%
57BANK AMERICA CORP060505104232,795$6.7M0.52%
58UBER TECHNOLOGIES INCUBER208,983$6.6M0.52%
59ANALOG DEVICES INCADI32,415$6.4M0.50%
60LULULEMON ATHLETICA INCLULU16,575$6.0M0.47%
61SERVICENOW INCNOW12,570$5.8M0.46%
62ISHARES TR46432F84286,432$5.8M0.45%
63LAUDER ESTEE COS INC51843910423,145$5.7M0.45%
64HESS CORPHESM41,673$5.5M0.43%
65AIR LEASE CORPAIIR140,073$5.5M0.43%
66SNOWFLAKE INCSNOW34,634$5.3M0.42%
67CHUBB LIMITEDCB27,151$5.3M0.41%
68JAZZ PHARMACEUTICALS PLCJAZZ35,255$5.2M0.40%
69ALPHABET INCGOOG47,013$4.9M0.38%
70BERKSHIRE HATHAWAY INC DELBRK-A14,990$4.6M0.36%
71HUNTINGTON BANCSHARES INCHBANP380,019$4.3M0.33%
72MASTERCARD INCORPORATEDMA10,478$3.8M0.30%
73APPLIED MATLS INC03822210529,997$3.7M0.29%
74UNITED AIRLS HLDGS INCUNTCW79,831$3.5M0.28%
75NOVO-NORDISK A SNONOF21,911$3.5M0.27%
76ISHARES TR46428864668,811$3.5M0.27%
77COSTCO WHSL CORP NEW22160K1056,911$3.4M0.27%
78VANGUARD INDEX FDS92290862916,243$3.4M0.27%
79JPMORGAN CHASE & COVYLD26,213$3.4M0.27%
80TRANE TECHNOLOGIES PLCTT17,569$3.2M0.25%
81ISHARES TR46428723481,223$3.2M0.25%
82JOHNSON & JOHNSONJNJ19,252$3.0M0.23%
83ASML HOLDING N VASMLF4,133$2.8M0.22%
84TESLA INCTSLA13,427$2.8M0.22%
85PFIZER INCPFE67,350$2.7M0.22%
86META PLATFORMS INCMETA12,729$2.7M0.21%
87PROCTER AND GAMBLE CO74271810917,887$2.7M0.21%
88ISHARES TR46428761410,611$2.6M0.20%
89TAIWAN SEMICONDUCTOR MFG LTD87403910026,787$2.5M0.20%
90ENOVIX CORPORATIONENVX164,800$2.5M0.19%
91ISHARES TR46428762210,646$2.4M0.19%
92ISHARES TR46428867921,639$2.4M0.19%
93MCDONALDS CORPMCD8,364$2.3M0.18%
94ISHARES TR46428863844,851$2.3M0.18%
95STARBUCKS CORPSBUX21,157$2.2M0.17%
96VANGUARD INDEX FDS92290875111,296$2.1M0.17%
97CANADIAN PAC RY LTD13645T10027,661$2.1M0.17%
98SOUTHERN COSOMN29,642$2.1M0.16%
99MERCK & CO INCMRK19,102$2.0M0.16%
100MERCADOLIBRE INCMELI1,477$1.9M0.15%
101ISHARES TR46428749926,119$1.8M0.14%
102ACCENTURE PLC IRELANDACN6,279$1.8M0.14%
103ABBVIE INCABBV11,240$1.8M0.14%
104EXXON MOBIL CORPXOM16,221$1.8M0.14%
105PEPSICO INCPEP9,485$1.7M0.14%
106MCKESSON CORPMCK4,632$1.6M0.13%
107DEERE & CODE3,691$1.5M0.12%
108LAM RESEARCH CORPLRCX2,854$1.5M0.12%
109SONY GROUP CORPORATIONSNEJF16,330$1.5M0.12%
110BOEING COBA-PA6,815$1.4M0.11%
111APTIV PLCAPTV12,756$1.4M0.11%
112PROGYNY INCPGNY43,562$1.4M0.11%
113DEXCOM INCDXCM1,244,000$1.3M0.10%
114MAXEON SOLAR TECHNOLOGIES LTMAXN50,000$1.3M0.10%
115INVESCO QQQ TRIVZ4,099$1.3M0.10%
116CEMEX SAB DE CVCXMSF236,098$1.3M0.10%
117ALIBABA GROUP HLDG LTDBBAAY12,695$1.3M0.10%
118CANADIAN NAT RES LTD13638510122,669$1.3M0.10%
119ON SEMICONDUCTOR CORPON729,000$1.2M0.09%
120STRYKER CORPORATIONSYK4,165$1.2M0.09%
121SELECT SECTOR SPDR TR81369Y4077,830$1.2M0.09%
122VANGUARD INDEX FDS9229087695,582$1.1M0.09%
123INGERSOLL RAND INCIR19,412$1.1M0.09%
124ASTRAZENECA PLCAZN16,064$1.1M0.09%
125SCHLUMBERGER LTDSLB22,635$1.1M0.09%
126CYBERARK SOFTWARE LTD23248VAB1974,000$1.1M0.09%
127JD.COM INCJDCMF24,778$1.1M0.09%
128AON PLCAON3,428$1.1M0.08%
129CALAMOS STRATEGIC TOTAL RETUCSQ75,380$1.1M0.08%
130LOWES COS INC5486611075,264$1.1M0.08%
131ENPHASE ENERGY INCENPH1,011,000$1.0M0.08%
132ABBOTT LABSABLZF10,339$1.0M0.08%
133CALAMOS GLOBAL TOTAL RETURNCGO110,242$1.0M0.08%
134AIRBNB INCABNB1,175,000$1.0M0.08%
135MARRIOTT INTL INC NEW5719032026,125$1.0M0.08%
136TYLER TEX INDPT SCH DIST902252AB11,042,000$998,1110.08%
137SELECT SECTOR SPDR TR81369Y8036,581$993,8550.08%
138MEDTRONIC PLCMDT12,225$985,5800.08%
139ALLEGION PLCALLE9,214$983,4100.08%
140BP PLCBPPFF25,344$961,5510.08%
141CISCO SYS INCCSCO17,723$926,4700.07%
142SUNPOWER CORPSPWRW65,700$909,2880.07%
143MIDDLEBY CORPMIDD719,000$894,6230.07%
144PALO ALTO NETWORKS INCPANW392,000$878,8520.07%
145MORGAN STANLEYMS-PQ9,989$877,0340.07%
146NUCOR CORPNUE5,669$875,6900.07%
147NORTHROP GRUMMAN CORPNOC1,885$870,3420.07%
148IPG PHOTONICS CORPIPGP7,000$863,1700.07%
149ACTIVISION BLIZZARD INC00507V10910,072$862,0620.07%
150SKECHERS U S A INC83056610518,100$860,1120.07%
151HDFC BANK LTDHDB12,757$850,5090.07%
152AMERICAN ELEC PWR CO INC02557T30716,884$850,1090.07%
153SPDR SER TR78468R5566,600$842,0940.07%
154FORD MTR CO DEL345370CZ1836,000$836,3010.07%
155MARRIOTT VACATIONS WORLDWIDEVAC852,000$827,4110.06%
156MICROCHIP TECHNOLOGY INC.MCHPP728,000$815,3600.06%
157NETFLIX INCNFLX2,319$801,1680.06%
158TEXAS INSTRS INC8825081044,302$800,2150.06%
159SALESFORCE INCCRM3,853$769,7520.06%
160SHOPIFY INCSHOP15,910$762,7250.06%
161SPDR SER TR78464A7636,154$761,3350.06%
162VAIL RESORTS INCMTN847,000$760,1990.06%
163NEXTERA ENERGY INCNEE-PW16,275$754,3460.06%
164NEXTERA ENERGY INCNEE-PW9,000$752,4000.06%
165ISHARES TR4642875073,000$750,5210.06%
166ISHARES TR4642874817,947$723,5740.06%
167QUANTA SVCS INC74762E1024,262$710,2200.06%
168FUELCELL ENERGY INCFCELB247,500$705,3750.06%
169BANK AMERICA CORP060505682576$672,6300.05%
170ARISTA NETWORKS INCANET4,000$671,4400.05%
171BAIDU INCBAIDF4,371$659,6710.05%
172SPDR GOLD TRGLD3,544$649,3320.05%
173APTIV PLCAPTV5,236$642,6670.05%
174ISHARES TR4642878046,622$640,3470.05%
175MARKEL CORPMKL500$638,7050.05%
176JOHN BEAN TECHNOLOGIES CORPJBTM685,000$627,8920.05%
177KKR & CO INCKKRT9,740$618,0030.05%
178BOOKING HOLDINGS INCBKNG232$615,3590.05%
179ISHARES TR4642875984,019$611,9610.05%
180NORFOLK SOUTHN CORP6558441082,868$608,0160.05%
181ISHARES INC46434G10312,419$605,9230.05%
182PHILIP MORRIS INTL INC7181721096,189$601,8800.05%
183VANGUARD INDEX FDS9229085383,061$596,5580.05%
184SHIFT4 PMTS INC82452JAB5510,000$594,8690.05%
185BILL HOLDINGS INCBILL637,000$582,4470.05%
186AT&T INCT-PC29,614$570,0700.04%
187SEALED AIR CORP NEWSE12,391$568,8710.04%
188PACIRA BIOSCIENCES INCPCRX605,000$558,7960.04%
189PPG INDS INC6935061074,168$556,7610.04%
190BOSTON SCIENTIFIC CORPBSX4,570$553,1530.04%
191PALO ALTO NETWORKS INCPANW274,000$553,0200.04%
192ISHARES TR4642884144,966$535,0370.04%
193VANGUARD INDEX FDS9229085123,955$530,2470.04%
194DTE ENERGY CODTK4,729$518,0150.04%
195INSULET CORPPODD342,000$511,9400.04%
196MARATHON PETE CORPMARA3,789$510,8710.04%
197FERRARI N VRACE1,879$509,0960.04%
198EQT CORPEQT230,000$506,8560.04%
199PEBBLEBROOK HOTEL TRPEB-PH592,000$501,5960.04%
200ADOBE SYSTEMS INCORPORATEDADBE1,301$501,3660.04%
201SPDR SER TR78464A3597,331$491,6900.04%
202AES CORPAES5,429$485,9500.04%
203EXACT SCIENCES CORP30063PAB1506,000$471,6830.04%
204DISCOVER FINL SVCS2547091084,751$469,5890.04%
205ULTA BEAUTY INCULTA857$467,6390.04%
206CHIPOTLE MEXICAN GRILL INCCMG271$462,9470.04%
207MONGODB INCMDB358,000$462,1600.04%
208REPUBLIC SVCS INC7607591003,415$461,7760.04%
209CONMED CORPCNMD374,000$461,3290.04%
210COMCAST CORP NEWCCZ12,035$456,2470.04%
211LIVE NATION ENTERTAINMENT INLYV461,000$450,6870.04%
212DATADOG INCDDOG416,000$448,9260.04%
213ISHARES TR46429B6634,337$440,8990.03%
214MIDDLEBY CORPMIDD3,000$439,8300.03%
215ZSCALER INCZS416,000$438,9630.03%
216NEXTERA ENERGY INCNEE-PW8,950$437,1180.03%
217AMGEN INCAMGN1,800$435,1500.03%
218BOOKING HOLDINGS INCBKNG284,000$425,4860.03%
219SOUTHWEST AIRLS CO844741BG2373,000$423,9700.03%
220WOLFSPEED INCWOLF505,000$423,5640.03%
221ISHARES TR4642875151,360$414,3920.03%
222HALOZYME THERAPEUTICS INCHALO484,000$410,6160.03%
223MICROCHIP TECHNOLOGY INC.MCHPP169,000$401,1480.03%
224DISH NETWORK CORPORATION25470MAF6751,000$400,3510.03%
225UNION PAC CORPUNP1,974$397,2870.03%
226RINGCENTRAL INCRNG442,000$390,3790.03%
227CONOCOPHILLIPSCOP3,906$387,5140.03%
228ETSY INCETSY426,000$385,0870.03%
229AMERICAN INTL GROUP INC0268747847,643$384,9010.03%
230ILLUMINA INCILMN393,000$384,5660.03%
231SPLUNK INC848637AD6394,000$381,0890.03%
232LOCKHEED MARTIN CORPLMT802$379,1290.03%
233SHERWIN WILLIAMS COSHW1,670$375,3660.03%
234FREEPORT-MCMORAN INCFCX9,079$371,4220.03%
235PIONEER NAT RES CO723787AP2173,000$370,3380.03%
236INVESCO EXCHANGE TRADED FD TIVZ1,327$366,2250.03%
237DANAHER CORPORATION2358511021,441$363,2090.03%
238AIR PRODS & CHEMS INCAIIR1,245$357,5760.03%
239AMERICAN TOWER CORP NEW03027X1001,747$356,9820.03%
240SELECT SECTOR SPDR TR81369Y2092,741$354,8500.03%
241VANGUARD INDEX FDS9229087442,563$353,9760.03%
2423M COMMM3,322$349,1750.03%
243GILEAD SCIENCES INCGILD4,151$344,4080.03%
244PARKER-HANNIFIN CORPPH985$331,0680.03%
245VERIZON COMMUNICATIONS INCVZ8,506$330,8010.03%
246HUMANA INCHUM678$329,1420.03%
247INVITATION HOMES INCINVH10,525$328,6960.03%
248PAYPAL HLDGS INCPYPL4,318$327,9090.03%
249FIDELITY COVINGTON TRUST3160926005,317$326,8480.03%
250AKAMAI TECHNOLOGIES INCAKAM321,000$323,7830.03%
251HUNT J B TRANS SVCS INC4456581071,844$323,5480.03%
252VANGUARD SPECIALIZED FUNDS9219088442,097$322,9290.03%
253INTERCONTINENTAL EXCHANGE IN45866F1043,074$320,5870.03%
254LAS VEGAS SANDS CORPLVS5,511$316,6070.02%
255AIR TRANS SVCS GROUP INCAIIR326,000$309,5400.02%
256PIONEER NAT RES CO7237871071,479$302,0710.02%
257OKTA INCOKTA329,000$298,0150.02%
258VANGUARD INDEX FDS9229086371,593$297,5880.02%
259ALCON AGALC4,102$289,3550.02%
260FIDELITY COVINGTON TRUST3160928082,493$284,0770.02%
261VANGUARD WORLD FDS92204A5041,189$283,5290.02%
262ISHARES TR4642876551,575$280,9940.02%
263BIOGEN INCBIIB1,000$278,0300.02%
264Q2 HLDGS INCQTWO342,000$276,9620.02%
265AGILENT TECHNOLOGIES INCA1,993$275,7120.02%
266PARSONS CORP DELPSN247,000$273,8290.02%
267CARRIER GLOBAL CORPORATIONCARR5,957$272,5330.02%
268VANGUARD SCOTTSDALE FDS92206C6804,296$270,1750.02%
269EDWARDS LIFESCIENCES CORPEW3,222$266,5560.02%
270S&P GLOBAL INCSPGI770$265,4730.02%
271SILICON LABORATORIES INCSLAB1,500$262,6350.02%
272CATERPILLAR INCCAT1,142$261,3350.02%
273MICROCHIP TECHNOLOGY INC.MCHPP69,000$260,6010.02%
274INTERNATIONAL BUSINESS MACHSINTR1,952$255,8880.02%
275CELANESE CORP DELCE2,316$252,1890.02%
276MICRON TECHNOLOGY INCMU4,179$252,1610.02%
277TRAVELERS COMPANIES INCTRV1,469$251,8010.02%
278OTIS WORLDWIDE CORPOTIS2,914$245,9420.02%
279CALAMOS LNG SHR EQT DYNAMIC12812C10615,875$245,1100.02%
280QUALCOMM INCQCOM1,873$238,9570.02%
281ISHARES TR4642876712,669$236,9270.02%
282HEICO CORP NEWHEI-A1,360$232,6140.02%
283INTEGRA LIFESCIENCES HLDGS CIART237,000$231,5180.02%
284AKAMAI TECHNOLOGIES INCAKAM250,000$230,6380.02%
285PNC FINL SVCS GROUP INC6934751051,786$227,0010.02%
286NUVASIVE INCNU254,000$226,5880.02%
287UBS AG LONDON BRANCHUSML466$224,3250.02%
288SILICON LABORATORIES INCSLAB149,000$223,7580.02%
289AUTOMATIC DATA PROCESSING INADP994$221,2940.02%
290XCEL ENERGY INCXELLL3,201$215,8750.02%
291DANAHER CORPORATION235851409169$215,3650.02%
292ASSURANT INCAIZN1,736$208,4420.02%
293SCHWAB STRATEGIC TR8085247972,836$207,4820.02%
294UBS GROUP AGUBS9,695$206,8910.02%
295TARGET CORPTGT1,242$205,7120.02%
296GENERAL ELECTRIC CO3696043012,117$202,3850.02%
297MURPHY USA INCMUSA777$200,5050.02%
298FIVE9 INCFIVN210,000$197,3060.02%
299SEA LTDSE246,000$194,3920.02%
300NEOGENOMICS INCNEO258,000$190,1510.01%
301BLOCK INCBSQKZ177,000$182,0270.01%
302BIOMARIN PHARMACEUTICAL INCBMRN175,000$179,3660.01%
303CALAMOS GBL DYN INCOME FUND12811L10729,748$177,8950.01%
304IONIS PHARMACEUTICALS INCIONS178,000$162,9290.01%
305WAYFAIR INCW242,000$159,8890.01%
306REPLIGEN CORPRGEN98,000$150,9230.01%
307INSMED INCINSM177,000$137,3410.01%
308SNAP INCSNAP146,000$133,9860.01%
309PLUG POWER INCPLUG10,000$117,2000.01%
310ITAU UNIBANCO HLDG S A46556210613,168$64,1280.01%
311DISH NETWORK CORPORATION25470MAB560,000$30,9350.00%
312WAYFAIR INCW25,000$18,1690.00%
313APTINYX INC03836N10310,000$1,2480.00%