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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 Q3 2023 · Filed July 28, 2023 · Accession 0001085146-23-002961

Total Value
$1.36B
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL588,652$114.2M8.37%
2ISHARES TR464287200235,874$105.1M7.71%
3MICROSOFT CORPMSFT201,645$68.7M5.03%
4ISHARES TR464287309840,754$59.3M4.34%
5ALPHABET INCGOOG353,006$42.3M3.10%
6ISHARES TR464287689157,532$40.1M2.94%
7AMAZON COM INCAMZN282,851$36.9M2.70%
8ISHARES TR464288240680,342$33.5M2.45%
9ISHARES TR464287226336,880$33.0M2.42%
10NVIDIA CORPORATIONNVDA76,676$32.4M2.38%
11ENPHASE ENERGY INCENPH170,200$28.5M2.09%
12SPDR S&P 500 ETF TRSPY56,835$25.2M1.85%
13LILLY ELI & COLLY41,284$19.4M1.42%
14UNITEDHEALTH GROUP INCUNH39,632$19.0M1.40%
15VISA INCV77,577$18.4M1.35%
16WALMART INCWMT96,230$15.1M1.11%
17BROADCOM INCAVGO16,859$14.6M1.07%
18CSX CORPCSX427,656$14.6M1.07%
19NEXTERA ENERGY INCNEE-PW192,721$14.3M1.05%
20LINDE PLCLIN34,391$13.1M0.96%
21HOME DEPOT INCHD40,214$12.5M0.92%
22RAYTHEON TECHNOLOGIES CORPRTX119,115$11.7M0.86%
23TOYOTA MOTOR CORPTOYOF71,700$11.5M0.84%
24AMERICAN EXPRESS COAXP62,417$10.9M0.80%
25CHEVRON CORP NEWCVX68,623$10.8M0.79%
26MONDELEZ INTL INC609207105145,325$10.6M0.78%
27MARSH & MCLENNAN COS INC57174810256,099$10.6M0.77%
28ZOETIS INCZTS56,651$9.8M0.72%
29THERMO FISHER SCIENTIFIC INCTMO18,345$9.6M0.70%
30ORACLE CORPORCL-PD79,370$9.5M0.69%
31T-MOBILE US INCTMUSZ65,438$9.1M0.67%
32TJX COS INC NEW872540109106,782$9.1M0.66%
33COCA COLA COKO149,457$9.0M0.66%
34ISHARES TR464287465123,269$8.9M0.66%
35UBER TECHNOLOGIES INCUBER206,971$8.9M0.65%
36ISHARES TR46428740855,083$8.9M0.65%
37HONEYWELL INTL INC43851610642,504$8.8M0.65%
38CONSTELLATION BRANDS INCSTZ35,205$8.7M0.64%
39BANK AMERICA CORP060505104301,143$8.6M0.63%
40WELLS FARGO CO NEW949746101200,412$8.6M0.63%
41BOSTON SCIENTIFIC CORPBSX149,375$8.1M0.59%
42DOLLAR TREE INCDLTR56,129$8.1M0.59%
43APTIV PLCAPTV78,474$8.0M0.59%
44CAESARS ENTERTAINMENT INC NE12769G100157,068$8.0M0.59%
45BRISTOL-MYERS SQUIBB COCELG-RI122,811$7.9M0.58%
46DISNEY WALT CO25468710687,591$7.8M0.57%
47DEXCOM INCDXCM60,517$7.8M0.57%
48NIKE INCNKE70,160$7.7M0.57%
49IQVIA HLDGS INCIQV34,158$7.7M0.56%
50PAYCOM SOFTWARE INCPAYC23,742$7.6M0.56%
51GOLDMAN SACHS GROUP INCGSCE22,411$7.2M0.53%
52WASTE MGMT INC DEL94106L10941,311$7.2M0.53%
53PROLOGIS INC.PLDGP57,857$7.1M0.52%
54SERVICENOW INCNOW12,477$7.0M0.51%
55INTUITINTU15,191$7.0M0.51%
56ISHARES TR46429B69793,005$6.9M0.51%
57ISHARES TR46428867960,038$6.6M0.49%
58DUKE ENERGY CORP NEWDUKB72,120$6.5M0.47%
59ANALOG DEVICES INCADI32,252$6.3M0.46%
60PELOTON INTERACTIVE INCPTON814,614$6.3M0.46%
61LULULEMON ATHLETICA INCLULU16,418$6.2M0.46%
62ALPHABET INCGOOG49,898$6.0M0.44%
63AIR LEASE CORPAIIR139,900$5.9M0.43%
64ISHARES TR46432F84284,643$5.7M0.42%
65HESS CORPHESM40,979$5.6M0.41%
66BERKSHIRE HATHAWAY INC DELBRK-A15,327$5.2M0.38%
67CHUBB LIMITEDCB26,824$5.2M0.38%
68LAUDER ESTEE COS INC51843910423,086$4.5M0.33%
69SNOWFLAKE INCSNOW25,157$4.4M0.32%
70UNITED AIRLS HLDGS INCUNTCW79,357$4.4M0.32%
71JAZZ PHARMACEUTICALS PLCJAZZ34,665$4.3M0.32%
72VANGUARD BD INDEX FDS92193782752,781$4.0M0.29%
73APPLIED MATLS INC03822210527,573$4.0M0.29%
74JPMORGAN CHASE & COVYLD26,846$3.9M0.29%
75COSTCO WHSL CORP NEW22160K1057,013$3.8M0.28%
76VANGUARD INDEX FDS92290862916,243$3.6M0.26%
77META PLATFORMS INCMETA12,341$3.5M0.26%
78NOVO-NORDISK A SNONOF21,554$3.5M0.26%
79TRANE TECHNOLOGIES PLCTT17,657$3.4M0.25%
80ISHARES TR46428723481,223$3.2M0.24%
81INVESCO QQQ TRIVZ10,000$3.2M0.24%
82ISHARES TR46428864663,570$3.2M0.23%
83JOHNSON & JOHNSONJNJ19,008$3.1M0.23%
84TESLA INCTSLA11,980$3.1M0.23%
85ASML HOLDING N VASMLF4,140$3.0M0.22%
86ENOVIX CORPORATIONENVX164,800$3.0M0.22%
87ISHARES TR46428761410,458$2.9M0.21%
88TAIWAN SEMICONDUCTOR MFG LTD87403910026,566$2.7M0.20%
89PROCTER AND GAMBLE CO74271810917,400$2.6M0.19%
90ISHARES TR46428762210,782$2.6M0.19%
91PFIZER INCPFE66,065$2.4M0.18%
92MCDONALDS CORPMCD8,013$2.4M0.18%
93VANGUARD INDEX FDS92290875111,430$2.3M0.17%
94MERCK & CO INCMRK19,388$2.2M0.16%
95CANADIAN PACIFIC KANSAS CITYCP27,472$2.2M0.16%
96MASTERCARD INCORPORATEDMA5,492$2.2M0.16%
97STARBUCKS CORPSBUX21,661$2.1M0.16%
98SOUTHERN COSOMN29,786$2.1M0.15%
99ISHARES TR46428863840,561$2.1M0.15%
100MCKESSON CORPMCK4,644$2.0M0.15%
101ACCENTURE PLC IRELANDACN6,262$1.9M0.14%
102ISHARES TR46428749926,119$1.9M0.14%
103SONY GROUP CORPORATIONSNEJF20,570$1.9M0.14%
104MERCADOLIBRE INCMELI1,557$1.8M0.14%
105LAM RESEARCH CORPLRCX2,854$1.8M0.13%
106SAP SESAPGF12,697$1.7M0.13%
107PEPSICO INCPEP9,356$1.7M0.13%
108PROGYNY INCPGNY43,562$1.7M0.13%
109EXXON MOBIL CORPXOM15,806$1.7M0.12%
110INVESCO QQQ TRIVZ4,255$1.6M0.12%
111ABBVIE INCABBV11,615$1.6M0.11%
112SHOPIFY INCSHOP23,650$1.5M0.11%
113BOEING COBA-PA6,873$1.5M0.11%
114DEERE & CODE3,565$1.4M0.11%
115MAXEON SOLAR TECHNOLOGIES LTMAXN50,000$1.4M0.10%
116FERRARI N VRACE4,277$1.4M0.10%
117NETFLIX INCNFLX3,143$1.4M0.10%
118ISHARES TR46428841412,752$1.4M0.10%
119ALIBABA GROUP HLDG LTDBBAAY16,196$1.3M0.10%
120SELECT SECTOR SPDR TR81369Y4077,830$1.3M0.10%
121BAIDU INCBAIDF9,665$1.3M0.10%
122PALO ALTO NETWORKS INCPANW497,000$1.3M0.09%
123STRYKER CORPORATIONSYK4,174$1.3M0.09%
124INGERSOLL RAND INCIR19,422$1.3M0.09%
125ON HLDG AGH5919C10437,417$1.2M0.09%
126VANGUARD INDEX FDS9229087695,582$1.2M0.09%
127DEXCOM INCDXCM1,140,000$1.2M0.09%
128SELECT SECTOR SPDR TR81369Y8036,879$1.2M0.09%
129LOWES COS INC5486611075,269$1.2M0.09%
130AON PLCAON3,389$1.2M0.09%
131ASTRAZENECA PLCAZN15,811$1.1M0.08%
132MARRIOTT INTL INC NEW5719032026,125$1.1M0.08%
133CALAMOS STRATEGIC TOTAL RETUCSQ75,380$1.1M0.08%
134ALLEGION PLCALLE9,214$1.1M0.08%
135CALAMOS GLOBAL TOTAL RETURNCGO113,930$1.1M0.08%
136MEDTRONIC PLCMDT12,111$1.1M0.08%
137ABBOTT LABSABLZF9,552$1.0M0.08%
138CYBERARK SOFTWARE LTD23248VAB1913,000$1.0M0.08%
139CEMEX SAB DE CVCXMSF144,350$1.0M0.07%
140TYLER TEX INDPT SCH DIST902252AB1970,000$1.0M0.07%
141ACTIVISION BLIZZARD INC00507V10911,537$972,5690.07%
142SPDR SER TR78464A35913,857$969,2970.07%
143SKECHERS U S A INC83056610518,100$953,1460.07%
144IPG PHOTONICS CORPIPGP7,000$950,7400.07%
145AIRBNB INCABNB1,083,000$949,0870.07%
146NUCOR CORPNUE5,684$932,0620.07%
147CISCO SYS INCCSCO18,005$931,5790.07%
148ON SEMICONDUCTOR CORPON488,000$897,6710.07%
149FLEXSHARES TRFLEX17,009$890,6760.07%
150PHILIP MORRIS INTL INC7181721099,069$885,3160.06%
151ENPHASE ENERGY INCENPH940,000$880,0280.06%
152HDFC BANK LTDHDB12,620$879,6140.06%
153MORGAN STANLEYMS-PQ10,110$863,3940.06%
154MIDDLEBY CORPMIDD686,000$854,9140.06%
155NORTHROP GRUMMAN CORPNOC1,867$850,9790.06%
156SPDR SER TR78468R5566,600$850,2780.06%
157FORD MTR CO DEL345370CZ1767,000$839,3890.06%
158CANADIAN NAT RES LTD13638510114,914$839,0620.06%
159QUANTA SVCS INC74762E1024,259$836,6810.06%
160ISHARES TR4642875073,135$819,7820.06%
161AMERICAN ELEC PWR CO INC02557T30716,054$797,5630.06%
162TEXAS INSTRS INC8825081044,416$794,9680.06%
163ISHARES TR4642874817,947$767,9190.06%
164SPDR SER TR78464A7636,154$754,3810.06%
165MARRIOTT VACATIONS WORLDWIDEVAC784,000$724,2670.05%
166VAIL RESORTS INCMTN800,000$718,8800.05%
167BP PLCBPPFF20,314$716,8810.05%
168SALESFORCE INCCRM3,357$709,2000.05%
169MICROCHIP TECHNOLOGY INC.MCHPP623,000$707,3480.05%
170NEXTERA ENERGY INCNEE-PW15,480$701,0890.05%
171ISHARES TR4642875984,400$694,5250.05%
172NEXTERA ENERGY INCNEE-PW9,000$693,7200.05%
173MARKEL GROUP INCMKL500$691,5900.05%
174LIVE NATION ENTERTAINMENT INLYV647,000$688,7190.05%
175SOUTHWEST AIRLS CO844741BG2575,000$664,0500.05%
176NORFOLK SOUTHN CORP6558441082,868$650,3480.05%
177ARISTA NETWORKS INCANET4,002$648,5640.05%
178SUNPOWER CORPSPWRW65,700$643,8600.05%
179BOOKING HOLDINGS INCBKNG424,000$636,7930.05%
180SPDR GOLD TRGLD3,544$631,7890.05%
181VANGUARD INDEX FDS9229085383,061$629,8620.05%
182ADOBE SYSTEMS INCORPORATEDADBE1,280$625,9070.05%
183AMYRIS INC03236M200600,000$618,0000.05%
184PPG INDS INC6935061074,144$614,5550.05%
185JOHN BEAN TECHNOLOGIES CORPJBTM645,000$614,4210.05%
186BILL HOLDINGS INCBILL575,000$602,5890.04%
187KKR & CO INCKKRT9,086$600,5850.04%
188EQT CORPEQT212,000$598,2980.04%
189CHIPOTLE MEXICAN GRILL INCCMG271$579,6690.04%
190BANK AMERICA CORP060505682491$575,3640.04%
191ISHARES TR46429B6635,681$572,5880.04%
192VANGUARD INDEX FDS9229085124,066$562,6530.04%
193ISHARES TR4642878045,629$560,9300.04%
194DISCOVER FINL SVCS2547091084,755$555,6220.04%
195FUELCELL ENERGY INCFCELB250,500$541,0800.04%
196REPUBLIC SVCS INC7607591003,417$523,3820.04%
197PACIRA BIOSCIENCES INCPCRX566,000$523,1480.04%
198AES CORPAES6,332$516,8180.04%
199ISHARES INC46434G10310,071$496,4000.04%
200SEALED AIR CORP NEWSE12,391$495,6400.04%
201COMCAST CORP NEWCCZ11,752$488,2960.04%
202AT&T INCT-PC30,084$479,8400.04%
203SHIFT4 PMTS INC82452JAB5435,000$473,5710.03%
204PEBBLEBROOK HOTEL TRPEB-PH557,000$473,2660.03%
205DTE ENERGY CODTK4,287$471,6560.03%
206ISHARES TR4642875151,360$470,4380.03%
207EXACT SCIENCES CORP30063PAB1431,000$464,6350.03%
208EDWARDS LIFESCIENCES CORPEW4,887$460,9910.03%
209SCHLUMBERGER LTDSLB9,131$448,5150.03%
210SHERWIN WILLIAMS COSHW1,679$445,8080.03%
211MIDDLEBY CORPMIDD3,000$443,4900.03%
212DATADOG INCDDOG356,000$442,3910.03%
213AMERICAN INTL GROUP INC0268747847,618$438,3400.03%
214MICROCHIP TECHNOLOGY INC.MCHPP168,000$426,5180.03%
215MARATHON PETE CORPMARA3,652$425,8230.03%
216MONGODB INCMDB211,000$420,1500.03%
217ZSCALER INCZS356,000$415,0180.03%
218CONOCOPHILLIPSCOP3,905$404,5970.03%
219ULTA BEAUTY INCULTA857$403,3000.03%
220INSULET CORPPODD292,000$402,4140.03%
221CONMED CORPCNMD357,000$399,0970.03%
222AMGEN INCAMGN1,767$392,3090.03%
223INVESCO EXCHANGE TRADED FD TIVZ1,327$390,2570.03%
224PARKER-HANNIFIN CORPPH978$381,4590.03%
225DISH NETWORK CORPORATION25470MAF6708,000$376,8900.03%
226AIR PRODS & CHEMS INCAIIR1,253$375,3110.03%
227NEXTERA ENERGY INCNEE-PW7,645$374,8340.03%
228VANGUARD INDEX FDS9229087442,632$374,0070.03%
229UNION PAC CORPUNP1,824$373,2270.03%
230LOCKHEED MARTIN CORPLMT809$372,4470.03%
231SELECT SECTOR SPDR TR81369Y2092,782$369,2550.03%
232FREEPORT-MCMORAN INCFCX9,026$361,0400.03%
233INVITATION HOMES INCINVH10,448$359,4110.03%
234INTERCONTINENTAL EXCHANGE IN45866F1043,076$347,8340.03%
235HALOZYME THERAPEUTICS INCHALO414,000$345,0730.03%
236DANAHER CORPORATION2358511021,429$342,9740.03%
237GILEAD SCIENCES INCGILD4,428$341,2660.03%
238VANGUARD SPECIALIZED FUNDS9219088442,097$340,5840.02%
239SPLUNK INC848637AD6339,000$340,3590.02%
240AMERICAN TOWER CORP NEW03027X1001,733$336,0980.02%
241FIDELITY COVINGTON TRUST3160926005,317$335,6220.02%
2423M COMMM3,322$332,4990.02%
243WOLFSPEED INCWOLF430,000$332,0760.02%
244HUNT J B TRANS SVCS INC4456581071,831$331,4660.02%
245VERIZON COMMUNICATIONS INCVZ8,801$327,3130.02%
246PIONEER NAT RES CO723787AP2148,000$325,7480.02%
247FIDELITY COVINGTON TRUST3160928082,493$325,6860.02%
248ILLUMINA INCILMN328,000$325,5240.02%
249ALCON AGALC3,952$324,4990.02%
250VANGUARD INDEX FDS9229086371,593$322,9330.02%
251BOOKING HOLDINGS INCBKNG118$318,6390.02%
252LAS VEGAS SANDS CORPLVS5,466$317,0280.02%
253ISHARES TR4642876551,676$313,8790.02%
254S&P GLOBAL INCSPGI780$312,6940.02%
255ETSY INCETSY366,000$306,0750.02%
256INVESCO EXCHANGE TRADED FD TIVZ2,045$306,0140.02%
257PIONEER NAT RES CO7237871071,471$304,7620.02%
258VANGUARD SCOTTSDALE FDS92206C6804,296$303,9850.02%
259HUMANA INCHUM679$303,6010.02%
260WAYFAIR INCW366,000$302,6710.02%
261CARRIER GLOBAL CORPORATIONCARR5,957$296,1220.02%
262AKAMAI TECHNOLOGIES INCAKAM274,000$292,9580.02%
263VANGUARD WORLD FDS92204A5041,189$291,0910.02%
264ALTRIA GROUP INCMO6,343$287,3380.02%
265BIOGEN INCBIIB1,001$285,1350.02%
266MICROCHIP TECHNOLOGY INC.MCHPP69,000$279,1050.02%
267UBS AG LONDON BRANCHUSML466$278,5920.02%
268TRAVELERS COMPANIES INCTRV1,580$274,3830.02%
269CELANESE CORP DELCE2,316$268,1930.02%
270VANGUARD INDEX FDS922908736942$266,5480.02%
271AIR TRANS SVCS GROUP INCAIIR279,000$264,9380.02%
272INTERNATIONAL BUSINESS MACHSINTR1,952$261,1970.02%
273ISHARES TR4642876712,669$260,6010.02%
274OTIS WORLDWIDE CORPOTIS2,919$259,8200.02%
275CATERPILLAR INCCAT1,055$259,5830.02%
276GENERAL ELECTRIC CO3696043012,349$258,0380.02%
277OKTA INCOKTA281,000$254,5520.02%
278Q2 HLDGS INCQTWO292,000$252,1100.02%
279CALAMOS LNG SHR EQT DYNAMIC12812C10615,875$245,5860.02%
280MICRON TECHNOLOGY INCMU3,880$244,8670.02%
281PARSONS CORP DELPSN211,000$242,4810.02%
282MURPHY USA INCMUSA777$241,7320.02%
283AGILENT TECHNOLOGIES INCA2,004$240,9810.02%
284HEICO CORP NEWHEI-A1,360$240,6380.02%
285AKAMAI TECHNOLOGIES INCAKAM248,000$240,6220.02%
286NCL CORP LTD62886HAX9174,000$239,2500.02%
287SILICON LABORATORIES INCSLAB1,500$236,6100.02%
288QUALCOMM INCQCOM1,955$232,7230.02%
289AUTOMATIC DATA PROCESSING INADP1,007$221,3290.02%
290ASSURANT INCAIZN1,722$216,4900.02%
291BECTON DICKINSON & COBDX798$210,6800.02%
292ALPHATEC HLDGS INCATEC178,000$207,2540.02%
293ISHARES TR46432F3391,534$206,8910.02%
294ARK ETF TR00214Q1044,603$203,1760.01%
295ISHARES TR464287523400$202,9040.01%
296AMERICAN CENTY ETF TR0250728852,673$200,9830.01%
297NUVASIVE INCNU217,000$198,0540.01%
298ZILLOW GROUP INCZ155,000$195,3000.01%
299INTEGRA LIFESCIENCES HLDGS CIART202,000$184,6420.01%
300CALAMOS GBL DYN INCOME FUND12811L10729,748$179,0850.01%
301FIVE9 INCFIVN181,000$174,8750.01%
302NEOGENOMICS INCNEO221,000$162,1790.01%
303DRAFTKINGS INC NEWDKNG200,000$150,2640.01%
304SEA LTDSE186,000$149,3020.01%
305BIOMARIN PHARMACEUTICAL INCBMRN150,000$147,5420.01%
306IONIS PHARMACEUTICALS INCIONS153,000$144,9900.01%
307INSMED INCINSM152,000$128,9390.01%
308SNAP INCSNAP125,000$115,4440.01%
309REPLIGEN CORPRGEN83,000$109,2630.01%
310PLUG POWER INCPLUG10,000$103,9000.01%
311ITAU UNIBANCO HLDG S A46556210612,365$72,9540.01%
312GABELLI EQUITY TR INCGAB-PK10,812$62,7100.00%
313DISH NETWORK CORPORATION25470MAB560,000$30,5210.00%
314WAYFAIR INCW25,000$21,4760.00%