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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 Q4 2023 · Filed October 26, 2023 · Accession 0001085146-23-003940

Total Value
$1.32B
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL599,682$102.7M7.78%
2ISHARES TR464287200232,474$99.8M7.57%
3MICROSOFT CORPMSFT198,035$62.5M4.74%
4ISHARES TR464287309880,962$60.3M4.57%
5ALPHABET INCGOOG346,667$45.4M3.44%
6ISHARES TR464287689155,109$38.0M2.88%
7AMAZON COM INCAMZN274,972$35.0M2.65%
8NVIDIA CORPORATIONNVDA76,230$33.2M2.51%
9ISHARES TR464288240692,381$32.5M2.47%
10VANGUARD SCOTTSDALE FDS92206C847450,500$25.0M1.90%
11SPDR S&P 500 ETF TRSPY54,334$23.2M1.76%
12ENPHASE ENERGY INCENPH171,600$20.6M1.56%
13UNITEDHEALTH GROUP INCUNH40,189$20.3M1.54%
14ISHARES TR464287226206,477$19.4M1.47%
15VISA INCV80,539$18.5M1.40%
16ELI LILLY & COLLY31,403$16.9M1.28%
17HOME DEPOT INCHD50,929$15.4M1.17%
18WALMART INCWMT95,220$15.2M1.15%
19MERCK & CO INCMRK135,231$13.9M1.06%
20BROADCOM INCAVGO15,905$13.2M1.00%
21LINDE PLCLIN33,909$12.6M0.96%
22CSX CORPCSX374,056$11.5M0.87%
23ORACLE CORPORCL-PD104,956$11.1M0.84%
24BANK AMERICA CORP060505104400,213$11.0M0.83%
25MARSH & MCLENNAN COS INC57174810255,509$10.6M0.80%
26DUKE ENERGY CORP NEWDUKB118,775$10.5M0.79%
27BOEING COBA-PA53,488$10.3M0.78%
28INTUITINTU20,056$10.2M0.78%
29CHUBB LIMITEDCB48,733$10.1M0.77%
30MONDELEZ INTL INC609207105144,886$10.1M0.76%
31ZOETIS INCZTS56,145$9.8M0.74%
32SERVICENOW INCNOW17,277$9.7M0.73%
33HONEYWELL INTL INC43851610651,756$9.6M0.72%
34UBER TECHNOLOGIES INCUBER206,135$9.5M0.72%
35ADVANCED MICRO DEVICES INCAMD92,176$9.5M0.72%
36TJX COS INC NEW872540109105,486$9.4M0.71%
37THERMO FISHER SCIENTIFIC INCTMO18,414$9.3M0.71%
38AMERICAN EXPRESS COAXP62,392$9.3M0.71%
39T-MOBILE US INCTMUSZ64,637$9.1M0.69%
40CONSTELLATION BRANDS INCSTZ35,213$8.9M0.67%
41WASTE MGMT INC DEL94106L10957,664$8.8M0.67%
42ISHARES TR464287465124,069$8.6M0.65%
43ISHARES TR46428867976,748$8.5M0.64%
44ISHARES TR46428740853,825$8.3M0.63%
45BOSTON SCIENTIFIC CORPBSX150,886$8.0M0.60%
46WELLS FARGO CO NEW949746101194,369$7.9M0.60%
47APTIV PLCAPTV79,976$7.9M0.60%
48CHEVRON CORP NEWCVX43,268$7.3M0.55%
49DEXCOM INCDXCM77,599$7.2M0.55%
50ZIMMER BIOMET HOLDINGS INCZBH63,746$7.2M0.54%
51ALPHABET INCGOOG53,454$7.0M0.53%
52IQVIA HLDGS INCIQV34,350$6.8M0.51%
53ISHARES TR46429B69792,828$6.7M0.51%
54NIKE INCNKE69,591$6.7M0.50%
55PROLOGIS INC.PLDGP57,551$6.5M0.49%
56NEXTERA ENERGY INCNEE-PW111,766$6.4M0.49%
57NETFLIX INCNFLX16,822$6.4M0.48%
58LULULEMON ATHLETICA INCLULU16,277$6.3M0.48%
59HESS CORPHESM40,034$6.1M0.46%
60DOLLAR TREE INCDLTR55,449$5.9M0.45%
61OCCIDENTAL PETE CORP67459910588,747$5.8M0.44%
62ISHARES TR46432F84287,879$5.7M0.43%
63UNITED AIRLS HLDGS INCUNTCW133,100$5.6M0.43%
64ANALOG DEVICES INCADI31,969$5.6M0.42%
65BERKSHIRE HATHAWAY INC DELBRK-A14,870$5.2M0.39%
66VEEVA SYS INCVEEV24,742$5.0M0.38%
67TESLA INCTSLA17,424$4.4M0.33%
68JPMORGAN CHASE & COVYLD28,760$4.2M0.32%
69PELOTON INTERACTIVE INCPTON824,714$4.2M0.32%
70DATADOG INCDDOG45,000$4.1M0.31%
71COSTCO WHSL CORP NEW22160K1057,221$4.1M0.31%
72META PLATFORMS INCMETA13,494$4.1M0.31%
73VANGUARD INDEX FDS92290862919,428$4.0M0.31%
74NOVO-NORDISK A SNONOF44,351$4.0M0.31%
75VANGUARD BD INDEX FDS92193782752,345$3.9M0.30%
76APPLIED MATLS INC03822210527,468$3.8M0.29%
77TRANE TECHNOLOGIES PLCTT17,553$3.6M0.27%
78MASTERCARD INCORPORATEDMA8,898$3.5M0.27%
79VANGUARD INDEX FDS92290875117,345$3.3M0.25%
80JOHNSON & JOHNSONJNJ20,461$3.2M0.24%
81ISHARES TR46428723481,223$3.1M0.23%
82ISHARES TR4642876149,952$2.6M0.20%
83ENOVIX CORPORATIONENVX204,800$2.6M0.19%
84PROCTER AND GAMBLE CO74271810917,435$2.5M0.19%
85VANGUARD INDEX FDS9229083636,342$2.5M0.19%
86ISHARES TR46428762210,169$2.4M0.18%
87MCKESSON CORPMCK5,421$2.4M0.18%
88ISHARES TR46428863844,273$2.2M0.16%
89MCDONALDS CORPMCD8,140$2.1M0.16%
90PFIZER INCPFE64,270$2.1M0.16%
91SOUTHERN COSOMN29,884$1.9M0.15%
92MERCADOLIBRE INCMELI1,512$1.9M0.15%
93STARBUCKS CORPSBUX20,967$1.9M0.15%
94ISHARES TR46428864638,237$1.9M0.14%
95ACCENTURE PLC IRELANDACN6,110$1.9M0.14%
96ISHARES TR46428841418,216$1.9M0.14%
97TAIWAN SEMICONDUCTOR MFG LTD87403910021,391$1.9M0.14%
98ISHARES TR46428749926,479$1.8M0.14%
99EXXON MOBIL CORPXOM15,592$1.8M0.14%
100ABBVIE INCABBV11,994$1.8M0.14%
101CANADIAN PACIFIC KANSAS CITYCP23,231$1.7M0.13%
102SAP SESAPGF13,022$1.7M0.13%
103LAM RESEARCH CORPLRCX2,672$1.7M0.13%
104ASTRAZENECA PLCAZN24,124$1.6M0.12%
105CANADIAN NAT RES LTD13638510125,186$1.6M0.12%
106PEPSICO INCPEP9,599$1.6M0.12%
107INVESCO QQQ TRIVZ4,479$1.6M0.12%
108ASML HOLDING N VASMLF2,587$1.5M0.12%
109PROGYNY INCPGNY43,562$1.5M0.11%
110ALIBABA GROUP HLDG LTDBBAAY16,915$1.5M0.11%
111STEVANATO GROUP S P ASTVN48,978$1.5M0.11%
112SONY GROUP CORPSNEJF16,973$1.4M0.11%
113SHOPIFY INCSHOP25,586$1.4M0.11%
114BAIDU INCBAIDF10,016$1.3M0.10%
115STANTEC INCSTN20,505$1.3M0.10%
116DEERE & CODE3,524$1.3M0.10%
117FERRARI N VRACE4,482$1.3M0.10%
118VESTA REAL ESTATE CORPVTMX39,905$1.3M0.10%
119ICICI BANK LIMITEDIBN56,571$1.3M0.10%
120HSBC HLDGS PLCHBCYF32,305$1.3M0.10%
121HDFC BANK LTDHDB21,599$1.3M0.10%
122SELECT SECTOR SPDR TR81369Y4077,830$1.3M0.10%
123INGERSOLL RAND INCIR19,422$1.2M0.09%
124TECHNIPFMC PLCFTI59,355$1.2M0.09%
125MAKEMYTRIP LIMITED MAURITIUSMMYT29,668$1.2M0.09%
126MARRIOTT INTL INC NEW5719032026,088$1.2M0.09%
127MITSUBISHI UFJ FINL GROUP IN606822104139,258$1.2M0.09%
128BP PLCBPPFF30,434$1.2M0.09%
129AON PLCAON3,524$1.1M0.09%
130STRYKER CORPORATIONSYK4,174$1.1M0.09%
131SELECT SECTOR SPDR TR81369Y8036,880$1.1M0.09%
132LI AUTO INCLAAOF31,440$1.1M0.08%
133COCA COLA COKO19,915$1.1M0.08%
134RTX CORPORATIONRTX15,463$1.1M0.08%
135MEDTRONIC PLCMDT14,007$1.1M0.08%
136BRISTOL-MYERS SQUIBB COCELG-RI18,646$1.1M0.08%
137ACTIVISION BLIZZARD INC00507V10911,537$1.1M0.08%
138VANGUARD INDEX FDS9229087695,067$1.1M0.08%
139DISNEY WALT CO25468710613,207$1.1M0.08%
140CALAMOS STRATEGIC TOTAL RETUCSQ75,380$1.1M0.08%
141LOWES COS INC5486611075,061$1.1M0.08%
142CISCO SYS INCCSCO18,728$1.0M0.08%
143DEXCOM INCDXCM1,062,000$1.0M0.08%
144ABBOTT LABSABLZF10,315$999,0080.08%
145CALAMOS GLOBAL TOTAL RETURNCGO113,930$998,0240.08%
146CYBERARK SOFTWARE LTD23248VAB1859,000$991,9900.08%
147CEMEX SAB DE CVCXMSF150,396$977,5740.07%
148SPDR SER TR78468R5566,600$976,2060.07%
149ISHARES INC46434G10320,271$964,6970.07%
150ALLEGION PLCALLE9,214$960,0990.07%
151GOLDMAN SACHS GROUP INCGSCE2,885$933,6200.07%
152AIRBNB INCABNB1,014,000$894,8960.07%
153FLEXSHARES TRFLEX18,357$889,0720.07%
154NUCOR CORPNUE5,684$888,6930.07%
155SKECHERS U S A INC83056610518,100$885,9950.07%
156TYLER TEX INDPT SCH DIST902252AB1908,000$882,4310.07%
157PHILIP MORRIS INTL INC7181721099,389$869,2340.07%
158MORGAN STANLEYMS-PQ10,400$849,3680.06%
159NORTHROP GRUMMAN CORPNOC1,865$820,9540.06%
160ISHARES TR4642875073,225$804,1940.06%
161QUANTA SVCS INC74762E1024,225$790,3710.06%
162ISHARES TR4642878047,963$751,1500.06%
163LIBERTY MEDIA CORP DELFWONB766,000$749,9290.06%
164MARKEL GROUP INCMKL500$736,2450.06%
165ARISTA NETWORKS INCANET4,002$736,0880.06%
166ENPHASE ENERGY INCENPH883,000$732,5190.06%
167ISHARES TR4642874817,947$725,9580.06%
168MIDDLEBY CORPMIDD646,000$723,8370.05%
169IPG PHOTONICS CORPIPGP7,000$710,7800.05%
170SPDR SER TR78464A7636,154$707,7940.05%
171FORD MTR CO DEL345370CZ1717,000$703,0900.05%
172ISHARES TR4642875984,565$693,0520.05%
173SALESFORCE INCCRM3,412$691,8850.05%
174VAIL RESORTS INCMTN755,000$668,9900.05%
175NEXTERA ENERGY INCNEE-PW9,000$667,8000.05%
176BOOKING HOLDINGS INCBKNG394,000$659,7880.05%
177APOLLO GLOBAL MGMT INC03769M30411,900$655,6900.05%
178ON SEMICONDUCTOR CORPON363,000$655,2370.05%
179ISHARES TR4642876553,676$649,7100.05%
180MARRIOTT VACATIONS WORLDWIDEVAC731,000$645,0120.05%
181VANGUARD INDEX FDS9229085383,250$633,0530.05%
182LIVE NATION ENTERTAINMENT INLYV609,000$623,1290.05%
183SPDR GOLD TRGLD3,544$607,6190.05%
184MICROCHIP TECHNOLOGY INC.MCHPP568,000$599,1780.05%
185ADOBE INCADBE1,151$586,8950.04%
186MAXEON SOLAR TECHNOLOGIES LTMAXN50,000$579,5000.04%
187NEXTERA ENERGY INCNEE-PW15,063$569,8330.04%
188NORFOLK SOUTHN CORP6558441082,868$564,7950.04%
189ISHARES TR46429B6635,681$561,7940.04%
190EQT CORPEQT198,000$551,1230.04%
191JOHN BEAN TECHNOLOGIES CORPJBTM606,000$547,9270.04%
192CHIPOTLE MEXICAN GRILL INCCMG296$542,2220.04%
193MARATHON PETE CORPMARA3,563$539,2240.04%
194BILL HOLDINGS INCBILL535,000$538,0440.04%
195SOUTHWEST AIRLS CO844741BG2534,000$535,9060.04%
196VANGUARD INDEX FDS9229085124,066$532,4830.04%
197COMCAST CORP NEWCCZ11,941$529,4640.04%
198AMGEN INCAMGN1,965$528,1130.04%
199PPG INDS INC6935061073,954$513,2290.04%
200SCHLUMBERGER LTDSLB8,720$508,3760.04%
201BANK AMERICA CORP060505682447$497,1580.04%
202CONOCOPHILLIPSCOP4,142$496,2120.04%
203SPDR SER TR78464A3597,213$489,0410.04%
204REPUBLIC SVCS INC7607591003,417$486,9570.04%
205PALO ALTO NETWORKS INCPANW206,000$485,5610.04%
206PACIRA BIOSCIENCES INCPCRX532,000$482,7420.04%
207TEXAS INSTRS INC8825081043,023$480,6870.04%
208ISHARES TR4642875151,360$464,1140.04%
209CATERPILLAR INCCAT1,651$450,7230.03%
210DISH NETWORK CORPORATION25470MAF6667,000$449,8980.03%
211AMERICAN INTL GROUP INC0268747847,311$443,0470.03%
212PEBBLEBROOK HOTEL TRPEB-PH525,000$437,5930.03%
213EMERSON ELEC COEMR4,449$429,6400.03%
214SHERWIN WILLIAMS COSHW1,683$429,2490.03%
215SEALED AIR CORP NEWSE12,391$407,1680.03%
216SUNPOWER CORPSPWRW65,700$405,3690.03%
217DTE ENERGY CODTK4,075$404,5660.03%
218VANGUARD SPECIALIZED FUNDS9219088442,602$404,2680.03%
219CENTENE CORP DELCNC5,735$395,0270.03%
220SHIFT4 PMTS INC82452JAB5396,000$391,9490.03%
221UNION PAC CORPUNP1,918$390,5620.03%
222ZSCALER INCZS324,000$389,8630.03%
223MIDDLEBY CORPMIDD3,000$384,0000.03%
224DATADOG INCDDOG323,000$380,6970.03%
225INVESCO EXCHANGE TRADED FD TIVZ13,270$373,5510.03%
226FIDELITY COVINGTON TRUST3160928083,020$371,2490.03%
227WAYFAIR INCW304,000$368,3360.03%
228LOCKHEED MARTIN CORPLMT893$365,2010.03%
229BOOKING HOLDINGS INCBKNG118$363,9060.03%
230PARKER-HANNIFIN CORPPH933$363,4220.03%
231AES CORPAES5,893$359,4730.03%
232SELECT SECTOR SPDR TR81369Y2092,782$358,1550.03%
233EXACT SCIENCES CORP30063PAB1393,000$356,7610.03%
234AIR PRODS & CHEMS INCAIIR1,253$355,1000.03%
235MICROCHIP TECHNOLOGY INC.MCHPP160,000$353,8080.03%
236ALNYLAM PHARMACEUTICALS INCALNY379,000$352,2620.03%
237POST HLDGS INCPOST352,000$350,0390.03%
238VANGUARD INDEX FDS9229087442,520$347,5840.03%
239DANAHER CORPORATION2358511021,372$340,4080.03%
240HALOZYME THERAPEUTICS INCHALO359,000$336,5090.03%
241EDWARDS LIFESCIENCES CORPEW4,815$333,5830.03%
242SPLUNK INC848637AD6309,000$332,4530.03%
243PIONEER NAT RES CO723787AP2135,000$331,4680.03%
244CARRIER GLOBAL CORPORATIONCARR5,957$328,8260.02%
245HUNT J B TRANS SVCS INC4456581071,744$328,7790.02%
246PIONEER NAT RES CO7237871071,415$324,8130.02%
247FREEPORT-MCMORAN INCFCX8,651$322,5960.02%
248HUMANA INCHUM661$321,5900.02%
249PAYCOM SOFTWARE INCPAYC1,218$315,7930.02%
250INVITATION HOMES INCINVH9,955$315,4740.02%
251INTERCONTINENTAL EXCHANGE IN45866F1042,826$310,9170.02%
252CONMED CORPCNMD325,000$310,1740.02%
253VANGUARD INDEX FDS9229086371,575$308,2120.02%
2543M COMMM3,236$302,9540.02%
255AKAMAI TECHNOLOGIES INCAKAM249,000$294,4970.02%
256VANGUARD SCOTTSDALE FDS92206C6804,296$294,0180.02%
257ALCON AGALC3,799$292,7510.02%
258INVESCO EXCHANGE TRADED FD TIVZ2,045$289,7560.02%
259S&P GLOBAL INCSPGI786$287,2120.02%
260FIDELITY COVINGTON TRUST3160926004,717$285,7680.02%
261KKR & CO INCKKRT4,636$285,5780.02%
262ALTRIA GROUP INCMO6,643$279,3380.02%
263ISHARES TR4642871682,593$279,1110.02%
264AUTOMATIC DATA PROCESSING INADP1,150$276,6670.02%
265INTERNATIONAL BUSINESS MACHSINTR1,952$273,8660.02%
266UNITED PARCEL SERVICE INCUPS1,755$273,5520.02%
267ETSY INCETSY334,000$267,7580.02%
268MURPHY USA INCMUSA777$265,5240.02%
269WOLFSPEED INCWOLF392,000$265,4310.02%
270AMERICAN TOWER CORP NEW03027X1001,600$263,1200.02%
271MICRON TECHNOLOGY INCMU3,858$262,4600.02%
272INSULET CORPPODD265,000$260,0370.02%
273TRAVELERS COMPANIES INCTRV1,578$257,7030.02%
274BIOGEN INCBIIB1,001$257,2670.02%
275OTIS WORLDWIDE CORPOTIS3,202$257,1530.02%
276VANGUARD INDEX FDS922908736942$256,5160.02%
277UBS AG LONDON BRANCHUSML466$255,9300.02%
278ISHARES TR4642876712,669$253,1010.02%
279VANGUARD TAX-MANAGED FDS9219438585,766$252,0900.02%
280UBS GROUP AGUBS10,148$250,1480.02%
281GENERAL ELECTRIC CO3696043012,248$248,5160.02%
282AKAMAI TECHNOLOGIES INCAKAM236,000$246,2830.02%
283QUALCOMM INCQCOM2,207$245,1090.02%
284VANGUARD WORLD FDS92204A5041,039$244,2690.02%
285AIR TRANS SVCS GROUP INCAIIR254,000$242,9760.02%
286MICROCHIP TECHNOLOGY INC.MCHPP69,000$241,0720.02%
287LAS VEGAS SANDS CORPLVS5,233$239,8810.02%
288AT&T INCT-PC15,894$238,7280.02%
289ASSURANT INCAIZN1,642$235,7580.02%
290CALAMOS LNG SHR EQT DYNAMIC12812C10615,875$234,7910.02%
291OKTA INCOKTA256,000$232,4280.02%
292Q2 HLDGS INCQTWO265,000$231,8830.02%
293HEICO CORP NEWHEI-A1,360$220,2250.02%
294AGILENT TECHNOLOGIES INCA1,944$217,3780.02%
295VERIZON COMMUNICATIONS INCVZ6,667$216,0820.02%
296LAUDER ESTEE COS INC5184391041,456$210,4810.02%
297CITIGROUP INCC-PR4,982$204,9100.02%
298ISHARES TR46432F3391,534$202,1660.02%
299YUM BRANDS INCYUM1,612$201,4030.02%
300UBER TECHNOLOGIES INCUBER200,000$187,0100.01%
301NCL CORP LTD62886HAX9159,000$184,4850.01%
302NUVASIVE INCNU197,000$182,0580.01%
303BLOCK INCBSQKZ192,000$178,4350.01%
304PARSONS CORP DELPSN137,000$174,5930.01%
305NCL CORP LTD62886HBK6199,000$171,6750.01%
306ZILLOW GROUP INCZ141,000$168,0830.01%
307INTEGRA LIFESCIENCES HLDGS CIART184,000$167,9130.01%
308CALAMOS GBL DYN INCOME FUND12811L10729,748$164,8060.01%
309ALPHATEC HLDGS INCATEC162,000$156,0210.01%
310FIVE9 INCFIVN165,000$154,2300.01%
311SEA LTDSE186,000$148,6980.01%
312NEOGENOMICS INCNEO201,000$144,4690.01%
313DRAFTKINGS INC NEWDKNG182,000$138,8550.01%
314INSMED INCINSM139,000$138,2810.01%
315IONIS PHARMACEUTICALS INCIONS140,000$137,2640.01%
316BIOMARIN PHARMACEUTICAL INCBMRN137,000$132,9640.01%
317MONGODB INCMDB71,000$121,5650.01%
318FUELCELL ENERGY INCFCELB90,000$115,2000.01%
319SNAP INCSNAP114,000$99,8150.01%
320SAREPTA THERAPEUTICS INCSRPT78,000$87,5110.01%
321PLUG POWER INCPLUG10,000$76,0000.01%
322ITAU UNIBANCO HLDG S A46556210611,287$60,6110.00%
323GABELLI EQUITY TR INCGAB-PK10,812$55,4660.00%
324DISH NETWORK CORPORATION25470MAB560,000$36,2560.00%