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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 Q1 2024 · Filed May 8, 2024 · Accession 0001085146-24-002318

Total Value
$1.78B
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200272,501$143.3M8.04%
2APPLE INCAAPL644,184$110.5M6.20%
3ISHARES TR464287408469,923$87.8M4.93%
4MICROSOFT CORPMSFT204,793$86.2M4.84%
5ISHARES TR464287309967,440$81.7M4.58%
6NVIDIA CORPORATIONNVDA73,577$66.5M3.73%
7ALPHABET INCGOOG349,655$52.8M2.96%
8AMAZON COM INCAMZN281,543$50.8M2.85%
9ISHARES TR464287689155,510$46.7M2.62%
10ISHARES TR464287804382,079$42.2M2.37%
11ISHARES TR464288240758,716$40.5M2.27%
12VANGUARD SCOTTSDALE FDS92206C847546,513$32.4M1.82%
13SPDR S&P 500 ETF TRSPY53,166$27.8M1.56%
14ELI LILLY & COLLY31,184$24.3M1.36%
15MARATHON DIGITAL HOLDINGS INMARA1,001,822$22.6M1.27%
16UNITEDHEALTH GROUP INCUNH43,430$21.5M1.21%
17HOME DEPOT INCHD55,931$21.5M1.20%
18VISA INCV75,791$21.2M1.19%
19BROADCOM INCAVGO15,880$21.0M1.18%
20MERCK & CO INCMRK137,014$18.1M1.01%
21WALMART INCWMT285,341$17.2M0.96%
22LINDE PLCLIN34,074$15.8M0.89%
23ENPHASE ENERGY INCENPH130,000$15.7M0.88%
24UBER TECHNOLOGIES INCUBER203,529$15.7M0.88%
25ISHARES TR464287226148,590$14.6M0.82%
26NETFLIX INCNFLX23,051$14.0M0.79%
27CSX CORPCSX373,962$13.9M0.78%
28SOUTHERN COSOMN187,188$13.4M0.75%
29SERVICENOW INCNOW17,299$13.2M0.74%
30ORACLE CORPORCL-PD104,371$13.1M0.74%
31INTUITINTU20,107$13.1M0.73%
32MORGAN STANLEYMS-PQ136,404$12.8M0.72%
33CONSTELLATION BRANDS INCSTZ46,961$12.8M0.72%
34WELLS FARGO CO NEW949746101216,950$12.6M0.71%
35STARBUCKS CORPSBUX134,976$12.3M0.69%
36WASTE MGMT INC DEL94106L10957,609$12.3M0.69%
37AMERICAN EXPRESS COAXP51,816$11.8M0.66%
38THERMO FISHER SCIENTIFIC INCTMO20,000$11.6M0.65%
39ANALOG DEVICES INCADI54,949$10.9M0.61%
40NIKE INCNKE113,835$10.7M0.60%
41TJX COS INC NEW872540109105,222$10.7M0.60%
42BOEING COBA-PA54,818$10.6M0.59%
43T-MOBILE US INCTMUSZ64,480$10.5M0.59%
44BOSTON SCIENTIFIC CORPBSX153,396$10.5M0.59%
45SHERWIN WILLIAMS COSHW29,403$10.2M0.57%
46MONDELEZ INTL INC609207105144,074$10.1M0.57%
47S&P GLOBAL INCSPGI23,367$9.9M0.56%
48ISHARES TR464287465123,591$9.9M0.55%
49CHUBB LIMITEDCB38,054$9.9M0.55%
50ZOETIS INCZTS57,441$9.7M0.55%
51OCCIDENTAL PETE CORP674599105143,172$9.3M0.52%
52IQVIA HLDGS INCIQV35,576$9.0M0.50%
53DEXCOM INCDXCM64,819$9.0M0.50%
54DEERE & CODE21,686$8.9M0.50%
55ADVANCED MICRO DEVICES INCAMD48,378$8.7M0.49%
56DELTA AIR LINES INC DELDAL181,780$8.7M0.49%
57ALPHABET INCGOOG53,046$8.1M0.45%
58VEEVA SYS INCVEEV34,174$7.9M0.44%
59MARSH & MCLENNAN COS INC57174810238,419$7.9M0.44%
60ISHARES TR46429B69792,828$7.8M0.44%
61PINTEREST INCPINS207,845$7.2M0.40%
62META PLATFORMS INCMETA13,436$6.5M0.37%
63CHEVRON CORP NEWCVX40,688$6.4M0.36%
64LULULEMON ATHLETICA INCLULU16,279$6.4M0.36%
65ISHARES TR46432F84285,164$6.3M0.35%
66HESS CORPHESM40,024$6.1M0.34%
67BERKSHIRE HATHAWAY INC DELBRK-A14,355$6.0M0.34%
68ISHARES TR46428867954,199$6.0M0.34%
69NOVO-NORDISK A SNONOF46,499$6.0M0.34%
70APPLIED MATLS INC03822210527,215$5.6M0.31%
71DATADOG INCDDOG45,353$5.6M0.31%
72JOHNSON & JOHNSONJNJ35,277$5.6M0.31%
73JPMORGAN CHASE & COVYLD25,224$5.1M0.28%
74VANGUARD INDEX FDS92290862919,428$4.9M0.27%
75COSTCO WHSL CORP NEW22160K1056,536$4.8M0.27%
76NVIDIA CORPORATIONNVDA8,900$4.4M0.25%
77NEXTERA ENERGY INCNEE-PW68,779$4.4M0.25%
78VANGUARD INDEX FDS92290875117,345$4.0M0.22%
79TESLA INCTSLA21,633$3.8M0.21%
80TAIWAN SEMICONDUCTOR MFG LTD87403910026,067$3.5M0.20%
81PELOTON INTERACTIVE INCPTON824,714$3.5M0.20%
82ASML HOLDING N VASMLF3,625$3.5M0.20%
83VANGUARD BD INDEX FDS92193782745,510$3.5M0.20%
84SAP SESAPGF17,596$3.4M0.19%
85NVIDIA CORPORATIONNVDA6,900$3.4M0.19%
86ISHARES TR46428723481,584$3.4M0.19%
87ISHARES TR4642876149,532$3.2M0.18%
88MAKEMYTRIP LIMITED MAURITIUSMMYT44,790$3.2M0.18%
89VANGUARD INDEX FDS9229083636,592$3.2M0.18%
90PROCTER AND GAMBLE CO74271810918,095$2.9M0.16%
91MCKESSON CORPMCK5,369$2.9M0.16%
92ISHARES TR46429B61440,659$2.9M0.16%
93MERCADOLIBRE INCMELI1,767$2.7M0.15%
94LAM RESEARCH CORPLRCX2,730$2.7M0.15%
95ISHARES TR46428863851,216$2.6M0.15%
96ISHARES TR46428841423,881$2.6M0.14%
97ISHARES TR4642876228,828$2.5M0.14%
98PARSONS CORP DELPSN30,000$2.5M0.14%
99STANTEC INCSTN26,511$2.2M0.12%
100ACCENTURE PLC IRELANDACN6,144$2.1M0.12%
101ENOVIX CORPORATIONENVX264,100$2.1M0.12%
102MASTERCARD INCORPORATEDMA4,385$2.1M0.12%
103MCDONALDS CORPMCD7,314$2.1M0.12%
104INVESCO QQQ TRIVZ4,452$2.0M0.11%
105ISHARES TR46428864637,375$1.9M0.11%
106SHOPIFY INCSHOP24,710$1.9M0.11%
107ISHARES INC46428677228,073$1.9M0.11%
108TOYOTA MOTOR CORPTOYOF7,369$1.9M0.10%
109ISHARES TR4642876558,769$1.8M0.10%
110FERRARI N VRACE4,022$1.8M0.10%
111SPOTIFY TECHNOLOGY S ASPOT6,591$1.7M0.10%
112ISHARES TR46428749920,521$1.7M0.10%
113PROGYNY INCPGNY43,562$1.7M0.09%
114DISNEY WALT CO25468710613,297$1.6M0.09%
115ABBVIE INCABBV8,724$1.6M0.09%
116MARRIOTT INTL INC NEW5719032026,088$1.5M0.09%
117PFIZER INCPFE54,970$1.5M0.09%
118PEPSICO INCPEP8,432$1.5M0.08%
119EXXON MOBIL CORPXOM12,691$1.5M0.08%
120SELECT SECTOR SPDR TR81369Y4077,891$1.5M0.08%
121SELECT SECTOR SPDR TR81369Y8036,934$1.4M0.08%
122ISHARES TR46429B59827,707$1.4M0.08%
123ICON PLCICLR4,160$1.4M0.08%
124WASTE CONNECTIONS INCWCN7,992$1.4M0.08%
125BANK AMERICA CORP06050510435,252$1.3M0.08%
126VANGUARD INDEX FDS9229087695,123$1.3M0.07%
127ISHARES TR46428750721,282$1.3M0.07%
128INTEL CORPINTC28,916$1.3M0.07%
129HONEYWELL INTL INC4385161066,166$1.3M0.07%
130KLA CORPKLAC1,723$1.2M0.07%
131CALAMOS GLOBAL TOTAL RETURNCGO113,930$1.2M0.07%
132MEDTRONIC PLCMDT13,580$1.2M0.07%
133COCA COLA COKO19,117$1.2M0.07%
134LOWES COS INC5486611074,590$1.2M0.07%
135ARISTA NETWORKS INCANET4,006$1.2M0.07%
136VESTA REAL ESTATE CORPVTMX29,310$1.2M0.06%
137INFOSYS LTDINFY62,632$1.1M0.06%
138SKECHERS U S A INC83056610518,100$1.1M0.06%
139ISHARES INC46434G10321,112$1.1M0.06%
140DEXCOM INCDXCM988,000$1.1M0.06%
141GOLDMAN SACHS GROUP INCGSCE2,536$1.1M0.06%
142SPDR SER TR78468R5566,600$1.0M0.06%
143UBER TECHNOLOGIES INCUBER910,000$1.0M0.06%
144CALAMOS STRATEGIC TOTAL RETUCSQ61,970$1.0M0.06%
145SALESFORCE INCCRM3,354$1.0M0.06%
146KB FINL GROUP INC48241A10519,354$1.0M0.06%
147CANADIAN NAT RES LTD13638510113,192$1.0M0.06%
148ABBOTT LABSABLZF8,768$996,5710.06%
149MITSUBISHI UFJ FINL GROUP IN60682210495,849$980,5350.06%
150POST HLDGS INCPOST866,000$974,9000.05%
151AKAMAI TECHNOLOGIES INCAKAM922,000$973,9270.05%
152ON SEMICONDUCTOR CORPON985,000$972,0870.05%
153PPL CAP FDG INCPPLC1,006,000$964,8340.05%
154QUANTA SVCS INC74762E1023,609$937,6180.05%
155ISHARES TR4642874817,947$907,0710.05%
156TYLER TEX INDPT SCH DIST902252AB1888,000$895,2900.05%
157AIRBNB INCABNB954,000$889,8240.05%
158DANAHER CORPORATION2358511023,500$874,0200.05%
159TECHNIPFMC PLCFTI34,082$855,7990.05%
160NUTANIX INCNTNX690,000$847,5200.05%
161BRISTOL-MYERS SQUIBB COCELG-RI15,621$847,1270.05%
162MIDDLEBY CORPMIDD630,000$828,1790.05%
163LIVE NATION ENTERTAINMENT INLYV689,000$826,9720.05%
164CANADIAN PACIFIC KANSAS CITYCP9,371$826,2410.05%
165SPDR SER TR78464A7636,154$807,6770.05%
166SPDR SER TR78464A35910,837$791,5340.04%
167CHIPOTLE MEXICAN GRILL INCCMG272$790,6410.04%
168HUBBELL INCHUBB1,880$780,2940.04%
169RTX CORPORATIONRTX7,970$777,3280.04%
170CISCO SYS INCCSCO15,406$768,9130.04%
171MARKEL GROUP INCMKL500$760,7400.04%
172SPDR S&P 500 ETF TRSPY1,600$760,4960.04%
173LIBERTY MEDIA CORP DELFWONB750,000$760,3500.04%
174VANGUARD INDEX FDS9229085383,191$752,4470.04%
175WAYFAIR INCW562,000$742,9810.04%
176APOLLO GLOBAL MGMT INC03769M30411,620$740,7750.04%
177BOOKING HOLDINGS INCBKNG382,000$738,4100.04%
178NORFOLK SOUTHN CORP6558441082,868$730,9670.04%
179INTEGER HLDGS CORPITGR486,000$702,4740.04%
180PHILIP MORRIS INTL INC7181721097,657$701,5340.04%
181CYBERARK SOFTWARE LTD23248VAB1408,000$694,4200.04%
182ICICI BANK LIMITEDIBN25,982$686,1850.04%
183ENPHASE ENERGY INCENPH777,000$670,8540.04%
184FORD MTR CO DEL345370CZ1640,000$661,8240.04%
185MARATHON PETE CORPMARA3,265$657,8980.04%
186REPUBLIC SVCS INC7607591003,417$654,1500.04%
187ISHARES TR46435G1027,960$635,4470.04%
188IPG PHOTONICS CORPIPGP7,000$634,8300.04%
189VANGUARD INDEX FDS9229085124,066$633,9300.04%
190FABRINETFN3,345$632,2720.04%
191ISHARES TR4642875983,454$618,6460.03%
192LIGHT & WONDER INCLAWIL6,000$612,5400.03%
193ISHARES TR4642875156,800$579,8360.03%
194PPG INDS INC6935061073,850$557,8650.03%
195AMERICAN INTL GROUP INC0268747847,114$556,1010.03%
196ADOBE INCADBE1,077$543,4540.03%
197VANGUARD INDEX FDS9229087443,320$540,6950.03%
198AXON ENTERPRISE INCAXON371,000$539,7980.03%
199AMGEN INCAMGN1,896$539,0710.03%
200NORTHROP GRUMMAN CORPNOC1,117$534,6630.03%
201AMERICAN AIRLINES GROUP INCAAL458,000$533,0110.03%
202BANK AMERICA CORP060505682445$531,2140.03%
203CONOCOPHILLIPSCOP4,064$517,2660.03%
204NEXTERA ENERGY INCNEE-PW12,969$504,8830.03%
205PARKER-HANNIFIN CORPPH906$503,5460.03%
206FLEXSHARES TRFLEX9,165$500,2840.03%
207ISHARES TR46429B6634,467$492,3080.03%
208COMCAST CORP NEWCCZ11,203$485,6500.03%
209MIDDLEBY CORPMIDD3,000$482,3700.03%
210UNION PAC CORPUNP1,959$481,7770.03%
211NORTHERN OIL & GAS INCNOG394,000$479,7110.03%
212FIDELITY COVINGTON TRUST3160928083,020$470,6370.03%
213SCHLUMBERGER LTDSLB8,567$469,5570.03%
214INVESCO EXCHANGE TRADED FD TIVZ13,270$466,9710.03%
215KKR & CO INCKKRT4,528$455,4260.03%
216BILL HOLDINGS INCBILL487,000$455,0380.03%
217MICRON TECHNOLOGY INCMU3,802$448,2180.03%
218DATADOG INCDDOG317,000$447,4490.03%
219DTE ENERGY CODTK3,970$445,1960.02%
220CATERPILLAR INCCAT1,211$443,7470.02%
221BOOKING HOLDINGS INCBKNG118$428,0900.02%
222SHIFT4 PMTS INC82452JAB5389,000$419,4980.02%
223SELECT SECTOR SPDR TR81369Y2092,782$410,9850.02%
224VANGUARD WORLD FD92204A5041,514$409,5670.02%
225PEBBLEBROOK HOTEL TRPEB-PH450,000$404,9730.02%
226LOCKHEED MARTIN CORPLMT889$404,3790.02%
227UBS AG LONDON BRANCHUSML466$393,0480.02%
228VANGUARD SPECIALIZED FUNDS9219088442,097$382,8970.02%
229MICROCHIP TECHNOLOGY INC.MCHPP357,000$382,8400.02%
230PIONEER NAT RES CO723787AP2132,000$377,7720.02%
231VANGUARD INDEX FDS9229086371,575$377,6220.02%
232ARM HOLDINGS PLC0420682055,000$375,7250.02%
233EXACT SCIENCES CORP30063PAB1391,000$375,0550.02%
234VANGUARD SCOTTSDALE FDS92206C6804,296$372,3340.02%
235PALO ALTO NETWORKS INCPANW128,000$366,0070.02%
236PIONEER NAT RES CO7237871071,380$362,2500.02%
237INTERCONTINENTAL EXCHANGE IN45866F1042,619$359,9290.02%
238INVITATION HOMES INCINVH9,680$344,7050.02%
239HALOZYME THERAPEUTICS INCHALO353,000$344,3730.02%
240HUNT J B TRANS SVCS INC4456581071,678$334,3420.02%
241QUALCOMM INCQCOM1,972$333,8600.02%
242SPDR S&P 500 ETF TRSPY700$332,7170.02%
243FIDELITY COVINGTON TRUST3160926004,717$329,1190.02%
244MARRIOTT VACATIONS WORLDWIDEVAC344,000$327,2230.02%
245TRAVELERS COMPANIES INCTRV1,389$319,6640.02%
246ISHARES TR4642871682,593$319,4060.02%
247ISHARES TR4642876712,669$312,8330.02%
248STRYKER CORPORATIONSYK862$308,4840.02%
249ALCON AGALC3,697$307,9230.02%
250UBS GROUP AGUBS10,015$307,6610.02%
251FREEPORT-MCMORAN INCFCX6,473$304,3600.02%
252TEXAS INSTRS INC8825081041,730$301,3830.02%
253ASSURANT INCAIZN1,588$298,9250.02%
254TERRAN ORBITAL CORPORATION88105P103261,700$298,3380.02%
255CONMED CORPCNMD323,000$295,9620.02%
256SCHWAB STRATEGIC TR8085247973,634$293,0020.02%
257AMERICAN TOWER CORP NEW03027X1001,480$292,4330.02%
258CALAMOS ETF TR12811T20910,130$285,3620.02%
259PROLOGIS INC.PLDGP2,160$281,2850.02%
260MICROCHIP TECHNOLOGY INC.MCHPP69,000$278,4150.02%
261ETSY INCETSY330,000$277,3250.02%
262VANGUARD WORLD FD92204A4052,665$272,8690.02%
263INSULET CORPPODD261,000$272,1580.02%
264LAS VEGAS SANDS CORPLVS5,085$262,8950.01%
265HEICO CORP NEWHEI-A1,360$259,7600.01%
266ROYAL CARIBBEAN GROUP780153BQ488,000$250,2670.01%
267Q2 HLDGS INCQTWO262,000$249,0870.01%
268GENERAL ELECTRIC CO3696043011,395$244,8640.01%
269OKTA INCOKTA253,000$243,3560.01%
270AMERICAN CENTY ETF TR0250728852,673$239,2340.01%
271INVESCO EXCHANGE TRADED FD TIVZ1,400$237,1180.01%
272EMERSON ELEC COEMR2,075$235,3470.01%
273CITIGROUP INCC-PR3,672$232,2170.01%
274WOLFSPEED INCWOLF385,000$225,4980.01%
275BLOCK INCBSQKZ2,647$223,8830.01%
276ISHARES TR46432F3391,362$223,8450.01%
277YUM BRANDS INCYUM1,612$223,5040.01%
2783M COMMM2,044$216,8070.01%
279AGILENT TECHNOLOGIES INCA1,486$216,2280.01%
280BIOGEN INCBIIB1,001$215,8460.01%
281SILICON LABORATORIES INCSLAB1,500$215,5800.01%
282VANGUARD SCOTTSDALE FDS92206C7063,679$215,4050.01%
283GLOBAL PMTS INC37940X1021,604$214,3910.01%
284AT&T INCT-PC12,052$212,1150.01%
285INTERNATIONAL BUSINESS MACHSINTR1,107$211,3930.01%
286VANGUARD INDEX FDS922908736604$207,8970.01%
287NCL CORP LTD62886HAX9156,000$205,6950.01%
288ISHARES TR4642886876,366$205,1760.01%
289CLOUDFLARE INCNET2,105$203,8270.01%
290DUKE ENERGY CORP NEWDUKB2,102$203,2990.01%
291KENVUE INCKVUE9,469$203,2050.01%
292CALAMOS GBL DYN INCOME FUND12811L10729,748$193,6610.01%
293BLOCK INCBSQKZ189,000$193,2260.01%
294COINBASE GLOBAL INCCOIN176,000$193,0770.01%
295NCL CORP LTD62886HBK6198,000$192,1890.01%
296SOUTHWEST AIRLS CO844741BG2180,000$181,6470.01%
297VAIL RESORTS INCMTN196,000$180,1490.01%
298ZSCALER INCZS128,000$174,6960.01%
299ZILLOW GROUP INCZ139,000$172,0390.01%
300ALPHATEC HLDGS INCATEC160,000$166,6060.01%
301CALAMOS LNG SHR EQT DYNAMIC12812C10610,475$161,6290.01%
302NEOGENOMICS INCNEO198,000$157,8810.01%
303DRAFTKINGS INC NEWDKNG179,000$155,2230.01%
304INSMED INCINSM138,000$148,4550.01%
305STRIDE INCLRN107,000$141,6990.01%
306LANTHEUS HLDGS INCLNTH123,000$136,5340.01%
307IONIS PHARMACEUTICALS INCIONS137,000$135,1420.01%
308BIOMARIN PHARMACEUTICAL INCBMRN134,000$131,8520.01%
309SNAP INCSNAP114,000$110,0600.01%
310PARSONS CORP DELPSN55,000$100,9940.01%
311SAREPTA THERAPEUTICS INCSRPT78,000$91,2880.01%
312ALNYLAM PHARMACEUTICALS INCALNY93,000$87,3280.00%
313ITAU UNIBANCO HLDG S A46556210612,175$84,3730.00%
314PLUG POWER INCPLUG10,000$34,4000.00%
315FUELCELL ENERGY INCFCELB20,000$23,8000.00%