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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 2024 · Filed July 25, 2024 · Accession 0001085146-24-003232

Total Value
$1.88B
Positions
312
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (312)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200259,819$142.2M7.58%
2APPLE INCAAPL666,570$140.4M7.48%
3ISHARES TR4642873091,001,862$92.7M4.94%
4MICROSOFT CORPMSFT205,054$91.6M4.88%
5NVIDIA CORPORATIONNVDA736,122$90.9M4.85%
6ISHARES TR464287408472,506$86.0M4.58%
7ALPHABET INCGOOG353,751$64.4M3.43%
8AMAZON COM INCAMZN287,189$55.5M2.96%
9ISHARES TR464287689160,388$49.5M2.64%
10ISHARES TR464287804396,121$42.3M2.25%
11ISHARES TR464288240791,752$42.1M2.24%
12VANGUARD SCOTTSDALE FDS92206C847570,994$32.9M1.75%
13SPDR S&P 500 ETF TRSPY54,498$29.7M1.58%
14ELI LILLY & COLLY31,772$28.8M1.53%
15BROADCOM INCAVGO16,094$25.8M1.38%
16UNITEDHEALTH GROUP INCUNH43,853$22.3M1.19%
17HOME DEPOT INCHD62,487$21.5M1.15%
18NETFLIX INCNFLX30,101$20.3M1.08%
19VISA INCV76,793$20.2M1.07%
20MARATHON DIGITAL HOLDINGS INMARA1,001,822$19.9M1.06%
21WALMART INCWMT290,752$19.7M1.05%
22ISHARES TR464287226162,176$15.7M0.84%
23LINDE PLCLIN34,867$15.3M0.82%
24UBER TECHNOLOGIES INCUBER208,642$15.2M0.81%
25MERCK & CO INCMRK121,521$15.0M0.80%
26SOUTHERN COSOMN189,248$14.7M0.78%
27SERVICENOW INCNOW17,707$13.9M0.74%
28WELLS FARGO CO NEW949746101221,197$13.1M0.70%
29ORACLE CORPORCL-PD92,964$13.1M0.70%
30ENPHASE ENERGY INCENPH130,000$13.0M0.69%
31ANALOG DEVICES INCADI56,266$12.8M0.68%
32CSX CORPCSX379,382$12.7M0.68%
33WASTE MGMT INC DEL94106L10958,914$12.6M0.67%
34CONSTELLATION BRANDS INCSTZ48,000$12.3M0.66%
35AMERICAN EXPRESS COAXP53,118$12.3M0.66%
36ZOETIS INCZTS68,920$11.9M0.64%
37TJX COS INC NEW872540109106,878$11.8M0.63%
38PROLOGIS INC.PLDGP104,672$11.8M0.63%
39T-MOBILE US INCTMUSZ65,408$11.5M0.61%
40THERMO FISHER SCIENTIFIC INCTMO20,334$11.2M0.60%
41SHERWIN WILLIAMS COSHW37,366$11.2M0.59%
42ADOBE INCADBE20,041$11.1M0.59%
43S&P GLOBAL INCSPGI23,999$10.7M0.57%
44CAESARS ENTERTAINMENT INC NE12769G100257,838$10.2M0.55%
45BOEING COBA-PA55,248$10.1M0.54%
46BOSTON SCIENTIFIC CORPBSX130,558$10.1M0.54%
47CHUBB LIMITEDCB38,861$9.9M0.53%
48ISHARES TR464287465125,472$9.8M0.52%
49PINTEREST INCPINS222,743$9.8M0.52%
50MARVELL TECHNOLOGY INCMRVL133,545$9.3M0.50%
51EMERSON ELEC COEMR84,704$9.3M0.50%
52OCCIDENTAL PETE CORP674599105146,827$9.3M0.49%
53ALPHABET INCGOOG48,965$9.0M0.48%
54DEERE & CODE22,138$8.3M0.44%
55MARSH & MCLENNAN COS INC57174810239,087$8.2M0.44%
56LULULEMON ATHLETICA INCLULU26,659$8.0M0.42%
57MORGAN STANLEYMS-PQ81,308$7.9M0.42%
58ISHARES TR46429B69792,828$7.8M0.42%
59DOORDASH INCDASH71,206$7.7M0.41%
60DEXCOM INCDXCM66,323$7.5M0.40%
61IQVIA HLDGS INCIQV35,289$7.5M0.40%
62NOVO-NORDISK A SNONOF49,867$7.1M0.38%
63ISHARES TR46432F84291,629$6.7M0.35%
64CHEVRON CORP NEWCVX40,989$6.4M0.34%
65JOHNSON & JOHNSONJNJ42,834$6.3M0.33%
66META PLATFORMS INCMETA12,057$6.1M0.32%
67APPLIED MATLS INC03822210525,389$6.0M0.32%
68HESS CORPHESM40,555$6.0M0.32%
69BERKSHIRE HATHAWAY INC DELBRK-A14,654$6.0M0.32%
70DATADOG INCDDOG45,353$5.9M0.31%
71COSTCO WHSL CORP NEW22160K1056,392$5.4M0.29%
72ISHARES TR46428867948,213$5.3M0.28%
73TAIWAN SEMICONDUCTOR MFG LTD87403910029,990$5.2M0.28%
74JPMORGAN CHASE & CO.VYLD24,938$5.0M0.27%
75VANGUARD INDEX FDS92290862919,428$4.7M0.25%
76ASML HOLDING N VASMLF4,327$4.4M0.24%
77NEXTERA ENERGY INCNEE-PW62,247$4.4M0.23%
78VEEVA SYS INCVEEV23,174$4.2M0.23%
79MAKEMYTRIP LIMITED MAURITIUSMMYT48,983$4.1M0.22%
80SAP SESAPGF19,102$3.9M0.21%
81TESLA INCTSLA19,328$3.8M0.20%
82VANGUARD INDEX FDS92290875117,345$3.8M0.20%
83ISHARES TR46428723487,581$3.7M0.20%
84ISHARES TR46429B61444,453$3.6M0.19%
85VANGUARD INDEX FDS9229083636,592$3.3M0.18%
86VANGUARD BD INDEX FDS92193782742,811$3.3M0.17%
87MCKESSON CORPMCK5,276$3.1M0.16%
88ISHARES TR4642876148,289$3.0M0.16%
89ENOVIX CORPORATIONENVX194,300$3.0M0.16%
90PROCTER AND GAMBLE CO74271810917,373$2.9M0.15%
91LAM RESEARCH CORPLRCX2,637$2.8M0.15%
92PELOTON INTERACTIVE INCPTON824,668$2.8M0.15%
93ISHARES TR4642876228,614$2.6M0.14%
94PARSONS CORP DELPSN30,000$2.5M0.13%
95META PLATFORMS INCMETA5,000$2.4M0.13%
96STANTEC INCSTN28,979$2.4M0.13%
97ISHARES INC46428677236,281$2.4M0.13%
98SPOTIFY TECHNOLOGY S ASPOT7,205$2.3M0.12%
99SCHWAB STRATEGIC TR80852420134,484$2.2M0.12%
100INVESCO QQQ TRIVZ4,410$2.1M0.11%
101ISHARES TR46428863838,514$2.0M0.11%
102WASTE CONNECTIONS INCWCN11,092$1.9M0.10%
103ICON PLCICLR5,994$1.9M0.10%
104KB FINL GROUP INC48241A10532,825$1.9M0.10%
105EXXON MOBIL CORPXOM16,030$1.8M0.10%
106NVIDIA CORPORATIONNVDA2,000$1.8M0.10%
107NVIDIA CORPORATIONNVDA2,000$1.8M0.10%
108FERRARI N VRACE4,406$1.8M0.10%
109MASTERCARD INCORPORATEDMA4,063$1.8M0.10%
110ISHARES TR4642876558,769$1.8M0.09%
111ISHARES TR46429B59830,250$1.7M0.09%
112GE AEROSPACE36960430110,506$1.7M0.09%
113ISHARES TR46428749920,521$1.7M0.09%
114MCDONALDS CORPMCD6,498$1.7M0.09%
115MARRIOTT INTL INC NEW5719032026,598$1.6M0.08%
116ISHARES TR46428841414,381$1.5M0.08%
117ACCENTURE PLC IRELANDACN4,990$1.5M0.08%
118PFIZER INCPFE52,085$1.5M0.08%
119SELECT SECTOR SPDR TR81369Y4077,891$1.4M0.08%
120KLA CORPKLAC1,733$1.4M0.08%
121ARISTA NETWORKS INCANET4,028$1.4M0.08%
122ABBVIE INCABBV8,159$1.4M0.07%
123STARBUCKS CORPSBUX17,718$1.4M0.07%
124ISHARES INC46434G10324,379$1.3M0.07%
125ISHARES TR46428864625,174$1.3M0.07%
126CALAMOS GLOBAL TOTAL RETURNCGO113,930$1.3M0.07%
127SKECHERS U S A INC83056610518,100$1.3M0.07%
128HONEYWELL INTL INC4385161065,853$1.2M0.07%
129PROGYNY INCPGNY43,562$1.2M0.07%
130BANK AMERICA CORP06050510430,549$1.2M0.06%
131CHIPOTLE MEXICAN GRILL INCCMG18,984$1.2M0.06%
132ISHARES TR46428750720,283$1.2M0.06%
133MITSUBISHI UFJ FINL GROUP IN606822104104,678$1.1M0.06%
134DISNEY WALT CO25468710611,081$1.1M0.06%
135PEPSICO INCPEP6,659$1.1M0.06%
136CALAMOS STRATEGIC TOTAL RETUCSQ61,970$1.0M0.06%
137COCA COLA COKO16,085$1.0M0.05%
138CANADIAN NAT RES LTD13638510128,575$1.0M0.05%
139MEDTRONIC PLCMDT12,839$1.0M0.05%
140GOLDMAN SACHS GROUP INCGSCE2,202$996,0090.05%
141INTEL CORPINTC31,816$985,3420.05%
142DEXCOM INCDXCM982,000$983,8760.05%
143INTUITINTU1,492$980,5710.05%
144TECHNIPFMC PLCFTI37,220$973,3030.05%
145SPDR SER TR78468R5566,600$960,1020.05%
146LOWES COS INC5486611074,317$951,7300.05%
147QUANTA SVCS INC74762E1023,614$918,2810.05%
148ABBOTT LABSABLZF8,826$917,1100.05%
149ON SEMICONDUCTOR CORPON938,000$901,9810.05%
150UBER TECHNOLOGIES INCUBER839,000$900,2890.05%
151TYLER TEX INDPT SCH DIST902252AB1819,000$899,9170.05%
152PPL CAP FDG INCPPLC924,000$886,5230.05%
153POST HLDGS INCPOST797,000$879,6490.05%
154ISHARES TR4642874817,947$876,9510.05%
155DANAHER CORPORATION2358511023,429$856,7360.05%
156ISHARES TR46428832315,895$848,6340.05%
157AIRBNB INCABNB920,000$842,5910.04%
158SPDR S&P 500 ETF TRSPY1,600$836,9120.04%
159SALESFORCE INCCRM3,253$836,3460.04%
160CALAMOS ETF TR12811T87834,811$835,4640.04%
161RELX PLCRLXXF17,999$825,7940.04%
162ICICI BANK LIMITEDIBN28,460$819,9330.04%
163SPDR SER TR78464A7636,054$769,9730.04%
164BOOKING HOLDINGS INCBKNG363,000$764,1150.04%
165NVENT ELECTRIC PLCNVT9,724$744,9560.04%
166LIBERTY MEDIA CORP DELFWONB703,000$740,7720.04%
167RTX CORPORATIONRTX7,180$720,8140.04%
168CANADIAN PACIFIC KANSAS CITYCP9,036$711,4040.04%
169VANGUARD INDEX FDS9229085383,091$709,5700.04%
170BRISTOL-MYERS SQUIBB COCELG-RI16,770$696,4580.04%
171APOLLO GLOBAL MGMT INC03769M30410,499$688,8390.04%
172HUBBELL INCHUBB1,880$687,1020.04%
173LIVE NATION ENTERTAINMENT INLYV614,000$683,5910.04%
174ISHARES TR4642875983,884$677,6410.04%
175VANGUARD INDEX FDS9229087444,196$673,0800.04%
176CISCO SYS INCCSCO14,142$671,8860.04%
177REPUBLIC SVCS INC7607591003,417$664,0600.04%
178FORD MTR CO DEL345370CZ1654,000$662,6590.04%
179CYBERARK SOFTWARE LTD23248VAB1378,000$657,3950.04%
180WAYFAIR INCW572,000$655,5010.03%
181MARKEL GROUP INCMKL400$630,2640.03%
182LIGHT & WONDER INCLAWIL6,000$629,2800.03%
183NIKE INCNKE8,327$627,6240.03%
184INTEGER HLDGS CORPITGR438,000$627,4880.03%
185NORFOLK SOUTHN CORP6558441082,868$615,7310.03%
186VANGUARD INDEX FDS9229085124,066$611,6480.03%
187MIDDLEBY CORPMIDD564,000$603,3840.03%
188PHILIP MORRIS INTL INC7181721095,897$597,5430.03%
189ISHARES TR4642875156,800$590,9200.03%
190AMGEN INCAMGN1,867$583,3440.03%
191NEXTERA ENERGY INCNEE-PW9,000$575,1900.03%
192SELECT SECTOR SPDR TR81369Y8032,515$568,9320.03%
193SOUTHERN COSOMN554,000$565,7730.03%
194MARATHON PETE CORPMARA3,189$553,2280.03%
195BANK AMERICA CORP060505682461$551,4300.03%
196NEXTERA ENERGY INCNEE-PW13,204$547,8340.03%
197ISHARES TR46429B6635,004$543,9350.03%
198SPDR SER TR78468R40821,276$531,2620.03%
199FIDELITY COVINGTON TRUST3160928083,020$517,9900.03%
200IPG PHOTONICS CORPIPGP6,000$506,3400.03%
201NORTHROP GRUMMAN CORPNOC1,117$486,9560.03%
202INVESCO EXCHANGE TRADED FD TIVZ13,270$486,4780.03%
203BOOKING HOLDINGS INCBKNG122$483,3030.03%
204DATADOG INCDDOG326,000$471,7120.03%
205AXON ENTERPRISE INCAXON342,000$470,2500.03%
206MICRON TECHNOLOGY INCMU3,570$469,5620.03%
207NORTHERN OIL & GAS INCNOG404,000$467,6260.02%
208MERCADOLIBRE INCMELI283$465,0820.02%
209BILL HOLDINGS INCBILL501,000$463,7710.02%
210UNION PAC CORPUNP2,038$461,1180.02%
211AMERICAN INTL GROUP INC0268747846,198$460,1400.02%
212PALO ALTO NETWORKS INCPANW132,000$450,0830.02%
213GE VERNOVA INCGEV2,618$449,0130.02%
214SHIFT4 PMTS INC82452JAB5401,000$448,2340.02%
215CONOCOPHILLIPSCOP3,813$436,1310.02%
216VANGUARD INDEX FDS9229087361,166$436,0960.02%
217QUALCOMM INCQCOM2,110$420,2700.02%
218LOCKHEED MARTIN CORPLMT883$412,4490.02%
219CALAMOS LNG SHR EQT DYNAMIC12812C10626,783$408,4410.02%
220PPG INDS INC6935061073,238$407,6320.02%
221HALOZYME THERAPEUTICS INCHALO365,000$406,1210.02%
222KKR & CO INCKKRT3,857$405,9110.02%
223SELECT SECTOR SPDR TR81369Y2092,782$405,4770.02%
224PEBBLEBROOK HOTEL TRPEB-PH458,000$405,0230.02%
225VANGUARD SCOTTSDALE FDS92206C6804,296$403,0080.02%
226PARKER-HANNIFIN CORPPH793$401,1070.02%
227JPMORGAN CHASE & CO.VYLD2,000$400,6000.02%
228JPMORGAN CHASE & CO.VYLD2,000$400,6000.02%
229MONDELEZ INTL INC6092071056,088$398,4220.02%
230MICROCHIP TECHNOLOGY INC.MCHPP369,000$389,9370.02%
231CATERPILLAR INCCAT1,158$385,7300.02%
232DTE ENERGY CODTK3,328$369,4410.02%
233SCHLUMBERGER LTDSLB7,803$368,1460.02%
234SPDR S&P 500 ETF TRSPY700$366,1490.02%
235INTERCONTINENTAL EXCHANGE IN45866F1042,641$361,5260.02%
236COLGATE PALMOLIVE COCL3,668$355,9430.02%
237EXACT SCIENCES CORP30063PAB1404,000$352,7360.02%
238HEICO CORP NEWHEI-A1,560$348,8320.02%
239ISHARES TR4642876712,669$340,2440.02%
240TEXAS INSTRS INC8825081041,730$336,5370.02%
241INTERNATIONAL BUSINESS MACHSINTR1,893$327,3940.02%
242AKAMAI TECHNOLOGIES INCAKAM335,000$325,0910.02%
243FIDELITY COVINGTON TRUST3160926004,717$323,6000.02%
244FREEPORT-MCMORAN INCFCX6,629$322,1690.02%
245MARRIOTT VACATIONS WORLDWIDEVAC350,000$321,5590.02%
246ISHARES TR4642871682,593$313,7010.02%
247STRYKER CORPORATIONSYK911$309,9680.02%
248CONMED CORPCNMD333,000$298,5210.02%
249SCHWAB STRATEGIC TR8085245083,833$298,3220.02%
250INSULET CORPPODD271,000$296,6940.02%
251VANGUARD SPECIALIZED FUNDS9219088441,622$296,0600.02%
252ISHARES TR46432F3391,727$294,9030.02%
253INVITATION HOMES INCINVH8,200$294,2980.02%
254CALAMOS ETF TR12811T20910,130$293,1620.02%
255ROYAL CARIBBEAN GROUP780153BQ490,000$290,7960.02%
256UBS GROUP AGUBS9,695$286,3900.02%
257ENPHASE ENERGY INCENPH344,000$285,9190.02%
258ETSY INCETSY339,000$283,2350.02%
259ALCON AGALC3,150$280,6020.01%
260MICROCHIP TECHNOLOGY INC.MCHPP69,000$279,0190.01%
261CALAMOS ETF TR12811T60510,748$276,1160.01%
262TRAVELERS COMPANIES INCTRV1,342$272,8820.01%
263Q2 HLDGS INCQTWO271,000$269,6250.01%
264VANGUARD WORLD FD92204A4052,665$266,1800.01%
265DUKE ENERGY CORP NEWDUKB2,553$255,9020.01%
266AMERICAN TOWER CORP NEW03027X1001,294$251,5280.01%
267OKTA INCOKTA261,000$246,7830.01%
268REDDIT INCRDDT5,000$246,6000.01%
269AMERICAN CENTY ETF TR0250728852,673$241,0780.01%
270AT&T INCT-PC12,441$237,7480.01%
271PALO ALTO NETWORKS INCPANW700$237,3070.01%
272BIOGEN INCBIIB1,014$235,0650.01%
273WOLFSPEED INCWOLF398,000$234,6210.01%
274COMCAST CORP NEWCCZ5,903$231,1610.01%
275INVESCO EXCHANGE TRADED FD TIVZ1,400$229,9920.01%
276HUNT J B TRANS SVCS INC4456581071,398$223,6800.01%
277ASSURANT INCAIZN1,296$215,4600.01%
278NUTANIX INCNTNX184,000$214,7610.01%
279VANGUARD SCOTTSDALE FDS92206C7063,679$214,2280.01%
2803M COMMM2,091$213,6790.01%
281SCHWAB STRATEGIC TR8085247972,727$212,0520.01%
282CITIGROUP INCC-PR3,248$206,1180.01%
283CALAMOS GBL DYN INCOME FUND12811L10729,748$204,0730.01%
284VANECK ETF TRUST92189F1066,000$203,5800.01%
285AIR PRODS & CHEMS INCAIIR781$201,5370.01%
286NCL CORP LTD62886HBK6206,000$196,9710.01%
287NCL CORP LTD62886HAX9160,000$194,6020.01%
288COINBASE GLOBAL INCCOIN184,000$190,0570.01%
289BLOCK INCBSQKZ197,000$189,8450.01%
290VAIL RESORTS INCMTN200,000$182,5440.01%
291BENTLEY SYS INCBSY184,000$182,2800.01%
292ZSCALER INCZS133,000$178,9990.01%
293ZILLOW GROUP INCZ146,000$176,8760.01%
294TERRAN ORBITAL CORPORATION88105P103211,700$173,5940.01%
295RIVIAN AUTOMOTIVE INCRIVN175,000$172,3440.01%
296AMERICAN AIRLINES GROUP INCAAL164,000$169,7510.01%
297SOUTHWEST AIRLS CO844741BG2167,000$167,2300.01%
298ALPHATEC HLDGS INCATEC167,000$161,4770.01%
299STRIDE INCLRN112,000$160,8070.01%
300NEOGENOMICS INCNEO204,000$160,2890.01%
301LANTHEUS HLDGS INCLNTH127,000$158,5760.01%
302DRAFTKINGS INC NEWDKNG187,000$154,8100.01%
303IONIS PHARMACEUTICALS INCIONS142,000$146,3590.01%
304MICROSTRATEGY INC594972AE1115,000$138,7330.01%
305BIOMARIN PHARMACEUTICAL INCBMRN136,000$135,3010.01%
306SNAP INCSNAP118,000$126,4370.01%
307INSMED INCINSM53,000$112,2790.01%
308ALNYLAM PHARMACEUTICALS INCALNY98,000$105,6540.01%
309PARSONS CORP DELPSN58,000$105,6330.01%
310SAREPTA THERAPEUTICS INCSRPT81,000$104,5120.01%
311PLUG POWER INCPLUG10,000$23,3000.00%
312FUELCELL ENERGY INCFCELB20,000$12,7760.00%