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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 2024 · Filed November 12, 2024 · Accession 0001085146-24-005497

Total Value
$1.95B
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200254,849$147.0M7.53%
2APPLE INCAAPL603,464$140.6M7.20%
3ISHARES TR4642873091,026,909$98.3M5.04%
4MICROSOFT CORPMSFT220,425$94.8M4.86%
5ISHARES TR464287408476,828$94.0M4.82%
6NVIDIA CORPORATIONNVDA706,265$85.8M4.39%
7ALPHABET INCGOOG351,152$58.2M2.98%
8AMAZON COM INCAMZN293,343$54.7M2.80%
9ISHARES TR464287689161,307$52.7M2.70%
10ISHARES TR464287804411,869$48.2M2.47%
11ISHARES TR464288240808,410$46.3M2.37%
12VANGUARD SCOTTSDALE FDS92206C847612,221$37.7M1.93%
13SPDR S&P 500 ETF TRSPY52,940$30.4M1.56%
14BROADCOM INCAVGO150,775$26.0M1.33%
15HOME DEPOT INCHD63,003$25.5M1.31%
16ELI LILLY & COLLY27,965$24.8M1.27%
17UNITEDHEALTH GROUP INCUNH40,014$23.4M1.20%
18VISA INCV77,008$21.2M1.08%
19WALMART INCWMT252,841$20.4M1.05%
20NETFLIX INCNFLX27,461$19.5M1.00%
21ORACLE CORPORCL-PD98,556$16.8M0.86%
22LINDE PLCLIN34,931$16.7M0.85%
23MARA HOLDINGS INCMARA1,001,822$16.2M0.83%
24MERCK & CO INCMRK139,512$15.8M0.81%
25SHERWIN WILLIAMS COSHW39,231$15.0M0.77%
26EXXON MOBIL CORPXOM127,596$15.0M0.77%
27AMERICAN EXPRESS COAXP53,022$14.4M0.74%
28SOUTHERN COSOMN153,815$13.9M0.71%
29DOORDASH INCDASH95,755$13.7M0.70%
30UBER TECHNOLOGIES INCUBER180,943$13.6M0.70%
31ZOETIS INCZTS69,462$13.6M0.70%
32T-MOBILE US INCTMUSZ65,597$13.5M0.69%
33PROLOGIS INC.PLDGP105,344$13.3M0.68%
34ISHARES TR464287226131,252$13.3M0.68%
35CSX CORPCSX380,734$13.1M0.67%
36BOSTON SCIENTIFIC CORPBSX154,560$13.0M0.66%
37ENPHASE ENERGY INCENPH112,000$12.7M0.65%
38THERMO FISHER SCIENTIFIC INCTMO20,364$12.6M0.65%
39ISHARES TR464287465149,694$12.5M0.64%
40S&P GLOBAL INCSPGI24,097$12.4M0.64%
41WASTE MGMT INC DEL94106L10959,197$12.3M0.63%
42HESS CORPHESM85,644$11.6M0.60%
43CHUBB LIMITEDCB39,756$11.5M0.59%
44CAESARS ENTERTAINMENT INC NE12769G100259,843$10.8M0.56%
45SERVICENOW INCNOW11,786$10.5M0.54%
46ADOBE INCADBE20,212$10.5M0.54%
47NXP SEMICONDUCTORS N VNXPI43,098$10.3M0.53%
48CONSTELLATION BRANDS INCSTZ40,042$10.3M0.53%
49ANALOG DEVICES INCADI43,926$10.1M0.52%
50BANK AMERICA CORP060505104248,805$9.9M0.51%
51EMERSON ELEC COEMR89,052$9.7M0.50%
52TJX COS INC NEW87254010982,412$9.7M0.50%
53WELLS FARGO CO NEW949746101168,806$9.5M0.49%
54DEERE & CODE22,525$9.4M0.48%
55PINTEREST INCPINS287,211$9.3M0.48%
56ALPHABET INCGOOG55,277$9.2M0.47%
57BOEING COBA-PA60,731$9.2M0.47%
58MARSH & MCLENNAN COS INC57174810239,281$8.8M0.45%
59IQVIA HLDGS INCIQV36,009$8.5M0.44%
60MORGAN STANLEYMS-PQ81,801$8.5M0.44%
61ISHARES TR46429B69792,828$8.5M0.43%
62SNOWFLAKE INCSNOW71,176$8.2M0.42%
63META PLATFORMS INCMETA13,325$7.6M0.39%
64ISHARES TR46432F84290,796$7.1M0.36%
65JOHNSON & JOHNSONJNJ42,523$6.9M0.35%
66COSTCO WHSL CORP NEW22160K1057,269$6.4M0.33%
67NEXTERA ENERGY INCNEE-PW73,499$6.2M0.32%
68ISHARES TR46428867949,342$5.5M0.28%
69APPLIED MATLS INC03822210526,990$5.5M0.28%
70VANGUARD INDEX FDS92290862919,978$5.3M0.27%
71TESLA INCTSLA20,117$5.3M0.27%
72DATADOG INCDDOG45,353$5.2M0.27%
73JPMORGAN CHASE & CO.VYLD23,546$5.0M0.25%
74VEEVA SYS INCVEEV23,341$4.9M0.25%
75BERKSHIRE HATHAWAY INC DELBRK-A10,329$4.8M0.24%
76TAIWAN SEMICONDUCTOR MFG LTD87403910027,307$4.7M0.24%
77BROADCOM INCAVGO2,900$4.7M0.24%
78ISHARES TR46428723498,937$4.5M0.23%
79SAP SESAPGF19,773$4.5M0.23%
80VANGUARD INDEX FDS92290875117,685$4.2M0.21%
81PELOTON INTERACTIVE INCPTON824,668$3.9M0.20%
82CALAMOS ETF TR12811T886152,807$3.8M0.20%
83ASML HOLDING N VASMLF4,479$3.7M0.19%
84NOVO-NORDISK A SNONOF31,155$3.7M0.19%
85ISHARES TR4642876149,397$3.5M0.18%
86VANGUARD INDEX FDS9229083636,682$3.5M0.18%
87SPOTIFY TECHNOLOGY S ASPOT9,259$3.4M0.17%
88ISHARES TR46429B61439,004$3.4M0.17%
89CALAMOS ETF TR12811T704133,040$3.3M0.17%
90VANGUARD BD INDEX FDS92193782740,468$3.2M0.16%
91PROCTER AND GAMBLE CO74271810916,924$2.9M0.15%
92ISHARES TR4642876228,427$2.6M0.14%
93INVESCO QQQ TRIVZ5,095$2.5M0.13%
94WASTE CONNECTIONS INCWCN13,489$2.4M0.12%
95GE AEROSPACE36960430112,426$2.3M0.12%
96MCKESSON CORPMCK4,657$2.3M0.12%
97MAKEMYTRIP LIMITED MAURITIUSMMYT23,606$2.2M0.11%
98TECHNIPFMC PLCFTI82,798$2.2M0.11%
99FERRARI N VRACE4,523$2.1M0.11%
100KB FINL GROUP INC48241A10534,074$2.1M0.11%
101LLOYDS BANKING GROUP PLCLLOBF668,738$2.1M0.11%
102MASTERCARD INCORPORATEDMA4,054$2.0M0.10%
103MCDONALDS CORPMCD6,495$2.0M0.10%
104LAM RESEARCH CORPLRCX2,381$1.9M0.10%
105ISHARES TR4642876558,769$1.9M0.10%
106MERCADOLIBRE INCMELI902$1.9M0.09%
107ALIBABA GROUP HLDG LTDBBAAY17,218$1.8M0.09%
108INFOSYS LTDINFY80,313$1.8M0.09%
109ACCENTURE PLC IRELANDACN5,019$1.8M0.09%
110ABBVIE INCABBV8,852$1.7M0.09%
111UNILEVER PLCUNLYF26,872$1.7M0.09%
112NU HLDGS LTDNU126,711$1.7M0.09%
113STARBUCKS CORPSBUX17,573$1.7M0.09%
114ICICI BANK LIMITEDIBN56,394$1.7M0.09%
115LOCKHEED MARTIN CORPLMT2,875$1.7M0.09%
116ISHARES TR46428863830,963$1.7M0.09%
117COLGATE PALMOLIVE COCL15,976$1.7M0.08%
118SELECT SECTOR SPDR TR81369Y4077,891$1.6M0.08%
119PARSONS CORP DELPSN15,000$1.6M0.08%
120ARISTA NETWORKS INCANET4,050$1.6M0.08%
121PFIZER INCPFE52,005$1.5M0.08%
122ISHARES INC46434G10326,177$1.5M0.08%
123ISHARES TR46428750722,481$1.4M0.07%
124KLA CORPKLAC1,758$1.4M0.07%
125CALAMOS GLOBAL TOTAL RETURNCGO110,242$1.3M0.07%
126LOWES COS INC5486611074,802$1.3M0.07%
127CALAMOS ETF TR12811T83750,091$1.3M0.06%
128SKECHERS U S A INC83056610518,100$1.2M0.06%
129GOLDMAN SACHS GROUP INCGSCE2,445$1.2M0.06%
130HONEYWELL INTL INC4385161065,808$1.2M0.06%
131ISHARES TR46428864622,373$1.2M0.06%
132ISHARES TR46428749913,355$1.2M0.06%
133MARRIOTT INTL INC NEW5719032024,632$1.2M0.06%
134PEPSICO INCPEP6,707$1.1M0.06%
135COCA COLA COKO15,555$1.1M0.06%
136CHIPOTLE MEXICAN GRILL INCCMG19,212$1.1M0.06%
137MITSUBISHI UFJ FINL GROUP IN606822104107,763$1.1M0.06%
138QUANTA SVCS INC74762E1023,614$1.1M0.06%
139CALAMOS STRATEGIC TOTAL RETUCSQ61,970$1.1M0.06%
140SPDR SER TR78468R40841,276$1.1M0.05%
141MEDTRONIC PLCMDT11,803$1.1M0.05%
142DISNEY WALT CO25468710610,787$1.0M0.05%
143RTX CORPORATIONRTX8,388$1.0M0.05%
144ABBOTT LABSABLZF8,902$1.0M0.05%
145TYLER TEX INDPT SCH DIST902252AB1814,000$997,9310.05%
146ISHARES TR46428745711,908$990,1500.05%
147SHOPIFY INCSHOP12,252$981,8750.05%
148PPL CAP FDG INCPPLC917,000$973,0200.05%
149DANAHER CORPORATION2358511023,489$970,0120.05%
150CANADIAN NAT RES LTD13638510129,172$968,8020.05%
151POST HLDGS INCPOST795,000$946,9010.05%
152ON SEMICONDUCTOR CORPON933,000$945,1010.05%
153ISHARES TR4642874817,947$932,1040.05%
154UBER TECHNOLOGIES INCUBER833,000$920,5650.05%
155INTUITINTU1,482$920,3350.05%
156ISHARES TR4642875984,838$918,2520.05%
157NEXTERA ENERGY INCNEE-PW16,338$905,9420.05%
158CHEVRON CORP NEWCVX6,114$900,4250.05%
159SALESFORCE INCCRM3,264$893,3890.05%
160RELX PLCRLXXF18,660$885,6040.05%
161SPDR S&P 500 ETF TRSPY1,600$870,7520.04%
162VANGUARD INDEX FDS9229087444,973$868,1370.04%
163SPDR SER TR78468R5566,600$868,0320.04%
164SPDR SER TR78464A7636,054$859,9380.04%
165CALAMOS ETF TR12811T87834,811$851,8250.04%
166AIRBNB INCABNB913,000$851,6830.04%
167CALAMOS ETF TR12811T80334,254$846,7590.04%
168NOVARTIS AGNVSEF7,228$831,3650.04%
169ISHARES TR46428832315,298$831,1400.04%
170BOOKING HOLDINGS INCBKNG363,000$812,7130.04%
171TENCENT MUSIC ENTMT GROUPXHLD66,955$806,8080.04%
172HUBBELL INCHUBB1,880$805,2980.04%
173SEAGATE HDD CAYMANSE559,000$803,5570.04%
174UNION PAC CORPUNP3,194$787,2570.04%
175LUMENTUM HLDGS INCLITE676,000$783,5580.04%
176AMGEN INCAMGN2,405$774,9150.04%
177CANADIAN PACIFIC KANSAS CITYCP9,041$773,3670.04%
178LIBERTY MEDIA CORP DELFWONB700,000$769,5450.04%
179CISCO SYS INCCSCO14,236$757,6400.04%
180LIVE NATION ENTERTAINMENT INLYV613,000$754,3700.04%
181VANGUARD INDEX FDS9229087692,663$754,0550.04%
182VANGUARD INDEX FDS9229085383,091$752,5660.04%
183INTEL CORPINTC31,767$745,2540.04%
184CATERPILLAR INCCAT1,892$739,9990.04%
185PROGYNY INCPGNY43,562$730,0990.04%
186ROYAL CARIBBEAN GROUP780153BQ4200,000$716,7020.04%
187NORFOLK SOUTHN CORP6558441082,868$712,6980.04%
188APOLLO GLOBAL MGMT INC03769M30410,443$710,0200.04%
189CALAMOS ETF TR12811T86028,112$703,9240.04%
190CYBERARK SOFTWARE LTD23248VAB1377,000$698,8600.04%
191INTEGER HLDGS CORPITGR438,000$693,6040.04%
192REPUBLIC SVCS INC7607591003,432$689,2830.04%
193WAYFAIR INCW571,000$688,0210.04%
194VANGUARD INDEX FDS9229085124,066$681,7460.03%
195GE VERNOVA INCGEV2,634$671,6170.03%
196MARATHON PETE CORPMARA4,096$667,2790.03%
197PHILIP MORRIS INTL INC7181721095,287$641,8420.03%
198TETRA TECH INC NEWTTEK481,000$631,4520.03%
199MARKEL GROUP INCMKL400$627,4320.03%
200SOUTHERN COSOMN553,000$616,0200.03%
201AXON ENTERPRISE INCAXON342,000$614,8440.03%
202ISHARES TR4642875156,800$607,7160.03%
203NORTHROP GRUMMAN CORPNOC1,132$597,7750.03%
204DUKE ENERGY CORP NEWDUKB562,000$595,4220.03%
205BANK AMERICA CORP060505682460$585,5850.03%
206SELECT SECTOR SPDR TR81369Y8032,515$567,8400.03%
207FLUOR CORPFLR463,000$566,1700.03%
208BRISTOL-MYERS SQUIBB COCELG-RI10,853$561,5340.03%
209ISHARES TR4642884145,055$549,1250.03%
210ISHARES TR4642876714,119$543,3370.03%
211NIKE INCNKE6,030$533,0730.03%
212FIDELITY COVINGTON TRUST3160928083,020$526,9900.03%
213QUALCOMM INCQCOM3,099$526,9850.03%
214LIGHT & WONDER INCLAWIL5,000$524,4000.03%
215BOOKING HOLDINGS INCBKNG124$522,3030.03%
216PARKER-HANNIFIN CORPPH813$513,6700.03%
217KKR & CO INCKKRT3,840$501,4270.03%
218INVESCO EXCHANGE TRADED FD TIVZ13,270$500,2790.03%
219VANGUARD INDEX FDS9229087361,302$499,8770.03%
220AMERICAN TOWER CORP NEW03027X1002,111$490,9340.03%
221SHIFT4 PMTS INC82452JAB5398,000$483,5420.02%
222NORTHERN OIL & GAS INCNOG404,000$463,8450.02%
223ISHARES TR4642871683,433$463,6950.02%
224LIGHT & WONDER INCLAWIL5,000$453,6500.02%
225MIDDLEBY CORPMIDD392,000$451,6860.02%
226AMERICAN INTL GROUP INC0268747846,157$450,8770.02%
227PROSHARES TR74347G44020,000$450,2000.02%
228IPG PHOTONICS CORPIPGP6,000$445,9200.02%
229ISHARES TR46432F3392,425$434,8030.02%
230SELECT SECTOR SPDR TR81369Y2092,782$428,4840.02%
231INTERCONTINENTAL EXCHANGE IN45866F1042,641$424,2500.02%
232INTERNATIONAL BUSINESS MACHSINTR1,915$423,3680.02%
233DATADOG INCDDOG326,000$423,2000.02%
234CONOCOPHILLIPSCOP4,019$423,1200.02%
235PEBBLEBROOK HOTEL TRPEB-PH457,000$420,2340.02%
236CALAMOS LNG SHR EQT DYNAMIC12812C10626,783$420,2250.02%
237VANGUARD SCOTTSDALE FDS92206C6804,296$414,6500.02%
238CALAMOS ETF TR12811T60515,558$410,1090.02%
239Q2 HLDGS INCQTWO375,000$409,7960.02%
240HEICO CORP NEWHEI-A1,560$407,9090.02%
241VISTRA CORPVST3,343$396,2790.02%
242MONDELEZ INTL INC6092071055,354$394,4550.02%
243MICRON TECHNOLOGY INCMU3,778$391,8160.02%
244EXACT SCIENCES CORP30063PAB1403,000$391,6190.02%
245PALO ALTO NETWORKS INCPANW112,000$385,0680.02%
246HALOZYME THERAPEUTICS INCHALO383,000$384,2950.02%
247SPDR S&P 500 ETF TRSPY700$380,9540.02%
248MICROCHIP TECHNOLOGY INC.MCHPP369,000$367,7380.02%
249TEXAS INSTRS INC8825081041,777$367,0750.02%
250BOFA FIN LLC09709UV70318,000$352,8150.02%
251FORD MTR CO345370CZ1358,000$351,0120.02%
252AKAMAI TECHNOLOGIES INCAKAM334,000$345,4630.02%
253FIDELITY COVINGTON TRUST3160926004,717$343,4120.02%
254SCHLUMBERGER LTDSLB8,015$336,2290.02%
255ICON PLCICLR1,167$335,2910.02%
256STRYKER CORPORATIONSYK922$333,0820.02%
257FREEPORT-MCMORAN INCFCX6,646$331,7680.02%
258TRAVELERS COMPANIES INCTRV1,401$328,0020.02%
259INSULET CORPPODD271,000$324,5230.02%
260VANGUARD SPECIALIZED FUNDS9219088441,622$321,2140.02%
261MARRIOTT VACATIONS WORLDWIDEVAC343,000$319,5490.02%
262CALAMOS ETF TR12811T20910,130$309,7750.02%
263CONMED CORPCNMD332,000$308,5180.02%
264ENPHASE ENERGY INCENPH343,000$303,1260.02%
265VANGUARD SCOTTSDALE FDS92206C7064,980$300,8920.02%
266UBS GROUP AGUBS9,695$299,6720.02%
267ISHARES TR46429B6632,476$291,2270.01%
268ETSY INCETSY338,000$290,5310.01%
269INVITATION HOMES INCINVH8,156$287,5810.01%
2703M COMMM2,091$285,8400.01%
271DUKE ENERGY CORP NEWDUKB2,470$284,8080.01%
272AT&T INCT-PC12,926$284,3720.01%
273LULULEMON ATHLETICA INCLULU1,022$277,3200.01%
274COMCAST CORP NEWCCZ6,324$264,1530.01%
275ADVANCED MICRO DEVICES INCAMD1,568$257,2770.01%
276AMERICAN CENTY ETF TR0250728852,673$254,3360.01%
277ASSURANT INCAIZN1,274$253,3480.01%
278INVESCO EXCHANGE TRADED FD TIVZ1,400$250,8240.01%
279MICROCHIP TECHNOLOGY INC.MCHPP69,000$249,3490.01%
280VANGUARD TAX-MANAGED FDS9219438584,720$249,2630.01%
281VANECK ETF TRUST92189F1066,000$238,9200.01%
282AIR PRODS & CHEMS INCAIIR797$237,2990.01%
283HEWLETT PACKARD ENTERPRISE CHPE-PC3,839$232,2980.01%
284SCHWAB STRATEGIC TR8085247972,727$230,5130.01%
285NUTANIX INCNTNX183,000$219,0250.01%
286ZILLOW GROUP INCZ146,000$218,7230.01%
287CITIGROUP INCC-PR3,458$216,4710.01%
288CALAMOS GBL DYN INCOME FUND12811L10729,748$213,2950.01%
289VERIZON COMMUNICATIONS INCVZ4,680$210,1790.01%
290ADVANCED ENERGY INDS007973AE0194,000$205,2560.01%
291NCL CORP LTD62886HBK6206,000$203,8980.01%
292ISHARES TR4642877051,642$202,9840.01%
293ISHARES TR4642875492,100$201,4740.01%
294NCL CORP LTD62886HAX9160,000$198,4580.01%
295STRIDE INCLRN112,000$188,7870.01%
296BENTLEY SYS INCBSY183,000$183,5490.01%
297COINBASE GLOBAL INCCOIN183,000$179,7660.01%
298NEOGENOMICS INCNEO203,000$168,3480.01%
299SOUTHWEST AIRLS CO844741BG2166,000$167,6800.01%
300BILL HOLDINGS INCBILL178,000$167,6460.01%
301DRAFTKINGS INC NEWDKNG186,000$162,5100.01%
302ZSCALER INCZS132,000$161,4740.01%
303WOLFSPEED INCWOLF397,000$159,6850.01%
304RIVIAN AUTOMOTIVE INCRIVN176,000$159,6410.01%
305MICROSTRATEGY INC594972AE1115,000$157,7260.01%
306LANTHEUS HLDGS INCLNTH98,000$152,4710.01%
307IONIS PHARMACEUTICALS INCIONS142,000$141,7290.01%
308PARSONS CORP DELPSN58,000$133,7630.01%
309INSMED INCINSM52,000$119,6000.01%
310ALNYLAM PHARMACEUTICALS INCALNY98,000$114,8110.01%
311SNAP INCSNAP118,000$114,0880.01%
312SAREPTA THERAPEUTICS INCSRPT81,000$92,1760.00%
313TERRAN ORBITAL CORPORATION88105P103211,700$53,1790.00%
314PLUG POWER INCPLUG20,000$45,2000.00%
315VAIL RESORTS INCMTN39,000$36,7910.00%
316FUELCELL ENERGY INCFCELB20,000$7,6000.00%