Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed April 29, 2025 · Accession 0001085146-25-002416

Total Value
$2.01B
Positions
331
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200266,955$150.0M7.48%
2APPLE INCAAPL663,055$147.3M7.34%
3ISHARES TR464287408542,196$103.3M5.15%
4ISHARES TR4642873091,075,698$99.9M4.98%
5MICROSOFT CORPMSFT237,203$89.0M4.44%
6NVIDIA CORPORATIONNVDA743,665$80.6M4.02%
7ISHARES TR464287689189,946$60.3M3.01%
8AMAZON COM INCAMZN312,173$59.4M2.96%
9ALPHABET INCGOOG359,482$55.6M2.77%
10ISHARES TR464287804518,203$54.2M2.70%
11ISHARES TR464288240866,139$48.0M2.39%
12SPDR S&P 500 ETF TRSPY58,612$32.8M1.63%
13VISA INCV85,335$29.9M1.49%
14BROADCOM INCAVGO172,751$28.9M1.44%
15ELI LILLY & COLLY30,691$25.3M1.26%
16VANGUARD SCOTTSDALE FDS92206C847404,606$23.3M1.16%
17HOME DEPOT INCHD62,992$23.1M1.15%
18WALMART INCWMT255,428$22.4M1.12%
19SOUTHERN COSOMN222,077$20.4M1.02%
20JOHNSON & JOHNSONJNJ116,394$19.3M0.96%
21META PLATFORMS INCMETA33,094$19.1M0.95%
22NETFLIX INCNFLX20,242$18.9M0.94%
23UNITEDHEALTH GROUP INCUNH32,729$17.1M0.85%
24PEPSICO INCPEP110,065$16.5M0.82%
25SHERWIN WILLIAMS COSHW47,097$16.4M0.82%
26LINDE PLCLIN34,806$16.2M0.81%
27T-MOBILE US INCTMUSZ59,392$15.8M0.79%
28DANAHER CORPORATION23585110271,333$14.6M0.73%
29AMERICAN EXPRESS COAXP53,852$14.5M0.72%
30WELLS FARGO CO NEW949746101198,112$14.2M0.71%
31ZOETIS INCZTS85,678$14.1M0.70%
32ISHARES TR464287465170,319$13.9M0.69%
33HESS CORPHESM87,067$13.9M0.69%
34WASTE MGMT INC DEL94106L10959,871$13.9M0.69%
35ISHARES TR464287226138,271$13.7M0.68%
36DEERE & CODE28,980$13.6M0.68%
37TJX COS INC NEW872540109111,661$13.6M0.68%
38CHIPOTLE MEXICAN GRILL INCCMG262,690$13.2M0.66%
39S&P GLOBAL INCSPGI25,468$12.9M0.65%
40MARSH & MCLENNAN COS INC57174810252,736$12.9M0.64%
41ORACLE CORPORCL-PD91,890$12.8M0.64%
42STRYKER CORPORATIONSYK33,552$12.5M0.62%
43CHUBB LIMITEDCB40,382$12.2M0.61%
44PROLOGIS INC.PLDGP107,187$12.0M0.60%
45EMERSON ELEC COEMR107,596$11.8M0.59%
46DOORDASH INCDASH64,432$11.8M0.59%
47UBER TECHNOLOGIES INCUBER157,595$11.5M0.57%
48ANALOG DEVICES INCADI55,714$11.2M0.56%
49AIRBNB INCABNB93,322$11.1M0.56%
50ALPHABET INCGOOG71,286$11.1M0.56%
51CANADIAN PACIFIC KANSAS CITYCP152,892$10.7M0.54%
52BOEING COBA-PA61,039$10.4M0.52%
53BANK AMERICA CORP060505104242,715$10.1M0.51%
54BOSTON SCIENTIFIC CORPBSX98,922$10.0M0.50%
55SERVICENOW INCNOW11,984$9.5M0.48%
56MOODYS CORPMCO20,251$9.4M0.47%
57SALESFORCE INCCRM34,408$9.2M0.46%
58ISHARES TR46429B69794,478$8.8M0.44%
59MORGAN STANLEYMS-PQ75,771$8.8M0.44%
60SNOWFLAKE INCSNOW56,560$8.3M0.41%
61ISHARES TR46429B66366,551$8.1M0.40%
62NXP SEMICONDUCTORS N VNXPI42,311$8.0M0.40%
63NEXTERA ENERGY INCNEE-PW113,324$8.0M0.40%
64ISHARES TR46432F84294,678$7.2M0.36%
65TESLA INCTSLA26,565$6.9M0.34%
66COSTCO WHSL CORP NEW22160K1056,563$6.2M0.31%
67BERKSHIRE HATHAWAY INC DELBRK-A11,285$6.0M0.30%
68JPMORGAN CHASE & CO.VYLD24,285$6.0M0.30%
69ISHARES TR46428867953,640$5.9M0.30%
70TAIWAN SEMICONDUCTOR MFG LTD87403910033,965$5.6M0.28%
71VEEVA SYS INCVEEV23,174$5.4M0.27%
72VANGUARD INDEX FDS92290862920,199$5.2M0.26%
73PELOTON INTERACTIVE INCPTON725,168$4.6M0.23%
74SAP SESAPGF17,045$4.6M0.23%
75ISHARES TR464287234102,291$4.5M0.22%
76EXXON MOBIL CORPXOM37,128$4.4M0.22%
77ISHARES TR46428761411,613$4.2M0.21%
78APPLIED MATLS INC03822210528,540$4.1M0.21%
79DATADOG INCDDOG41,314$4.1M0.20%
80VANGUARD INDEX FDS92290875117,700$3.9M0.20%
81INVESCO QQQ TRIVZ8,128$3.8M0.19%
82CALAMOS ETF TR12811T886151,194$3.8M0.19%
83GE AEROSPACE36960430118,687$3.7M0.19%
84VANGUARD INDEX FDS9229083637,246$3.7M0.19%
85MCKESSON CORPMCK5,335$3.6M0.18%
86ALIBABA GROUP HLDG LTDBBAAY25,608$3.4M0.17%
87PROCTER AND GAMBLE CO74271810919,567$3.3M0.17%
88CALAMOS ETF TR12811T704132,233$3.3M0.16%
89VANGUARD BD INDEX FDS92193782739,449$3.1M0.15%
90ASML HOLDING N VASMLF4,485$3.0M0.15%
91GOLDMAN SACHS GROUP INCGSCE5,331$2.9M0.15%
92ICICI BANK LIMITEDIBN86,799$2.7M0.14%
93SUMITOMO MITSUI FINL GROUP I86562M209175,004$2.7M0.13%
94SEA LTDSE20,449$2.7M0.13%
95ACCENTURE PLC IRELANDACN8,485$2.6M0.13%
96MERCADOLIBRE INCMELI1,354$2.6M0.13%
97MASTERCARD INCORPORATEDMA4,432$2.4M0.12%
98SHOPIFY INCSHOP25,204$2.4M0.12%
99ISHARES TR4642876227,732$2.4M0.12%
100FLUTTER ENTMT PLCG3643J10810,063$2.2M0.11%
101TECHNIPFMC PLCFTI67,727$2.1M0.11%
102VANGUARD INDEX FDS9229087697,710$2.1M0.11%
103CALAMOS ETF TR12811T76185,875$2.0M0.10%
104MCDONALDS CORPMCD6,146$1.9M0.10%
105SPOTIFY TECHNOLOGY S ASPOT3,314$1.8M0.09%
106CALAMOS ETF TR12811T79574,738$1.8M0.09%
107LAM RESEARCH CORPLRCX24,218$1.8M0.09%
108ISHARES TR4642876558,821$1.8M0.09%
109ISHARES TR46428863832,852$1.7M0.09%
110ABBVIE INCABBV8,104$1.7M0.08%
111CALAMOS ETF TR12811T86066,097$1.7M0.08%
112PFIZER INCPFE65,121$1.7M0.08%
113NVIDIA CORPORATIONNVDA12,100$1.6M0.08%
114MERCK & CO INCMRK18,040$1.6M0.08%
115NOVO-NORDISK A SNONOF22,764$1.6M0.08%
116MITSUBISHI UFJ FINL GROUP IN606822104115,783$1.6M0.08%
117BOEING COBA-PA26,075$1.6M0.08%
118SELECT SECTOR SPDR TR81369Y4077,692$1.5M0.08%
119COLGATE PALMOLIVE COCL16,195$1.5M0.08%
120LOWES COS INC5486611076,237$1.5M0.07%
121LOCKHEED MARTIN CORPLMT3,205$1.4M0.07%
122STARBUCKS CORPSBUX14,560$1.4M0.07%
123ISHARES INC46434G10325,658$1.4M0.07%
124CALAMOS STRATEGIC TOTAL RETUCSQ85,160$1.4M0.07%
125CISCO SYS INCCSCO21,915$1.4M0.07%
126ISHARES TR46428750723,120$1.3M0.07%
127CALAMOS ETF TR12811T77954,435$1.3M0.06%
128ARISTA NETWORKS INCANET16,401$1.3M0.06%
129GE VERNOVA INCGEV4,085$1.2M0.06%
130HUNTINGTON INGALLS INDS INC4464131066,000$1.2M0.06%
131KLA CORPKLAC1,795$1.2M0.06%
132RTX CORPORATIONRTX9,187$1.2M0.06%
133CALAMOS ETF TR12811T83748,480$1.2M0.06%
134ISHARES TR4642875986,147$1.2M0.06%
135CALAMOS GLOBAL TOTAL RETURNCGO110,242$1.1M0.06%
136ABBOTT LABSABLZF8,566$1.1M0.06%
137ISHARES TR46428749913,310$1.1M0.06%
138CALAMOS ETF TR12811T12645,713$1.1M0.06%
139ISHARES TR46428864621,406$1.1M0.06%
140COCA COLA COKO15,579$1.1M0.06%
141CHEVRON CORP NEWCVX6,556$1.1M0.05%
142DISNEY WALT CO25468710611,032$1.1M0.05%
143ISHARES TR46428841410,182$1.1M0.05%
144SKECHERS U S A INC83056610518,100$1.0M0.05%
145SELECT SECTOR SPDR TR81369Y8034,932$1.0M0.05%
146HDFC BANK LTDHDB15,088$1.0M0.05%
147ISHARES BITCOIN TRUST ETFIBIT21,413$1.0M0.05%
148ISHARES TR46428745711,908$985,1490.05%
149INTERNATIONAL BUSINESS MACHSINTR3,949$981,8910.05%
150CMS ENERGY CORPCMS-PC879,000$974,8730.05%
151CALAMOS ETF TR12811T82937,801$959,0110.05%
152INTUITINTU1,538$944,3220.05%
153VANECK ETF TRUST92189F6764,448$940,6190.05%
154SPDR S&P 500 ETF TRSPY1,600$937,7280.05%
155PPL CAP FDG INCPPLC819,000$919,0330.05%
156INTEL CORPINTC39,696$901,4960.04%
157PROGYNY INCPGNY40,000$893,6000.04%
158VANGUARD INDEX FDS9229087445,148$889,2660.04%
159MEDTRONIC PLCMDT9,750$876,1350.04%
160SPDR SER TR78468R5566,600$869,2860.04%
161QUANTA SVCS INC74762E1023,418$868,7870.04%
162CALAMOS ETF TR12811T87834,811$856,0020.04%
163CALAMOS ETF TR12811T80334,254$849,8420.04%
164REPUBLIC SVCS INC7607591003,473$841,0220.04%
165CATERPILLAR INCCAT2,547$840,0010.04%
166SPDR SER TR78464A7636,176$837,9600.04%
167PHILIP MORRIS INTL INC7181721095,256$834,2850.04%
168ISHARES TR4642875159,300$827,6070.04%
169HONEYWELL INTL INC4385161063,877$820,9550.04%
170AMGEN INCAMGN2,578$803,1760.04%
171BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.04%
172THERMO FISHER SCIENTIFIC INCTMO1,599$795,6620.04%
173UBER TECHNOLOGIES INCUBER743,000$789,0590.04%
174BOOKING HOLDINGS INCBKNG319,000$782,1720.04%
175VANGUARD INDEX FDS9229085383,170$775,5090.04%
176SOUTHERN COSOMN681,000$762,3320.04%
177CALAMOS ETF TR12811T84531,390$759,9520.04%
178LIBERTY MEDIA CORP DELFWONB621,000$759,8990.04%
179DUKE ENERGY CORP NEWDUKB695,000$753,5540.04%
180MARKEL GROUP INCMKL400$747,8440.04%
181ENPHASE ENERGY INCENPH12,000$744,6000.04%
182SPDR SER TR78468R40829,511$742,4970.04%
183ISHARES TR46428832313,644$718,3570.04%
184LUMENTUM HLDGS INCLITE599,000$709,7310.04%
185SPOTIFY USA INC84921RAB6593,000$707,8580.04%
186ROYAL CARIBBEAN GROUP780153BQ4169,000$696,8090.03%
187NUTANIX INCNTNX522,000$694,1190.03%
188APOLLO GLOBAL MGMT INC03769M3049,444$690,2620.03%
189MARATHON PETE CORPMARA4,658$678,6240.03%
190VANGUARD SPECIALIZED FUNDS9219088443,487$676,4430.03%
191VANGUARD INDEX FDS9229085124,141$664,7960.03%
192NORFOLK SOUTHN CORP6558441082,750$651,3380.03%
193BOOKING HOLDINGS INCBKNG140$644,9670.03%
194VISTRA CORPVST5,182$608,5740.03%
195SEAGATE HDD CAYMANSE495,000$596,4300.03%
196CALAMOS ETF TR12811T72025,505$592,2260.03%
197INTEGER HLDGS CORPITGR399,000$583,4420.03%
198VANGUARD INDEX FDS9229087361,564$579,9620.03%
199CSX CORPCSX19,332$568,9410.03%
200CLOUDFLARE INCNET553,000$555,9750.03%
201HUBBELL INCHUBB1,607$531,7720.03%
202ISHARES TR4642876714,171$530,0510.03%
203CALAMOS ETF TR12811T85221,642$528,0650.03%
204CALAMOS ETF TR12811T11821,414$525,0710.03%
205ISHARES TR4642871504,212$513,9060.03%
206FIDELITY COVINGTON TRUST3160928083,170$511,2260.03%
207LIVE NATION ENTERTAINMENT INLYV368,000$511,2110.03%
208HEWLETT PACKARD ENTERPRISE CHPE-PC10,522$502,3200.03%
209AXON ENTERPRISE INCAXON215,000$501,4060.03%
210MICRON TECHNOLOGY INCMU5,743$499,0090.02%
211POST HLDGS INCPOST415,000$495,7470.02%
212BLACKSTONE INCBX3,496$488,6710.02%
213CALAMOS ETF TR12811T81119,351$488,4190.02%
214PARKER-HANNIFIN CORPPH790$480,2020.02%
215ISHARES TR46432F3392,782$475,4160.02%
216ADVANCED MICRO DEVICES INCAMD4,566$469,1110.02%
217BANK AMERICA CORP060505682379$467,9020.02%
218QUALCOMM INCQCOM3,046$467,8960.02%
219UNION PAC CORPUNP1,964$463,9750.02%
220FISERV INCFISV2,085$460,4310.02%
221INTERCONTINENTAL EXCHANGE IN45866F1042,650$457,1250.02%
222INVESCO EXCHANGE TRADED FD TIVZ13,270$453,8340.02%
223TETRA TECH INC NEWTTEK437,000$451,8800.02%
224MARRIOTT INTL INC NEW5719032021,866$444,4810.02%
225AMERICAN TOWER CORP NEW03027X1002,041$444,0980.02%
226AMAZON COM INCAMZN2,000$438,7800.02%
227AIRBNB INCABNB453,000$432,7600.02%
228NEXTERA ENERGY CAP HLDGS INCNEE-PW373,000$431,3220.02%
229BRISTOL-MYERS SQUIBB COCELG-RI7,067$431,0160.02%
230HEICO CORP NEWHEI-A1,567$418,6870.02%
231CALAMOS ETF TR12811T60515,558$418,1990.02%
232SELECT SECTOR SPDR TR81369Y5064,462$416,9740.02%
233VANGUARD SCOTTSDALE FDS92206C7067,003$415,9780.02%
234SELECT SECTOR SPDR TR81369Y2092,783$406,3460.02%
235VANGUARD SCOTTSDALE FDS92206C6804,296$398,6260.02%
236IPG PHOTONICS CORPIPGP6,208$391,9730.02%
237FIDELITY MERRIMACK STR TR3161887058,963$390,0700.02%
238TRAVELERS COMPANIES INCTRV1,372$362,8390.02%
239FREEPORT-MCMORAN INCFCX9,581$362,7370.02%
240AT&T INCT-PC12,772$361,1920.02%
241SHIFT4 PMTS INC82452JAD1345,000$350,4650.02%
242DUKE ENERGY CORP NEWDUKB2,871$350,1760.02%
243ISHARES TR46428868711,139$342,3010.02%
244Q2 HLDGS INCQTWO309,000$340,9660.02%
245ISHARES TR4642871682,533$340,1570.02%
246HALOZYME THERAPEUTICS INCHALO316,000$335,6110.02%
247TYLER TEX INDPT SCH DIST902252AB1269,000$327,0020.02%
248CAPITAL ONE FINL CORP14040H1051,822$326,6850.02%
249FIDELITY COVINGTON TRUST3160926004,717$322,2650.02%
250DISCOVER FINL SVCS2547091081,887$322,1110.02%
251PALO ALTO NETWORKS INCPANW92,000$316,0750.02%
252EXACT SCIENCES CORP30063PAB1330,000$304,5740.02%
253CALAMOS ETF TR12811T68812,187$301,7500.02%
254VANGUARD TAX-MANAGED FDS9219438585,922$301,0150.02%
255RIVIAN AUTOMOTIVE INCRIVN309,000$299,2630.01%
256CALAMOS ETF TR12811T71212,451$298,9490.01%
257ISHARES TR4642877052,496$298,8460.01%
258UBS GROUP AGUBS9,695$296,9580.01%
259ON SEMICONDUCTOR CORPON344,000$296,2460.01%
260LIGHT & WONDER INCLAWIL3,400$294,4740.01%
261CALAMOS ETF TR12811T20910,130$290,4270.01%
262LIVE NATION ENTERTAINMENT INLYV2,205$287,9290.01%
263VANGUARD INTL EQUITY INDEX F9220428586,335$286,7220.01%
264CITIGROUP INCC-PR4,007$284,4570.01%
265INSULET CORPPODD224,000$283,9220.01%
266TEXAS INSTRS INC8825081041,559$280,1520.01%
267INVESCO EXCHANGE TRADED FD TIVZ1,606$278,2070.01%
268AKAMAI TECHNOLOGIES INCAKAM276,000$269,2990.01%
269NVIDIA CORPORATIONNVDA2,000$268,5800.01%
270SPDR GOLD TRGLD920$265,0890.01%
271BOFA FIN LLC09709UV70262,000$260,6950.01%
272CALAMOS ETF TR12811T78711,055$258,5760.01%
273ASSURANT INCAIZN1,227$257,3630.01%
274FORD MTR CO345370CZ1262,000$256,5270.01%
275BLACKROCK INCBLK270$255,5500.01%
276NEXTERA ENERGY INCNEE-PW5,340$255,3050.01%
277CONMED CORPCNMD270,000$254,7340.01%
278NORTHROP GRUMMAN CORPNOC483$247,3010.01%
279AMERICAN CENTY ETF TR0250728852,673$246,9320.01%
280LULULEMON ATHLETICA INCLULU867$245,4130.01%
281ETSY INCETSY277,000$244,8020.01%
282CLOUDFLARE INCNET2,166$244,0870.01%
283SCHWAB STRATEGIC TR8085247978,719$243,7830.01%
284ALTRIA GROUP INCMO4,026$241,6410.01%
285EATON CORP PLCETN886$240,8410.01%
286CME GROUP INCCME903$239,5570.01%
287CONOCOPHILLIPSCOP2,272$238,6050.01%
288AUTOMATIC DATA PROCESSING INADP768$234,6470.01%
289TRIMBLE INCTRMB3,568$234,2390.01%
290PROSHARES TR74347X8643,165$233,8940.01%
291ON SEMICONDUCTOR CORPON218,000$229,7760.01%
292VANGUARD INDEX FDS9229085532,490$225,4450.01%
293ISHARES TR4642876551,000$220,9600.01%
294FLEXSHARES TRFLEX1,040$213,9660.01%
295KKR & CO INCKKRT1,846$213,4160.01%
296PROSHARES TR74347X8313,700$212,0100.01%
297VERIZON COMMUNICATIONS INCVZ4,606$208,9280.01%
298NOVARTIS AGNVSEF1,852$206,4610.01%
299VENTAS RLTY LTD PARTNERSHIPVTR151,000$194,6090.01%
300CALAMOS GBL DYN INCOME FUND12811L10729,748$190,3890.01%
301IONIS PHARMACEUTICALS INCIONS179,000$173,8090.01%
302DATADOG INCDDOG155,000$173,7610.01%
303F N B CORP30252010112,876$173,1820.01%
304NCL CORP LTD62886HBK6172,000$170,3970.01%
305ADVANCED ENERGY INDS007973AE0161,000$165,0220.01%
306ITRON INCITRI160,000$164,6190.01%
307WESTERN DIGITAL CORPWDC125,000$161,0310.01%
308SHAKE SHACK INCSHAK174,000$160,7990.01%
309ENOVIS CORPORATIONENOV156,000$159,8020.01%
310BLOOM ENERGY CORPBE121,000$158,7940.01%
311MIDDLEBY CORPMIDD131,000$158,2150.01%
312NCL CORP LTD62886HAX9132,000$150,7740.01%
313WORKIVA INCWK161,000$150,2810.01%
314COINBASE GLOBAL INCCOIN151,000$147,7570.01%
315ZSCALER INCZS111,000$147,1220.01%
316BENTLEY SYS INCBSY151,000$146,2400.01%
317NEOGENOMICS INCNEO169,000$146,1750.01%
318DRAFTKINGS INC NEWDKNG158,000$137,9850.01%
319NORTHERN OIL & GAS INCNOG122,000$128,8260.01%
320WAYFAIR INCW111,000$118,9890.01%
321LANTHEUS HLDGS INCLNTH79,000$111,3900.01%
322INSMED INCINSM42,000$99,1940.00%
323SNAP INCSNAP101,000$96,9530.00%
324ALNYLAM PHARMACEUTICALS INCALNY80,000$92,3400.00%
325BRIDGEBIO PHARMA INCBBIO75,000$85,7060.00%
326PAR TECHNOLOGY CORPPAR75,000$80,5520.00%
327REPLIGEN CORPRGEN80,000$78,9100.00%
328PARSONS CORP DELPSN48,000$63,8800.00%
329SAREPTA THERAPEUTICS INCSRPT68,000$63,3880.00%
330COMPUGEN LTDCGEN29,500$43,0700.00%
331PLUG POWER INCPLUG20,000$27,0000.00%