Calamos Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$2B
Signature - Title
Jacqueline Sinker - SVP, CHIEF COMPLIANCE OFFICER
Location
Naperville, IL
Summary
This page shows a list of all the recent 13F filings made by Calamos Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Calamos Wealth Management LLC reported 324 stock holdings with total value $2B as of Q4 2024. Top holdings included AAPL, IVV, IVW, NVDA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 324 $2B +$179M -$168M +$11.3M AAPL, IVV, IVW, NVDA, MSFT 13F-HR 1/24/2025, 05:14 PM
Q3 2024 311 $1.95B +$151M -$132M +$18.6M IVV, AAPL, IVW, MSFT, IVE 13F-HR 11/12/2024, 09:33 AM
Q2 2024 303 $1.87B +$203M -$108M +$95.4M IVV, AAPL, IVW, MSFT, NVDA 13F-HR 7/25/2024, 05:12 PM
Q1 2024 308 $1.77B +$164M -$100M +$63.7M IVV, AAPL, IVE, MSFT, IVW 13F-HR 5/8/2024, 10:24 AM
Q4 2023 312 $1.59B +$242M -$123M +$119M AAPL, IVV, IVE, MSFT, IVW 13F-HR 1/31/2024, 03:43 PM
Q3 2023 322 $1.32B +$157M -$87.7M +$68.9M AAPL, IVV, MSFT, IVW, GOOGL 13F-HR 10/25/2023, 09:53 PM
Q2 2023 314 $1.36B +$47M -$38.1M +$8.88M AAPL, IVV, MSFT, IVW, GOOGL 13F-HR 7/28/2023, 02:10 PM
Q1 2023 313 $1.28B +$140M -$195M -$54.6M IVV, AAPL, MSFT, IVW, GOOGL 13F-HR 5/3/2023, 09:43 PM
Q4 2022 322 $1.29B +$136M -$65.1M +$70.9M IVV, AAPL, HDV, MSFT, ENPH 13F-HR 1/25/2023, 07:29 PM
Q3 2022 317 $1.17B +$154M -$24.7M +$129M IVV, AAPL, MSFT, ENPH, HDV 13F-HR 10/24/2022, 09:18 AM
Q2 2022 320 $1.13B +$106M -$51.4M +$54.3M IVV, AAPL, MSFT, ENPH, IWV 13F-HR 8/1/2022, 10:33 AM
Q1 2022 334 $1.34B +$159M -$98.6M +$60.4M IVV, AAPL, MSFT, GOOGL, IWV 13F-HR 5/3/2022, 09:52 AM
Q4 2021 324 $1.37B +$88.2M -$27.4M +$60.8M IVV, AAPL, MSFT, ENPH, GOOGL 13F-HR 2/1/2022, 08:11 AM
Q3 2021 309 $1.24B +$54M -$63.1M -$9.09M IVV, AAPL, MSFT, PTON, GOOGL 13F-HR 10/26/2021, 08:37 AM
Q2 2021 313 $1.28B +$84.6M -$112M -$27M IVV, AAPL, PTON, MSFT, ENPH 13F-HR 7/22/2021, 06:15 AM
Q1 2021 288 $1.21B +$165M -$96.2M +$68.4M IVV, AAPL, PTON, MSFT, ENPH 13F-HR 4/12/2021, 10:34 AM
Q4 2020 280 $1.1B +$197M -$50.8M +$146M IVV, AAPL, MSFT, ENPH, AMZN 13F-HR 1/27/2021, 09:54 AM
Q3 2020 257 $874M +$123M -$61.4M +$62.1M IVV, AAPL, MSFT, AMZN, IWV 13F-HR 10/26/2020, 11:13 AM
Q2 2020 262 $801M +$103M -$88.7M +$14.1M IVV, AAPL, MSFT, AMZN, IWV 13F-HR 7/27/2020, 11:13 AM
Q1 2020 237 $656M +$80M -$90.2M -$10.2M IVV, AAPL, MSFT, AMZN, IWV 13F-HR 4/28/2020, 05:22 PM
Q4 2019 238 $849M +$66.5M -$18.9M +$47.7M IVV, AAPL, AGG, MSFT, IWV 13F-HR 1/15/2020, 10:21 AM
Q3 2019 231 $748M +$42M -$32M +$10M IVV, AAPL, IWV, MSFT, GOOGL 13F-HR 10/21/2019, 10:38 AM
Q2 2019 237 $741M +$54.2M -$28.3M +$25.9M IVV, IWV, AAPL, MSFT, AMZN 13F-HR 8/7/2019, 12:26 PM
Q1 2019 230 $698M +$90.2M -$116M -$25.9M IVV, IWV, AAPL, IVE, MSFT 13F-HR 4/12/2019, 10:07 AM
Q4 2018 231 $664M +$116M -$134M -$17.5M IVV, IWV, AAPL, IVW, IVE 13F-HR 1/24/2019, 12:08 PM
Q3 2018 216 $803M +$43.6M -$81.5M -$37.9M IVV, AAPL, IWV, IVW, MSFT 13F-HR 10/22/2018, 01:21 PM
Q2 2018 211 $802M +$51.3M -$35.3M +$16.1M IVV, IEFA, IVW, AAPL, MSFT 13F-HR 7/17/2018, 02:41 PM
Q1 2018 217 $798M +$104M -$46.9M +$57.2M IVV, IEFA, IVW, AAPL, MSFT 13F-HR 4/13/2018, 12:25 PM
Q4 2017 223 $771M +$96.9M -$49.8M +$47.1M IVV, IEFA, AAPL, IVW, MSFT 13F-HR 2/13/2018, 11:44 AM
Q3 2017 222 $718M +$65.3M -$31M +$34.3M IVV, IEFA, AAPL, IVW, MSFT 13F-HR 10/25/2017, 02:40 PM
Q2 2017 227 $706M +$62M -$20.5M +$41.5M IVV, AAPL, CCD, IEFA, IVW 13F-HR 8/9/2017, 05:09 PM
Q1 2017 234 $669M +$108M -$61.2M +$47.3M IVV, AAPL, CCD, IEFA, AGG 13F-HR 4/20/2017, 02:41 PM
Q4 2016 221 $621M +$105M -$44.8M +$59.8M IVV, AAPL, CCD, IEFA, AGG 13F-HR 2/6/2017, 09:29 AM
Q3 2016 220 $585M +$60.8M -$27.5M +$33.3M CCD, IVV, AAPL, EFAV, AGG 13F-HR 11/14/2016, 08:20 AM
Q2 2016 238 $565M +$113M -$30.9M +$81.9M CCD, AAPL, IVV, CFGE, MSFT 13F-HR 7/26/2016, 03:03 PM
Q1 2016 241 $520M +$77.8M -$20.8M +$57M CCD, AAPL, CFGE, MSFT, GOOGL 13F-HR 4/25/2016, 04:04 PM
Q4 2015 256 $502M +$115M -$30.1M +$85.1M AAPL, CFGE, CCD, MSFT, GOOGL 13F-HR 2/5/2016, 10:34 AM
Q3 2015 245 $416M +$119M -$11.9M +$107M AAPL, MSFT, RPGXXXX, WFC, JPM 13F-HR 11/10/2015, 12:19 PM
Q2 2015 223 $423M +$70.9M -$56.2B -$56.2B AAPL, MSFT, WFC, RPGXXXX, JPM 13F-HR 8/14/2015, 05:32 PM
Q1 2015 231 $400M +$158M -$13.2M +$145M AAPL, MSFT, RPGXXXX, WFC, IVE 13F-HR 5/12/2015, 10:26 AM
Q4 2014 210 $348M +$63.7M -$48.4B -$48.3B AAPL, MSFT, WFC, JNJ, JPM 13F-HR 2/13/2015, 02:00 PM
Q3 2014 218 $346M +$51M -$25.9M +$25.1M AAPL, JNJ, GOOGLXXXX, JPM, WFC 13F-HR 11/14/2014, 10:15 AM
Q2 2014 218 $351M +$78.4M -$29.1M +$49.3M AAPL, ETN, WFC, JPM, CLR 13F-HR 8/14/2014, 03:07 PM
Q1 2014 205 $338M +$60.2M -$18.8M +$41.3M AAPL, AMZN, WFC, JPM, ETN 13F-HR 5/16/2014, 06:02 AM
Q4 2013 208 $326M AAPL, AMZN, WFC, ETN, MA 13F-HR 2/14/2014, 10:20 AM