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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $2.8B AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 432 New
Page 15 of 22  ·  432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FORTINET INC 5,097.0 $429K 0.01% NEW $84.08
282 AEP AMERICAN ELEC PWR CO INC Utilities 3,804.0 $428K 0.01% NEW $112.50 +12.1%
283 CPSO CALAMOS ETF TR 15,601.0 $418K 0.01% NEW $26.80 +3.2%
284 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,605.0 $418K 0.01% NEW $260.44 +38.4%
285 NVO NOVO-NORDISK A S Healthcare 7,482.0 $415K 0.01% NEW $55.49 -20.2%
286 TETRA TECH INC NEW 385,000.0 $415K 0.01% NEW $1.08
287 VEA VANGUARD TAX-MANAGED FDS 6,913.0 $414K 0.01% NEW $59.92 +15.7%
288 CALAMOS ETF TR 15,785.0 $412K 0.01% NEW $26.13
289 PRU PRUDENTIAL FINL INC Financial Services 3,975.0 $412K 0.01% NEW $103.74 -1.0%
290 AXON ENTERPRISE INC 130,000.0 $409K 0.01% NEW $3.15
291 XLE SELECT SECTOR SPDR TR 4,531.0 $405K 0.01% NEW $89.34 -32.3%
292 ECL ECOLAB INC Basic Materials 1,474.0 $404K 0.01% NEW $273.86 -9.6%
293 AIRBNB INC 410,000.0 $401K 0.01% NEW $0.98
294 MSI MOTOROLA SOLUTIONS INC Technology 877.0 $401K 0.01% NEW $457.29 -12.5%
295 BANK AMERICA CORP 312.0 $399K 0.01% NEW $1280.00
296 ALIBABA GROUP HLDG LTD 215,000.0 $395K 0.01% NEW $1.84
297 FSEC FIDELITY MERRIMACK STR TR 8,963.0 $395K 0.01% NEW $44.10 -1.3%
298 GILD GILEAD SCIENCES INC Healthcare 3,548.0 $394K 0.01% NEW $111.00 +17.6%
299 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,106.0 $386K 0.01% NEW $124.34 -22.6%
300 XLV SELECT SECTOR SPDR TR 2,742.0 $382K 0.01% NEW $139.17 +4.4%
Page 15 of 22  ·  432 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Financial Services 14.8%
Communication Services 13.1%
Consumer Cyclical 10.6%
Healthcare 6.7%
Industrials 4.6%
Consumer Defensive 2.5%
Basic Materials 1.8%
Utilities 1.8%
Energy 1.7%