Notify me when Calamos Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 426 | $2.76B | +$408M | -$193M | +$216M | AAPL, IVV, NVDA, MSFT, IVW | 13F-HR | 10/20/2025, 12:41 PM |
| Q2 2025 | 351 | $2.35B | +$224M | -$90.4M | +$133M | IVV, AAPL, NVDA, MSFT, IVW | 13F-HR | 7/29/2025, 03:55 PM |
| Q1 2025 | 326 | $2B | +$203M | -$98M | +$105M | IVV, AAPL, IVE, IVW, MSFT | 13F-HR | 4/28/2025, 05:56 PM |
| 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 | 309 | $1.77B | +$164M | -$102M | +$62.3M | IVV, AAPL, IVE, MSFT, IVW | 13F-HR | 5/8/2024, 10:24 AM |
| Q4 2023 | 313 | $1.59B | +$242M | -$123M | +$119M | AAPL, IVV, IVE, MSFT, IVW | 13F-HR | 1/31/2024, 03:43 PM |
| Q3 2023 | 323 | $1.32B | +$157M | -$129M | +$27.5M | AAPL, IVV, MSFT, IVW, GOOGL | 13F-HR | 10/25/2023, 09:53 PM |
| Q2 2023 | 312 | $1.36B | +$43.6M | -$59.3M | -$15.7M | AAPL, IVV, MSFT, IVW, GOOGL | 13F-HR | 7/28/2023, 02:10 PM |
| Q1 2023 | 312 | $1.28B | +$140M | -$223M | -$83.2M | IVV, AAPL, MSFT, IVW, GOOGL | 13F-HR | 5/3/2023, 09:43 PM |
| Q4 2022 | 314 | $1.28B | +$135M | -$77.7M | +$57.6M | IVV, AAPL, HDV, MSFT, ENPH | 13F-HR | 1/25/2023, 08:29 PM |
| Q3 2022 | 309 | $1.16B | +$148M | -$43.7M | +$104M | IVV, AAPL, MSFT, ENPH, HDV | 13F-HR | 10/24/2022, 09:18 AM |
| Q2 2022 | 320 | $1.13B | +$106M | -$74.7M | +$30.9M | IVV, AAPL, MSFT, ENPH, IWV | 13F-HR | 8/1/2022, 10:33 AM |
| Q1 2022 | 334 | $1.34B | +$159M | -$117M | +$41.6M | IVV, AAPL, MSFT, GOOGL, IWV | 13F-HR | 5/3/2022, 09:52 AM |
| Q4 2021 | 324 | $1.37B | +$88.2M | -$43.9M | +$44.4M | IVV, AAPL, MSFT, ENPH, GOOGL | 13F-HR | 2/1/2022, 09:11 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 | -$67.1M | +$130M | IVV, AAPL, MSFT, ENPH, AMZN | 13F-HR | 1/27/2021, 10:54 AM |
| Q3 2020 | 257 | $874M | +$123M | -$75.4M | +$48.1M | IVV, AAPL, MSFT, AMZN, IWV | 13F-HR | 10/26/2020, 11:13 AM |
| Q2 2020 | 262 | $801M | +$103M | -$96M | +$6.74M | IVV, AAPL, MSFT, AMZN, IWV | 13F-HR | 7/27/2020, 11:13 AM |
| Q1 2020 | 237 | $656M | +$80M | -$126M | -$46M | IVV, AAPL, MSFT, AMZN, IWV | 13F-HR | 4/28/2020, 05:22 PM |
| Q4 2019 | 238 | $849M | +$66.5M | -$28.5M | +$38.1M | IVV, AAPL, AGG, MSFT, IWV | 13F-HR | 1/15/2020, 11:21 AM |
| Q3 2019 | 231 | $748M | +$42M | -$45.7M | -$3.71M | IVV, AAPL, IWV, MSFT, GOOGL | 13F-HR | 10/21/2019, 10:38 AM |
| Q2 2019 | 237 | $741M | +$54.2M | -$41.8M | +$12.5M | IVV, IWV, AAPL, MSFT, AMZN | 13F-HR | 8/7/2019, 12:26 PM |
| Q1 2019 | 230 | $700M | +$90.2M | -$134M | -$44M | IVV, IWV, AAPL, IVE, MSFT | 13F-HR | 4/12/2019, 10:07 AM |
| Q4 2018 | 231 | $664M | +$116M | -$152M | -$35.5M | IVV, IWV, AAPL, IVW, IVE | 13F-HR | 1/24/2019, 01:08 PM |
| Q3 2018 | 216 | $803M | +$43.6M | -$88.6M | -$45M | IVV, AAPL, IWV, IVW, MSFT | 13F-HR | 10/22/2018, 01:21 PM |
| Q2 2018 | 211 | $802M | +$51.3M | -$58.3M | -$6.99M | IVV, IEFA, IVW, AAPL, MSFT | 13F-HR | 7/17/2018, 02:41 PM |
| Q1 2018 | 217 | $798M | +$104M | -$69.4M | +$34.8M | IVV, IEFA, IVW, AAPL, MSFT | 13F-HR | 4/13/2018, 12:25 PM |
| Q4 2017 | 223 | $771M | +$96.9M | -$82M | +$14.9M | IVV, IEFA, AAPL, IVW, MSFT | 13F-HR | 2/13/2018, 12:44 PM |
| Q3 2017 | 223 | $718M | +$65.3M | -$79M | -$13.6M | IVV, IEFA, AAPL, IVW, MSFT | 13F-HR | 10/25/2017, 02:40 PM |
| Q2 2017 | 227 | $707M | +$62M | -$42.8M | +$19.2M | IVV, AAPL, CCD, IEFA, IVW | 13F-HR | 8/9/2017, 05:09 PM |
| Q1 2017 | 234 | $669M | +$108M | -$89.1M | +$19.4M | IVV, AAPL, CCD, IEFA, AGG | 13F-HR | 4/20/2017, 02:41 PM |
| Q4 2016 | 221 | $621M | +$105M | -$67.3M | +$37.3M | IVV, AAPL, CCD, IEFA, AGG | 13F-HR | 2/6/2017, 10:29 AM |
| Q3 2016 | 218 | $578M | +$60M | -$61.3M | -$1.25M | CCD, IVV, AAPL, EFAV, AGG | 13F-HR | 11/14/2016, 09:20 AM |
| Q2 2016 | 237 | $562M | +$110M | -$67.8M | +$42.7M | CCD, AAPL, IVV, CFGE, MSFT | 13F-HR | 7/26/2016, 03:03 PM |
| Q1 2016 | 239 | $514M | +$72.5M | -$52M | +$20.6M | CCD, AAPL, CFGE, MSFT, GOOGL | 13F-HR | 4/25/2016, 04:04 PM |
| Q4 2015 | 254 | $498M | +$111M | -$47.4M | +$63.5M | AAPL, CFGE, CCD, MSFT, GOOGL | 13F-HR | 2/5/2016, 11:34 AM |
| Q3 2015 | 245 | $417M | +$119M | -$46.5M | +$72.5M | AAPL, MSFT, RPG, WFC, JPM | 13F-HR | 11/10/2015, 01:19 PM |
| Q2 2015 | 223 | $367M | +$70.9M | -$103M | -$32M | AAPL, MSFT, WFC, RPG, JPM | 13F-HR | 8/14/2015, 05:32 PM |
| Q1 2015 | 231 | $400M | +$158M | -$53.2M | +$105M | AAPL, MSFT, RPG, WFC, IVE | 13F-HR | 5/12/2015, 10:26 AM |
| Q4 2014 | 210 | $291M | +$54.4M | -$120M | -$65.3M | AAPL, MSFT, WFC, JNJ, JPM | 13F-HR | 2/13/2015, 03:00 PM |
| Q3 2014 | 218 | $346M | +$51M | -$50.1M | +$883K | AAPL, JNJ, GOOGL, JPM, WFC | 13F-HR | 11/14/2014, 11:15 AM |
| Q2 2014 | 218 | $351M | +$78.4M | -$59.9M | +$18.4M | AAPL, ETN, WFC, JPM, CLR | 13F-HR | 8/14/2014, 03:07 PM |
| Q1 2014 | 205 | $338M | +$60.2M | -$48.5M | +$11.7M | AAPL, AMZN, WFC, JPM, ETN | 13F-HR | 5/16/2014, 06:02 AM |
| Q4 2013 | 208 | $326M | $0 | $0 | AAPL, AMZN, WFC, ETN, MA | 13F-HR | 2/14/2014, 11:20 AM |