HoldingsChannel.com
Calamos Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 394,079 -10,997 $112,139
     IVV394,079-10,997$112,139
ISHARES RUSSELL 3000 ETF (IWV) 166,635 -13,957 $27,778
     IWV166,635-13,957$27,778
APPLE INC 129,227 -14,637 $24,547
     AAPL129,227-14,637$24,547
ISHARES S&P 500 VALUE ETF (IVE) 149,148 -25,988 $16,815
     IVE149,148-25,988$16,815
MICROSOFT CORP 140,345 -30,405 $16,552
     MSFT140,345-30,405$16,552
ALPHABET INC 13,154 -182 $15,481
     GOOGL13,154-182$15,481
AMAZON.COM INC 8,317 +3,842 $14,810
     AMZN8,317+3,842$14,810
FACEBOOK INC 72,121 +2,855 $12,022
     FB72,121+2,855$12,022
UNITEDHEALTH GROUP INC 46,394 +819 $11,471
     UNH46,394+819$11,471
JPMORGAN CHASE & CO 108,924 -17,954 $11,026
     JPM108,924-17,954$11,026
ISHARES MSCI ACWI EX US ETF (ACWX) 226,341 +2,793 $10,473
     ACWX226,341+2,793$10,473
BAXTER INTERNATIONAL INC 126,088 +23,427 $10,252
     BAX126,088+23,427$10,252
MCDONALD&apos S CORP 48,679 -1,513 $9,244
     MCD48,679-1,513$9,244
BANK OF AMERICA CORP      $9,221
     BAC294,802+38,360$8,134
     BAC.PRL835-43$1,087
VANGUARD SHORT TERM BOND ETF (BSV) 114,692 -40,958 $9,128
     BSV114,692-40,958$9,128
VISA INC 57,594 -3,817 $8,996
     V57,594-3,817$8,996
CISCO SYSTEMS INC 161,487 +118,423 $8,719
     CSCO161,487+118,423$8,719
WALT DISNEY CO THE 68,971 -784 $7,658
     DIS68,971-784$7,658
NEXTERA ENERGY INC      $7,339
     NEE30,892-8,847$5,972
     NEE.PRR22,094-1,385$1,367
CHEVRON CORP 59,432 +7,811 $7,321
     CVX59,432+7,811$7,321
ISHARES CORE MSCI EAFE ETF (IEFA) 120,432 -32,414 $7,319
     IEFA120,432-32,414$7,319
PFIZER INC 165,119 +49,620 $7,013
     PFE165,119+49,620$7,013
DELTA AIR LINES INC 135,666 +2,410 $7,007
     DAL135,666+2,410$7,007
BOEING CO THE 18,111 -2,292 $6,908
     BA18,111-2,292$6,908
ISHARES MSCI EAFE ETF (EFA) 105,521 -2,182 $6,844
     EFA105,521-2,182$6,844
WALMART INC 68,690 +4,471 $6,699
     WMT68,690+4,471$6,699
AIR PRODUCTS & CHEMICALS INC 33,543 +9,029 $6,405
     APD33,543+9,029$6,405
LABORATORY CRP OF AMER HLDGS 41,165 +12,412 $6,297
     LH41,165+12,412$6,297
ISHARES CORE U.S. AGGREGATE (AGG) 56,809 -577 $6,196
     AGG56,809-577$6,196
ZIONS BANCORP NA 129,406 +51,572 $5,876
     ZION129,406+51,572$5,876
VERIZON COMMUNICATIONS INC 97,944 +5,360 $5,791
     VZ97,944+5,360$5,791
CBOE GLOBAL MARKETS INC 59,248 +20,307 $5,655
     CBOE59,248+20,307$5,655
SALESFORCE.COM INC 34,439 +448 $5,454
     CRM34,439+448$5,454
HONEYWELL INTERNATIONAL INC 33,481 -3,626 $5,321
     HON33,481-3,626$5,321
EMERSON ELECTRIC CO 77,414 +7,381 $5,301
     EMR77,414+7,381$5,301
AGILENT TECHNOLOGIES INC 64,604 +51,481 $5,193
     A64,604+51,481$5,193
TWILIO INC 39,327 +119 $5,080
     TWLO39,327+119$5,080
ISHARES S&P 500 GROWTH ETF (IVW) 29,160 -112,027 $5,026
     IVW29,160-112,027$5,026
AMERICAN INTERNATIONAL GROUP 116,516 +43,448 $5,017
     AIG116,516+43,448$5,017
NIKE INC 57,765 +1,248 $4,864
     NKE57,765+1,248$4,864
MERCK & CO. INC. 57,574 +40,001 $4,788
     MRK57,574+40,001$4,788
JOHNSON & JOHNSON 33,388 -40,583 $4,667
     JNJ33,388-40,583$4,667
MASTERCARD INC 19,080 -5,662 $4,492
     MA19,080-5,662$4,492
MEDTRONIC PLC 48,766 +6,444 $4,442
     MDT48,766+6,444$4,442
PIONEER NATURAL RESOURCES CO 28,292 +1,455 $4,308
     PXD28,292+1,455$4,308
ZENDESK INC 49,994 +45,795 $4,249
     ZEN49,994+45,795$4,249
STARWOOD PROPERTY TRUST INC      $4,144
     STWD169,910+8,559$3,797
     CONVERTIBLE SECURITY348,000UNCH$347
GOLDMAN SACHS GROUP INC 21,568 +3,467 $4,141
     GS21,568+3,467$4,141
RAYTHEON COMPANY 22,643 +1,051 $4,123
     RTN22,643+1,051$4,123
NORTHROP GRUMMAN CORP 14,812 +7,359 $3,993
     NOC14,812+7,359$3,993

See Full List: All Stocks Held By Calamos Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Calamos Wealth Management LLC

Size ($ in 1000's)
At 03/31/2019: $700,120
At 12/31/2018: $664,271

Calamos Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Calamos Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Calamos Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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