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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
56
3
2
3
5
1
41
13
5
CALAMOS WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings231

Total Value ($x1000)664,271
Activities
New37

Increased36

Unchanged26

Decreased132

Sold Out22

Top 10 Stock Holdingstotal 38.74%
IVV15.34

IWV3.99

AAPL3.42

IVW3.2

IVE2.67

 
MSFT2.61

GOOGL2.1

JPM1.86

BSV1.84

UNH1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
15.34%
CORE S&P500 ETF
IWV
3.99%
RUSSELL 3000 ETF
AAPL
3.42%
COM
IVW
3.2%
S&P 500 GRWT ETF
IVE
2.67%
S&P 500 VAL ETF
MSFT
2.61%
COM
GOOGL
2.1%
CAP STK CL A
JPM
1.86%
COM
BSV
1.84%
SHORT TRM BOND
UNH
1.71%
COM
IJH
1.59%
CORE S&P MCP ETF
JNJ
1.44%
COM
ACWX
1.41%
MSCI ACWI US ETF
FB
1.37%
CL A
MCD
1.34%
COM
IEFA
1.27%
CORE MSCI EAFE
V
1.22%
COM CL A
DIS
1.15%
COM DISNEY
HD
1.11%
COM
NEE
1.04%
COM
BAX
1.02%
COM
AMZN
1.01%
COM
DAL
1%
COM NEW
BA
0.99%
COM
EFA
0.95%
MSCI EAFE ETF
BAC
0.95%
COM
COST
0.92%
COM
AGG
0.92%
CORE TOTUSBD ETF
PG
0.92%
COM
WMT
0.9%
COM
BRK.B
0.89%
CL B NEW
PEP
0.87%
COM
CVX
0.85%
COM
VZ
0.78%
COM
PFE
0.76%
COM
HON
0.74%
COM
KO
0.71%
COM
MA
0.7%
CL A
CRM
0.7%
COM
DWDP
0.65%
COM
NKE
0.63%
CL B
EMR
0.63%
COM
EW
0.61%
COM
BKNG
0.6%
COM
APD
0.59%
COM
MDT
0.58%
SHS
AVGO
0.58%
COM
CBOE
0.57%
COM
LMT
0.55%
COM
LH
0.55%
COM NEW
PXD
0.53%
COM
TWLO
0.53%
CL A
DUK
0.52%
COM NEW
RTN
0.5%
COM NEW
COF
0.48%
COM
ACN
0.48%
SHS CLASS A
STWD
0.48%
COM
ZION
0.48%
COM
GS
0.46%
COM
VFC
0.44%
COM
AIG
0.43%
COM NEW
RCL
0.4%
COM
PAYC
0.37%
COM
ICE
0.37%
COM
MMM
0.36%
COM
LULU
0.35%
COM
EQIX
0.34%
COM PAR $0.001
XOM
0.34%
COM
AMAT
0.34%
COM
ALXN
0.33%
COM
CMCSA
0.32%
CL A
PWR
0.31%
COM
SWK
0.3%
COM
NVDA
0.3%
COM
WORKDAY ...
0.29%
PRN
CSCO
0.28%
COM
NOC
0.27%
COM
EEM
0.27%
MSCI EMG MKT ETF
CSJ
0.25%
1-3 YR CR BD ETF
BIOMARIN...
0.23%
PRN
IWP
0.23%
RUS MD CP GR ETF
ARES CAP...
0.23%
PRN
IEMG
0.22%
CORE MSCI EMKT
WDAY
0.22%
CL A
C
0.22%
COM NEW
ARES CAP...
0.21%
PRN
LOW
0.21%
COM
LIBERTY ...
0.21%
PRN
ABBV
0.2%
COM
NEE/PR
0.2%
UNIT 09/01/2019
MRK
0.2%
COM
INTEL CO...
0.2%
PRN
TWITTER ...
0.2%
PRN
MS
0.2%
COM NEW
ILLUMINA...
0.19%
PRN
CCI/PA
0.19%
6.875% CON PFD A
SHY
0.18%
1-3 YR TR BD ETF
IH MERGE...
0.17%
PRN
GOOG
0.17%
CAP STK CL C
T
0.17%
COM
SBUX
0.17%
COM
UNP
0.17%
COM
WFC/PL
0.17%
PERP PFD CNV A
LIBERTY ...
0.17%
PRN
BAC/PL
0.17%
7.25%CNV PFD L
WRIGHT M...
0.16%
PRN
BDXA
0.16%
PFD SHS CONV A
CIU
0.16%
INTERM CR BD ETF
SRE/PA
0.15%
6% PFD CONV A
STZ
0.15%
CL A
CITRIX S...
0.15%
PRN
FIS
0.15%
COM
ENVESTNE...
0.15%
PRN
PDC ENER...
0.15%
PRN
TESLA IN...
0.14%
PRN
FTV/PA
0.14%
5% PFD CNV SER A
ETFC
0.14%
COM NEW
CAT
0.14%
COM
AMT
0.14%
COM
ROYAL GO...
0.14%
PRN
MNST
0.13%
COM
HUM
0.13%
COM
A
0.13%
COM
NFLX
0.13%
COM
EOG
0.13%
COM
IWF
0.13%
RUS 1000 GRW ETF
MDLZ
0.12%
CL A
SYK
0.12%
COM
WFC
0.11%
COM
MICROCHI...
0.11%
PRN
SWP
0.11%
UNIT 05/15/2020
ANTM
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
ON SEMIC...
0.11%
PRN
UAL
0.11%
COM
CSX
0.11%
COM
MUB
0.11%
NAT AMT FREE BD
BOOKING ...
0.1%
PRN
SHW
0.1%
COM
MGM
0.1%
COM
EXPE
0.1%
COM NEW
WBA
0.1%
COM
GE
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
MMC
0.09%
COM
SPY
0.09%
TR UNIT
IFFT
0.09%
UNIT 09/15/2021
TJX
0.09%
COM
NOVELLUS...
0.08%
PRN
GUIDEWIR...
0.08%
PRN
EXC
0.08%
COM
II-VI IN...
0.08%
PRN
INTC
0.08%
COM
DTV
0.07%
UNIT 99/99/9999
HES/PA
0.07%
DEP PDF SR A
RED HAT ...
0.07%
PRN
USB
0.07%
COM NEW
PM
0.07%
COM
SDY
0.07%
S&P DIVID ETF
PYPL
0.07%
COM
CME
0.07%
COM
PNC
0.07%
COM
APTV
0.07%
SHS
SLB
0.06%
COM
AKAMAI T...
0.06%
PRN
BOOKING ...
0.06%
PRN
CDW
0.06%
COM
TXN
0.06%
COM
HDV
0.06%
HIGH DIVIDND ETF
ILLUMINA...
0.06%
PRN
INFO
0.06%
SHS
RH...
0.06%
PRN
CELG
0.06%
COM
XLK
0.06%
TECHNOLOGY
MPC
0.06%
COM
MET
0.06%
COM
IWB
0.05%
RUS 1000 ETF
DLTR
0.05%
COM
CB
0.05%
COM
STARWOOD...
0.05%
PRN
NTRS
0.05%
COM
VDC
0.05%
CONSUM STP ETF
NSC
0.05%
COM
BRK.A
0.05%
CL A
MHK
0.05%
COM
VTI
0.04%
TOTAL STK MKT
GREENBRI...
0.04%
PRN
INNOVIVA...
0.04%
PRN
RP
0.04%
COM
PRU
0.04%
COM
CL
0.04%
COM
IDV
0.04%
INTL SEL DIV ETF
AMGN
0.04%
COM
LRCX
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
UTX
0.04%
COM
ZEN
0.04%
COM
DE
0.04%
COM
MO
0.04%
COM
VUG
0.04%
GROWTH ETF
DYCOM IN...
0.04%
PRN
AWK
0.04%
COM
ADVANCED...
0.03%
PRN
XEL
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
DISH NET...
0.03%
PRN
IONIS PH...
0.03%
PRN
WEX
0.03%
COM
NUVASIVE...
0.03%
PRN
VMC
0.03%
COM
VONG
0.03%
VNG RUS1000GRW
MU
0.03%
COM
QUOTIENT...
0.03%
PRN
REALPAGE...
0.03%
PRN
VIAVI SO...
0.03%
PRN
PACIRA P...
0.03%
PRN
ECHO GLO...
0.03%
PRN
EXACT SC...
0.03%
PRN
EVOLENT ...
0.02%
PRN
ALLSCRIP...
0.02%
PRN
SYNAPTIC...
0.02%
PRN
LUMENTUM...
0.02%
PRN
SM ENERG...
0.02%
PRN
CTRIP.CO...
0.02%
PRN
ATLAS AI...
0.02%
PRN
MICROCHI...
0.01%
PRN
PALO ALT...
0.01%
PRN
DEXCOM I...
0.01%
PRN
LIQT
0.01%
COM
ATLAS AI...
0.01%
PRN
TUTOR PE...
< 0.01%
PRN
ORCL
0.81%
COM
BK
0.51%
COM
ALTABA I...
0.14%
PRN
MCHP
0.09%
COM
FINISAR ...
0.09%
PRN
ABT
0.08%
COM
WORKDAY ...
0.07%
PRN
VEECO IN...
0.07%
PRN
STARWOOD...
0.06%
PRN
HAL
0.05%
COM
VEA
0.03%
FTSE DEV MKT ETF
HEI
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
LLY
0.03%
COM
IEF
0.03%
7-10 Y TR BD ETF
AIR LEAS...
0.03%
PRN
LQD
0.03%
IBOXX INV CP ETF
REDFIN C...
0.02%
PRN
IRONWOOD...
0.02%
PRN
SLM
0.02%
COM
ARCONIC ...
0.01%
PRN
ROVI COR...
0.01%
PRN