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Calamos Wealth Management

Latest statistics and disclosures from Calamos Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, IVV, IVW, IVE, and represent 27.61% of Calamos Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CAIQ (+$21M), AMD (+$18M), STX (+$14M), UNH (+$12M), CMI (+$8.4M), INTC (+$7.7M), CAIE (+$7.5M), MU (+$7.2M), RPRX (+$6.2M), PSMT (+$6.2M).
Started 51 new stock positions in CATH, Cogent Biosciences, COHR, Guardant Health, Etsy, XLI, IJT, BTGO, MGM, EXEL.
Reduced shares in these 10 stocks: GOOGL (-$25M), AVGO (-$13M), ZBRA (-$9.1M), AMZN (-$8.9M), IQV (-$8.7M), SPGI (-$7.7M), SPY (-$6.0M), INTU (-$5.2M), GOOG, DDOG.
Sold out of its positions in ASTS, ALK, ARE, BABA, AMT, COR, AME, ARES, ADSK, AVTR.
Calamos Wealth Management was a net buyer of stock by $23M.
Calamos Wealth Management has $3.3B in assets under management (AUM), dropping by 13.76%.
Central Index Key (CIK): 0001455258

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Portfolio Holdings for Calamos Wealth Management

Calamos Wealth Management holds 457 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.1	$235M		812k	289.36	View chart
NVIDIA Corporation (NVDA)	5.8	$192M		957k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$191M		255k	748.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.8	$158M		1.1M	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.2	$138M		606k	227.06	View chart
Microsoft Corporation (MSFT)	3.3	$108M		288k	373.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$102M	-19%	287k	357.37	View chart
Amazon (AMZN)	2.5	$82M	-9%	345k	238.34	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	2.4	$79M		1.0M	76.11	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.1	$70M	+6%	164k	426.40	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	1.9	$63M	+5%	1.3M	46.84	View chart
Broadcom (AVGO)	1.9	$61M	-17%	162k	377.75	View chart
Applied Materials (AMAT)	1.6	$54M	+3%	75k	723.00	View chart
Meta Platforms Cl A (META)	1.6	$53M		94k	563.29	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	1.6	$52M	+16%	1.9M	27.21	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	1.6	$51M	+5%	1.1M	48.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$45M		304k	148.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$40M	-13%	53k	746.77	View chart
Eli Lilly & Co. (LLY)	1.1	$37M		31k	1199.45	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.1	$35M	+13%	873k	40.13	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	1.0	$34M	+164%	1.3M	26.85	View chart
Visa Com Cl A (V)	0.9	$31M	-3%	91k	343.09	View chart
Johnson & Johnson (JNJ)	0.9	$30M	-2%	118k	253.97	View chart
JPMorgan Chase & Co. (JPM)	0.8	$28M	-4%	86k	327.33	View chart
Tesla Motors (TSLA)	0.8	$25M	+30%	59k	420.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$25M	+7%	51k	477.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$23M	-17%	64k	353.33	View chart
Advanced Micro Devices (AMD)	0.6	$21M	+500%	37k	580.91	View chart
Caterpillar (CAT)	0.6	$21M	+39%	20k	1064.90	View chart
Southern Company (SO)	0.6	$21M		220k	95.71	View chart
Home Depot (HD)	0.6	$21M		60k	352.68	View chart
Datadog Cl A Com (DDOG)	0.6	$21M	-18%	80k	260.36	View chart
Boeing Company (BA)	0.6	$21M		96k	216.47	View chart
Wal-Mart Stores (WMT)	0.6	$21M	-3%	182k	113.26	View chart
Chubb (CB)	0.6	$19M		57k	340.74	View chart
Lam Research Corp Com New (LRCX)	0.6	$19M	-3%	44k	433.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$19M		181k	103.88	View chart
Prologis (PLD)	0.6	$19M	-2%	137k	135.47	View chart
Morgan Stanley Com New (MS)	0.6	$18M	-2%	88k	209.04	View chart
American Express Company (AXP)	0.5	$18M		53k	338.25	View chart
Micron Technology (MU)	0.5	$18M	+67%	15k	1154.29	View chart
Texas Instruments Incorporated (TXN)	0.5	$18M		59k	298.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$17M	+17%	23k	736.40	View chart
Linde SHS (LIN)	0.5	$17M	-2%	33k	518.94	View chart
UnitedHealth (UNH)	0.5	$17M	+282%	41k	415.63	View chart
Chevron Corporation (CVX)	0.5	$17M	-20%	100k	165.76	View chart
Arista Networks Com Shs (ANET)	0.5	$16M	-22%	97k	169.88	View chart
Palo Alto Networks (PANW)	0.5	$16M	+3%	48k	341.02	View chart
Deere & Company (DE)	0.5	$16M	-2%	25k	634.33	View chart
Netflix (NFLX)	0.5	$15M	-23%	210k	71.40	View chart
Wells Fargo & Company (WFC)	0.5	$15M		181k	82.64	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.4	$15M	+2485%	15k	965.00	View chart
Waste Management (WM)	0.4	$15M	-4%	65k	222.88	View chart
TJX Companies (TJX)	0.4	$14M	-4%	94k	151.50	View chart
Royal Caribbean Cruises (RCL)	0.4	$14M	-2%	45k	317.53	View chart
Airbnb Com Cl A (ABNB)	0.4	$14M	-2%	99k	143.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$14M		143k	98.98	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.4	$14M	+16%	151k	91.64	View chart
Stryker Corporation (SYK)	0.4	$14M	-4%	44k	314.84	View chart
Intel Corporation (INTC)	0.4	$14M	+127%	98k	139.63	View chart
Eaton Corp SHS (ETN)	0.4	$13M	-3%	30k	426.12	View chart
Sherwin-Williams Company (SHW)	0.4	$13M	-3%	37k	344.32	View chart
Johnson Controls Internation SHS (JCI)	0.4	$12M	+50%	83k	146.11	View chart
Union Pacific Corporation (UNP)	0.4	$12M	+2%	45k	272.00	View chart
Doordash Cl A (DASH)	0.4	$12M	-3%	66k	184.53	View chart
Snowflake Com Shs (SNOW)	0.4	$12M	-6%	47k	254.50	View chart
Danaher Corporation (DHR)	0.4	$12M	-3%	63k	190.48	View chart
Moody's Corporation (MCO)	0.3	$11M		24k	452.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$11M	+10%	16k	686.79	View chart
Royalty Pharma Shs Class A (RPRX)	0.3	$11M	+140%	189k	56.07	View chart
Uber Technologies (UBER)	0.3	$10M	-5%	139k	72.16	View chart
Intuitive Surgical Com New (ISRG)	0.3	$9.9M	-7%	25k	397.68	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$9.7M	+4%	4.9k	1989.44	View chart
Ishares Msci Sth Kor Etf (EWY)	0.3	$9.6M	-2%	48k	201.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$9.3M	+11%	19k	500.39	View chart
Pepsi (PEP)	0.3	$9.1M		67k	135.40	View chart
Goldman Sachs (GS)	0.3	$9.0M	+21%	8.9k	1011.37	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$8.9M		93k	96.46	View chart
Nextera Energy (NEE)	0.3	$8.9M	-3%	102k	87.77	View chart
Costco Wholesale Corporation (COST)	0.3	$8.9M	-2%	9.5k	935.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$8.9M	-14%	92k	96.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$8.8M	+8%	24k	370.04	View chart
Synopsys (SNPS)	0.3	$8.7M	-4%	20k	446.07	View chart
Tower Semiconductor Shs New (TSEM)	0.3	$8.6M	-8%	33k	260.64	View chart
Cummins (CMI)	0.3	$8.4M	NEW	12k	713.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$7.0M	+309%	56k	124.17	View chart
Orix Corp Sponsored Adr (IX)	0.2	$6.9M	+11%	182k	38.04	View chart
Kla Corp Com New (KLAC)	0.2	$6.7M	+1009%	22k	301.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.7M	+304%	83k	80.57	View chart
Spotify Technology S A SHS (SPOT)	0.2	$6.5M	-8%	14k	459.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$6.3M		92k	68.41	View chart
PriceSmart (PSMT)	0.2	$6.2M	NEW	32k	195.34	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.0M	-2%	44k	136.72	View chart
Stmicroelectronics N V Ny Registry (STM)	0.2	$6.0M	NEW	80k	74.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.8M	+5%	19k	303.12	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$5.7M		429k	13.36	View chart
Nokia Corp Sponsored Adr (NOK)	0.2	$5.6M	NEW	419k	13.28	View chart
Viking Holdings Ord Shs (VIK)	0.2	$5.5M	+11%	52k	104.67	View chart
Coherent Corp (COHR)	0.2	$5.5M	NEW	14k	394.47	View chart
Calamos Etf Tr Nasdaq Equity (CANQ)	0.2	$5.2M	-11%	169k	30.60	View chart
Oracle Corporation (ORCL)	0.2	$5.2M	-8%	35k	146.55	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$5.0M	-12%	45k	110.35	View chart
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG)	0.1	$4.9M	+11%	206k	23.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.8M	+10%	23k	212.77	View chart
Nebius Group Shs Class A (NBIS)	0.1	$4.5M	NEW	16k	276.17	View chart
Servicenow (NOW)	0.1	$4.5M	+1440%	46k	99.28	View chart
Cigna Corp (CI)	0.1	$4.5M	+2%	16k	275.68	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$4.4M	+8%	42k	104.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.3M	-12%	11k	409.50	View chart
Peloton Interactive Cl A Com (PTON)	0.1	$4.3M		725k	5.91	View chart
McKesson Corporation (MCK)	0.1	$4.0M	-4%	5.3k	755.60	View chart
Ge Aerospace Com New (GE)	0.1	$4.0M	+3%	11k	373.73	View chart
Abbvie (ABBV)	0.1	$4.0M	-2%	16k	251.64	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.8M		5.8k	655.89	View chart
Sk Telecom Sponsored Adr (SKM)	0.1	$3.8M	-2%	117k	32.16	View chart
Applovin Corp Com Cl A (APP)	0.1	$3.7M	-13%	7.1k	515.23	View chart
Ge Vernova (GEV)	0.1	$3.6M	+11%	3.1k	1174.93	View chart
Southern Copper Corporation (SCCO)	0.1	$3.5M	+48%	20k	174.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.4M	-5%	6.6k	513.60	View chart
Technipfmc (FTI)	0.1	$3.4M	-24%	51k	66.30	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.4M		19k	177.47	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.3M	-9%	6.6k	509.46	View chart
Bank of America Corporation (BAC)	0.1	$3.3M		58k	56.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.2M	-6%	17k	189.73	View chart
Quanta Services (PWR)	0.1	$3.2M		4.4k	720.04	View chart
Cisco Systems (CSCO)	0.1	$3.1M		27k	117.46	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.9M	+483%	106k	27.41	View chart
Banco Santander Sa Adr (SAN)	0.1	$2.7M	NEW	199k	13.80	View chart
Calamos Etf Tr S&p 500 Structrd (CPSA)	0.1	$2.7M	-12%	99k	27.76	View chart
Calamos Etf Tr S&p 500 Str Sept (CPST)	0.1	$2.7M	-4%	98k	27.81	View chart
Merck & Co (MRK)	0.1	$2.7M		21k	128.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.7M	+630%	22k	119.52	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.6M		32k	82.84	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.6M	+157%	25k	107.62	View chart
Procter & Gamble Company (PG)	0.1	$2.4M	+2%	17k	146.64	View chart
Automatic Data Processing (ADP)	0.1	$2.4M		11k	223.95	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.4M		45k	53.19	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.1	$2.4M	-4%	88k	26.70	View chart
International Business Machines (IBM)	0.1	$2.3M		8.3k	281.21	View chart
HEICO Corporation (HEI)	0.1	$2.3M		6.6k	356.19	View chart
Alamos Gold Com Cl A (AGI)	0.1	$2.3M	-12%	76k	30.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.2M	-25%	3.00	748850.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.2M	+35%	12k	190.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.2M	+3%	9.1k	242.43	View chart
Cloudflare Cl A Com (NET)	0.1	$2.2M		8.9k	245.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.2M		28k	77.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$2.2M	+31%	41k	53.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.1M	+66%	9.7k	217.93	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.1M	+4%	18k	117.28	View chart
Calamos Etf Tr S&p 500 Str Apri (CPSP)	0.1	$2.0M	+45%	74k	26.91	View chart
Calamos Etf Tr S&p 500 Str Marc (CPSR)	0.1	$1.9M		72k	25.84	View chart
Coca-Cola Company (KO)	0.1	$1.8M	-9%	22k	81.27	View chart
McDonald's Corporation (MCD)	0.1	$1.8M	-8%	6.6k	270.31	View chart
Seagate Hdd Cayman Note 3.500% 6/0 (Principal)	0.1	$1.8M	+3%	151k	11.75	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$1.8M		85k	20.56	View chart
Enova Intl (ENVA)	0.1	$1.7M	-9%	7.1k	240.73	View chart
Calamos Etf Tr S&p 500 Str July (CPSJ)	0.1	$1.7M	-22%	61k	27.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.7M		20k	85.49	View chart
MKS Note 1.250% 6/0 (Principal)	0.0	$1.6M		556k	2.95	View chart
Citigroup Com New (C)	0.0	$1.6M		12k	139.96	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$1.6M	-8%	30k	53.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.6M	+22%	5.3k	300.45	View chart
Pfizer (PFE)	0.0	$1.6M	-3%	65k	24.08	View chart
Marriott Intl Cl A (MAR)	0.0	$1.6M	-18%	4.2k	370.59	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.5M		14k	110.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$1.5M	+82%	18k	83.75	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.5M	-9%	13k	117.67	View chart
Ryder System (R)	0.0	$1.5M	-15%	5.6k	263.77	View chart
Starbucks Corporation (SBUX)	0.0	$1.4M	-4%	14k	102.19	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.4M	+4%	5.9k	242.42	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.0	$1.4M	-8%	71k	19.89	View chart
Calamos Etf Tr Autoc Growt Etf	0.0	$1.4M	NEW	49k	27.71	View chart
Lowe's Companies (LOW)	0.0	$1.3M		6.0k	220.49	View chart
Calamos Etf Tr S&p 500 Stru Feb (CPSF)	0.0	$1.3M	-34%	50k	26.21	View chart
S&p Global (SPGI)	0.0	$1.3M	-85%	3.2k	407.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.3M	+19%	5.9k	219.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.3M	+4%	1.7k	763.14	View chart
Jabil Circuit (JBL)	0.0	$1.3M	-7%	3.3k	385.48	View chart
Allstate Corporation (ALL)	0.0	$1.3M	-7%	5.3k	237.94	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.3M	+4%	4.9k	255.67	View chart
Keysight Technologies (KEYS)	0.0	$1.2M	NEW	3.6k	350.07	View chart
Colgate-Palmolive Company (CL)	0.0	$1.2M	-5%	13k	91.68	View chart
Capital One Financial (COF)	0.0	$1.2M	+25%	6.1k	200.62	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$1.2M		48k	25.03	View chart
Calamos Etf Tr Russe 2000 July (CPRJ)	0.0	$1.2M		43k	27.67	View chart
Mosaic (MOS)	0.0	$1.2M	+99%	56k	21.19	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$1.2M	+4%	7.6k	152.18	View chart
Travelers Companies (TRV)	0.0	$1.1M		3.5k	330.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.1M	-3%	34k	33.29	View chart
Walt Disney Company (DIS)	0.0	$1.1M	-3%	12k	96.25	View chart
Booking Holdings (BKNG)	0.0	$1.1M	+2648%	6.3k	178.24	View chart
Boeing Dep Conv Pfd A (BA.PA)	0.0	$1.1M	+3%	17k	67.30	View chart
Equinix (EQIX)	0.0	$1.1M		1.1k	1042.39	View chart
Akamai Technologies Note 1.125% 2/1 (Principal)	0.0	$1.1M	+3%	938k	1.19	View chart
CSX Corporation (CSX)	0.0	$1.1M	+4%	23k	47.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.1M	+291%	14k	75.79	View chart
Badger Meter (BMI)	0.0	$1.1M		7.4k	148.38	View chart
Heico Corp Cl A (HEI.A)	0.0	$1.1M	-2%	4.2k	257.91	View chart
Consolidated Edison (ED)	0.0	$1.1M	-7%	9.7k	110.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.1M	+6%	4.5k	236.62	View chart
Huntington Ingalls Inds (HII)	0.0	$1.0M		3.7k	279.89	View chart
Western Digital Corp Note 3.000%11/1 (Principal)	0.0	$1.0M	-41%	61k	16.93	View chart
Altria (MO)	0.0	$1.0M		14k	71.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$996k	-5%	6.1k	164.27	View chart
Thermo Fisher Scientific (TMO)	0.0	$990k	-5%	2.0k	501.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$988k		3.2k	306.30	View chart
Etsy Note 1.000% 6/1 (Principal)	0.0	$974k	NEW	837k	1.16	View chart
Philip Morris International (PM)	0.0	$970k	-17%	5.4k	180.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$966k		12k	82.11	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.0	$963k	+10%	13k	76.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$962k	+68%	6.5k	147.73	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$947k	-2%	8.3k	114.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$946k	-48%	18k	52.41	View chart
Calamos Etf Tr Ladd S&p 500 Etf (CPSL)	0.0	$946k	+14%	34k	27.92	View chart
Palantir Technologies Cl A (PLTR)	0.0	$945k	+10%	8.1k	116.67	View chart
Datadog Note 12/0 (Principal)	0.0	$944k	+291%	665k	1.42	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$938k		9.1k	103.22	View chart
American Electric Power Company (AEP)	0.0	$923k	-21%	6.7k	136.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$918k	-33%	2.5k	368.38	View chart
Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD)	0.0	$914k		20k	44.95	View chart
Blue Owl Capital Com Cl A Put Option (OWL)	0.0	$913k	+169%	100k	9.13	View chart
Cms Energy Corp Note 3.375% 5/0 (Principal)	0.0	$910k	+3%	814k	1.12	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$901k	+32%	1.7k	522.39	View chart
Parker-Hannifin Corporation (PH)	0.0	$899k	+21%	919.00	978.12	View chart
Markel Corporation (MKL)	0.0	$896k	+14%	459.00	1953.01	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.0	$894k	NEW	740k	1.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$891k	+124%	5.7k	156.30	View chart
Qualcomm (QCOM)	0.0	$881k		4.8k	184.79	View chart
Alphabet Dep Shs Rp1/20 A	0.0	$873k	NEW	17k	50.89	View chart
Amgen (AMGN)	0.0	$872k	-58%	2.4k	362.12	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$871k	-10%	6.8k	127.81	View chart
MercadoLibre (MELI)	0.0	$869k		512.00	1697.39	View chart
Medtronic SHS (MDT)	0.0	$867k		11k	78.23	View chart
Progyny (PGNY)	0.0	$865k	-25%	30k	28.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$856k		13k	64.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$853k		27k	31.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$852k	+582%	9.9k	86.14	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$850k	-2%	4.3k	197.60	View chart
Fluor Corp Note 1.125% 8/1 (Principal)	0.0	$843k	+4%	637k	1.32	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$843k		9.3k	90.60	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.0	$842k	+3%	742k	1.14	View chart
salesforce (CRM)	0.0	$836k	-3%	5.3k	156.66	View chart
CVS Caremark Corporation (CVS)	0.0	$806k	+3%	7.8k	103.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$805k	-66%	10k	77.91	View chart
Astrazeneca Ord (AZN)	0.0	$798k	-84%	4.2k	189.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$785k		4.2k	188.09	View chart
Calamos Etf Tr Russe 2000 Octob (CPRO)	0.0	$781k	-21%	28k	28.17	View chart
Revolution Medicines Note 0.500% 5/0 (Principal)	0.0	$774k	NEW	613k	1.26	View chart
Novartis Sponsored Adr (NVS)	0.0	$768k	+20%	4.9k	156.73	View chart
Marvell Technology (MRVL)	0.0	$767k	NEW	2.6k	297.89	View chart
Calamos Etf Tr Russe 2000 Janua (CPRY)	0.0	$767k		27k	27.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$763k	-5%	6.1k	124.44	View chart
At&t (T)	0.0	$763k	-3%	37k	20.70	View chart
Calamos Etf Tr Nasd 100 St Sept (CPNS)	0.0	$750k	-20%	27k	28.11	View chart
Intuit (INTU)	0.0	$746k	-87%	2.9k	261.01	View chart
Republic Services (RSG)	0.0	$743k	-29%	3.5k	213.08	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$739k	+3%	669k	1.10	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$730k	+16%	4.6k	158.66	View chart
Verizon Communications (VZ)	0.0	$726k	+11%	17k	42.34	View chart
Wisdomtree Note 3.250% 8/1 (Principal)	0.0	$714k	+4%	469k	1.52	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$710k	NEW	4.9k	146.41	View chart
Vistra Energy (VST)	0.0	$708k	-8%	4.5k	158.63	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.0	$706k	+3%	589k	1.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$703k	NEW	8.5k	82.62	View chart
Williams Companies (WMB)	0.0	$693k	-12%	9.3k	74.34	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$692k		2.4k	285.58	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$686k		14k	50.42	View chart
Calamos Etf Tr Nasd 100 St June (CPNJ)	0.0	$683k	-11%	25k	27.63	View chart
Delta Air Lines Com New (DAL)	0.0	$673k		7.2k	93.66	View chart
Lyft Note 0.625% 3/0 (Principal)	0.0	$655k	+3%	624k	1.05	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$647k		4.6k	141.79	View chart
IPG Photonics Corporation (IPGP)	0.0	$634k	-10%	5.4k	117.32	View chart
Lumentum Hldgs Note 0.500% 6/1 (Principal)	0.0	$634k	-62%	97k	6.54	View chart
Axon Enterprise (AXON)	0.0	$628k		1.1k	560.61	View chart
Calamos Etf Tr Russe 2000 April (CPRA)	0.0	$622k		23k	27.66	View chart
Centerpoint Energy Note 4.250% 8/1 (Principal)	0.0	$620k	+3%	517k	1.20	View chart
Freeport Mcmoran CL B (FCX)	0.0	$606k	+6%	9.6k	62.89	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$595k	+5%	9.1k	65.61	View chart
Hubbell (HUBB)	0.0	$585k	-6%	1.1k	523.20	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$583k	NEW	3.3k	178.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$578k		8.1k	71.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$578k	-29%	19k	30.49	View chart
Norfolk Southern (NSC)	0.0	$577k		1.8k	314.59	View chart
Advanced Energy Inds Note 2.500% 9/1 (Principal)	0.0	$575k	-60%	208k	2.77	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.0	$573k	+36%	20k	29.26	View chart
Abbott Laboratories (ABT)	0.0	$564k	-36%	6.2k	90.74	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.0	$559k	-70%	2.1k	266.71	View chart
Duke Energy Corp Com New (DUK)	0.0	$559k	-10%	4.4k	126.58	View chart
United Parcel Svcs CL B (UPS)	0.0	$557k	-9%	5.2k	107.50	View chart
Calamos Etf Tr S&p 500 Str Octo (CPSO)	0.0	$553k	-21%	20k	27.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$550k	-39%	1.1k	496.73	View chart
Snowflake Note 10/0 (Principal)	0.0	$549k	+5%	311k	1.77	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.0	$533k	+4%	9.6k	55.35	View chart
Alliance Data Systems Corporation (BFH)	0.0	$530k		4.9k	108.35	View chart
General Dynamics Corporation (GD)	0.0	$527k	+12%	1.5k	354.24	View chart
Coinbase Global Com Cl A (COIN)	0.0	$526k		3.6k	146.19	View chart
Phillips 66 (PSX)	0.0	$521k		3.1k	169.05	View chart
Qxo 5.50 Dep Pfd (QXO.PB)	0.0	$521k	+4%	11k	48.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$514k	+3%	6.8k	75.51	View chart
Illinois Tool Works (ITW)	0.0	$504k	-18%	1.9k	270.47	View chart
Calamos Etf Tr Nasdaq 100 Strut (CPNM)	0.0	$492k	-3%	18k	26.78	View chart
Pjt Partners Com Cl A (PJT)	0.0	$486k		3.2k	150.94	View chart
Gilead Sciences (GILD)	0.0	$482k	-34%	3.8k	126.34	View chart
Live Nation Entertainment In Note 2.875% 1/1 (Principal)	0.0	$477k		398k	1.20	View chart
Truist Financial Corp equities (TFC)	0.0	$467k		9.4k	49.82	View chart
Bitgo Holdings Com Shs Cl A (BTGO)	0.0	$466k	NEW	90k	5.18	View chart
Amphenol Corp Cl A (APH)	0.0	$460k	+9%	2.6k	176.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$459k	+2%	2.9k	158.03	View chart
Calamos Etf Tr S&p 500 Prot Etf (CPSU)	0.0	$452k	NEW	16k	27.64	View chart
Guardant Health Note 11/1 (Principal)	0.0	$450k	NEW	363k	1.24	View chart
Cloudflare Note 6/1 (Principal)	0.0	$448k	NEW	353k	1.27	View chart
Nextera Energy Unit 02/15/2029 (NEE.PV)	0.0	$445k	+2%	9.3k	47.94	View chart
Emerson Electric (EMR)	0.0	$442k	-45%	3.1k	143.15	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$438k	-51%	8.1k	53.91	View chart
Metropcs Communications (TMUS)	0.0	$436k	-35%	2.6k	167.73	View chart
Bristol Myers Squibb (BMY)	0.0	$433k	-12%	7.5k	57.62	View chart
Western Digital (WDC)	0.0	$431k	-44%	675.00	638.72	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$428k		8.0k	53.47	View chart
Fortinet (FTNT)	0.0	$428k	-62%	2.8k	153.62	View chart
Woodward Governor Company (WWD)	0.0	$427k	-2%	1.0k	425.44	View chart
Honeywell International (HON)	0.0	$427k	NEW	1.9k	223.90	View chart
Honeywell Aerospace (HONA)	0.0	$421k	NEW	1.9k	221.08	View chart
Prudential Financial (PRU)	0.0	$421k	-24%	3.9k	107.93	View chart
Live Nation Entertainment (LYV)	0.0	$418k		2.3k	183.11	View chart
Carrier Global Corporation (CARR)	0.0	$416k	-7%	5.7k	73.35	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$411k	-75%	5.1k	81.00	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$409k		326.00	1254.50	View chart
Marsh & McLennan Companies (MRSH)	0.0	$408k		2.4k	166.67	View chart
Rivian Automotive Note 4.625% 3/1 (Principal)	0.0	$401k		338k	1.19	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$397k		3.7k	107.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$397k	+62%	4.4k	90.10	View chart
Ncl Corp Note 0.875% 4/1 (Principal)	0.0	$397k	NEW	355k	1.12	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.0	$395k	NEW	3.4k	115.66	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.0	$393k		9.0k	43.84	View chart
Calamos Etf Tr Nasdaq 100 Stru (CPNQ)	0.0	$392k	-12%	14k	27.41	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$387k	+6%	7.2k	53.61	View chart
Sofi Technologies (SOFI)	0.0	$383k		21k	17.93	View chart
Northrop Grumman Corporation (NOC)	0.0	$382k	+4%	749.00	509.31	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$380k	-17%	2.6k	144.61	View chart
Calamos Etf Tr Ante Glob Su Etf (SROI)	0.0	$379k		10k	37.43	View chart
Nicolet Bankshares (NIC)	0.0	$378k	NEW	2.3k	165.39	View chart
Dollar General (DG)	0.0	$372k	+4%	3.2k	115.11	View chart
ConocoPhillips (COP)	0.0	$369k	+29%	3.6k	103.96	View chart
Enterprise Products Partners (EPD)	0.0	$369k	+74%	10k	36.76	View chart
Snowflake Note 10/0 (Principal)	0.0	$366k		220k	1.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$366k	+5%	4.8k	76.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$362k	-11%	3.8k	96.43	View chart
Chipotle Mexican Grill (CMG)	0.0	$357k		11k	34.00	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$353k		4.6k	77.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$352k		1.0k	343.76	View chart
Ecolab (ECL)	0.0	$344k	-3%	1.2k	278.71	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$344k		2.1k	163.58	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$342k		2.7k	128.08	View chart
Intercontinental Exchange (ICE)	0.0	$339k		2.8k	123.11	View chart
General Motors Company (GM)	0.0	$336k	+11%	4.4k	77.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$333k		5.6k	59.69	View chart
Calamos Etf Tr S&p 500 Strcturd (CPSN)	0.0	$331k	-51%	12k	27.68	View chart
Cogent Biosciences Note 1.625%11/1 (Principal)	0.0	$330k	NEW	268k	1.23	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$324k	+26%	3.9k	83.31	View chart
Rockwell Automation (ROK)	0.0	$322k	-72%	650.00	495.08	View chart
Calamos Etf Tr Calamos Bit 80 S (CBTJ)	0.0	$322k	-10%	19k	17.26	View chart
PNC Financial Services (PNC)	0.0	$320k	+2%	1.3k	246.22	View chart
Boston Scientific Corporation (BSX)	0.0	$319k	-56%	7.5k	42.68	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$317k	-50%	5.5k	57.84	View chart
Repligen Corp Note 1.000%12/1 (Principal)	0.0	$316k		308k	1.03	View chart
Us Bancorp Com New (USB)	0.0	$315k	NEW	5.2k	60.40	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$314k		4.9k	64.12	View chart
Cadence Design Systems (CDNS)	0.0	$310k	-4%	826.00	375.32	View chart
Simon Property (SPG)	0.0	$308k	-4%	1.4k	223.65	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$304k	+2%	272k	1.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$303k		11k	27.70	View chart
Assurant (AIZ)	0.0	$301k	+4%	1.1k	268.53	View chart
Analog Devices (ADI)	0.0	$295k	+8%	743.00	397.19	View chart
Snap Note 0.500% 5/0 (Principal)	0.0	$290k		355k	0.82	View chart
Agnico (AEM)	0.0	$289k		1.9k	155.13	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$288k		15k	19.12	View chart
Calamos Etf Tr S&p 500 Struct (CPSY)	0.0	$286k	-27%	11k	25.70	View chart
Guidewire Software Note 1.250%11/0 (Principal)	0.0	$285k		296k	0.96	View chart
AFLAC Incorporated (AFL)	0.0	$285k	NEW	2.4k	117.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$284k		1.7k	164.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$281k		4.4k	63.99	View chart
Calamos Etf Tr Bitc 90 Ser July (CBXY)	0.0	$277k		13k	22.02	View chart
Air Products & Chemicals (APD)	0.0	$277k	+13%	944.00	293.18	View chart
Akamai Technologies Note 0.375% 9/0 (Principal)	0.0	$275k		229k	1.20	View chart
Bofa Fin MTNF 0.600% 5/2 (Principal)	0.0	$273k	+2%	217k	1.26	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$272k	NEW	8.0k	33.83	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$271k	NEW	1.5k	185.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$270k	-32%	807.00	334.82	View chart
Nextera Energy Unit 06/01/2027 (NEE.PS)	0.0	$270k	+4%	5.1k	53.14	View chart
Ageagle Aerial Sys Com Shs (UAVS)	0.0	$269k		302k	0.89	View chart
Aerovironment Note 7/1 (Principal)	0.0	$263k	+2%	279k	0.94	View chart
CenterPoint Energy (CNP)	0.0	$257k	-20%	5.8k	44.04	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$251k		5.7k	43.75	View chart
Targa Res Corp (TRGP)	0.0	$250k	-29%	934.00	268.14	View chart
Blackrock (BLK)	0.0	$250k	-2%	260.00	961.56	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.0	$250k	NEW	9.6k	25.99	View chart
MGM Resorts International. (MGM)	0.0	$249k	NEW	5.2k	47.81	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$246k	+340%	2.8k	87.91	View chart
F.N.B. Corporation (FNB)	0.0	$241k		13k	19.08	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.0	$241k		4.6k	52.85	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$241k		4.1k	58.98	View chart
Valero Energy Corporation (VLO)	0.0	$239k	-27%	918.00	260.44	View chart
FedEx Corporation (FDX)	0.0	$237k	-6%	758.00	313.13	View chart
L3harris Technologies (LHX)	0.0	$237k	-20%	815.00	290.59	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$236k		5.6k	41.91	View chart
Ionis Pharmaceuticals Note 1.750% 6/1 (Principal)	0.0	$235k	+2%	151k	1.55	View chart
Calamos Etf Tr Bitc 80 Ser July (CBTY)	0.0	$234k	-29%	12k	19.56	View chart
Solaris Energy Infras Note 0.250%10/0 (Principal)	0.0	$233k	+2%	144k	1.62	View chart
Corning Incorporated (GLW)	0.0	$232k	-65%	910.00	255.43	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$230k	-31%	4.2k	55.18	View chart
Old Dominion Freight Line (ODFL)	0.0	$228k		1.1k	216.60	View chart
Biogen Idec (BIIB)	0.0	$226k	NEW	1.0k	216.06	View chart
Vanguard World Health Car Etf (VHT)	0.0	$224k	-16%	749.00	299.01	View chart
Crane Company Common Stock (CR)	0.0	$223k	NEW	1.0k	223.07	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$222k	NEW	1.9k	118.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$222k		2.0k	110.15	View chart
Enbridge (ENB)	0.0	$221k	NEW	4.1k	54.21	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$221k	NEW	2.5k	88.50	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$221k	NEW	3.6k	61.32	View chart
Kraft Heinz (KHC)	0.0	$220k	+3%	9.3k	23.62	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$220k		9.1k	24.23	View chart
Cheesecake Factory Note 2.000% 3/1 (Principal)	0.0	$219k	NEW	172k	1.27	View chart
Exelixis (EXEL)	0.0	$218k	NEW	4.0k	54.41	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$217k	NEW	4.1k	52.76	View chart
Shell Spon Ads (SHEL)	0.0	$215k	+9%	2.8k	77.54	View chart
Packaging Corporation of America (PKG)	0.0	$215k	NEW	900.00	238.28	View chart
Macom Tech Solutions Hldgs I Note 12/1 (Principal)	0.0	$212k	-72%	92k	2.31	View chart
Calamos Etf Tr Bitcoin 80 Serie (CBTO)	0.0	$210k	-6%	11k	19.70	View chart
Edwards Lifesciences (EW)	0.0	$208k	-38%	2.3k	90.46	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$204k	NEW	2.7k	75.17	View chart
Liberty Media Corp Del Note 3.750% 3/1 (Principal)	0.0	$204k	NEW	178k	1.14	View chart
Cme (CME)	0.0	$204k	-56%	922.00	220.83	View chart
Hldgs (UAL)	0.0	$202k	NEW	1.5k	135.99	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$201k		1.8k	112.32	View chart
Broadridge Financial Solutions (BR)	0.0	$201k	+2%	1.5k	136.95	View chart
Viatris (VTRS)	0.0	$196k	+4%	12k	15.88	View chart
Liberty Media Corp Del Note 2.250% 8/1 (Principal)	0.0	$188k	+2%	152k	1.24	View chart
Wec Energy Group Note 4.375% 6/0 (Principal)	0.0	$181k		146k	1.24	View chart
Lumentum Hldgs Note 1.500%12/1 (Principal)	0.0	$172k	-17%	14k	12.31	View chart
Evergy Note 4.500%12/1 (Principal)	0.0	$165k		116k	1.42	View chart
Sitime Corp Note 6/1 (Principal)	0.0	$164k	NEW	148k	1.11	View chart
Varonis Sys Note 1.000% 9/1 (Principal)	0.0	$150k		154k	0.97	View chart
Nutanix Note 0.250%10/0 (Principal)	0.0	$146k	+2%	129k	1.13	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$141k		12k	11.74	View chart
Shake Shack Note 3/0 (Principal)	0.0	$137k	+2%	147k	0.93	View chart
Workiva Note 1.250% 8/1 (Principal)	0.0	$129k	+2%	137k	0.94	View chart
Travere Therapeutics Note 0.500% 5/1 (Principal)	0.0	$122k	NEW	103k	1.18	View chart
Tetra Tech DBCV 2.250% 8/1 (Principal)	0.0	$115k		109k	1.05	View chart
Bridgebio Pharma Note 2.500% 3/1 (Principal)	0.0	$114k	+3%	64k	1.79	View chart
Doordash Note 5/1 (Principal)	0.0	$105k	NEW	107k	0.98	View chart
Wec Energy Group Note 3.375% 6/0 (Principal)	0.0	$105k	NEW	101k	1.04	View chart
Arrowhead Pharmaceuticals In Note 1/1 (Principal)	0.0	$105k	NEW	87k	1.21	View chart
Draftkings Note 3/1 (Principal)	0.0	$93k		100k	0.93	View chart
Plug Pwr Com New (PLUG)	0.0	$87k	+6%	32k	2.71	View chart
Enovix Corp (ENVX)	0.0	$69k		11k	6.07	View chart
Compugen Ord (CGEN)	0.0	$63k		30k	2.14	View chart
Parsons Corp Del Note 2.625% 3/0 (Principal)	0.0	$14k		14k	0.99	View chart

Past Filings by Calamos Wealth Management

SEC 13F filings are viewable for Calamos Wealth Management going back to 2010

Calamos Wealth Management 2026 Q2 filed July 31, 2026
Calamos Wealth Management 2026 Q1 filed May 4, 2026
Calamos Wealth Management 2025 Q4 filed Jan. 29, 2026
Calamos Wealth Management 2025 Q3 filed Oct. 20, 2025
Calamos Wealth Management 2025 Q2 filed July 29, 2025
Calamos Wealth Management 2025 Q1 filed April 29, 2025
Calamos Wealth Management 2024 Q4 filed Jan. 24, 2025
Calamos Wealth Management 2024 Q3 filed Nov. 12, 2024
Calamos Wealth Management 2024 Q2 filed July 25, 2024
Calamos Wealth Management 2024 Q1 filed May 8, 2024
Calamos Wealth Management 2023 Q4 filed Jan. 31, 2024
Calamos Wealth Management 2023 Q3 filed Oct. 26, 2023
Calamos Wealth Management 2023 Q2 filed July 28, 2023
Calamos Wealth Management 2023 Q1 filed May 4, 2023
Calamos Wealth Management 2022 Q4 filed Jan. 26, 2023
Calamos Wealth Management 2022 Q3 filed Oct. 24, 2022

View all past filings

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