Calamos Wealth Management LLC
Calamos Wealth Management LLC, headquartered in Naperville, Illinois, is a subsidiary of Calamos Investments and specializes in private wealth and investment management for individuals, families, foundations, and institutions. The firm was founded in 2007 and offers tailored asset allocation, trust services, and access to experts such as estate planning attorneys and CPAs. It takes a team-based approach to delivering comprehensive wealth solutions and serves a diverse clientele including professional athletes, entrepreneurs, lawyers, doctors, businesses, charitable organizations, and pension/profit-sharing plans. As of recent counts, Calamos Investments (the parent company) employs over 300 people, with additional Calamos Wealth Management advisors throughout the US.
Investment Strategy
Calamos Wealth Management provides a comprehensive wealth management approach, emphasizing innovative, risk-managed investment strategies originally developed by Calamos Investments for sophisticated investors. The firm delivers tailored asset allocation solutions, trust services, and partners with specialists for estate, tax, and legacy planning. Investment portfolios are typically customized to client goals and risk tolerances, utilizing both in-house actively managed investment strategies (such as equities, fixed income, convertibles, alternatives) and third-party solutions, with a strong focus on risk management and long-term wealth creation for high-net-worth individuals and institutions.
Top Holdings
Equity Positions (345)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.20% | $199.9M | 785,082 | $104.75 | $254.63 | +$57.3M |
I IVV | ISHARES TR | 6.24% | $173.1M | 258,633 | $317.79 | $669.30 | +$14.1M |
N NVDA | NVIDIA CORPORATION | 6.01% | $166.8M | 894,125 | $43.36 | $186.58 | +$37.5M |
M MSFT | MICROSOFT CORP | 4.97% | $137.8M | 266,106 | $211.06 | $517.95 | +$16.6M |
I IVW | ISHARES TR | 4.82% | $133.7M | 1,107,429 | $69.12 | $120.72 | +$14.5M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | — | Put | $9.2M | 125 | $734.38 | $738.09 | 0 | +$2.0M |
T TM | TOYOTA MOTOR CORP | — | Call | $1.7M | 100 | $191.09 | $172.26 | 0 | -$42.7K |
S SPY | SPDR S&P 500 ETF TR | — | Call | $988.6K | 16 | $666.18 | $522.16 | 0 | +$93.5K |
I IWM | ISHARES TR | Bought | Call | $215.8K | 10 | $241.96 | $241.96 | +10 | +$215.8K |
G GDX | VANECK ETF TRUST | New | Call | $208.2K | 40 | $76.40 | $76.40 | +40 | +$208.2K |