The Analysis of Calamos Wealth Management LLC's Holdings

Currently, Calamos Wealth Management LLC holds 426 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in UITB (+1.0M shares, valued at $47.7M), FESM (+926.6K shares, valued at $33.9M), AAPL (+89.9K shares, valued at $22.9M); decreased their positions in IJR (-242.7K shares, valued at $28.8M), VGLT (-344.9K shares, valued at $19.6M), EMR (-104.9K shares, valued at $13.8M); initiated new positions in UITB (+1.0M shares, valued at $47.7M), FESM (+926.6K shares, valued at $33.9M), CAIE (+448.8K shares, valued at $12.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC785.1K shares12.93%2025-09-302025-10-20

IVV ISHARES TR258.6K shares1.00%2025-09-302025-10-20

NVDA NVIDIA CORPORATION894.1K shares9.19%2025-09-302025-10-20

MSFT MICROSOFT CORP266.1K shares9.14%2025-09-302025-10-20

IVW ISHARES TR1.1M shares2.26%2025-09-302025-10-20

IVE ISHARES TR577.1K shares3.87%2025-09-302025-10-20

GOOGL ALPHABET INC369.8K shares1.55%2025-09-302025-10-20

AMZN AMAZON COM INC369.9K shares8.44%2025-09-302025-10-20

Sponsored

IWV ISHARES TR178.1K shares0.07%2025-09-302025-10-20

AVGO BROADCOM INC194.5K shares-3.37%2025-09-302025-10-20

ACWX ISHARES TR959.5K shares6.98%2025-09-302025-10-20

META META PLATFORMS INC66.7K shares27.31%2025-09-302025-10-20

UITB VICTORY PORTFOLIOS II1.0M sharesnew addition2025-09-302025-10-20

SPY SPDR S&P 500 ETF TR60.7K shares-3.37%2025-09-302025-10-20

IJR ISHARES TR287.9K shares-45.75%2025-09-302025-10-20

FESM FIDELITY COVINGTON TRUST926.6K sharesnew addition2025-09-302025-10-20

Sponsored

V VISA INC90.4K shares3.85%2025-09-302025-10-20

NFLX NETFLIX INC24.1K shares19.47%2025-09-302025-10-20

WMT WALMART INC272.5K shares3.93%2025-09-302025-10-20

HD HOME DEPOT INC68.3K shares6.94%2025-09-302025-10-20

JPM JPMORGAN CHASE & CO.78.1K shares3.44%2025-09-302025-10-20

LLY ELI LILLY & CO31.5K shares-18.16%2025-09-302025-10-20

JNJ JOHNSON & JOHNSON128.0K shares6.53%2025-09-302025-10-20

BA BOEING CO97.0K shares19.12%2025-09-302025-10-20

Sponsored

SO SOUTHERN CO220.2K shares-2.44%2025-09-302025-10-20

AXP AMERICAN EXPRESS CO61.4K shares10.73%2025-09-302025-10-20

CVX CHEVRON CORP NEW129.6K shares2307.41%2025-09-302025-10-20

UBER UBER TECHNOLOGIES INC201.2K shares24.91%2025-09-302025-10-20

ORCL ORACLE CORP67.4K shares-30.90%2025-09-302025-10-20

GOOG ALPHABET INC77.2K shares10.39%2025-09-302025-10-20

DASH DOORDASH INC67.6K shares3.72%2025-09-302025-10-20

WFC WELLS FARGO CO NEW218.9K shares7.14%2025-09-302025-10-20

Sponsored

EFA ISHARES TR190.2K shares7.94%2025-09-302025-10-20

TSLA TESLA INC39.6K shares36.85%2025-09-302025-10-20

DHR DANAHER CORPORATION85.6K shares40.98%2025-09-302025-10-20

TJX TJX COS INC NEW116.7K shares2.88%2025-09-302025-10-20

SPGI S&P GLOBAL INC34.6K shares32.18%2025-09-302025-10-20

TXN TEXAS INSTRS INC91.1K shares6023.79%2025-09-302025-10-20

PLD PROLOGIS INC.138.7K shares27.57%2025-09-302025-10-20

LIN LINDE PLC33.0K shares-8.61%2025-09-302025-10-20

Sponsored

BSX BOSTON SCIENTIFIC CORP155.0K shares52.32%2025-09-302025-10-20

ADI ANALOG DEVICES INC61.1K shares-19.87%2025-09-302025-10-20

AGG ISHARES TR148.0K shares6.57%2025-09-302025-10-20

RCL ROYAL CARIBBEAN GROUP45.2K shares6.35%2025-09-302025-10-20

TMUS T-MOBILE US INC60.1K shares1.78%2025-09-302025-10-20

BIL SPDR SERIES TRUST151.2K shares175.15%2025-09-302025-10-20

MS MORGAN STANLEY87.2K shares12.00%2025-09-302025-10-20

WM WASTE MGMT INC DEL62.3K shares2.68%2025-09-302025-10-20

Sponsored

DE DEERE & CO30.0K shares2.11%2025-09-302025-10-20

SPOT SPOTIFY TECHNOLOGY S A19.4K shares311.93%2025-09-302025-10-20

SNOW SNOWFLAKE INC59.4K shares2.38%2025-09-302025-10-20

SYK STRYKER CORPORATION36.3K shares4.16%2025-09-302025-10-20

SHW SHERWIN WILLIAMS CO38.3K shares-18.87%2025-09-302025-10-20

CAIE CALAMOS ETF TR448.8K sharesnew addition2025-09-302025-10-20

NOW SERVICENOW INC13.1K shares-5.93%2025-09-302025-10-20

TSM TAIWAN SEMICONDUCTOR MFG LTD42.3K shares10.84%2025-09-302025-10-20

Sponsored

CB CHUBB LIMITED41.7K shares2.30%2025-09-302025-10-20

ABNB AIRBNB INC97.0K shares1.70%2025-09-302025-10-20

CP CANADIAN PACIFIC KANSAS CITY154.1K shares-1.78%2025-09-302025-10-20

MMC MARSH & MCLENNAN COS INC54.7K shares1.82%2025-09-302025-10-20

ETN EATON CORP PLC28.9K sharesnew addition2025-09-302025-10-20

SNPS SYNOPSYS INC21.6K sharesnew addition2025-09-302025-10-20

MCO MOODYS CORP20.4K shares0.10%2025-09-302025-10-20

APO APOLLO GLOBAL MGMT INC71.9K sharesnew addition2025-09-302025-10-20

Sponsored

IEFA ISHARES TR109.5K shares3.88%2025-09-302025-10-20

USMV ISHARES TR94.9K shares0.41%2025-09-302025-10-20

NEE NEXTERA ENERGY INC108.8K shares-3.28%2025-09-302025-10-20

NU NU HLDGS LTD506.0K shares0.00%2025-09-302025-10-20

BRK.B BERKSHIRE HATHAWAY INC DEL15.6K shares23.58%2025-09-302025-10-20

COST COSTCO WHSL CORP NEW8.2K shares25.40%2025-09-302025-10-20

VOO VANGUARD INDEX FDS11.9K shares41.19%2025-09-302025-10-20

VTI VANGUARD INDEX FDS21.8K shares156.09%2025-09-302025-10-20

Sponsored

RSP INVESCO EXCHANGE TRADED FD T35.1K shares29.46%2025-09-302025-10-20

PTON PELOTON INTERACTIVE INC725.2K shares0.00%2025-09-302025-10-20

GS GOLDMAN SACHS GROUP INC8.1K shares3.87%2025-09-302025-10-20

IWF ISHARES TR13.7K shares3.15%2025-09-302025-10-20

APP APPLOVIN CORP8.8K shares0.31%2025-09-302025-10-20

AMAT APPLIED MATLS INC29.8K shares2.41%2025-09-302025-10-20

VO VANGUARD INDEX FDS20.2K shares0.85%2025-09-302025-10-20

SHV ISHARES TR52.9K shares0.30%2025-09-302025-10-20

Sponsored

QQQ INVESCO QQQ TR9.5K shares4.38%2025-09-302025-10-20

VEEV VEEVA SYS INC19.1K shares-13.51%2025-09-302025-10-20

DDOG DATADOG INC39.7K shares-69.55%2025-09-302025-10-20

EEM ISHARES TR102.9K shares0.00%2025-09-302025-10-20

XOM EXXON MOBIL CORP42.7K shares13.39%2025-09-302025-10-20

VB VANGUARD INDEX FDS17.9K shares-0.23%2025-09-302025-10-20

MCK MCKESSON CORP5.4K shares0.52%2025-09-302025-10-20

BABA ALIBABA GROUP HLDG LTD23.2K shares45.11%2025-09-302025-10-20

Sponsored

LRCX LAM RESEARCH CORP29.7K shares14.40%2025-09-302025-10-20

CPSA CALAMOS ETF TR143.0K shares8.07%2025-09-302025-10-20

IWB ISHARES TR10.4K shares16.51%2025-09-302025-10-20

VGLT VANGUARD SCOTTSDALE FDS66.4K shares-83.85%2025-09-302025-10-20

CPST CALAMOS ETF TR136.5K shares6.59%2025-09-302025-10-20

CLS CELESTICA INC14.7K sharesnew addition2025-09-302025-10-20

MA MASTERCARD INCORPORATED6.3K shares41.52%2025-09-302025-10-20

LMT LOCKHEED MARTIN CORP7.2K shares2.05%2025-09-302025-10-20

Sponsored

PG PROCTER AND GAMBLE CO23.1K shares0.82%2025-09-302025-10-20

SAP SAP SE13.0K shares-27.45%2025-09-302025-10-20

GE GE AEROSPACE11.4K shares-41.03%2025-09-302025-10-20

ABBV ABBVIE INC14.7K shares74.70%2025-09-302025-10-20

UNH UNITEDHEALTH GROUP INC9.8K shares7.92%2025-09-302025-10-20

KB KB FINL GROUP INC39.6K shares8.78%2025-09-302025-10-20

MELI MERCADOLIBRE INC1.4K shares-7.46%2025-09-302025-10-20

SHOP SHOPIFY INC21.7K shares472.63%2025-09-302025-10-20

Sponsored

IBIT ISHARES BITCOIN TRUST ETF49.3K shares81.01%2025-09-302025-10-20

SAN BANCO SANTANDER S.A.292.0K shares8.46%2025-09-302025-10-20

NBIS NEBIUS GROUP N.V.27.2K sharesnew addition2025-09-302025-10-20

FTI TECHNIPFMC PLC76.0K shares46.67%2025-09-302025-10-20

ANET ARISTA NETWORKS INC20.4K shares21.37%2025-09-302025-10-20

ASML ASML HOLDING N V3.0K shares-37.00%2025-09-302025-10-20

BAC BANK AMERICA CORP55.7K shares4.53%2025-09-302025-10-20

BSV VANGUARD BD INDEX FDS35.5K shares-8.36%2025-09-302025-10-20

Sponsored

AGI ALAMOS GOLD INC NEW74.6K shares-35.43%2025-09-302025-10-20

BCS BARCLAYS PLC124.7K shares13.10%2025-09-302025-10-20

SE SEA LTD14.3K shares-33.49%2025-09-302025-10-20

TME TENCENT MUSIC ENTMT GROUP109.1K sharesnew addition2025-09-302025-10-20

SMFG SUMITOMO MITSUI FINL GROUP I150.7K shares8.46%2025-09-302025-10-20

IGSB ISHARES TR46.9K shares119.12%2025-09-302025-10-20

INTU INTUIT3.6K shares-1.10%2025-09-302025-10-20

CPSJ CALAMOS ETF TR91.7K shares167.67%2025-09-302025-10-20

Sponsored

CPSD CALAMOS ETF TR95.4K shares0.00%2025-09-302025-10-20

IBN ICICI BANK LIMITED78.9K shares-14.46%2025-09-302025-10-20

IBM INTERNATIONAL BUSINESS MACHS8.3K shares75.73%2025-09-302025-10-20

KLAC KLA CORP2.2K shares4.83%2025-09-302025-10-20

ACN ACCENTURE PLC IRELAND9.2K shares9.37%2025-09-302025-10-20

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-10-20

ABT ABBOTT LABS16.1K shares90.11%2025-09-302025-10-20

RTX RTX CORPORATION12.7K shares28.40%2025-09-302025-10-20

Sponsored

HDV ISHARES TR16.7K shares121.30%2025-09-302025-10-20

CPNS CALAMOS ETF TR75.0K shares13.50%2025-09-302025-10-20

IEMG ISHARES INC30.6K shares7.24%2025-09-302025-10-20

NET CLOUDFLARE INC9.2K shares0.85%2025-09-302025-10-20

CAT CATERPILLAR INC4.1K shares38.04%2025-09-302025-10-20

CPSR CALAMOS ETF TR77.8K shares-14.73%2025-09-302025-10-20

MCD MCDONALDS CORP6.4K shares-2.95%2025-09-302025-10-20

XLY SELECT SECTOR SPDR TR7.9K shares1.18%2025-09-302025-10-20

Sponsored

CCJ CAMECO CORP22.0K sharesnew addition2025-09-302025-10-20

IGIB ISHARES TR32.9K shares-0.11%2025-09-302025-10-20

CPSF CALAMOS ETF TR67.6K shares-2.64%2025-09-302025-10-20

IWD ISHARES TR8.3K shares7.61%2025-09-302025-10-20

IJH ISHARES TR25.8K shares-1.76%2025-09-302025-10-20

CSCO CISCO SYS INC24.1K shares9.50%2025-09-302025-10-20

CSQ CALAMOS STRATEGIC TOTAL RETU85.2K shares0.00%2025-09-302025-10-20

AMGN AMGEN INC5.8K shares136.11%2025-09-302025-10-20

Sponsored

PFE PFIZER INC63.5K shares-0.42%2025-09-302025-10-20

INTC INTEL CORP47.1K shares30.53%2025-09-302025-10-20

SMH VANECK ETF TRUST4.8K shares5.67%2025-09-302025-10-20

DIS DISNEY WALT CO13.5K shares13.45%2025-09-302025-10-20

IWR ISHARES TR15.6K shares12.45%2025-09-302025-10-20

LOW LOWES COS INC5.9K shares-4.66%2025-09-302025-10-20

HII HUNTINGTON INGALLS INDS INC5.1K shares0.10%2025-09-302025-10-20

PWR QUANTA SVCS INC3.5K shares0.51%2025-09-302025-10-20

Sponsored

XLK SELECT SECTOR SPDR TR5.2K shares1.98%2025-09-302025-10-20

VXUS VANGUARD STAR FDS19.0K sharesnew addition2025-09-302025-10-20

MUFG MITSUBISHI UFJ FINL GROUP IN85.7K sharesnew addition2025-09-302025-10-20

PEP PEPSICO INC9.7K shares85.78%2025-09-302025-10-20

CPSP CALAMOS ETF TR52.5K shares-11.04%2025-09-302025-10-20

CPRJ CALAMOS ETF TR50.5K shares3.84%2025-09-302025-10-20

MO ALTRIA GROUP INC20.1K shares411.86%2025-09-302025-10-20

MRK MERCK & CO INC15.8K shares9.38%2025-09-302025-10-20

Sponsored

CL COLGATE PALMOLIVE CO15.7K shares-1.66%2025-09-302025-10-20

TRV TRAVELERS COMPANIES INC4.5K shares3.76%2025-09-302025-10-20

T AT&T INC44.2K shares237.12%2025-09-302025-10-20

GEV GE VERNOVA INC2.0K shares-53.27%2025-09-302025-10-20

SBUX STARBUCKS CORP14.3K shares4.52%2025-09-302025-10-20

BKNG BOOKING HOLDINGS INC224 shares0.45%2025-09-302025-10-20

MDT MEDTRONIC PLC12.6K shares30.52%2025-09-302025-10-20

SEAGATE HDD CAYMAN SEAGATE HDD CAYMAN412.0K shares-8.24%2025-09-302025-10-20

Sponsored

CANQ CALAMOS ETF TR38.2K sharesnew addition2025-09-302025-10-20

ALL ALLSTATE CORP5.3K sharesnew addition2025-09-302025-10-20

MPC MARATHON PETE CORP5.9K shares6.94%2025-09-302025-10-20

GLD SPDR GOLD TR3.2K shares243.48%2025-09-302025-10-20

BX BLACKSTONE INC6.6K shares98.37%2025-09-302025-10-20

RSG REPUBLIC SVCS INC4.7K shares36.70%2025-09-302025-10-20

IGV ISHARES TR9.3K shares0.00%2025-09-302025-10-20

IWM ISHARES TR4.4K shares-19.15%2025-09-302025-10-20

Sponsored

MU MICRON TECHNOLOGY INC6.3K shares1.07%2025-09-302025-10-20

SDY SPDR SERIES TRUST7.4K shares-1.67%2025-09-302025-10-20

PLTR PALANTIR TECHNOLOGIES INC5.7K sharesnew addition2025-09-302025-10-20

BA-PA BOEING CO14.5K shares-4.69%2025-09-302025-10-20

ED CONSOLIDATED EDISON INC10.0K shares82.96%2025-09-302025-10-20

VST VISTRA CORP5.1K shares-1.51%2025-09-302025-10-20

NYF ISHARES TR18.5K shares177.24%2025-09-302025-10-20

SHY ISHARES TR11.9K shares0.00%2025-09-302025-10-20

Sponsored

KO COCA COLA CO14.8K shares-6.41%2025-09-302025-10-20

VZ VERIZON COMMUNICATIONS INC22.3K sharesnew addition2025-09-302025-10-20

COF CAPITAL ONE FINL CORP4.6K shares13.64%2025-09-302025-10-20

MOS MOSAIC CO NEW28.0K shares0.00%2025-09-302025-10-20

C CITIGROUP INC9.5K shares94.13%2025-09-302025-10-20

VTV VANGUARD INDEX FDS5.1K shares3.29%2025-09-302025-10-20

AXON AXON ENTERPRISE INC1.3K shares123.91%2025-09-302025-10-20

VOT VANGUARD INDEX FDS3.2K shares1.77%2025-09-302025-10-20

Sponsored

QUAL ISHARES TR4.7K shares55.55%2025-09-302025-10-20

EQIX EQUINIX INC1.2K shares0.17%2025-09-302025-10-20

AMD ADVANCED MICRO DEVICES INC5.6K shares5.01%2025-09-302025-10-20

ENVA ENOVA INTL INC7.8K shares0.00%2025-09-302025-10-20

PM PHILIP MORRIS INTL INC5.4K shares16.45%2025-09-302025-10-20

UNP UNION PAC CORP3.7K shares97.39%2025-09-302025-10-20

XOP SPDR SERIES TRUST6.6K shares0.00%2025-09-302025-10-20

HPE-PC HEWLETT PACKARD ENTERPRISE C12.7K shares31.00%2025-09-302025-10-20

Sponsored

PGNY PROGYNY INC40.0K shares0.00%2025-09-302025-10-20

CMS ENERGY CORP CMS ENERGY CORP775.0K shares-6.40%2025-09-302025-10-20

CPNJ CALAMOS ETF TR31.7K shares-9.10%2025-09-302025-10-20

HON HONEYWELL INTL INC3.9K shares1.00%2025-09-302025-10-20

VIG VANGUARD SPECIALIZED FUNDS3.8K shares7.97%2025-09-302025-10-20

PPL CAP FDG INC PPL CAP FDG INC706.0K shares-5.87%2025-09-302025-10-20

MKS INC. MKS INC.722.0K shares-5.74%2025-09-302025-10-20

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC643.0K shares-5.86%2025-09-302025-10-20

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW724.0K shares-6.22%2025-09-302025-10-20

MKL MARKEL GROUP INC400 shares0.00%2025-09-302025-10-20

VEU VANGUARD INTL EQUITY INDEX F10.6K sharesnew addition2025-09-302025-10-20

CPRY CALAMOS ETF TR28.7K shares-37.25%2025-09-302025-10-20

EMR EMERSON ELEC CO5.6K shares-94.94%2025-09-302025-10-20

VOE VANGUARD INDEX FDS4.2K shares1.16%2025-09-302025-10-20

CRM SALESFORCE INC3.1K shares18.75%2025-09-302025-10-20

LUMENTUM HLDGS INC LUMENTUM HLDGS INC518.0K sharesnew addition2025-09-302025-10-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.5K shares21.42%2025-09-302025-10-20

CRWD CROWDSTRIKE HLDGS INC1.5K sharesnew addition2025-09-302025-10-20

ADVANCED ENERGY INDS ADVANCED ENERGY INDS517.0K shares297.69%2025-09-302025-10-20

COIN COINBASE GLOBAL INC2.1K sharesnew addition2025-09-302025-10-20

CBTJ CALAMOS ETF TR24.8K shares-1.95%2025-09-302025-10-20

AEROVIRONMENT INC AEROVIRONMENT INC568.0K sharesnew addition2025-09-302025-10-20

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL531.0K shares-5.35%2025-09-302025-10-20

VUG VANGUARD INDEX FDS1.5K shares23.51%2025-09-302025-10-20

Sponsored

SPOTIFY USA INC SPOTIFY USA INC508.0K shares-5.22%2025-09-302025-10-20

SJNK SPDR SERIES TRUST26.9K shares-13.77%2025-09-302025-10-20

SOUTHERN CO SOUTHERN CO617.0K shares-4.93%2025-09-302025-10-20

IUSG ISHARES TR4.2K shares0.00%2025-09-302025-10-20

CALAMOS ETF TR CALAMOS ETF TR25.3K shares-17.34%2025-09-302025-10-20

BLK BLACKROCK INC558 shares64.60%2025-09-302025-10-20

DUK DUKE ENERGY CORP NEW5.2K shares93.63%2025-09-302025-10-20

LYFT INC LYFT INC495.0K sharesnew addition2025-09-302025-10-20

Sponsored

ONEQ FIDELITY COMWLTH TR7.2K shares5.68%2025-09-302025-10-20

QCOM QUALCOMM INC3.8K shares31.84%2025-09-302025-10-20

COINBASE GLOBAL INC COINBASE GLOBAL INC484.0K shares255.88%2025-09-302025-10-20

SCHW SCHWAB CHARLES CORP6.4K sharesnew addition2025-09-302025-10-20

VONG VANGUARD SCOTTSDALE FDS4.9K shares15.13%2025-09-302025-10-20

CPRO CALAMOS ETF TR22.3K shares19.53%2025-09-302025-10-20

NVS NOVARTIS AG4.6K shares79.98%2025-09-302025-10-20

RSPT INVESCO EXCHANGE TRADED FD T13.3K shares0.00%2025-09-302025-10-20

Sponsored

CME CME GROUP INC2.2K shares166.30%2025-09-302025-10-20

WISDOMTREE INC WISDOMTREE INC446.0K sharesnew addition2025-09-302025-10-20

APO-PA APOLLO GLOBAL MGMT INC8.2K shares-6.84%2025-09-302025-10-20

MUB ISHARES TR5.4K shares-1.69%2025-09-302025-10-20

HUBB HUBBELL INC1.3K shares-12.29%2025-09-302025-10-20

SOFI SOFI TECHNOLOGIES INC21.3K sharesnew addition2025-09-302025-10-20

QXO-PB QXO INC10.2K shares-7.24%2025-09-302025-10-20

PH PARKER-HANNIFIN CORP730 shares-4.82%2025-09-302025-10-20

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CPNM CALAMOS ETF TR21.3K shares-48.80%2025-09-302025-10-20

VGT VANGUARD WORLD FD730 shares52.08%2025-09-302025-10-20

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FTEC FIDELITY COVINGTON TRUST2.4K shares0.00%2025-09-302025-10-20

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COP CONOCOPHILLIPS5.6K sharesnew addition2025-09-302025-10-20

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CPSM CALAMOS ETF TR18.2K shares-40.02%2025-09-302025-10-20

CSX CSX CORP14.5K shares-5.26%2025-09-302025-10-20

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NSC NORFOLK SOUTHN CORP1.7K shares-52.19%2025-09-302025-10-20

MPWR MONOLITHIC PWR SYS INC542 sharesnew addition2025-09-302025-10-20

MSTR STRATEGY INC1.5K sharesnew addition2025-09-302025-10-20

IPGP IPG PHOTONICS CORP6.3K shares-0.29%2025-09-302025-10-20

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ENPH ENPHASE ENERGY INC14.0K shares17.06%2025-09-302025-10-20

CVS CVS HEALTH CORP6.5K shares39.00%2025-09-302025-10-20

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MCHPP MICROCHIP TECHNOLOGY INC.8.1K shares-5.94%2025-09-302025-10-20

TTC TORO CO6.2K sharesnew addition2025-09-302025-10-20

FI FISERV INC3.6K shares73.14%2025-09-302025-10-20

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SNOWFLAKE INC SNOWFLAKE INC295.0K sharesnew addition2025-09-302025-10-20

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CALAMOS ETF TR CALAMOS ETF TR17.6K sharesnew addition2025-09-302025-10-20

UBS UBS GROUP AG11.1K shares14.00%2025-09-302025-10-20

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FTNT FORTINET INC5.1K sharesnew addition2025-09-302025-10-20

AEP AMERICAN ELEC PWR CO INC3.8K sharesnew addition2025-09-302025-10-20

CALAMOS ETF TR CALAMOS ETF TR15.6K shares-16.18%2025-09-302025-10-20

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MAR MARRIOTT INTL INC NEW1.6K shares6.57%2025-09-302025-10-20

NVO NOVO-NORDISK A S7.5K shares5.87%2025-09-302025-10-20

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CPNQ CALAMOS ETF TR15.8K shares-27.06%2025-09-302025-10-20

PRU PRUDENTIAL FINL INC4.0K sharesnew addition2025-09-302025-10-20

AXON ENTERPRISE INC AXON ENTERPRISE INC130.0K shares-21.21%2025-09-302025-10-20

XLE SELECT SECTOR SPDR TR4.5K shares0.00%2025-09-302025-10-20

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ECL ECOLAB INC1.5K sharesnew addition2025-09-302025-10-20

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MSI MOTOROLA SOLUTIONS INC877 sharesnew addition2025-09-302025-10-20

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FSEC FIDELITY MERRIMACK STR TR9.0K shares0.00%2025-09-302025-10-20

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XLV SELECT SECTOR SPDR TR2.7K shares-1.47%2025-09-302025-10-20

CPSY CALAMOS ETF TR15.4K shares0.00%2025-09-302025-10-20

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VYM VANGUARD WHITEHALL FDS2.7K shares1.91%2025-09-302025-10-20

PFF ISHARES TR11.7K shares5.21%2025-09-302025-10-20

USB US BANCORP DEL7.7K sharesnew addition2025-09-302025-10-20

UPS UNITED PARCEL SERVICE INC4.4K sharesnew addition2025-09-302025-10-20

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LYV LIVE NATION ENTERTAINMENT IN2.2K shares0.09%2025-09-302025-10-20

DVY ISHARES TR2.5K shares0.00%2025-09-302025-10-20

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PANW PALO ALTO NETWORKS INC1.7K shares-15.95%2025-09-302025-10-20

ZTS ZOETIS INC2.4K shares-97.23%2025-09-302025-10-20

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UPRO PROSHARES TR3.2K shares0.00%2025-09-302025-10-20

NOC NORTHROP GRUMMAN CORP578 shares25.93%2025-09-302025-10-20

FCX FREEPORT-MCMORAN INC8.8K shares-6.73%2025-09-302025-10-20

ROK ROCKWELL AUTOMATION INC982 shares-22.62%2025-09-302025-10-20

SWKS SKYWORKS SOLUTIONS INC4.4K sharesnew addition2025-09-302025-10-20

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SLV ISHARES SILVER TR8.0K sharesnew addition2025-09-302025-10-20

SROI CALAMOS ETF TR10.1K shares0.00%2025-09-302025-10-20

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BK BANK NEW YORK MELLON CORP3.1K sharesnew addition2025-09-302025-10-20

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CLOUDFLARE INC CLOUDFLARE INC258.0K shares1.57%2025-09-302025-10-20

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STRATEGY INC STRATEGY INC199.0K shares40.14%2025-09-302025-10-20

NTNX NUTANIX INC4.2K sharesnew addition2025-09-302025-10-20

PEGA PEGASYSTEMS INC5.3K sharesnew addition2025-09-302025-10-20

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HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC259.0K shares1.17%2025-09-302025-10-20

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CHD CHURCH & DWIGHT CO INC3.3K sharesnew addition2025-09-302025-10-20

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KKR KKR & CO INC2.1K shares4.51%2025-09-302025-10-20

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TYLER TEX INDPT SCH DIST TYLER TEX INDPT SCH DIST220.0K shares1.38%2025-09-302025-10-20

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LUMENTUM HLDGS INC LUMENTUM HLDGS INC82.0K shares-89.61%2025-09-302025-10-20

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN117.0K shares-65.59%2025-09-302025-10-20

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NUTANIX INC NUTANIX INC123.0K shares-75.35%2025-09-302025-10-20

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VARONIS SYS INC VARONIS SYS INC146.0K sharesnew addition2025-09-302025-10-20

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INTEGER HLDGS CORP INTEGER HLDGS CORP101.0K shares-72.85%2025-09-302025-10-20

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NORTHERN OIL & GAS INC NORTHERN OIL & GAS INC97.0K shares0.00%2025-09-302025-10-20

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BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC60.0K shares0.00%2025-09-302025-10-20

REPLIGEN CORP REPLIGEN CORP64.0K shares0.00%2025-09-302025-10-20

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Q2 HLDGS INC Q2 HLDGS INC26.0K shares-89.56%2025-09-302025-10-20

Call Option Holdings

TM Call CallTOYOTA MOTOR CORP10.0K shares0.00%2025-09-302025-10-20

SPY Call CallSPDR S&P 500 ETF TR1.6K shares0.00%2025-09-302025-10-20

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GDX Call CallVANECK ETF TRUST4.0K sharesnew addition2025-09-302025-10-20

AAPL Call CallAPPLE INC1.0K shares0.00%2025-09-302025-10-20

Put Option Holdings

META Put PutMETA PLATFORMS INC12.5K shares0.00%2025-09-302025-10-20