Baker Avenue Asset Management, LP Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$1.1T

Holdings

237

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (237 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$51.0M
AGGISHARES AGGREGATE BOND ETF
$41.3M
SSDSIMPSON MANUFACTURING CO INC
$41.0M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$39.3M
IVEISHARES S&P 500 VALUE ETF
$37.5M
VEUVANGUARD FTSE ALL-WORLD EX-US
$27.1M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$26.0M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$25.9M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$24.6M
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$20.9M
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF
$19.7M
EFAISHARES MSCI EAFE ETF
$18.7M
MSFTMICROSOFT
$18.7M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$17.7M
EFGISHARES MSCI EAFE GROWTH ETF
$17.3M
IWFISHARES RUSSELL 1000 GROWTH ETF
$17.0M
ACWIISHARES TR MSCI ACWIINDEX FD
$16.8M
AMATAPPLIED MATLS INC COM
$16.2M
IBMINTL BUSINESS MACHINES
$16.0M
SCHWCHARLES SCHWAB CORP
$15.8M
VTVANGUARD TOTAL WORLD STOCK ETF
$15.7M
VVVANGUARD LARGE CAP
$15.4M
SDYSPDR SER TR S&P DIVID ETF
$15.0M
IWMISHARES RUSSELL 2000 ETF
$14.3M
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
$13.9M
QCOMQUALCOMM INC
$13.3M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$13.0M
SCZISHARES MSCI EAFE SMALL CAP ETF
$12.9M
VBVANGUARD SMALL CAP ETF
$11.6M
WYWEYERHAEUSER CO
$11.0M
XLFFINANCIAL SELECT SECTOR SPDR
$10.4M
AAPLAPPLE INC
$10.3M
IWOISHARES RUSSELL 2000 GROWTH INDEX
$10.2M
XLEENERGY SELECT SECTOR SPDR
$8.5M
IWCISHARES RUSSELL MICROCAP INDEX
$8.4M
IAIISHARES TR DOW JONESUS BROKER DEALERS INDEX FD
$8.4M
VMWEURVMWARE INC CL A CLASS A
$8.3M
CWBSPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
$8.3M
BSVVANGUARD SHORT TERM BOND
$8.3M
PFEPFIZER INC COM
$8.0M
XARSPDR S&P AEROSPACE & DEFENSE ETF
$7.9M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$7.9M
DOWDUPONT INC COM
$7.8M
AMZNAMAZON.COM INC
$7.5M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$7.5M
SONYSONY CORP SPONSORED ADR
$7.4M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$7.0M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$7.0M
TIPISHARES TIPS BOND ETF
$6.8M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.5M
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
$6.5M
JPMJPMORGAN CHASE & CO COM
$6.3M
AMGNAMGEN INC
$6.2M
IGSBISHARES 1-3 YR CREDIT BOND ETF
$6.2M
HONHONEYWELL INTL INC
$6.1M
INTCINTEL CORP COM
$6.0M
JNJJOHNSON & JOHNSON COM
$5.9M
FTIFMC TECHNOLOGIES INC
$5.5M
DISDISNEY WALT CO COM DISNEY
$5.2M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$4.8M
MOALTRIA GROUP INC COM
$4.7M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$4.7M
GSGOLDMAN SACHS GROUP INC
$4.6M
NOCNORTHROP GRUMMAN CORP COM
$4.6M
IBBISHARES NASDAQ BIOTECHNOLOGY
$4.6M
XLVHEALTH CARE SELECT SECTOR SPDR
$4.5M
FCXFREEPORT MCMORAN COPPER
$4.2M
POWERSHARES QQQ TR
$4.0M
XOMEXXON MOBIL CORP COM
$4.0M
XLBMATERIALS SELECT SECTOR SPDR
$4.0M
GOOGALPHABET INC CAP STK CL C
$3.9M
USBUS BANCORP DEL COM NEW
$3.7M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$3.4M
GLNGGOLAR LNG LTD SHS ISIN BMG9456A1009
$3.3M
GLWCORNING INC COM
$3.2M
ABBVABBVIE INC COM
$3.2M
GMGENERAL MOTORS CORP
$3.1M
CSXCSX CORP
$3.0M
IVWISHARES S&P 500 GROWTH ETF
$2.9M
DGROISHARES CORE DIVIDEND GROWTH ETF
$2.9M
URTHISHARES MSCI WORLD ETF
$2.9M
MYLAN N V SHS EURO
$2.7M
LBTYBLIBERTY GLOBAL PLC CL A
$2.7M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$2.6M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$2.5M
AKAMAKAMAI TECH
$2.5M
CVXCHEVRON CORP NEW COM
$2.3M
IWNISHARES RUSSELL 2000 VALUE
$2.3M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$2.3M
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$2.2M
XBISPDR BIOTECH ETF
$2.2M
4I1PHILIP MORRIS INTL INC
$2.1M
VNQVANGUARD REIT INDEX ETF
$2.0M
FEXFIRST TR LARGE CAP CORE ALPHADEX FD COMSHS
$2.0M
IJRISHARES S&P SMALLCAP 600 ETF
$1.9M
SUNTRUST BANKS INC
$1.9M
VYMVANGUARD HIGH DIVIDEND YIELD
$1.8M
CPE3EURCALLON PETROLEUM CORP
$1.8M
IGIBISHARES INTERMEDIATE CREDIT BOND ETF
$1.8M
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$1.8M
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