Baker Avenue Asset Management, LP Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$1.2T

Holdings

242

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (242 positions)

#StockSharesValue% PortfolioType
101
RFREGIONS FINANCIAL CORP NEW
119,250$1.7B0.14%
102
CSCOCISCO SYS INC
31,242$1.7B0.14%
103
FEXFIRST TR LARGE CAP CORE ALPHADEX FD COMSHS
28,070$1.7B0.14%
104
XLGRYDEX RUSSELL TOP 50 ETF
8,028$1.6B0.13%
105
PAYXPAYCHEX INC
20,282$1.6B0.13%
106
ACWXISHARES MSCI ACWI EX US INDEX FUND
35,100$1.6B0.13%
107
XYLXYLEM INC
20,099$1.6B0.13%
108
ECLECOLAB INC COM
8,914$1.6B0.13%
109
AFLAFLAC INC COM
30,665$1.5B0.13%
110
HDHOME DEPOT
7,906$1.5B0.12%
111
NVDANVIDIA CORP
8,336$1.5B0.12%
112
CREE INC
24,370$1.4B0.11%
113
VMCVULCAN MATLS CO COM
11,621$1.4B0.11%
114
PFEPFIZER INC COM
31,980$1.4B0.11%
115
COSTCOSTCO WHOLESALE CORP
5,583$1.4B0.11%
116
ABBVABBVIE INC COM
16,416$1.3B0.11%
117
UNHUNITEDHEALTH GROUP
5,344$1.3B0.11%
118
ABMDEURABIOMED INC
4,627$1.3B0.11%
119
PYPLPAYPAL HLDGS INC COM
12,689$1.3B0.11%
120
BEBLOOM ENERGY CORP COM CL A
101,065$1.3B0.11%
121
TXNTEXAS INSTRS INC COM
12,296$1.3B0.11%
122
VRTXVERTEX PHARMACEUTICALS IN
6,935$1.3B0.10%
123
IDXXIDEXX LABS INC
5,700$1.3B0.10%
124
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
21,218$1.2B0.10%
125
MINTPIMCO ENHANCED SHORT MATURITY ETF
11,991$1.2B0.10%
126
IGSBISHARES 1-3 YR CREDIT BOND ETF
22,549$1.2B0.10%
127
NEARISHARES SHORT MATURITY BOND ETF
23,692$1.2B0.10%
128
BKLNPOWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
52,483$1.2B0.10%
129
FCXFREEPORT MCMORAN COPPER
90,693$1.2B0.10%
130
IWNISHARES RUSSELL 2000 VALUE
9,685$1.2B0.10%
131
IWCISHARES RUSSELL MICROCAP INDEX
12,427$1.2B0.09%
132
INTCINTEL CORP COM
21,386$1.1B0.09%
133
VBRVANGUARD SMALL CAP VALUE ETF
8,740$1.1B0.09%
134
MDYS & P MID CAP 400 DEP RCPTS MID CAP
3,206$1.1B0.09%
135
HUNHUNTSMAN CORP
47,277$1.1B0.09%
136
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
5,295$1.1B0.09%
137
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
23,081$1.1B0.09%
138
FNDFLOOR & DECOR HLDGS INC CL A
25,267$1.0B0.09%
139
DPZDOMINOS PIZZA INC
3,960$1.0B0.08%
140
DHRDANAHER CORP
7,109$938.0M0.08%
141
DSIISHARES TR KLD 400 SOCIAL INDEX FD
8,689$916.0M0.08%
142
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
11,397$909.0M0.07%
143
ORCLORACLE CORPORATION
16,126$866.0M0.07%
144
JNJJOHNSON & JOHNSON COM
6,144$858.0M0.07%
145
NBISYANDEX N.V. COM CL A
24,487$840.0M0.07%
146
GRPNCHFGROUPON INC COM
233,606$829.0M0.07%
147
RRCRANGE RESOURCES CORP
73,200$822.0M0.07%
148
ESGEISHARES MSCI EM ESG SELECT ETF
24,122$821.0M0.07%
149
EEMISHARES MSCI EMERGING MARKETS ETF
18,578$797.0M0.07%
150
IJRISHARES S&P SMALLCAP 600 ETF
10,157$783.0M0.06%
151
SYYSYSCO CORP COM
11,516$768.0M0.06%
152
MCDMCDONALDS CORP COM
3,965$752.0M0.06%
153
ESGDISHARES MSCI EAFE ESG SELECT ETF
11,768$743.0M0.06%
154
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
47,322$742.0M0.06%
155
TRVCCITIGROUP INC
11,912$741.0M0.06%
156
XOPUSDSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
24,000$737.0M0.06%
157
IYCISHARES DJ US CONSUMER SERVICES
3,606$736.0M0.06%
158
GRMNGARMIN LTD
8,269$714.0M0.06%
159
FEYECHFFIREEYE INC
41,594$698.0M0.06%
160
SPYSPDR S&P 500 ETF
2,456$693.0M0.06%
161
IVWISHARES S&P 500 GROWTH ETF
3,888$670.0M0.06%
162
IUSGISHARES CORE S&P U.S. GROWTH ETF
10,935$659.0M0.05%
163
CPRICAPRI HOLDINGS LIMITED SHS
14,307$654.0M0.05%
164
CPE3EURCALLON PETROLEUM CORP
86,500$653.0M0.05%
165
GLOBGLOBANT S A COM
9,097$649.0M0.05%
166
PIIMPINJ INC COM
38,019$637.0M0.05%
167
SUSAISHARES KLD SEL SOC FD
5,379$636.0M0.05%
168
TFISPDR MUNICIPAL BOND ETF
12,885$634.0M0.05%
169
MLMMARTIN MARIETTA MATLS INC COM
3,100$623.0M0.05%
170
WIXWIX COM LTD SHS
5,061$611.0M0.05%
171
CIENCIENA CORP
15,995$597.0M0.05%
172
GTLSCHART INDUSTRIES INC
6,554$593.0M0.05%
173
FANGDIAMONDBACK ENERGY INC COM
5,837$592.0M0.05%
174
PHYS/USPROTT PHYSICAL GOLD TRUST
54,780$572.0M0.05%
175
DELLDELL TECHNOLOGIES INC CL C
9,680$568.0M0.05%
176
XYZSQUARE INC CL A
7,583$568.0M0.05%
177
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
24,943$565.0M0.05%
178
WYNNWYNN RESORTS LTD
4,678$558.0M0.05%
179
FTAFIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS
10,720$552.0M0.05%
180
MOSMOSAIC CO
19,980$545.0M0.04%
181
MARMARRIOTT INTL INC
3,988$498.0M0.04%
182
SG7SAGE THERAPEUTICS INC COM
3,000$477.0M0.04%
183
PANWPALO ALTO NETWORKS INC COM
1,921$466.0M0.04%
184
TAT&T INC COM
14,789$463.0M0.04%
185
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
27,606$458.0M0.04%
186
PNIPIMCO NEW YORK MUN FD II COM
36,583$438.0M0.04%
187
MDLZMONDELEZ INTL INC CL A
8,751$436.0M0.04%
188
MYLAN N V SHS EURO
15,235$431.0M0.04%
189
VOOVANGUARD S&P 500 ETF
1,627$422.0M0.03%
190
LQDISHARES IBOXX CORPORATE BOND ETF
3,502$416.0M0.03%
191
MLB1MERCADOLIBRE INC
821$416.0M0.03%
192
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
3,750$411.0M0.03%
193
IJJISHARES S&P MIDCAP 400 VALUE ETF
2,593$407.0M0.03%
194
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
7,140$404.0M0.03%
195
UTXZUNITED TECHNOLOGIES CORP COM
3,107$400.0M0.03%
196
NYFISHARES NEW YORK MUNI BOND ETF
7,130$398.0M0.03%
197
METAFACEBOOK INC CL A
2,336$389.0M0.03%
198
IWOISHARES RUSSELL 2000 GROWTH INDEX
1,967$386.0M0.03%
199
MRSHMARSH & MCLENNAN COS INC COM
4,075$382.0M0.03%
200
TDOCTELADOC HEALTH INC COM
6,800$378.0M0.03%
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