Baker Avenue Asset Management, LP Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$839.0M

Holdings

196

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (196 positions)

StockValue
SSDSIMPSON MANUFACTURING CO INC
$143.7M
BNDVANGUARD TOTAL BOND MARKET ETF
$63.6M
AGGISHARES AGGREGATE BOND ETF
$59.5M
IVVISHARES S&P 500 INDEX
$59.0M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$49.5M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$49.3M
VVVANGUARD LARGE CAP
$43.8M
MSFTMICROSOFT
$19.6M
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF
$19.5M
AAPLAPPLE INC
$15.3M
IWFISHARES RUSSELL 1000 GROWTH ETF
$10.2M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$10.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$9.9M
EFAISHARES MSCI EAFE ETF
$9.9M
IWMISHARES RUSSELL 2000 ETF
$9.8M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
$9.2M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$9.1M
EFGISHARES MSCI EAFE GROWTH ETF
$8.5M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$8.3M
AMZNAMAZON.COM INC
$8.0M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$7.9M
IVEISHARES S&P 500 VALUE ETF
$7.2M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$6.8M
BSVVANGUARD SHORT TERM BOND
$5.9M
AMATAPPLIED MATLS INC COM
$5.8M
ABBVABBVIE INC COM
$5.7M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$5.7M
IBBISHARES NASDAQ BIOTECHNOLOGY
$5.3M
XLVHEALTH CARE SELECT SECTOR SPDR
$5.2M
SCHZSCHWAB US AGGREGATE BOND ETF
$5.2M
SCHWCHARLES SCHWAB CORP
$5.0M
STIPISHARES 0-5 YR TIPS BOND ETF
$5.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$4.9M
AMGNAMGEN INC
$4.6M
XLFFINANCIAL SELECT SECTOR SPDR
$4.3M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$4.3M
SPYSPDR S&P 500 ETF
$4.0M
UPSUNITED PARCEL SERVICE INC
$3.6M
JPMJPMORGAN CHASE & CO COM
$3.6M
GOOGLGOOGLE INC
$3.6M
VEUVANGUARD FTSE ALL-WORLD EX-US
$3.6M
LHXL3HARRIS TECHNOLOGIES INC COM
$3.5M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$3.4M
AGGYWISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
$3.0M
ERICERICSSON ADR B SEK 10
$3.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$2.7M
CVXCHEVRON CORP NEW COM
$2.3M
GOOGALPHABET INC CAP STK CL C
$2.2M
BACBK OF AMERICA CORP COM
$2.2M
ORCLORACLE CORPORATION
$1.9M
DYHTARGET CORP COM
$1.9M
NVDANVIDIA CORP
$1.9M
HDHOME DEPOT
$1.8M
COSTCOSTCO WHOLESALE CORP
$1.7M
FISVFISERV INC
$1.7M
HONHONEYWELL INTL INC
$1.7M
UNHUNITEDHEALTH GROUP
$1.7M
VTVANGUARD TOTAL WORLD STOCK ETF
$1.6M
LOWLOWES COS INC COM
$1.5M
DGROISHARES CORE DIVIDEND GROWTH ETF
$1.4M
DISDISNEY WALT CO COM DISNEY
$1.4M
MRSHMARSH & MCLENNAN COS INC COM
$1.3M
MINTPIMCO ENHANCED SHORT MATURITY ETF
$1.3M
VRTXVERTEX PHARMACEUTICALS IN
$1.3M
SNAPSNAP INC CL A
$1.2M
ACWIISHARES TR MSCI ACWIINDEX FD
$1.2M
ABMDEURABIOMED INC
$1.2M
PYPLPAYPAL HLDGS INC COM
$1.2M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$1.2M
NEARISHARES SHORT MATURITY BOND ETF
$1.2M
UBERUBER TECHNOLOGIES INC COM
$1.1M
FCXFREEPORT MCMORAN COPPER
$1.1M
GLUUGLU MOBILE INC
$1.1M
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$1.0M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.0M
STZCONSTELLATION BRANDS INC CL A
$1.0M
SONYSONY CORP SPONSORED ADR
$1.0M
MRVLMARVELL TECHNOLOGY GROUP LTD
$998K
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$991K
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
$985K
IAUUSDISHARES GOLD TRUST ETF
$975K
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$929K
IGSBISHARES 1-3 YR CREDIT BOND ETF
$926K
DHRDANAHER CORP
$903K
XLGRYDEX RUSSELL TOP 50 ETF
$883K
VNQVANGUARD REIT INDEX ETF
$882K
XBISPDR BIOTECH ETF
$816K
AVGOAVAGO TECHNOLOGIES LTD
$814K
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
$809K
XPOXPO LOGISTICS INC COM
$804K
BUNGE LIMITED F
$803K
DBXDROPBOX INC CL A
$789K
INTCINTEL CORP COM
$784K
ETNEATON CORP PLC SHS
$782K
IBMINTL BUSINESS MACHINES
$773K
AXPAMERICAN EXPRESS CO COM
$771K
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$745K
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$727K
VBVANGUARD SMALL CAP ETF
$722K
GEGENERAL ELECTRIC CO COM
$715K
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