Baker Avenue Asset Management, LP Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$839.0B

Holdings

196

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (196 positions)

StockValue
HUNHUNTSMAN CORP
$708.0M
GMGENERAL MOTORS CORP
$680.0M
JNJJOHNSON & JOHNSON COM
$680.0M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$676.0M
ARCCAres Capital Corp
$672.0M
OBDCOwl Rock Capital Corporation
$671.0M
ESGEISHARES MSCI EM ESG SELECT ETF
$671.0M
TFISPDR MUNICIPAL BOND ETF
$660.0M
VMCVULCAN MATLS CO COM
$652.0M
QCOMQUALCOMM INC
$649.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$646.0M
PRVBUSDPROVENTION BIO INC COM
$641.0M
SDYSPDR SER TR S&P DIVID ETF
$619.0M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$611.0M
MLMMARTIN MARIETTA MATLS INC COM
$586.0M
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$578.0M
PFEPFIZER INC COM
$577.0M
ESGDISHARES MSCI EAFE ESG SELECT ETF
$569.0M
SPWRQSUNPOWER CORP
$560.0M
SOHUSOHU.COM INC
$548.0M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$542.0M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$535.0M
SYYSYSCO CORP COM
$527.0M
CALIFORNIA BANCORP COM
$523.0M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$515.0M
PHYS/USPROTT PHYSICAL GOLD TRUST
$505.0M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$491.0M
IYCISHARES DJ US CONSUMER SERVICES
$484.0M
GLWCORNING INC COM
$481.0M
COPCONOCOPHILLIPS COM
$466.0M
RSPMINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
$458.0M
VVISA INC
$453.0M
1LIFE HEALTHCARE INC COM
$445.0M
MDLZMONDELEZ INTL INC CL A
$441.0M
WYWEYERHAEUSER CO
$425.0M
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$424.0M
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
$420.0M
LQDISHARES IBOXX CORPORATE BOND ETF
$418.0M
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$403.0M
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
$388.0M
URIUNITED RENTALS INC
$379.0M
XOPSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$367.0M
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$363.0M
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$359.0M
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
$336.0M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$330.0M
MLB1MERCADOLIBRE INC
$323.0M
SUSAISHARES KLD SEL SOC FD
$323.0M
METAFACEBOOK INC CL A
$316.0M
GREENLANE HLDGS INC CL A
$316.0M
VRNSVARONIS SYS INC COM
$313.0M
GTLSCHART INDUSTRIES INC
$300.0M
TTTRANE TECHNOLOGIES PLC SHS
$297.0M
ICSHISHARES LIQUIDITY INCOME ETF
$296.0M
SLBSCHLUMBERGER LTD COM
$288.0M
EXIISHARES GLBL INDSTRLS INDX FD
$282.0M
NBISYANDEX N.V. COM CL A
$281.0M
ZGZILLOW INC
$280.0M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$280.0M
VOOVANGUARD S&P 500 ETF
$278.0M
BACVERIZON COMMUNICATIONS
$275.0M
NFLXNETFLIX COM INC
$265.0M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$261.0M
GLOBGLOBANT S A COM
$255.0M
SSOPROSHARES ULTRA S&P 500
$253.0M
NYFISHARES NEW YORK MUNI BOND ETF
$251.0M
RTXRAYTHEON TECHNOLOGIES CORP COM
$250.0M
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
$249.0M
BJKMARKET VECTORS ETF TRUST S NETWORK GLOBAL GAMING
$248.0M
PXDEURPIONEER NATURAL RESOURCES CO
$245.0M
PANWPALO ALTO NETWORKS INC COM
$245.0M
LRCXEURLAM RESEARCH CORP
$243.0M
SCZISHARES MSCI EAFE SMALL CAP ETF
$243.0M
ZSZSCALER INC COM
$243.0M
SBUXSTARBUCKS CORP
$235.0M
SFSTIFEL FINANCIAL CP
$232.0M
EBAEBAY INC
$231.0M
SJNKSPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF
$227.0M
J40TPROSHARES ULTRASHORT 20 PLS YR TREAS 1 FOR 4 RS INTOPROSHARES TR PROSHARES UL
$225.0M
JETSU.S. GLOBAL JETS ETF
$224.0M
GW PHARMACEUTICALS PLC ADS
$218.0M
LYFTLYFT INC CL A COM
$214.0M
JPMBJPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF
$208.0M
TAT&T INC COM
$206.0M
XOMEXXON MOBIL CORP COM
$201.0M
NANNUVEEN NEW YORK QLT MUN INC FD COM
$191.0M
PNIPIMCO NEW YORK MUN FD II COM
$178.0M
NADNUVEEN QUALITY MUNCP INCOME FD COM
$176.0M
GLNGGOLAR LNG LTD SHS ISIN BMG9456A1009
$174.0M
PRNTTHE 3D PRINTING ETF
$171.0M
NOVEURNATIONAL OILWELL VARCO INC
$147.0M
TLRYEURTILRAY INC COM CL 2
$136.0M
SNDLEURSUNDIAL GROWERS INC COM
$90.0M
MGNXMACROGENICS INC COM
$58.0M
SRNESORRENTO THERAPEUTICS INC COM NEW
$18.0M
VELOCITYSHARES 3X LONG S&P GSCI CRUDE OIL INDEX ER ETN
$8.0M
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