Baker Avenue Asset Management, LP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$1.6B

Holdings

238

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$86.3M
AGGISHARES AGGREGATE BOND ETF
$83.4M
VBVANGUARD SMALL CAP ETF
$67.7M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$66.9M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$48.9M
DONSPDR DOW JONES INDUSTRIAL ETF
$45.3M
IVEISHARES S&P 500 VALUE ETF
$40.0M
AAPLAPPLE INC
$36.6M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$36.4M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$35.0M
EFAISHARES MSCI EAFE ETF
$30.7M
MSFTMICROSOFT
$27.8M
UPSUNITED PARCEL SERVICE INC
$26.2M
JPMJPMORGAN CHASE & CO COM
$25.9M
SCZISHARES MSCI EAFE SMALL CAP ETF
$25.7M
ERICERICSSON ADR B SEK 10
$23.7M
BUNGE LIMITED F
$23.6M
PHPARKER-HANNIFIN CORP COM
$23.5M
EFGISHARES MSCI EAFE GROWTH ETF
$23.5M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$23.1M
ABBVABBVIE INC COM
$22.8M
ETFMG PRIME MOBILE PAYMENTS ETF
$22.7M
IVVISHARES S&P 500 INDEX
$22.4M
AMZNAMAZON.COM INC
$22.1M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$21.4M
HDHOME DEPOT
$21.4M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$21.0M
FRCBFIRST REPUBLIC BANK
$20.3M
IWFISHARES RUSSELL 1000 GROWTH ETF
$19.9M
GOOGLGOOGLE INC
$19.7M
DYHTARGET CORP COM
$19.0M
APDAIR PRODS & CHEMS INC COM
$19.0M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$16.1M
AMATAPPLIED MATLS INC COM
$15.8M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$15.4M
SPYSPDR S&P 500 ETF
$15.3M
HLTHILTON WORLDWIDE HLDGS INC COM
$15.1M
VVVANGUARD LARGE CAP
$13.9M
ABJAABB LTD SPONSORED ADR
$13.7M
VEUVANGUARD FTSE ALL-WORLD EX-US
$13.4M
SIVBEURSVB FINL GROUP
$13.0M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$12.9M
SCHWCHARLES SCHWAB CORP
$12.2M
MRSHMARSH & MCLENNAN COS INC COM
$12.0M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$11.5M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$11.3M
GEGENERAL ELECTRIC CO COM
$11.3M
GLWCORNING INC COM
$10.0M
BSVVANGUARD SHORT TERM BOND
$9.5M
JCIJOHNSON CTLS INC
$9.4M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$9.2M
FCXFREEPORT MCMORAN COPPER
$9.1M
ICVTISHARES CONVERTIBLE BOND ETF
$8.6M
LVSLAS VEGAS SANDS CORP
$8.3M
STIPISHARES 0-5 YR TIPS BOND ETF
$8.1M
XOMEXXON MOBIL CORP COM
$7.8M
BABOEING CO COM
$7.6M
TXNTEXAS INSTRS INC COM
$7.1M
LRCXEURLAM RESEARCH CORP
$7.0M
DRIDARDEN RESTAURANTS INC
$7.0M
SYYSYSCO CORP COM
$6.6M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.5M
DISDISNEY WALT CO COM
$6.4M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$6.2M
GLOBGLOBANT S A COM
$6.2M
HUNHUNTSMAN CORP
$6.0M
IBBISHARES NASDAQ BIOTECHNOLOGY
$6.0M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$5.8M
BACBK OF AMERICA CORP COM
$5.7M
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.3M
LILI AUTO INC SPONSORED ADS
$5.2M
WDAYWORKDAY INC COM
$5.0M
THCTENET HEALTHCARE CORP COM NEW
$4.8M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$4.8M
TNLTRAVEL PLUS LEISURE CO COM
$4.6M
APHAMPHENOL CORP CL A
$4.3M
MRVLMARVELL TECHNOLOGY GROUP LTD
$4.3M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$4.2M
SWKSTANLEY BLACK & DECKER INC COM
$4.1M
REALTHE REALREAL INC COM
$4.0M
IJRISHARES S&P SMALLCAP 600 ETF
$3.9M
NVDANVIDIA CORP
$3.5M
METAFACEBOOK INC CL A
$3.5M
LOWLOWES COS INC COM
$3.3M
GSGOLDMAN SACHS GROUP INC
$3.3M
DVNDEVON ENERGY CORP
$3.2M
AG8AGILENT TECH INC
$3.1M
ITWILLINOIS TOOL WKS INC COM
$3.1M
TRMBTRIMBLE NAV LTD
$3.0M
DOCUDOCUSIGN INC COM
$3.0M
GOOGALPHABET INC CAP STK CL C
$2.9M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$2.8M
ORCLORACLE CORPORATION
$2.7M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$2.6M
FTIFMC TECHNOLOGIES INC
$2.5M
APTVAPTIV PLC
$2.5M
ENPHENPHASE ENERGY INC COM
$2.4M
XLFFINANCIAL SELECT SECTOR SPDR
$2.3M
HCAHCA INC
$2.3M
XLKTECHNOLOGY SELECT SECTOR SPDR
$2.2M
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