Baker Avenue Asset Management, LP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$1.6T

Holdings

238

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
LINLINDE PLC SHS
$2.2B
UNHUNITEDHEALTH GROUP
$2.2B
FISVFISERV INC
$2.2B
COSTCOSTCO WHOLESALE CORP
$2.2B
NDQPOWERSHARES QQQ TR
$2.1B
SDYSPDR SER TR S&P DIVID ETF
$2.0B
HOLXHOLOGIC INC
$2.0B
VTVANGUARD TOTAL WORLD STOCK ETF
$2.0B
DGROISHARES CORE DIVIDEND GROWTH ETF
$2.0B
PYPLPAYPAL HLDGS INC COM
$1.9B
AIGAMERICAN INTL GROUP INC COM NEW
$1.8B
UBERUBER TECHNOLOGIES INC COM
$1.8B
PLUNPLUG PWR INC
$1.8B
CCLCARNIVAL CORP
$1.7B
TSLATESLA MOTORS INC
$1.6B
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$1.6B
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
$1.6B
UAAUNDER ARMOUR INC CL A
$1.6B
APAAPA CORPORATION COM
$1.5B
VMCVULCAN MATLS CO COM
$1.5B
CVXCHEVRON CORP NEW COM
$1.5B
XPOXPO LOGISTICS INC COM
$1.4B
SOHUSOHU.COM INC
$1.4B
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.4B
SUSAISHARES KLD SEL SOC FD
$1.4B
XLIINDUSTRIAL SELECT SECTOR SPDR
$1.3B
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$1.3B
VNQVANGUARD REIT INDEX ETF
$1.3B
INTCINTEL CORP COM
$1.3B
JETSU.S. GLOBAL JETS ETF
$1.3B
GTLSCHART INDUSTRIES INC
$1.3B
TFISPDR MUNICIPAL BOND ETF
$1.2B
XLVHEALTH CARE SELECT SECTOR SPDR
$1.2B
XLGRYDEX RUSSELL TOP 50 ETF
$1.2B
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$1.1B
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
$1.1B
ALBALBEMARLE CORP
$997.0M
JPMBJPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF
$994.0M
DHRDANAHER CORP
$978.0M
EXIISHARES GLBL INDSTRLS INDX FD
$949.0M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$908.0M
QCOMQUALCOMM INC
$884.0M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$875.0M
FFORD MOTOR COMPANY
$868.0M
TPRCOACH INC
$855.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$852.0M
IGSBISHARES 1-3 YR CREDIT BOND ETF
$837.0M
JNJJOHNSON & JOHNSON COM
$825.0M
CALIFORNIA BANCORP INC COM
$796.0M
PLTRPALANTIR TECHNOLOGIES INC CL A
$754.0M
IYCISHARES DJ US CONSUMER SERVICES
$750.0M
XOPSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$746.0M
MLMMARTIN MARIETTA MATLS INC COM
$738.0M
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
$675.0M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$670.0M
SFSTIFEL FINANCIAL CP
$649.0M
AXPAMERICAN EXPRESS CO COM
$641.0M
GAPGAP INC
$640.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$634.0M
PHYS/USPROTT PHYSICAL GOLD TRUST
$628.0M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$610.0M
ACWIISHARES TR MSCI ACWIINDEX FD
$588.0M
PFEPFIZER INC COM
$586.0M
ARWRARROWHEAD PHARMACEUTICALS INC COM
$579.0M
DDDUPONT DE NEMOURS INC COM
$556.0M
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
$516.0M
PXDEURPIONEER NATURAL RESOURCES CO
$515.0M
BJKMARKET VECTORS ETF TRUST S NETWORK GLOBAL GAMING
$513.0M
AKAMAKAMAI TECH
$511.0M
SNAPSNAP INC CL A
$502.0M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$489.0M
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$485.0M
PANWPALO ALTO NETWORKS INC COM
$484.0M
AVGOAVAGO TECHNOLOGIES LTD
$478.0M
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$474.0M
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$464.0M
FIVNFIVE9 INC COM
$462.0M
NOWSERVICE NOW INC
$459.0M
SDCCQSMILEDIRECTCLUB INC CL A COM
$455.0M
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$444.0M
EEMISHARES MSCI EMERGING MARKETS ETF
$438.0M
S9QSPIRIT AEROSYSTEMS HOLDINGS INC CL A
$437.0M
LQDISHARES IBOXX CORPORATE BOND ETF
$414.0M
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$403.0M
IAUUSDISHARES GOLD TRUST ETF
$395.0M
VVISA INC
$393.0M
VIVINT SMART HOME INC COM CL A
$391.0M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$378.0M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$357.0M
LVLNKBW REGIONAL BANKINGETF
$356.0M
SSOPROSHARES ULTRA S&P 500
$352.0M
IYMISHARES DJ US BASIC MATERIALS
$341.0M
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$339.0M
CSCOCISCO SYS INC
$331.0M
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
$330.0M
VRNSVARONIS SYS INC COM
$328.0M
NFLXNETFLIX COM INC
$322.0M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$317.0M
KOCOCA COLA CO COM
$316.0M
IWMISHARES RUSSELL 2000 ETF
$302.0M
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