Baker Avenue Asset Management, LP Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$2.0B

Holdings

290

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (290 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$93.6M
AGGISHARES AGGREGATE BOND ETF
$91.6M
VBVANGUARD SMALL CAP ETF
$67.0M
AAPLAPPLE INC
$62.5M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$52.6M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$51.0M
IVEISHARES S&P 500 VALUE ETF
$43.4M
MSFTMICROSOFT
$42.4M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$37.8M
ABBVABBVIE INC COM
$34.3M
BUNGE LIMITED F
$33.6M
AQLTPUT (SPY) SPDR S&P500 ETF APR 08 22 $450 (100 SHS)
$33.4M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$33.3M
UPSUNITED PARCEL SERVICE INC
$32.4M
AMZNAMAZON.COM INC
$29.4M
EFAISHARES MSCI EAFE ETF
$29.3M
GOOGLGOOGLE INC
$29.3M
AQLTPUT (SPY) SPDR S&P500 ETF MAY 20 22 $410 (100 SHS)
$25.1M
SCZISHARES MSCI EAFE SMALL CAP ETF
$23.8M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$23.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$22.8M
JPMJPMORGAN CHASE & CO COM
$22.5M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$22.4M
EFGISHARES MSCI EAFE GROWTH ETF
$22.4M
IVVISHARES S&P 500 INDEX
$22.3M
HDHOME DEPOT
$22.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$22.0M
PHPARKER-HANNIFIN CORP COM
$21.1M
HLTHILTON WORLDWIDE HLDGS INC COM
$19.8M
DYHTARGET CORP COM
$19.0M
ETFMG PRIME MOBILE PAYMENTS ETF
$18.8M
FRCBFIRST REPUBLIC BANK
$18.7M
SIVBEURSVB FINL GROUP
$16.6M
MRSHMARSH & MCLENNAN COS INC COM
$16.0M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$15.8M
VVVANGUARD LARGE CAP
$15.7M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$15.4M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$15.3M
SCHWCHARLES SCHWAB CORP
$15.0M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$14.7M
ERICERICSSON ADR B SEK 10
$14.6M
AMATAPPLIED MATLS INC COM
$14.4M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$14.2M
QQQPUT (QQQ) INVESCO QQQ TR UNIT APR 01 22 $360 (100 SHS)
$13.4M
QQQPUT (QQQ) INVESCO QQQ TR UNIT APR 01 22 $350 (100 SHS)
$13.4M
ABJAABB LTD SPONSORED ADR
$13.0M
GEGENERAL ELECTRIC CO COM NEW
$13.0M
TSLATESLA MOTORS INC
$12.8M
GLWCORNING INC COM
$12.7M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$12.5M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$12.5M
JCIJOHNSON CTLS INC
$12.3M
NVDANVIDIA CORP
$12.1M
APDAIR PRODS & CHEMS INC COM
$12.1M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$12.0M
XOMEXXON MOBIL CORP COM
$11.7M
CATCATERPILLAR INC COM
$10.3M
FCXFREEPORT MCMORAN COPPER
$9.6M
LVSLAS VEGAS SANDS CORP
$9.6M
BSVVANGUARD SHORT TERM BOND
$9.5M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$9.2M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$9.1M
STIPISHARES 0-5 YR TIPS BOND ETF
$9.0M
HUNHUNTSMAN CORP
$9.0M
AQLTPUT (SPY) SPDR S&P500 ETF APR 08 22 $400 (100 SHS)
$8.4M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$8.3M
SYYSYSCO CORP COM
$7.9M
SLBSCHLUMBERGER LTD COM STK
$7.8M
TMOTHERMO FISHER SCIENTIFIC INC COM
$7.8M
BABOEING CO COM
$7.7M
DRIDARDEN RESTAURANTS INC
$7.7M
DVNDEVON ENERGY CORP
$7.6M
ICVTISHARES CONVERTIBLE BOND ETF
$7.5M
JDJD.COM INC SPON ADR CL A
$7.4M
APPAPPLOVIN CORP COM CL A
$7.3M
MRVLMARVELL TECHNOLOGY GROUP LTD
$7.3M
IBBISHARES NASDAQ BIOTECHNOLOGY
$7.2M
BACBK OF AMERICA CORP COM
$7.1M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.9M
LRCXEURLAM RESEARCH CORP
$6.9M
THCTENET HEALTHCARE CORP COM NEW
$6.9M
QQQPUT (QQQ) INVESCO QQQ TR UNIT APR 08 22 $310 (100 SHS)
$6.7M
QQQPUT (QQQ) INVESCO QQQ TR UNIT APR 01 22 $340 (100 SHS)
$6.7M
AVGOAVAGO TECHNOLOGIES LTD
$6.4M
DISDISNEY WALT CO COM
$6.2M
TXNTEXAS INSTRS INC COM
$6.0M
LILI AUTO INC SPONSORED ADS
$6.0M
LINLINDE PLC SHS
$5.9M
ABNBAIRBNB INC COM CL A
$5.9M
DOCUDOCUSIGN INC COM
$5.8M
APHAMPHENOL CORP CL A
$5.7M
TNLTRAVEL PLUS LEISURE CO COM
$5.4M
SEDGSOLAREDGE TECHNOLOGIES INC COM
$5.3M
UNHUNITEDHEALTH GROUP
$5.2M
ENPHENPHASE ENERGY INC COM
$4.9M
COSTCOSTCO WHOLESALE CORP
$4.3M
GOOGALPHABET INC CAP STK CL C
$4.1M
GSGOLDMAN SACHS GROUP INC
$4.1M
SPYSPDR S&P 500 ETF
$3.8M
APTVAPTIV PLC
$3.8M
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