Baker Avenue Asset Management, LP Q1 2023 Filing

Filed May 16, 2023

Portfolio Value

$1.9T

Holdings

1,601

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (1,601 positions)

StockValue
EIXEDISON INTL COM
$764K
XLFICONSUMER STAPLES SELECT SECTOR SPDR
$761K
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$760K
FLYWFLYWIRE CORPORATION COM VTG
$758K
OMCOMNICOM GROUP INC COM
$750K
LWLAMB WESTON HLDGS INC COM
$750K
PEPPEPSICO INC COM
$749K
EXIISHARES GLBL INDSTRLS INDX FD
$739K
HALHALLIBURTON CO COM
$738K
MPCMARATHON PETE CORP
$738K
WSTWEST PHARMACEUTICAL SVSC INC COM
$728K
ARCCAres Capital Corp
$717K
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
$707K
FTNTFORTINET INC COM
$699K
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$695K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$693K
IDXXIDEXX LABS INC
$693K
EQIXEQUINIX INC COM
$686K
SOHUSOHU.COM INC
$686K
MKTXMARKETAXESS HLDGS INC COM
$684K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$682K
PHMPULTE GROUP INC COM
$672K
MPWRMONOLITHIC PWR SYS INC COM
$668K
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$661K
GWWGRAINGER W W INC COM
$658K
TFXTELEFLEX INCORPORATED COM
$656K
MNSTMONSTER BEVERAGE CORP
$655K
MSCIMSCI INC COM
$648K
REGNREGENERON PHARMACEUTICALS INC
$646K
SWAVUSDSHOCKWAVE MED INC COM
$642K
AKXANSYS INC
$640K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$633K
ACGLARCH CAPITAL GROUP LTD SHS
$632K
ONON SEMICONDUCTOR CORP COM
$632K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$627K
AFWALIGN TECHNOLOGY INC
$620K
AEOAMERICAN EAGLE OUTFITTERS
$619K
HSYHERSHEY CO COM
$618K
VTHRVANGUARD RUSSELL 3000 ETF
$604K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$602K
EAELECTRONICS ARTS
$602K
MCDMCDONALDS CORP COM
$599K
CPRTCOPART INC
$571K
EFAISHARES MSCI EAFE ETF
$569K
ABTABBOTT LABS COM
$556K
SHVISHARES TR LEHMAN SHORT TREA BDFD
$549K
AVGOBROADCOM INC
$544K
REMISHARES FTSE NAREIT MORTGAGE PLUS CAPPED INDEX FD (ETF)
$543K
PGPROCTER AND GAMBLE CO COM
$539K
PWRQUANTA SERVICES INC
$532K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$529K
FDXFEDEX CORP
$528K
OKTAOKTA INC CL A
$526K
BKNGBOOKING HOLDINGS INC COM
$520K
PXDEURPIONEER NATURAL RESOURCES CO
$519K
NUENUCOR CORP COM
$517K
PCVXVAXCYTE INC COM
$516K
PLTRPALANTIR TECHNOLOGIES INC CL A
$516K
DYHTARGET CORP COM
$509K
MSIMOTOROLA SOLUTIONS INC COM NEW
$504K
ARIAPOLLO COML REAL EST FIN INC COM
$499K
IWMISHARES RUSSELL 2000 ETF
$493K
BCMLBAY COML BK WALNUT CREEK CALIF
$492K
IYMISHARES DJ US BASIC MATERIALS
$486K
INTCINTEL CORP COM
$481K
HACKUSDETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND
$478K
CSCOCISCO SYS INC
$477K
RUNSUNRUN INC COM
$474K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$464K
SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
$463K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$463K
CBAYUSDCYMABAY THERAPEUTICS INC COM
$460K
APDAIR PRODS & CHEMS INC COM
$457K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$433K
SBUXSTARBUCKS CORP
$426K
VTVVANGUARD VALUE ETF
$426K
BWABORG WARNER AUTOMOTIVE INC
$419K
SCHBSCHWAB U.S. BROAD MARKET ETF
$418K
ZGZILLOW INC
$405K
MAMASTERCARD INC
$405K
LHXL3HARRIS TECHNOLOGIES INC COM
$402K
VUGVANGUARD GROWTH ETF
$386K
IWOISHARES RUSSELL 2000 GROWTH INDEX
$382K
ETNEATON CORP PLC SHS
$376K
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
$376K
LLYLILLY ELI & CO COM
$365K
ESGUISHARES ESG AWARE MSCI USA ETF
$362K
QCOMQUALCOMM INC
$354K
MRKMERCK & CO INC
$352K
CMCSACOMCAST CORP NEW CL A
$351K
AMGNAMGEN INC
$348K
IYHISHARES TR DOW JONES U S HEALTHCARE
$348K
SSOPROSHARES ULTRA S&P 500
$346K
TEAMATLASSIAN CORPORATION CL A
$343K
XLBMATERIALS SELECT SECTOR SPDR
$339K
TTDTHE TRADE DESK INC COM CL A
$336K
ACNACCENTURE LTD BERMUDA CL A
$334K
VYMVANGUARD HIGH DIVIDEND YIELD
$334K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$333K
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
$331K
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