Baker Avenue Asset Management, LP Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$2.6B

Holdings

359

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (359 positions)

StockValue
MSFTMICROSOFT
$95.9M
VBVANGUARD SMALL CAP ETF
$85.4M
AAPLAPPLE INC
$80.7M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$75.7M
BNDVANGUARD TOTAL BOND MARKET ETF
$74.7M
AGGISHARES AGGREGATE BOND ETF
$74.2M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$73.5M
DFCFDIMENSIONAL CORE FIXED INCOME ETF
$73.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$64.8M
NVDANVIDIA CORP
$64.5M
AMZNAMAZON.COM INC
$64.1M
NDQPOWERSHARES QQQ TR
$56.7M
IVVISHARES S&P 500 INDEX
$51.8M
JPMJPMORGAN CHASE & CO COM
$45.3M
EFGISHARES MSCI EAFE GROWTH ETF
$42.9M
IVEISHARES S&P 500 VALUE ETF
$38.4M
VTIVANGUARD TOTAL STOCK MARKET ETF
$38.0M
VVVANGUARD LARGE CAP
$36.3M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$33.8M
GOOGLGOOGLE INC
$32.5M
PHPARKER-HANNIFIN CORP COM
$30.0M
HDHOME DEPOT
$28.9M
BGBUNGE LIMITED F
$28.6M
SCZISHARES MSCI EAFE SMALL CAP ETF
$26.1M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$25.8M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND
$25.6M
AMATAPPLIED MATLS INC COM
$25.5M
SLBSCHLUMBERGER LTD COM STK
$24.2M
CATCATERPILLAR INC COM
$23.5M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$22.8M
ICVTISHARES CONVERTIBLE BOND ETF
$21.4M
GEGE AEROSPACE COM NEW
$20.8M
EWWISHARES INC MSCI MEXICO
$20.6M
LRCXEURLAM RESEARCH CORP
$20.6M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$18.8M
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$18.7M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$18.5M
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$18.4M
ORCLORACLE CORPORATION
$18.1M
AMDADVANCED MICRO DEVICES INC COM
$16.8M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$16.8M
MRVLMARVELL TECHNOLOGY GROUP LTD
$16.7M
ABBVABBVIE INC COM
$16.6M
ETNEATON CORP PLC SHS
$16.5M
UPSUNITED PARCEL SERVICE INC
$16.0M
NFLXNETFLIX COM INC
$15.8M
UBSUBS AG NEW F
$15.7M
LINLINDE PLC SHS
$15.7M
METAMETA PLATFORMS INC CL A
$15.3M
INTCINTEL CORP COM
$14.8M
JCIJOHNSON CTLS INC
$14.3M
MRSHMARSH & MCLENNAN COS INC COM
$14.1M
EWJISHARES MSCI JAPAN ETF
$13.8M
XOMEXXON MOBIL CORP COM
$13.6M
CRMSALESFORCE COM
$13.5M
LVSLAS VEGAS SANDS CORP
$12.3M
DEDEERE & CO COM
$12.1M
FCXFREEPORT MCMORAN COPPER
$10.6M
QCOMQUALCOMM INC
$10.4M
TXNTEXAS INSTRS INC COM
$10.4M
LLYELI LILLY & CO COM
$9.9M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$9.4M
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$9.4M
XLEENERGY SELECT SECTOR SPDR
$9.4M
SCHWCHARLES SCHWAB CORP
$9.1M
GPNGLOBAL PAYMENTS INC
$9.0M
TSLATESLA MOTORS INC
$9.0M
EOGEOG RESOURCES INC
$9.0M
APHAMPHENOL CORP CL A
$8.6M
DOWDOW INC COM
$8.2M
SPYSPDR S&P 500 ETF
$8.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$7.7M
DGROISHARES CORE DIVIDEND GROWTH ETF
$7.5M
FALNISHARES FALLEN ANGELS USD BOND ETF
$7.3M
SYYSYSCO CORP COM
$7.2M
DEMWISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
$7.1M
FLEXFLEXTRONICS INTL LTD F
$7.1M
DVNDEVON ENERGY CORP
$7.1M
COSTCOSTCO WHOLESALE CORP
$7.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.9M
AFLAFLAC INC COM
$6.9M
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
$6.9M
IBMINTL BUSINESS MACHINES
$6.6M
ISRGINTUITIVE SURGICAL, INC.
$6.6M
LILI AUTO INC SPONSORED ADS
$6.5M
DWXSPDR S & P INTL DIVIDEND
$6.4M
FBNDFIDELITY TOTAL BOND ETF
$6.3M
VRTVERTIV HOLDINGS CO COM CL A
$6.3M
APTVAPTIV PLC
$5.9M
TNLTRAVEL PLUS LEISURE CO COM
$5.8M
XLKTECHNOLOGY SELECT SECTOR SPDR
$5.8M
GSGOLDMAN SACHS GROUP INC
$5.4M
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$5.3M
HOODROBINHOOD MKTS INC COM CL A
$5.3M
JEPIJPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND
$5.2M
XLVHEALTH CARE SELECT SECTOR SPDR
$5.1M
COPCONOCOPHILLIPS COM
$5.0M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$4.9M
APPFAPPFOLIO INC COM CL A
$4.9M
HLTHILTON WORLDWIDE HLDGS INC COM
$4.9M
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