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
CMECHICAGO MERCANTILE HLDGS INC
$1.2M
NOWSERVICE NOW INC
$1.1M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$1.1M
SWAVUSDSHOCKWAVE MED INC COM
$1.1M
ADBEADOBE SYS INC
$1.1M
SNPSSYNOPSYS INC COM
$1.1M
PEPPEPSICO INC COM
$1.1M
EXIISHARES GLBL INDSTRLS INDX FD
$1.0M
TRGPTARGA RES CORP COM
$1.0M
VTHRVANGUARD RUSSELL 3000 ETF
$1.0M
VTVANGUARD TOTAL WORLD STOCK ETF
$1.0M
PHYS/USPROTT PHYSICAL GOLD TRUST
$1.0M
WMTWALMART INC COM
$1.0M
BACBANK AMERICA CORP COM
$995K
CALIFORNIA BANCORP INC COM
$985K
XLBMATERIALS SELECT SECTOR SPDR
$971K
AXPAMERICAN EXPRESS CO COM
$965K
PCVXVAXCYTE INC COM
$932K
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$875K
PWRQUANTA SERVICES INC
$869K
VUGVANGUARD GROWTH ETF
$844K
PFEPFIZER INC COM
$835K
VNQVANGUARD REIT INDEX ETF
$832K
APAAPA CORPORATION COM
$822K
PLDPROLOGIS SHARE BENEFICIAL INT
$810K
UNHUNITEDHEALTH GROUP
$799K
ACHRARCHER AVIATION INC COM CL A
$799K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$784K
PDPAGERDUTY INC COM
$781K
MDB CAP HLDGS LLC CL A
$769K
ITMVANECK INTERMEDIATE MUNI ETF
$747K
HYDMARKET VECTORS ETF HIGH YIELD MUNI INDEX
$745K
BXMTBLACKSTONE MTG TR INC COM CL A
$740K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$737K
PYPLPAYPAL HLDGS INC COM
$735K
PENPENUMBRA INC COM
$730K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$722K
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$690K
PGPROCTER AND GAMBLE CO COM
$689K
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$678K
MLNVANECK LONG MUNI ETF
$666K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$644K
EFAISHARES MSCI EAFE ETF
$637K
SYKSTRYKER CORP
$637K
GQ9SPDR GOLD ETF
$636K
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
$616K
MCDMCDONALDS CORP COM
$599K
MAMASTERCARD INC
$599K
FISVFISERV INC
$591K
SCHBSCHWAB U.S. BROAD MARKET ETF
$569K
OKTAOKTA INC CL A
$565K
EATBRINKER INTL INC COM
$546K
DYHTARGET CORP COM
$545K
SSOPROSHARES ULTRA S&P 500
$534K
RTXRTX CORPORATION COM
$524K
BHPBHP GROUP LTD SPONSORED ADS
$524K
KIEKBW INSURANCE
$523K
RVNUXTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF
$514K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$513K
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$497K
HONHONEYWELL INTL INC
$497K
JDJD.COM INC SPON ADR CL A
$496K
SOHUSOHU.COM INC
$492K
ESGUISHARES ESG AWARE MSCI USA ETF
$477K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$475K
XLIINDUSTRIAL SELECT SECTOR SPDR
$475K
TFXTELEFLEX INCORPORATED COM
$472K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$469K
SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
$463K
VGTVANGUARD INFORMATION TECHNOLOGY
$458K
IWMISHARES RUSSELL 2000 ETF
$441K
IWOISHARES RUSSELL 2000 GROWTH INDEX
$441K
LNTALLIANT ENERGY CORP COM
$431K
AMGNAMGEN INC
$421K
SOXXISHARES SEMICONDUCTOR ETF
$415K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$406K
IYHISHARES TR DOW JONES U S HEALTHCARE
$394K
SPGIS&P GLOBAL INC COM
$386K
ENPHENPHASE ENERGY INC COM
$378K
ADIANALOG DEVICES INC COM
$375K
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$373K
CBOECBOE GLOBAL MKTS INC COM
$372K
APDAIR PRODS & CHEMS INC COM
$364K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$358K
AZOAUTOZONE INC NEV
$353K
GDDYGODADDY INC CL A
$353K
CSCOCISCO SYS INC
$347K
BRBROADRIDGE FIN SOL
$346K
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$331K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$330K
MATWMATTHEWS INTL CORP CL A
$330K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$328K
CMCSACOMCAST CORP NEW CL A
$327K
DISDISNEY WALT CO COM
$326K
IAU*ISHARES GOLD TRUST ETF
$314K
CBCHUBB LIMITED COM
$313K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$311K
SBUXSTARBUCKS CORP
$310K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$309K
WYNNWYNN RESORTS LTD
$298K
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