Baker Avenue Asset Management, LP Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$1.8T

Holdings

236

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (236 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$92.5M
AGGISHARES AGGREGATE BOND ETF
$90.0M
VBVANGUARD SMALL CAP ETF
$70.8M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$52.9M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$50.7M
AAPLAPPLE INC
$47.6M
SPYSPDR S&P 500 ETF
$44.9M
IVEISHARES S&P 500 VALUE ETF
$41.7M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$37.8M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$37.7M
MSFTMICROSOFT
$33.6M
EFAISHARES MSCI EAFE ETF
$32.2M
UPSUNITED PARCEL SERVICE INC
$30.8M
JPMJPMORGAN CHASE & CO COM
$26.5M
SCZISHARES MSCI EAFE SMALL CAP ETF
$26.4M
AMZNAMAZON.COM INC
$26.0M
EFGISHARES MSCI EAFE GROWTH ETF
$25.3M
ABBVABBVIE INC COM
$25.2M
GOOGLGOOGLE INC
$24.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$24.0M
BUNGE LIMITED F
$23.8M
ETFMG PRIME MOBILE PAYMENTS ETF
$23.7M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$23.5M
HDHOME DEPOT
$23.1M
ERICERICSSON ADR B SEK 10
$22.9M
PHPARKER-HANNIFIN CORP COM
$22.8M
IWFISHARES RUSSELL 1000 GROWTH ETF
$22.3M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$22.2M
FRCBFIRST REPUBLIC BANK
$21.7M
DYHTARGET CORP COM
$21.3M
IVVISHARES S&P 500 INDEX
$21.0M
APDAIR PRODS & CHEMS INC COM
$20.1M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$16.9M
AMATAPPLIED MATLS INC COM
$16.7M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$16.4M
HLTHILTON WORLDWIDE HLDGS INC COM
$15.8M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$15.3M
SIVBEURSVB FINL GROUP
$15.3M
ABJAABB LTD SPONSORED ADR
$15.2M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$14.6M
MRSHMARSH & MCLENNAN COS INC COM
$13.9M
VVVANGUARD LARGE CAP
$13.9M
SCHWCHARLES SCHWAB CORP
$13.5M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$13.3M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$12.5M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$12.2M
GEGENERAL ELECTRIC CO COM
$12.1M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$11.7M
JCIJOHNSON CTLS INC
$11.3M
BSVVANGUARD SHORT TERM BOND
$10.6M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$10.4M
GLWCORNING INC COM
$10.3M
LILI AUTO INC SPONSORED ADS
$9.4M
XOMEXXON MOBIL CORP COM
$9.0M
ICVTISHARES CONVERTIBLE BOND ETF
$9.0M
STIPISHARES 0-5 YR TIPS BOND ETF
$8.4M
BABOEING CO COM
$7.8M
LRCXEURLAM RESEARCH CORP
$7.7M
IBBISHARES NASDAQ BIOTECHNOLOGY
$7.7M
LVSLAS VEGAS SANDS CORP
$7.6M
DRIDARDEN RESTAURANTS INC
$7.5M
NVDANVIDIA CORP
$7.5M
TXNTEXAS INSTRS INC COM
$7.2M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$7.2M
SYYSYSCO CORP COM
$6.8M
RUNSUNRUN INC COM
$6.8M
FCXFREEPORT MCMORAN COPPER
$6.7M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$6.5M
DISDISNEY WALT CO COM
$6.5M
THCTENET HEALTHCARE CORP COM NEW
$6.3M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.3M
BACBK OF AMERICA CORP COM
$6.3M
TMOTHERMO FISHER SCIENTIFIC INC COM
$6.2M
MRVLMARVELL TECHNOLOGY GROUP LTD
$6.0M
GLOBGLOBANT S A COM
$5.8M
HUNHUNTSMAN CORP
$5.8M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$5.4M
WDAYWORKDAY INC COM
$5.4M
DVNDEVON ENERGY CORP
$4.9M
DOCUDOCUSIGN INC COM
$4.8M
APHAMPHENOL CORP CL A
$4.7M
SLBSCHLUMBERGER LTD COM STK
$4.5M
SWKSTANLEY BLACK & DECKER INC COM
$4.4M
TNLTRAVEL PLUS LEISURE CO COM
$4.3M
GSGOLDMAN SACHS GROUP INC
$4.1M
REALTHE REALREAL INC COM
$3.8M
METAFACEBOOK INC CL A
$3.7M
GQ9SPDR GOLD ETF
$3.6M
ITWILLINOIS TOOL WKS INC COM
$3.6M
GOOGALPHABET INC CAP STK CL C
$3.5M
ABNBAIRBNB INC COM CL A
$3.5M
IJRISHARES S&P SMALLCAP 600 ETF
$3.5M
AG8AGILENT TECH INC
$3.4M
LOWLOWES COS INC COM
$3.4M
TRMBTRIMBLE NAV LTD
$3.3M
ENPHENPHASE ENERGY INC COM
$3.1M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$3.0M
ORCLORACLE CORPORATION
$3.0M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$2.9M
APTVAPTIV PLC
$2.9M
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