Baker Avenue Asset Management, LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.0B

Holdings

1,561

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,561 positions)

StockValue
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$80.9M
FBNDFIDELITY TOTAL BOND ETF
$79.3M
AAPLAPPLE INC
$77.7M
SCHZSCHWAB US AGGREGATE BOND ETF
$73.5M
VBVANGUARD SMALL CAP ETF
$62.5M
MSFTMICROSOFT
$61.2M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$55.6M
IWFISHARES RUSSELL 1000 GROWTH ETF
$54.6M
NVDANVIDIA CORP
$47.5M
NDQPOWERSHARES QQQ TR
$41.5M
AMZNAMAZON.COM INC
$40.4M
IVVISHARES S&P 500 INDEX
$37.4M
EFGISHARES MSCI EAFE GROWTH ETF
$34.9M
JPMJPMORGAN CHASE & CO COM
$32.0M
IVEISHARES S&P 500 VALUE ETF
$28.5M
VTIVANGUARD TOTAL STOCK MARKET ETF
$27.1M
UPSUNITED PARCEL SERVICE INC
$25.7M
PHPARKER-HANNIFIN CORP COM
$25.5M
GOOGLGOOGLE INC
$25.1M
BUNGE LIMITED F
$24.7M
VVVANGUARD LARGE CAP
$23.7M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$22.3M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$21.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$20.8M
SLBSCHLUMBERGER LTD COM STK
$20.1M
SCZISHARES MSCI EAFE SMALL CAP ETF
$19.8M
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$19.4M
AMATAPPLIED MATLS INC COM
$18.1M
ICVTISHARES CONVERTIBLE BOND ETF
$18.1M
FALNISHARES FALLEN ANGELS USD BOND ETF
$16.6M
EWWISHARES INC MSCI MEXICO
$16.3M
CATCATERPILLAR INC COM
$16.0M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$15.4M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$14.9M
FCXFREEPORT MCMORAN COPPER
$14.9M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$14.8M
ORCLORACLE CORPORATION
$13.7M
GEGENERAL ELECTRIC CO COM NEW
$13.7M
NFLXNETFLIX COM INC
$13.0M
LRCXEURLAM RESEARCH CORP
$13.0M
MRVLMARVELL TECHNOLOGY GROUP LTD
$12.9M
METAMETA PLATFORMS INC CL A
$12.7M
JCIJOHNSON CTLS INC
$12.6M
LINLINDE PLC SHS
$12.5M
MRSHMARSH & MCLENNAN COS INC COM
$11.7M
LVSLAS VEGAS SANDS CORP
$11.5M
GLWCORNING INC COM
$11.5M
AMDADVANCED MICRO DEVICES INC COM
$11.1M
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$11.0M
ABBVABBVIE INC COM
$10.8M
EWJISHARES MSCI JAPAN ETF
$10.6M
DEDEERE & CO COM
$10.2M
UBSUBS AG NEW F
$9.6M
XOMEXXON MOBIL CORP COM
$9.1M
BSVVANGUARD SHORT TERM BOND
$8.3M
TSLATESLA MOTORS INC
$8.1M
LILI AUTO INC SPONSORED ADS
$8.0M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$7.9M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$7.9M
TXNTEXAS INSTRS INC COM
$7.9M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$7.6M
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$7.6M
AG8AGILENT TECH INC
$7.5M
XLEENERGY SELECT SECTOR SPDR
$7.0M
HDHOME DEPOT
$6.7M
SPYSPDR S&P 500 ETF
$6.6M
APTVAPTIV PLC
$6.5M
GPNGLOBAL PAYMENTS INC
$6.3M
EOGEOG RESOURCES INC
$6.3M
TMOTHERMO FISHER SCIENTIFIC INC COM
$6.2M
APHAMPHENOL CORP CL A
$6.1M
PYPLPAYPAL HLDGS INC COM
$6.1M
SYYSYSCO CORP COM
$5.8M
KNGFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
$5.8M
IWDISHARES RUSSELL 1000 VALUE ETF
$5.7M
SEDGSOLAREDGE TECHNOLOGIES INC COM
$5.7M
DEMWISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
$5.7M
IGFISHARES GLOBAL INFRASTRUCTURE ETF
$5.6M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$5.6M
ENPHENPHASE ENERGY INC COM
$5.4M
BACBANK AMERICA CORP COM
$5.2M
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$5.1M
BBNBLACKROCK BUILD AMER BD
$5.1M
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$5.1M
DVNDEVON ENERGY CORP
$5.1M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$4.9M
HCAHCA INC
$4.9M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$4.8M
IVWISHARES S&P 500 GROWTH ETF
$4.7M
HUNHUNTSMAN CORP
$4.7M
CRMSALESFORCE COM
$4.7M
JPMBJPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF
$4.7M
CPNGCOUPANG INC CL A
$4.5M
IAU*ISHARES GOLD TRUST ETF
$4.3M
XLKTECHNOLOGY SELECT SECTOR SPDR
$4.2M
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$4.2M
TNLTRAVEL PLUS LEISURE CO COM
$4.2M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$4.0M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$4.0M
GSGOLDMAN SACHS GROUP INC
$4.0M
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