Baker Avenue Asset Management, LP Q3 2018 Filing

Filed November 15, 2018

Portfolio Value

$1.2T

Holdings

250

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (250 positions)

#StockSharesValue% PortfolioType
201
L-3 COMMUNICATIONS HLDGS INC
2,440$519.0M0.04%
202
CONTROL4 CORP COM
14,840$509.0M0.04%
203
XLIINDUSTRIAL SELECT SECTOR SPDR
6,402$502.0M0.04%
204
TFISPDR MUNICIPAL BOND ETF
10,540$500.0M0.04%
205
IAUUSDISHARES GOLD TRUST ETF
42,456$485.0M0.04%
206
PHYS/USPROTT PHYSICAL GOLD TRUST
49,790$475.0M0.04%
207
METAFACEBOOK INC CL A
2,721$447.0M0.04%
208
PANWPALO ALTO NETWORKS INC COM
1,921$433.0M0.04%
209
FDO.FMACYS INC COM
12,200$424.0M0.03%
210
IJSISHARES S&P SMALLCAP 600 VALUE ETF
2,470$412.0M0.03%
211
KOCOCA COLA CO COM
8,873$410.0M0.03%
212
SJMJ M SMUCKER CO NEW
3,952$406.0M0.03%
213
LQDISHARES IBOXX CORPORATE BOND ETF
3,502$402.0M0.03%
214
NYFISHARES NEW YORK MUNI BOND ETF
7,130$388.0M0.03%
215
IWBISHARES TR RUSSELL 1000 INDEX ETF
2,377$384.0M0.03%
216
VOOVANGUARD S&P 500 ETF
1,412$377.0M0.03%
217
WFCWELLS FARGO CO NEW COM
7,054$371.0M0.03%
218
MDLZMONDELEZ INTL INC CL A
8,508$366.0M0.03%
219
MRSHMARSH & MCLENNAN COS INC COM
4,276$354.0M0.03%
220
PGPROCTER AND GAMBLE CO COM
4,208$350.0M0.03%
221
AADRADVISORSHARES DORSEY WRIGHT ADR ETF
5,992$322.0M0.03%
222
SYKSTRYKER CORP
1,790$318.0M0.03%
223
ANFABERCROMBIE & FITCH CO CL A
15,000$317.0M0.03%
224
USX1UNITED STATES STL CORP
10,000$305.0M0.03%
225
ITUBITAU UNIBANCO HLDG SA SPON ADR REP PFD
26,552$292.0M0.02%
226
EXIISHARES GLBL INDSTRLS INDX FD
3,028$284.0M0.02%
227
IEFISHARES 7-10 YR TREASURY BOND ETF
2,732$276.0M0.02%
228
FLOTEK INDS INC DEL COM
115,000$276.0M0.02%
229
LMTLOCKHEED MARTIN CORP
793$274.0M0.02%
230
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
6,069$268.0M0.02%
231
MSGSMADISON SQUARE GARDEN CO NEW CL A
847$267.0M0.02%
232
SBUXSTARBUCKS CORP
4,627$263.0M0.02%
233
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
4,820$260.0M0.02%
234
BACVERIZON COMMUNICATIONS
4,844$259.0M0.02%
235
ITOTISHARES TR S&P 1500 INDEX FD
3,763$251.0M0.02%
236
AXPAMERICAN EXPRESS CO COM
2,299$245.0M0.02%
237
XLBMATERIALS SELECT SECTOR SPDR
4,123$239.0M0.02%
238
FNXFIRST TR MID CAP CORE ALPHADEX FD
3,320$238.0M0.02%
239
CLCOLGATE PALMOLIVE CO COM
3,518$236.0M0.02%
240
SAPSAP AKTIENGESELLSCHAFT ADR
1,865$229.0M0.02%
241
ABTABBOTT LABS COM
3,061$225.0M0.02%
242
FRFIRST INDL RLTY TR INC
7,067$222.0M0.02%
243
NFLXNETFLIX COM INC
575$215.0M0.02%
244
VLUESHARES EDGE MSCI USA VALUE FACTOR ETF
2,375$209.0M0.02%
245
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF
2,830$206.0M0.02%
246
BACBANK AMER CORP COM
6,942$205.0M0.02%
247
MUMICRON TECHNOLOGY
4,502$204.0M0.02%
248
PANDORA MEDIA INC
18,531$176.0M0.01%
249
ON DECK CAP INC COM
15,802$120.0M0.01%
250
AMLPUSDALPS TRUST ETF ALERIAN MLP
10,550$113.0M0.01%
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