Baker Avenue Asset Management, LP Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$1.3B

Holdings

219

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (219 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$84.0M
AGGISHARES AGGREGATE BOND ETF
$75.0M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$60.7M
VBVANGUARD SMALL CAP ETF
$59.9M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$46.6M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$45.6M
AAPLAPPLE INC
$39.2M
IVEISHARES S&P 500 VALUE ETF
$32.1M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$27.1M
EFAISHARES MSCI EAFE ETF
$25.8M
UPSUNITED PARCEL SERVICE INC
$25.5M
MSFTMICROSOFT
$24.4M
VEUVANGUARD FTSE ALL-WORLD EX-US
$21.7M
IVVISHARES S&P 500 INDEX
$21.6M
ETFMG PRIME MOBILE PAYMENTS ETF
$21.4M
SCZISHARES MSCI EAFE SMALL CAP ETF
$21.3M
EFGISHARES MSCI EAFE GROWTH ETF
$21.0M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
$20.4M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$19.9M
ERICERICSSON ADR B SEK 10
$19.0M
HDHOME DEPOT
$18.8M
IWFISHARES RUSSELL 1000 GROWTH ETF
$18.3M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$18.3M
AKAMAKAMAI TECH
$17.1M
JPMJPMORGAN CHASE & CO COM
$16.8M
PHPARKER-HANNIFIN CORP COM
$16.1M
DYHTARGET CORP COM
$15.9M
ABBVABBVIE INC COM
$15.6M
VVVANGUARD LARGE CAP
$15.4M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$14.1M
VMCVULCAN MATLS CO COM
$14.0M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$13.8M
FRCBFIRST REPUBLIC BANK
$13.5M
MRSHMARSH & MCLENNAN COS INC COM
$13.0M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$11.8M
ABJAABB LTD SPONSORED ADR
$11.5M
AMZNAMAZON.COM INC
$10.9M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$10.5M
BSVVANGUARD SHORT TERM BOND
$10.4M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$9.8M
SIVBEURSVB FINL GROUP
$8.6M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$8.3M
GEGENERAL ELECTRIC CO COM
$8.0M
STIPISHARES 0-5 YR TIPS BOND ETF
$7.6M
AMATAPPLIED MATLS INC COM
$7.5M
ICVTISHARES CONVERTIBLE BOND ETF
$7.1M
SCHWCHARLES SCHWAB CORP
$6.8M
DRIDARDEN RESTAURANTS INC
$6.4M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$6.0M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$5.6M
AMGNAMGEN INC
$5.5M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$5.5M
FCXFREEPORT MCMORAN COPPER
$5.5M
IBBISHARES NASDAQ BIOTECHNOLOGY
$5.4M
IWDISHARES RUSSELL 1000 VALUE ETF
$5.3M
LVSLAS VEGAS SANDS CORP
$5.3M
APDAIR PRODS & CHEMS INC COM
$5.3M
OCOWENS CORNING
$5.1M
GOOGLGOOGLE INC
$5.0M
BUNGE LIMITED F
$5.0M
FTIFMC TECHNOLOGIES INC
$4.9M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$4.6M
LRCXEURLAM RESEARCH CORP
$4.6M
LHXL3HARRIS TECHNOLOGIES INC COM
$4.4M
SYYSYSCO CORP COM
$4.3M
METAFACEBOOK INC CL A
$4.0M
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$3.9M
SCHZSCHWAB US AGGREGATE BOND ETF
$3.8M
APHAMPHENOL CORP CL A
$3.7M
THCTENET HEALTHCARE CORP COM NEW
$3.0M
BACBK OF AMERICA CORP COM
$2.9M
LOWLOWES COS INC COM
$2.9M
NVDANVIDIA CORP
$2.9M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$2.8M
IJRISHARES S&P SMALLCAP 600 ETF
$2.6M
WYNEURWYNDHAM WORLDWIDE CORP
$2.4M
XLKTECHNOLOGY SELECT SECTOR SPDR
$2.4M
LILI AUTO INC SPONSORED ADS
$2.3M
GOOGALPHABET INC CAP STK CL C
$2.3M
TRMBTRIMBLE NAV LTD
$2.3M
CVXCHEVRON CORP NEW COM
$2.2M
DOCUDOCUSIGN INC COM
$2.1M
ORCLORACLE CORPORATION
$2.1M
ITWILLINOIS TOOL WKS INC COM
$2.1M
AG8AGILENT TECH INC
$2.1M
FSLRFIRST SOLAR INC
$2.1M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$2.0M
PYPLPAYPAL HLDGS INC COM
$2.0M
COSTCOSTCO WHOLESALE CORP
$2.0M
UNHUNITEDHEALTH GROUP
$1.9M
XLFFINANCIAL SELECT SECTOR SPDR
$1.9M
SPYSPDR S&P 500 ETF
$1.9M
FISVFISERV INC
$1.9M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$1.8M
JCIJOHNSON CTLS INC
$1.7M
VTVANGUARD TOTAL WORLD STOCK ETF
$1.7M
NDQPOWERSHARES QQQ TR
$1.6M
VRTXVERTEX PHARMACEUTICALS IN
$1.6M
UBERUBER TECHNOLOGIES INC COM
$1.6M
SDYSPDR SER TR S&P DIVID ETF
$1.5M
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