Baker Avenue Asset Management, LP Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$1.7B

Holdings

254

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (254 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$94.9M
AGGISHARES AGGREGATE BOND ETF
$92.5M
VBVANGUARD SMALL CAP ETF
$68.4M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$54.2M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$50.2M
AAPLAPPLE INC
$48.8M
IVEISHARES S&P 500 VALUE ETF
$40.3M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$37.3M
MSFTMICROSOFT
$35.4M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$34.8M
EFAISHARES MSCI EAFE ETF
$31.7M
JPMJPMORGAN CHASE & CO COM
$28.2M
UPSUNITED PARCEL SERVICE INC
$27.3M
SCZISHARES MSCI EAFE SMALL CAP ETF
$26.5M
BUNGE LIMITED F
$25.6M
AMZNAMAZON.COM INC
$25.6M
GOOGLGOOGLE INC
$25.5M
ABBVABBVIE INC COM
$25.0M
EFGISHARES MSCI EAFE GROWTH ETF
$24.8M
HDHOME DEPOT
$24.3M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$22.9M
ETFMG PRIME MOBILE PAYMENTS ETF
$22.9M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$22.9M
FRCBFIRST REPUBLIC BANK
$22.3M
IWFISHARES RUSSELL 1000 GROWTH ETF
$22.1M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$22.0M
ERICERICSSON ADR B SEK 10
$21.8M
IVVISHARES S&P 500 INDEX
$21.0M
PHPARKER-HANNIFIN CORP COM
$20.8M
DYHTARGET CORP COM
$19.9M
SIVBEURSVB FINL GROUP
$18.8M
APDAIR PRODS & CHEMS INC COM
$18.1M
HLTHILTON WORLDWIDE HLDGS INC COM
$17.4M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$15.7M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$15.5M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$15.5M
SPYSPDR S&P 500 ETF TR
$15.2M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$15.0M
MRSHMARSH & MCLENNAN COS INC COM
$14.7M
ABJAABB LTD SPONSORED ADR
$14.6M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$13.8M
VVVANGUARD LARGE CAP
$13.7M
AMATAPPLIED MATLS INC COM
$13.2M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$12.8M
QQQINVESCO QQQ TR
$12.7M
SCHWCHARLES SCHWAB CORP
$12.6M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$12.3M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$12.3M
GEGENERAL ELECTRIC CO COM NEW
$12.0M
JCIJOHNSON CTLS INC
$11.0M
BSVVANGUARD SHORT TERM BOND
$10.8M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$10.4M
GLWCORNING INC COM
$9.7M
ICVTISHARES CONVERTIBLE BOND ETF
$8.8M
STIPISHARES 0-5 YR TIPS BOND ETF
$8.6M
XOMEXXON MOBIL CORP COM
$8.6M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$8.3M
DRIDARDEN RESTAURANTS INC
$8.1M
NVDANVIDIA CORP
$7.9M
IBBISHARES NASDAQ BIOTECHNOLOGY
$7.8M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$7.7M
LVSLAS VEGAS SANDS CORP
$7.6M
GLOBGLOBANT S A COM
$7.5M
BABOEING CO COM
$7.3M
HUNHUNTSMAN CORP
$7.3M
TMOTHERMO FISHER SCIENTIFIC INC COM
$7.2M
SYYSYSCO CORP COM
$7.0M
TXNTEXAS INSTRS INC COM
$6.9M
LRCXEURLAM RESEARCH CORP
$6.9M
BACBK OF AMERICA CORP COM
$6.8M
DISDISNEY WALT CO COM
$6.5M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$6.4M
MRVLMARVELL TECHNOLOGY GROUP LTD
$6.3M
LILI AUTO INC SPONSORED ADS
$6.2M
DVNDEVON ENERGY CORP
$6.1M
FCXFREEPORT MCMORAN COPPER
$6.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.0M
RUNSUNRUN INC COM
$5.9M
APHAMPHENOL CORP CL A
$5.2M
THCTENET HEALTHCARE CORP COM NEW
$5.0M
SLBSCHLUMBERGER LTD COM STK
$4.9M
DOCUDOCUSIGN INC COM
$4.5M
TNLTRAVEL PLUS LEISURE CO COM
$4.4M
REALTHE REALREAL INC COM
$4.4M
GSGOLDMAN SACHS GROUP INC
$4.3M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$4.3M
SWKSTANLEY BLACK & DECKER INC COM
$4.0M
AG8AGILENT TECH INC
$4.0M
ABNBAIRBNB INC COM CL A
$3.9M
ITWILLINOIS TOOL WKS INC COM
$3.8M
TRMBTRIMBLE NAV LTD
$3.7M
LOWLOWES COS INC COM
$3.5M
HCAHCA INC
$3.5M
ORCLORACLE CORPORATION
$3.3M
SPYSPDR S&P 500 ETF
$3.2M
IJRISHARES S&P SMALLCAP 600 ETF
$3.2M
GOOGALPHABET INC CAP STK CL C
$3.1M
APTVAPTIV PLC
$3.1M
HOLXHOLOGIC INC
$2.9M
UNHUNITEDHEALTH GROUP
$2.9M
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