Baker Avenue Asset Management, LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$1.6B

Holdings

328

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (328 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$82.8M
AGGISHARES AGGREGATE BOND ETF
$80.9M
NDQPOWERSHARES QQQ TR
$72.2M
AAPLAPPLE INC
$53.9M
VBVANGUARD SMALL CAP ETF
$53.7M
IWFISHARES RUSSELL 1000 GROWTH ETF
$50.2M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$47.3M
MSFTMICROSOFT
$39.7M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$37.4M
AMZNAMAZON.COM INC
$27.4M
SPYSPDR S&P 500 ETF
$24.7M
JPMJPMORGAN CHASE & CO COM
$23.9M
UPSUNITED PARCEL SERVICE INC
$23.5M
IVEISHARES S&P 500 VALUE ETF
$23.3M
BUNGE LIMITED F
$22.8M
FRCBFIRST REPUBLIC BANK
$21.9M
IVVISHARES S&P 500 INDEX
$19.7M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$19.1M
GOOGLGOOGLE INC
$19.0M
VTIVANGUARD TOTAL STOCK MARKET ETF
$17.6M
METAMETA PLATFORMS INC CL A
$17.2M
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$17.2M
PHPARKER-HANNIFIN CORP COM
$17.0M
SCZISHARES MSCI EAFE SMALL CAP ETF
$16.4M
ABBVABBVIE INC COM
$16.1M
SLBSCHLUMBERGER LTD COM STK
$15.8M
EFGISHARES MSCI EAFE GROWTH ETF
$15.7M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$15.4M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$15.3M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$14.0M
VVVANGUARD LARGE CAP
$13.5M
MRSHMARSH & MCLENNAN COS INC COM
$13.3M
SCHWCHARLES SCHWAB CORP
$13.1M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$13.0M
SIVBEURSVB FINL GROUP
$12.8M
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
$12.3M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$11.6M
CATCATERPILLAR INC COM
$11.5M
STIPISHARES 0-5 YR TIPS BOND ETF
$11.1M
TSLATESLA MOTORS INC
$10.1M
ABJAABB LTD SPONSORED ADR
$9.7M
DEDEERE & CO COM
$9.4M
LINLINDE PLC SHS
$9.4M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$9.4M
LVSLAS VEGAS SANDS CORP
$9.2M
JCIJOHNSON CTLS INC
$9.2M
AMATAPPLIED MATLS INC COM
$9.2M
GLWCORNING INC COM
$9.1M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$8.7M
EWJISHARES MSCI JAPAN ETF
$8.4M
AMDADVANCED MICRO DEVICES INC COM
$8.4M
EEMISHARES MSCI EMERGING MARKETS ETF
$8.4M
GEGENERAL ELECTRIC CO COM NEW
$8.3M
MRVLMARVELL TECHNOLOGY GROUP LTD
$8.0M
JDJD.COM INC SPON ADR CL A
$8.0M
XOMEXXON MOBIL CORP COM
$7.7M
AG8AGILENT TECH INC
$7.6M
ORCLORACLE CORPORATION
$7.5M
NFLXNETFLIX COM INC
$7.5M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$7.3M
LRCXEURLAM RESEARCH CORP
$7.0M
BSVVANGUARD SHORT TERM BOND
$7.0M
RSPTRYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
$7.0M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$6.5M
TMOTHERMO FISHER SCIENTIFIC INC COM
$6.5M
ICVTISHARES CONVERTIBLE BOND ETF
$6.5M
HDHOME DEPOT
$5.9M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$5.9M
HUNHUNTSMAN CORP
$5.6M
DISDISNEY WALT CO COM
$5.6M
FCXFREEPORT MCMORAN COPPER
$5.6M
SYYSYSCO CORP COM
$5.5M
NVDANVIDIA CORP
$5.5M
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$5.4M
IWDISHARES RUSSELL 1000 VALUE ETF
$5.2M
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
$5.1M
ENPHENPHASE ENERGY INC COM
$5.1M
TXNTEXAS INSTRS INC COM
$5.1M
APHAMPHENOL CORP CL A
$5.0M
LILI AUTO INC SPONSORED ADS
$5.0M
CPNGCOUPANG INC CL A
$5.0M
DVNDEVON ENERGY CORP
$4.8M
BACBK OF AMERICA CORP COM
$4.5M
SEDGSOLAREDGE TECHNOLOGIES INC COM
$4.3M
UNHUNITEDHEALTH GROUP
$4.2M
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$4.2M
AVGOBROADCOM INC
$4.1M
NTAPNETAPP INC
$3.7M
ABNBAIRBNB INC COM CL A
$3.7M
COSTCOSTCO WHOLESALE CORP
$3.6M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$3.5M
GSGOLDMAN SACHS GROUP INC
$3.5M
LOWLOWES COS INC COM
$3.5M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$3.4M
TNLTRAVEL PLUS LEISURE CO COM
$3.1M
ESGUISHARES ESG AWARE MSCI USA ETF
$3.0M
XLVHEALTH CARE SELECT SECTOR SPDR
$3.0M
HLTHILTON WORLDWIDE HLDGS INC COM
$2.9M
CVXCHEVRON CORP NEW COM
$2.9M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$2.8M
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