Baker Avenue Asset Management, LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$1.6T

Holdings

328

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (328 positions)

#StockSharesValue% PortfolioType
201
WMTWALMART INC COM
5,248$681.0M0.04%
202
CDNSCADENCE DESIGN SYSTEM INC COM
4,169$681.0M0.04%
203
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
28,818$677.0M0.04%
204
MATWMATTHEWS INTL CORP CL A
29,636$664.0M0.04%
205
LHXL3HARRIS TECHNOLOGIES INC COM
3,154$655.0M0.04%
206
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
1,625$652.0M0.04%
207
MSIMOTOROLA SOLUTIONS INC COM NEW
2,904$650.0M0.04%
208
RUNSUNRUN INC COM
23,534$649.0M0.04%
209
ICLNISHARES GLOBAL CLEAN ENERGY ETF
33,159$633.0M0.04%
210
WMWASTE MANAGEMENT INC
3,866$619.0M0.04%
211
AXPAMERICAN EXPRESS CO COM
4,503$607.0M0.04%
212
MTBM & T BK CORP COM
3,433$605.0M0.04%
213
ITOTISHARES TR S&P 1500 INDEX FD
7,398$588.0M0.04%
214
BIZDVANECK BDC INCOME ETF
42,118$572.0M0.04%
215
PWRQUANTA SERVICES INC
4,426$564.0M0.04%
216
MCDMCDONALDS CORP COM
2,417$558.0M0.04%
217
CBOECBOE GLOBAL MKTS INC COM
4,719$554.0M0.03%
218
ARCCAres Capital Corp
32,700$552.0M0.03%
219
SNPSSYNOPSYS INC COM
1,786$546.0M0.03%
220
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
13,057$546.0M0.03%
221
SHVISHARES TR LEHMAN SHORT TREA BDFD
4,966$546.0M0.03%
222
PGRPROGRESSIVE CORP COM
4,696$546.0M0.03%
223
TMUST-MOBILE US INC COM
4,056$544.0M0.03%
224
OKTAOKTA INC CL A
525,006$525.0M0.03%
225
GWWGRAINGER W W INC COM
1,048$513.0M0.03%
226
EXIISHARES GLBL INDSTRLS INDX FD
5,632$507.0M0.03%
227
BCMLBAY COML BK WALNUT CREEK CALIF
28,800$506.0M0.03%
228
HTGCHERCULES CAPITAL INC COM
43,724$506.0M0.03%
229
CLXCLOROX CO DEL COM
3,885$499.0M0.03%
230
INTCINTEL CORP COM
19,380$499.0M0.03%
231
VRTXVERTEX PHARMACEUTICALS IN
1,719$498.0M0.03%
232
IGSBISHARES 1-3 YR CREDIT BOND ETF
9,982$492.0M0.03%
233
TPRTAPESTRY INC
17,116$487.0M0.03%
234
DYHTARGET CORP COM
3,276$486.0M0.03%
235
IUSGISHARES CORE S&P U.S. GROWTH ETF
6,064$486.0M0.03%
236
FIVNFIVE9 INC COM
6,432$482.0M0.03%
237
ADPAUTOMATIC DATA PROCESSING INC COM
2,083$471.0M0.03%
238
MBBISHARES MBS BOND ETF
5,126$469.0M0.03%
239
FISVFISERV INC
5,013$469.0M0.03%
240
AESAES CORP
20,512$464.0M0.03%
241
VLOVALERO ENERGY CORP
4,184$447.0M0.03%
242
MCKMCKESSON CORP
1,310$445.0M0.03%
243
GISGENERAL MLS INC COM
5,762$441.0M0.03%
244
IBBISHARES NASDAQ BIOTECHNOLOGY
3,695$432.0M0.03%
245
PXDEURPIONEER NATURAL RESOURCES CO
1,954$423.0M0.03%
246
HALHALLIBURTON CO COM
16,893$416.0M0.03%
247
CICIGNA CORP
1,495$415.0M0.03%
248
VWOVANGUARD FTSE EMERGING MARKETS ETF
11,279$412.0M0.03%
249
APDAIR PRODS & CHEMS INC COM
1,754$408.0M0.03%
250
CLCOLGATE PALMOLIVE CO COM
5,713$401.0M0.03%
251
EXREXTRA SPACE STORAGE INC
2,280$394.0M0.02%
252
ACREARES COML REAL ESTATE CORP COM
36,939$386.0M0.02%
253
ITGARTNER INC CL A
1,387$384.0M0.02%
254
SCHBSCHWAB U.S. BROAD MARKET ETF
9,047$380.0M0.02%
255
ACNACCENTURE LTD BERMUDA CL A
1,473$379.0M0.02%
256
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
5,987$379.0M0.02%
257
TTDTHE TRADE DESK INC COM CL A
6,262$374.0M0.02%
258
STSENSATA TECHNOLOGIESHLDGS NV COM EUR0.01
10,008$373.0M0.02%
259
AMGNAMGEN INC
1,645$371.0M0.02%
260
MEARBLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
7,415$368.0M0.02%
261
XYLDGLOBAL X S&P 500 COVERED CALL ETF
9,646$368.0M0.02%
262
MAMASTERCARD INC
1,274$362.0M0.02%
263
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
19,460$359.0M0.02%
264
AMTAMERICAN TOWER CORP
1,658$356.0M0.02%
265
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
4,981$354.0M0.02%
266
CSCOCISCO SYS INC
8,862$354.0M0.02%
267
ESGDISHARES ESG AWARE MSCI EAFE ETF
6,219$349.0M0.02%
268
VIGVANGUARD DIVIDEND APPRECIATION ETF
2,535$343.0M0.02%
269
VTVVANGUARD VALUE ETF
2,746$339.0M0.02%
270
SBUXSTARBUCKS CORP
4,028$339.0M0.02%
271
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
21,516$337.0M0.02%
272
IYMISHARES DJ US BASIC MATERIALS
3,062$331.0M0.02%
273
PCVXVAXCYTE INC COM
13,780$331.0M0.02%
274
ADMARCHER DANIELS MIDLAND CO COM
4,086$329.0M0.02%
275
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
4,933$326.0M0.02%
276
SPGIS&P GLOBAL INC COM
1,058$323.0M0.02%
277
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
5,672$323.0M0.02%
278
HOODROBINHOOD MKTS INC COM CL A
30,032$303.0M0.02%
279
VYMVANGUARD HIGH DIVIDEND YIELD
3,180$302.0M0.02%
280
ETNEATON CORP PLC SHS
2,267$302.0M0.02%
281
MRKMERCK & CO INC
3,510$302.0M0.02%
282
BBNBLACKROCK BUILD AMER BD
18,128$298.0M0.02%
283
ADIANALOG DEVICES INC COM
2,140$298.0M0.02%
284
IAU*ISHARES GOLD TRUST ETF
9,366$295.0M0.02%
285
KOCOCA COLA CO COM
5,266$295.0M0.02%
286
MMM3M CO COM
2,672$295.0M0.02%
287
MPWRMONOLITHIC PWR SYS INC COM
808$294.0M0.02%
288
SYKSTRYKER CORP
1,433$290.0M0.02%
289
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
7,532$287.0M0.02%
290
IWNISHARES RUSSELL 2000 VALUE
2,229$287.0M0.02%
291
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
6,748$284.0M0.02%
292
REETISHARES GLOBAL REIT ETF
13,273$282.0M0.02%
293
AQLTISHARES DJ SELECT DIVIDEND
2,600$279.0M0.02%
294
HONHONEYWELL INTL INC
1,659$277.0M0.02%
295
EDIVSPDR INDEX SHS FDS SPDR S&P EMERGING MKTS DIVIDEND ETF
12,369$274.0M0.02%
296
SSOPROSHARES ULTRA S&P 500
6,884$273.0M0.02%
297
ZTSZOETIS INC COM CL A
1,841$273.0M0.02%
298
FMCFMC CORP COM NEW
2,574$272.0M0.02%
299
UNPUNION PAC CORP COM
1,385$270.0M0.02%
300
DEODIAGEO PLC
1,581$268.0M0.02%
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