Baker Avenue Asset Management, LP Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$2.0B

Holdings

1,578

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,578 positions)

StockValue
BRBROADRIDGE FIN SOL
$303K
SOXXISHARES SEMICONDUCTOR ETF
$297K
PSXPHILLIPS 66
$295K
ETNEATON CORP PLC SHS
$291K
JEPQJ.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$286K
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$284K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$284K
QCOMQUALCOMM INC
$283K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$283K
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$280K
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$270K
TWITITAN INTL INC
$269K
ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF
$264K
TIPISHARES TIPS BOND ETF
$263K
IAU*ISHARES GOLD TRUST ETF
$259K
INTUINTUIT INC
$255K
GQ9SPDR GOLD ETF
$254K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$245K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$245K
AZOAUTOZONE INC NEV
$241K
DUKDUKE ENERGY CORP NEW COM NEW
$238K
LHXL3HARRIS TECHNOLOGIES INC COM
$233K
COURCOURSERA INC COM
$232K
EBAEBAY INC
$231K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$227K
CDWCDW CORP COM USD0.01
$227K
BLKCHFBLACKROCK INC
$227K
LMTLOCKHEED MARTIN CORP
$226K
MAMASTERCARD INC
$224K
WYNNWYNN RESORTS LTD
$222K
SDYSPDR SER TR S&P DIVID ETF
$221K
ACNACCENTURE LTD BERMUDA CL A
$220K
SRFMSURF AIR MOBILITY INC COM
$217K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$215K
TJXTJX COS INC NEW COM
$213K
KOCOCA COLA CO COM
$208K
ABTABBOTT LABS COM
$207K
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$205K
DWDMORGAN STANLEY
$202K
CMFISHARES CALIFORNIA MUNI BOND ETF
$202K
ITWILLINOIS TOOL WKS INC COM
$199K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$199K
AMTAMERICAN TOWER CORP
$198K
ONEQFIDELITY COMWLTH TR
$198K
UNPUNION PAC CORP COM
$193K
HONHONEYWELL INTL INC
$193K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$188K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$186K
ICEINTERCONTINENTALEXCHINTL
$184K
FTXLFIRST TRUST NASDAQ SEMICONDUCTOR ETF
$180K
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$179K
DEODIAGEO PLC
$178K
IWNISHARES RUSSELL 2000 VALUE
$173K
IYWISHARES DJ US TECHNOLOGY
$172K
DISDISNEY WALT CO COM
$171K
SSDSIMPSON MANUFACTURING CO INC
$171K
RUNSUNRUN INC COM
$170K
SCHMSCHWAB U.S. MID-CAP ETF
$169K
IGMISHARES EXPANDED TECH SECTOR ETF
$168K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$166K
IBMINTL BUSINESS MACHINES
$165K
OCOWENS CORNING
$163K
VEUVANGUARD FTSE ALL-WORLD EX-US
$162K
COFCAPITAL ONE FINANCIAL CORP
$161K
AMKRAMKOR TECHNOLOGY INC COM
$159K
ACWIISHARES TR MSCI ACWIINDEX FD
$158K
RTXRTX CORPORATION COM
$156K
BDXBECTON DICKINSON & CO COM
$154K
KWEBKRANESHARES CSI CHINA INTERNET ETF
$154K
FDVVFIDELITY HIGH DIVIDEND ETF
$152K
BJBJS WHSL CLUB HLDGS INC COM
$149K
VALEVALE S A SPONSORED ADS
$149K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$148K
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
$147K
KDPKEURIG DR PEPPER INC COM
$147K
BEATHEARTBEAM INC COM
$143K
MOALTRIA GROUP INC COM
$143K
TDCTERADATA CORP
$143K
SEESEALED AIR CORP NEW COM
$141K
BACVERIZON COMMUNICATIONS
$139K
LBRDKLIBERTY BROADBAND CORP COM SER C
$138K
AVYAVERY DENNISON CORP COM
$138K
DGROISHARES CORE DIVIDEND GROWTH ETF
$137K
NYFISHARES NEW YORK MUNI BOND ETF
$136K
SHESPDR MSCI USA GENDER DIVERSITY ETF
$134K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$133K
IEMGISHARES CORE MSCI EMERGING MKTS
$132K
VOVANGUARD MID CAP
$131K
ESGEISHARES ESG AWARE MSCI EM ETF
$130K
NOCNORTHROP GRUMMAN CORP COM
$129K
CBRECBRE GROUP INC A
$129K
FDXFEDEX CORP
$127K
IYCISHARES DJ US CONSUMER SERVICES
$127K
TRVCCITIGROUP INC
$127K
KKRKKR & CO LP
$126K
KLACKLA-TENCOR CORP
$125K
WMSADVANCED DRAIN SYS INC DEL COM
$125K
CLXCLOROX CO DEL COM
$123K
ACWXISHARES MSCI ACWI EX U.S. ETF
$123K
MTNVAIL RESORTS INC
$122K
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