Baker Avenue Asset Management, LP Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$3.2B

Holdings

415

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (415 positions)

#StockSharesValue% PortfolioType
1
SSDSIMPSON MFG INC
1,337,753$255.9T8109497.99%
2
AAPLAPPLE INC
520,668$121.3T3844929.03%
3
MSFTMICROSOFT CORP
275,259$114.1T3614958.45%Call
4
VBVANGUARD INDEX FDS
375,404$89.0T2822296.17%
5
QUALISHARES TR
463,644$83.1T2634732.19%
6
AGGISHARES TR
799,314$80.9T2565485.19%
7
BNDVANGUARD BD INDEX FDS
1,075,363$80.8T2559905.32%
8
DFCFDIMENSIONAL ETF TRUST
1,861,887$80.4T2548635.02%
9
NVDANVIDIA CORPORATION
846,806$78.4T2484121.24%Put
10
IWFISHARES TR
193,979$72.8T2307792.59%
11
SPABSPDR SER TR
2,699,261$70.6T2236256.78%
12
NDQINVESCO QQQ TR
198,802$63.1T1998425.72%Put
13
IVVISHARES TR
109,014$62.9T1992932.52%
14
AMZNAMAZON COM INC
306,843$54.6T1729478.89%Call
15
VTIVANGUARD INDEX FDS
176,298$49.9T1582160.07%
16
EAELECTRONIC ARTS INC
373,994$48.0T1520343.75%Put
17
JPMJPMORGAN CHASE & CO.
220,950$46.6T1476587.80%
18
VVVANGUARD INDEX FDS
176,942$46.6T1476509.17%
19
EFGISHARES TR
432,129$46.5T1474343.83%
20
SCHXSCHWAB STRATEGIC TR
635,973$43.2T1367602.99%
21
IVEISHARES TR
207,985$41.0T1299702.84%
22
GOOGLALPHABET INC
213,098$35.3T1120123.83%
23
PHPARKER-HANNIFIN CORP
52,003$32.9T1041335.77%
24
VWOVANGUARD INTL EQUITY INDEX F
646,675$30.9T980707.49%
25
ORCLORACLE CORP
170,623$29.1T921465.77%
26
SCZISHARES TR
429,393$29.1T921328.28%
27
JQUAJ P MORGAN EXCHANGE TRADED F
474,507$26.8T850746.51%
28
BGBUNGE GLOBAL SA
277,228$26.8T849113.31%
29
ABBVABBVIE INC
110,164$21.8T689497.92%
30
AMATAPPLIED MATLS INC
105,880$21.4T678022.92%
31
SLBSCHLUMBERGER LTD
496,654$20.8T660323.36%
32
ICVTISHARES TR
245,883$20.6T652032.79%
33
CATCATERPILLAR INC
50,935$19.9T631395.27%
34
SHYGISHARES TR
455,762$19.8T627190.01%
35
RSPINVESCO EXCHANGE TRADED FD T
110,236$19.7T625943.88%
36
USHYISHARES TR
516,378$19.4T616174.85%
37
EMBISHARES TR
207,459$19.4T615298.33%
38
GEGE AEROSPACE
102,421$19.3T612149.76%
39
RSPTINVESCO EXCHANGE TRADED FD T
507,948$19.1T606920.35%
40
METAMETA PLATFORMS INC
32,544$18.6T590428.83%
41
NFLXNETFLIX INC
25,354$18.0T569931.96%
42
EWWISHARES INC
329,045$17.7T560120.71%
43
SHOPSHOPIFY INC
217,000$17.4T551163.25%
44
LRCXEURLAM RESEARCH CORP
20,168$16.5T521628.23%
45
MRVLMARVELL TECHNOLOGY INC
227,208$16.4T519337.64%
46
XOMEXXON MOBIL CORP
138,595$16.2T514895.25%
47
JCIJOHNSON CTLS INTL PLC
205,844$16.0T506322.14%
48
CRMSALESFORCE INC
57,990$15.9T503050.16%
49
TSLATESLA INC
83,108$15.9T502742.19%Put
50
UBSUBS GROUP AG
512,165$15.8T501741.94%
51
ETNEATON CORP PLC
47,565$15.8T499650.51%
52
LINLINDE PLC
32,605$15.5T492766.39%
53
MRSHMARSH & MCLENNAN COS INC
68,259$15.2T482628.21%
54
TXNTEXAS INSTRS INC
72,344$14.9T473634.56%
55
EWJISHARES INC
200,947$14.4T455619.21%
56
UBERUBER TECHNOLOGIES INC
188,648$14.2T449376.24%
57
LLYELI LILLY & CO
15,809$14.0T443890.56%
58
AMDADVANCED MICRO DEVICES INC
84,211$13.8T437922.18%
59
TMOTHERMO FISHER SCIENTIFIC INC
20,940$13.0T410530.54%
60
BABAALIBABA GROUP HLDG LTD
117,740$12.5T395998.81%
61
QCOMQUALCOMM INC
72,194$12.3T389088.09%
62
MBBISHARES TR
125,214$12.0T380218.65%
63
FCXFREEPORT-MCMORAN INC
220,301$11.0T348547.61%
64
HOODROBINHOOD MKTS INC
464,306$10.9T344637.38%
65
HDHOME DEPOT INC
26,688$10.8T342728.39%
66
IGVISHARES TR
108,883$9.7T308405.71%
67
IHIISHARES TR
161,352$9.6T302840.95%
68
INTCINTEL CORP
395,762$9.3T294261.02%
69
APHAMPHENOL CORP NEW
140,922$9.2T291025.58%
70
COSTCOSTCO WHSL CORP NEW
10,156$9.0T285358.20%
71
EOGEOG RES INC
72,885$9.0T283965.30%
72
JEPIJ P MORGAN EXCHANGE TRADED F
150,359$8.9T283589.83%
73
DOWDOW INC
163,132$8.9T282449.56%
74
XLESELECT SECTOR SPDR TR
101,187$8.9T281571.42%
75
AFLAFLAC INC
78,902$8.8T279576.73%
76
UPSUNITED PARCEL SERVICE INC
63,377$8.6T273859.74%
77
DGROISHARES TR
137,624$8.6T273441.58%
78
SPYSPDR S&P 500 ETF TR
154,315$8.6T273275.44%Put
79
IBMINTERNATIONAL BUSINESS MACHS
38,591$8.5T270401.82%
80
MCDMCDONALDS CORP
26,560$8.1T256334.44%
81
DEMWISDOMTREE TR
181,926$8.0T253755.88%
82
MLPXGLOBAL X FDS
144,871$7.9T249913.60%
83
ISRGINTUITIVE SURGICAL INC
16,007$7.9T249225.47%
84
NSCNORFOLK SOUTHN CORP
31,594$7.9T248828.61%
85
SCHWSCHWAB CHARLES CORP
119,516$7.7T245493.21%
86
FLEXFLEX LTD
222,567$7.4T235813.32%
87
FLNCFLUENCE ENERGY INC
318,257$7.2T229068.96%
88
XLKSELECT SECTOR SPDR TR
31,674$7.2T226631.92%
89
SYYSYSCO CORP
91,378$7.1T226068.82%
90
FBNDFIDELITY MERRIMACK STR TR
146,994$6.9T217751.03%
91
NDAQNASDAQ INC
93,000$6.8T215197.54%
92
IWDISHARES TR
35,627$6.8T214310.50%
93
NUENUCOR CORP
44,752$6.7T213232.86%
94
NEENEXTERA ENERGY INC
75,022$6.3T200987.73%
95
VRTVERTIV HOLDINGS CO
62,132$6.2T195914.25%
96
FALNISHARES TR
217,915$6.0T188824.02%
97
GIISPDR INDEX SHS FDS
94,275$5.8T184324.26%
98
GSGOLDMAN SACHS GROUP INC
11,691$5.8T183445.81%
99
GOOGALPHABET INC
33,793$5.6T179066.43%
100
IGMISHARES TR
58,273$5.6T177189.95%
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