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)

StockValue
SSDSIMPSON MFG INC
$255.9M
AAPLAPPLE INC
$121.3M
MSFTMICROSOFT CORP
$114.1M
VBVANGUARD INDEX FDS
$89.0M
QUALISHARES TR
$83.1M
AGGISHARES TR
$80.9M
BNDVANGUARD BD INDEX FDS
$80.8M
DFCFDIMENSIONAL ETF TRUST
$80.4M
NVDANVIDIA CORPORATION
$78.4M
IWFISHARES TR
$72.8M
SPABSPDR SER TR
$70.6M
NDQINVESCO QQQ TR
$63.1M
IVVISHARES TR
$62.9M
AMZNAMAZON COM INC
$54.6M
VTIVANGUARD INDEX FDS
$49.9M
EAELECTRONIC ARTS INC
$48.0M
JPMJPMORGAN CHASE & CO.
$46.6M
VVVANGUARD INDEX FDS
$46.6M
EFGISHARES TR
$46.5M
SCHXSCHWAB STRATEGIC TR
$43.2M
IVEISHARES TR
$41.0M
GOOGLALPHABET INC
$35.3M
PHPARKER-HANNIFIN CORP
$32.9M
VWOVANGUARD INTL EQUITY INDEX F
$30.9M
ORCLORACLE CORP
$29.1M
SCZISHARES TR
$29.1M
JQUAJ P MORGAN EXCHANGE TRADED F
$26.8M
BGBUNGE GLOBAL SA
$26.8M
ABBVABBVIE INC
$21.8M
AMATAPPLIED MATLS INC
$21.4M
SLBSCHLUMBERGER LTD
$20.8M
ICVTISHARES TR
$20.6M
CATCATERPILLAR INC
$19.9M
SHYGISHARES TR
$19.8M
RSPINVESCO EXCHANGE TRADED FD T
$19.7M
USHYISHARES TR
$19.4M
EMBISHARES TR
$19.4M
GEGE AEROSPACE
$19.3M
RSPTINVESCO EXCHANGE TRADED FD T
$19.1M
METAMETA PLATFORMS INC
$18.6M
NFLXNETFLIX INC
$18.0M
EWWISHARES INC
$17.7M
SHOPSHOPIFY INC
$17.4M
LRCXEURLAM RESEARCH CORP
$16.5M
MRVLMARVELL TECHNOLOGY INC
$16.4M
XOMEXXON MOBIL CORP
$16.2M
JCIJOHNSON CTLS INTL PLC
$16.0M
CRMSALESFORCE INC
$15.9M
TSLATESLA INC
$15.9M
UBSUBS GROUP AG
$15.8M
ETNEATON CORP PLC
$15.8M
LINLINDE PLC
$15.5M
MRSHMARSH & MCLENNAN COS INC
$15.2M
TXNTEXAS INSTRS INC
$14.9M
EWJISHARES INC
$14.4M
UBERUBER TECHNOLOGIES INC
$14.2M
LLYELI LILLY & CO
$14.0M
AMDADVANCED MICRO DEVICES INC
$13.8M
TMOTHERMO FISHER SCIENTIFIC INC
$13.0M
BABAALIBABA GROUP HLDG LTD
$12.5M
QCOMQUALCOMM INC
$12.3M
MBBISHARES TR
$12.0M
FCXFREEPORT-MCMORAN INC
$11.0M
HOODROBINHOOD MKTS INC
$10.9M
HDHOME DEPOT INC
$10.8M
IGVISHARES TR
$9.7M
IHIISHARES TR
$9.6M
INTCINTEL CORP
$9.3M
APHAMPHENOL CORP NEW
$9.2M
COSTCOSTCO WHSL CORP NEW
$9.0M
EOGEOG RES INC
$9.0M
JEPIJ P MORGAN EXCHANGE TRADED F
$8.9M
DOWDOW INC
$8.9M
XLESELECT SECTOR SPDR TR
$8.9M
AFLAFLAC INC
$8.8M
UPSUNITED PARCEL SERVICE INC
$8.6M
DGROISHARES TR
$8.6M
SPYSPDR S&P 500 ETF TR
$8.6M
IBMINTERNATIONAL BUSINESS MACHS
$8.5M
MCDMCDONALDS CORP
$8.1M
DEMWISDOMTREE TR
$8.0M
MLPXGLOBAL X FDS
$7.9M
ISRGINTUITIVE SURGICAL INC
$7.9M
NSCNORFOLK SOUTHN CORP
$7.9M
SCHWSCHWAB CHARLES CORP
$7.7M
FLEXFLEX LTD
$7.4M
FLNCFLUENCE ENERGY INC
$7.2M
XLKSELECT SECTOR SPDR TR
$7.2M
SYYSYSCO CORP
$7.1M
FBNDFIDELITY MERRIMACK STR TR
$6.9M
NDAQNASDAQ INC
$6.8M
IWDISHARES TR
$6.8M
NUENUCOR CORP
$6.7M
NEENEXTERA ENERGY INC
$6.3M
VRTVERTIV HOLDINGS CO
$6.2M
FALNISHARES TR
$6.0M
GIISPDR INDEX SHS FDS
$5.8M
GSGOLDMAN SACHS GROUP INC
$5.8M
GOOGALPHABET INC
$5.6M
IGMISHARES TR
$5.6M
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