Baker Avenue Asset Management, LP Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$1.0T

Holdings

245

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (245 positions)

StockValue
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$57.9M
AGGISHARES AGGREGATE BOND ETF
$43.4M
IVVISHARES S&P 500 INDEX
$42.7M
BNDVANGUARD TOTAL BOND MARKET ETF
$42.2M
IVEISHARES S&P 500 VALUE ETF
$33.1M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$27.0M
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF
$23.4M
SDYSPDR SER TR S&P DIVID ETF
$22.0M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$21.1M
VEUVANGUARD FTSE ALL-WORLD EX-US
$21.1M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$19.9M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$19.0M
VVVANGUARD LARGE CAP
$18.5M
MSFTMICROSOFT
$18.5M
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$18.2M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$15.8M
AAPLAPPLE INC
$14.9M
SSDSIMPSON MANUFACTURING CO INC
$14.6M
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
$13.4M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$13.4M
EFGISHARES MSCI EAFE GROWTH ETF
$13.0M
EFAISHARES MSCI EAFE ETF
$12.0M
SCHWCHARLES SCHWAB CORP
$11.6M
VTVANGUARD TOTAL WORLD STOCK ETF
$11.3M
IBBISHARES NASDAQ BIOTECHNOLOGY
$11.1M
IWMISHARES RUSSELL 2000 ETF
$10.8M
ACWIISHARES TR MSCI ACWIINDEX FD
$10.8M
IWFISHARES RUSSELL 1000 GROWTH ETF
$10.7M
CATCATERPILLAR INC DEL COM
$9.9M
VBVANGUARD SMALL CAP ETF
$9.8M
XLFFINANCIAL SELECT SECTOR SPDR
$9.5M
SCZISHARES MSCI EAFE SMALL CAP ETF
$8.6M
QCOMQUALCOMM INC
$7.9M
VMWEURVMWARE INC CL A CLASS A
$7.7M
CWBSPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
$7.6M
AMGNAMGEN INC
$7.4M
BKLNPOWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
$7.4M
XHBSPDR S&P HOMEBUILDERETF
$7.3M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$7.2M
XLEENERGY SELECT SECTOR SPDR
$7.1M
AMZNAMAZON.COM INC
$7.0M
IGSBISHARES 1-3 YR CREDIT BOND ETF
$6.9M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$6.7M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$6.7M
XARSPDR S&P AEROSPACE & DEFENSE ETF
$6.2M
IBMINTL BUSINESS MACHINES
$6.1M
DISDISNEY WALT CO COM DISNEY
$6.1M
XLVHEALTH CARE SELECT SECTOR SPDR
$6.0M
INTCINTEL CORP COM
$5.8M
IWDISHARES RUSSELL 1000 VALUE ETF
$5.8M
SONYSONY CORP SPONSORED ADR
$5.7M
HONHONEYWELL INTL INC
$5.5M
EWJISHARES MSCI JAPAN ETF
$5.3M
AMATAPPLIED MATLS INC COM
$5.3M
JPMJPMORGAN CHASE & CO COM
$5.1M
GMGENERAL MOTORS CORP
$5.0M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$5.0M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$4.5M
JNJJOHNSON & JOHNSON COM
$4.4M
SCHZSCHWAB US AGGREGATE BOND ETF
$4.4M
NOCNORTHROP GRUMMAN CORP COM
$4.4M
STIPISHARES 0-5 YR TIPS BOND ETF
$4.3M
TIPISHARES TIPS BOND ETF
$4.2M
DGROISHARES CORE DIVIDEND GROWTH ETF
$4.1M
SJNKSPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF
$4.1M
FBNDFIDELITY TOTAL BOND ETF
$3.9M
XOMEXXON MOBIL CORP COM
$3.8M
UPSUNITED PARCEL SERVICE INC
$3.8M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$3.7M
BSVVANGUARD SHORT TERM BOND
$3.6M
GOOGALPHABET INC CAP STK CL C
$3.5M
NDQPOWERSHARES QQQ TR
$3.4M
GLWCORNING INC COM
$3.4M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$3.2M
AVGOAVAGO TECHNOLOGIES LTD
$3.2M
CSXCSX CORP
$2.9M
ABBVABBVIE INC COM
$2.8M
AXPAMERICAN EXPRESS CO COM
$2.8M
ETNEATON CORP PLC SHS
$2.6M
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$2.6M
GLNGGOLAR LNG LTD SHS ISIN BMG9456A1009
$2.6M
DOWDUPONT INC COM
$2.5M
ALLERGAN PLC SHS
$2.4M
MRKMERCK & CO INC
$2.4M
FTIFMC TECHNOLOGIES INC
$2.3M
LYBLYONDELLBASELL
$2.3M
CVXCHEVRON CORP NEW COM
$2.1M
DYHTARGET CORP COM
$2.1M
PFEPFIZER INC COM
$2.1M
FTAFIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS
$2.0M
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$1.9M
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$1.9M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$1.8M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$1.8M
GOOGLGOOGLE INC
$1.8M
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$1.6M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.6M
ONON SEMICONDUCTOR CORP COM
$1.6M
LOWLOWES COS INC COM
$1.6M
PGPROCTER AND GAMBLE CO COM
$1.6M
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