Baker Avenue Asset Management, LP Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1.7T

Holdings

1,546

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (1,546 positions)

StockValue
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$692.1M
AXPAMERICAN EXPRESS CO COM
$690.3M
AZOAUTOZONE INC NEV
$690.2M
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
$689.8M
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$685.0M
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$684.6M
GWWGRAINGER W W INC COM
$681.4M
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$675.9M
AESAES CORP
$674.4M
IBMINTL BUSINESS MACHINES
$672.5M
HALHALLIBURTON CO COM
$669.5M
CMECHICAGO MERCANTILE HLDGS INC
$668.1M
PCVXVAXCYTE INC COM
$662.2M
PGRPROGRESSIVE CORP COM
$659.1M
EXIISHARES GLBL INDSTRLS INDX FD
$656.6M
MCDMCDONALDS CORP COM
$655.4M
FISVFISERV INC
$638.8M
SOHUSOHU.COM INC
$638.5M
SHOPSHOPIFY INC CL A
$624.8M
ADPAUTOMATIC DATA PROCESSING INC COM
$621.0M
TJXTJX COS INC NEW COM
$609.6M
WMTWALMART INC COM
$601.3M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$581.0M
SPGSIMON PROPERTY GROUP INC
$578.8M
JNPJUNIPER NETWORKS INC
$569.2M
RUNSUNRUN INC COM
$565.1M
CICIGNA CORP
$559.7M
ITGARTNER INC CL A
$556.6M
CLXCLOROX CO DEL COM
$553.7M
OMCOMNICOM GROUP INC COM
$553.5M
GISGENERAL MLS INC COM
$546.6M
MCKMCKESSON CORP
$546.5M
SHVISHARES TR LEHMAN SHORT TREA BDFD
$545.9M
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$543.8M
MARMARRIOTT INTL INC
$542.7M
MPCMARATHON PETE CORP
$528.8M
OKTAOKTA INC CL A
$527.7M
EFAISHARES MSCI EAFE ETF
$526.2M
MAMASTERCARD INC
$518.6M
NIONIO INC SPON ADS
$518.4M
VTHRVANGUARD RUSSELL 3000 ETF
$517.8M
ADMARCHER DANIELS MIDLAND CO COM
$517.6M
AVGOBROADCOM INC
$510.5M
TSCOTRACTOR SUPPLY CO
$510.1M
IEUSISHARES MSCI EUROPE SMALL-CAP ETF
$508.4M
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$505.1M
REGNREGENERON PHARMACEUTICALS INC
$490.6M
AEOAMERICAN EAGLE OUTFITTERS
$490.2M
QCOMQUALCOMM INC
$483.7M
VRTXVERTEX PHARMACEUTICALS IN
$479.4M
IYFISHARES DJ U.S. FINANCIAL SECTOR ETF
$472.3M
IDUISHARES DOW JONES US UTILITIES
$469.2M
DYHTARGET CORP COM
$461.6M
CLCOLGATE PALMOLIVE CO COM
$461.2M
IYHISHARES TR DOW JONES U S HEALTHCARE
$455.4M
ACREARES COML REAL ESTATE CORP COM
$444.2M
IWMISHARES RUSSELL 2000 ETF
$441.2M
TMUST-MOBILE US INC COM
$441.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$439.9M
IYMISHARES DJ US BASIC MATERIALS
$437.1M
PXDEURPIONEER NATURAL RESOURCES CO
$435.8M
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$424.8M
TIPISHARES TIPS BOND ETF
$424.7M
BWABORG WARNER AUTOMOTIVE INC
$423.8M
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$417.1M
SCHBSCHWAB U.S. BROAD MARKET ETF
$405.4M
PLTRPALANTIR TECHNOLOGIES INC CL A
$391.8M
ITOTISHARES TR S&P 1500 INDEX FD
$384.5M
AMGNAMGEN INC
$379.0M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$377.8M
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$368.2M
ESGUISHARES ESG AWARE MSCI USA ETF
$367.2M
PSXPHILLIPS 66
$364.5M
DDDUPONT DE NEMOURS INC COM
$363.3M
INTCINTEL CORP COM
$361.6M
MEARBLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
$361.4M
SOXXISHARES SEMICONDUCTOR ETF
$360.7M
ESGDISHARES ESG AWARE MSCI EAFE ETF
$357.6M
HONHONEYWELL INTL INC
$357.5M
CSCOCISCO SYS INC
$356.1M
XYLXYLEM INC
$353.1M
SYKSTRYKER CORP
$352.3M
CBCHUBB LIMITED COM
$350.4M
CMCSACOMCAST CORP NEW CL A
$346.3M
ADBEADOBE SYS INC
$344.9M
KEYKEYCORP COM
$344.7M
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$344.0M
SBUXSTARBUCKS CORP
$340.7M
CBAYUSDCYMABAY THERAPEUTICS INC COM
$331.1M
VUGVANGUARD GROWTH ETF
$330.0M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$324.7M
MRKMERCK & CO INC
$323.5M
FMCFMC CORP COM NEW
$321.2M
BBNBLACKROCK BUILD AMER BD
$319.1M
SSOPROSHARES ULTRA S&P 500
$306.0M
ANETEURARISTA NETWORKS INC COM
$298.2M
AMTAMERICAN TOWER CORP
$297.5M
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
$292.4M
BLKCHFBLACKROCK INC
$292.2M
EMLPFIRST TR EXCHANGE-TRADED FD IV NORTH AMERN ENERGY
$290.5M
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