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
TTWOTAKE-TWO INTERACTIVESOFTWRE
$279.5M
SUSLISHARES ESG MSCI USA LEADERS ETF
$275.8M
RTXRAYTHEON TECHNOLOGIES CORP COM
$266.5M
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$262.2M
SDYSPDR SER TR S&P DIVID ETF
$258.9M
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
$257.5M
TEAMATLASSIAN CORPORATION CL A
$257.4M
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$256.1M
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$253.6M
EOGEOG RESOURCES INC
$251.5M
ACNACCENTURE LTD BERMUDA CL A
$246.6M
JEPQJ.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$240.7M
VISVANGUARD INDUSTRIALS
$240.4M
IWNISHARES RUSSELL 2000 VALUE
$236.7M
XLBMATERIALS SELECT SECTOR SPDR
$232.8M
IWOISHARES RUSSELL 2000 GROWTH INDEX
$227.7M
KDPKEURIG DR PEPPER INC COM
$224.6M
DEODIAGEO PLC
$217.6M
LMTLOCKHEED MARTIN CORP
$217.5M
SKYYFIRST TRUST CLOUD COMPUTING ETF
$215.5M
SPHQINVESCO S&P 500 QUALITY ETF
$215.1M
GQ9SPDR GOLD ETF
$213.4M
IDGTISHARES S&P NORTH AMER TECH-MULTIMEDIA
$212.6M
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$208.2M
CMFISHARES CALIFORNIA MUNI BOND ETF
$206.6M
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$203.1M
IAU*ISHARES GOLD TRUST ETF
$196.6M
ITWILLINOIS TOOL WKS INC COM
$194.7M
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
$191.0M
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$189.5M
DWDMORGAN STANLEY
$187.3M
PLDPROLOGIS SHARE BENEFICIAL INT
$185.3M
UNPUNION PAC CORP COM
$184.5M
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$183.8M
REMISHARES FTSE NAREIT MORTGAGE PLUS CAPPED INDEX FD (ETF)
$183.7M
EMNEASTMAN CHEMICAL CO
$181.1M
IBBISHARES NASDAQ BIOTECHNOLOGY
$172.5M
INTUINTUIT INC
$172.4M
PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF
$170.4M
SMHSEMICONDUCTOR HOLDRSTR DEP RCPT
$170.3M
FYCFIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
$169.3M
CDWCDW CORP COM USD0.01
$168.9M
EEMISHARES MSCI EMERGING MARKETS ETF
$168.7M
KCEKBW CAPITAL MKTS
$167.4M
AGQPROSHARES S&P 500 EX-ENERGY ETF
$166.5M
SCHMSCHWAB U.S. MID-CAP ETF
$163.4M
NKENIKE INC CLASS B
$161.1M
ETNEATON CORP PLC SHS
$161.0M
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$158.8M
AVTRAVANTOR INC COM
$157.2M
VYMVANGUARD HIGH DIVIDEND YIELD
$153.4M
KOCOCA COLA CO COM
$152.5M
XBISPDR BIOTECH ETF
$150.6M
COURCOURSERA INC COM
$147.0M
BIZDVANECK BDC INCOME ETF
$146.8M
MKLMARKEL CORP HOLDING CO
$146.2M
BDXBECTON DICKINSON & CO COM
$146.2M
ACWIISHARES TR MSCI ACWIINDEX FD
$145.6M
BKLNPOWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
$144.9M
IGMISHARES EXPANDED TECH SECTOR ETF
$144.2M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$144.2M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$142.0M
DISDISNEY WALT CO COM
$141.5M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$140.4M
OCOWENS CORNING
$140.1M
NYFISHARES NEW YORK MUNI BOND ETF
$139.9M
ELVELEVANCE HEALTH INC COM
$139.5M
CBRECBRE GROUP INC A
$139.5M
TFISPDR MUNICIPAL BOND ETF
$139.1M
VTVVANGUARD VALUE ETF
$137.8M
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$135.3M
VOVANGUARD MID CAP
$134.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$133.1M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$126.9M
LWLAMB WESTON HLDGS INC COM
$126.6M
DOLWISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND
$125.9M
JNKSPDR HIGH YIELD BOND ETF
$125.4M
SHESPDR MSCI USA GENDER DIVERSITY ETF
$124.3M
DONSPDR DOW JONES INDUSTRIAL ETF
$121.9M
MTNVAIL RESORTS INC
$121.8M
ARKGARK GENOMIC REVOLUTION ETF
$121.4M
AVYAVERY DENNISON CORP COM
$119.6M
ACWXISHARES MSCI ACWI EX U.S. ETF
$118.9M
VEUVANGUARD FTSE ALL-WORLD EX-US
$118.9M
NANNUVEEN NEW YORK QLT MUN INC FD COM
$118.0M
KLACKLA-TENCOR CORP
$117.3M
SIRIEURSIRIUS XM RADIO INC
$116.8M
VFHVANGUARD FINANCIALS ETF
$115.9M
AWCAMERICAN WATER WORKS CO
$115.2M
COFCAPITAL ONE FINANCIAL CORP
$114.5M
DGDOLLAR GEN CORP
$114.4M
ESGEISHARES ESG AWARE MSCI EM ETF
$114.2M
DRIDARDEN RESTAURANTS INC
$112.0M
EDCONSOLIDATED EDISON INC COM
$110.8M
TSNTYSON FOODS INC CL A
$110.1M
YUMYUM! BRANDS INC
$110.0M
TDCTERADATA CORP
$106.1M
8CWCROWN CASTLE INTL CORP
$105.5M
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$104.7M
CRMSALESFORCE COM
$102.8M
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