Baker Avenue Asset Management, LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.3B

Holdings

413

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (413 positions)

StockValue
SSDSIMPSON MFG INC
$232.1M
AAPLAPPLE INC
$163.3M
MSFTMICROSOFT CORP
$113.1M
VBVANGUARD INDEX FDS
$90.4M
NVDANVIDIA CORPORATION
$88.1M
AGGISHARES TR
$81.0M
BNDVANGUARD BD INDEX FDS
$80.9M
DFCFDIMENSIONAL ETF TRUST
$80.2M
IWFISHARES TR
$78.1M
QUALISHARES TR
$77.0M
SPABSPDR SER TR
$71.2M
IVVISHARES TR
$69.9M
AMZNAMAZON COM INC
$67.3M
NDQINVESCO QQQ TR
$67.3M
VTIVANGUARD INDEX FDS
$61.5M
VVVANGUARD INDEX FDS
$56.0M
JPMJPMORGAN CHASE & CO.
$52.0M
SCHXSCHWAB STRATEGIC TR
$51.7M
GOOGLALPHABET INC
$43.0M
EFGISHARES TR
$42.0M
EAELECTRONIC ARTS INC
$41.6M
IVEISHARES TR
$39.8M
PHPARKER-HANNIFIN CORP
$31.9M
VWOVANGUARD INTL EQUITY INDEX F
$28.6M
ORCLORACLE CORP
$28.2M
JQUAJ P MORGAN EXCHANGE TRADED F
$27.2M
SCZISHARES TR
$26.4M
TSLATESLA INC
$25.8M
ICVTISHARES TR
$23.2M
MRVLMARVELL TECHNOLOGY INC
$23.2M
BGBUNGE GLOBAL SA
$22.2M
SHOPSHOPIFY INC
$21.5M
SHYGISHARES TR
$20.2M
USHYISHARES TR
$19.9M
RSPTINVESCO EXCHANGE TRADED FD T
$19.8M
RSPINVESCO EXCHANGE TRADED FD T
$19.6M
SLBSCHLUMBERGER LTD
$19.4M
METAMETA PLATFORMS INC
$19.1M
EMBISHARES TR
$19.0M
CATCATERPILLAR INC
$18.8M
ABBVABBVIE INC
$18.8M
CRMSALESFORCE INC
$18.7M
NFLXNETFLIX INC
$18.5M
AMATAPPLIED MATLS INC
$17.6M
GEGE AEROSPACE
$17.4M
HOODROBINHOOD MKTS INC
$17.0M
JCIJOHNSON CTLS INTL PLC
$16.2M
EWWISHARES INC
$15.8M
ETNEATON CORP PLC
$15.8M
UBSUBS GROUP AG
$15.7M
XOMEXXON MOBIL CORP
$15.4M
LRCXLAM RESEARCH CORP
$14.8M
MRSHMARSH & MCLENNAN COS INC
$14.5M
IBMINTERNATIONAL BUSINESS MACHS
$14.4M
UBERUBER TECHNOLOGIES INC
$14.4M
LINLINDE PLC
$13.9M
EWJISHARES INC
$13.6M
TXNTEXAS INSTRS INC
$13.6M
LLYELI LILLY & CO
$12.3M
QCOMQUALCOMM INC
$12.0M
MBBISHARES TR
$11.9M
IGVISHARES TR
$10.8M
SPYSPDR S&P 500 ETF TR
$10.7M
HDHOME DEPOT INC
$10.6M
BABAALIBABA GROUP HLDG LTD
$10.5M
TMOTHERMO FISHER SCIENTIFIC INC
$10.4M
AMDADVANCED MICRO DEVICES INC
$10.2M
APHAMPHENOL CORP NEW
$9.7M
IHIISHARES TR
$9.6M
COSTCOSTCO WHSL CORP NEW
$9.3M
GOOGALPHABET INC
$9.0M
SCHWSCHWAB CHARLES CORP
$9.0M
EOGEOG RES INC
$9.0M
JEPIJ P MORGAN EXCHANGE TRADED F
$8.9M
FCXFREEPORT-MCMORAN INC
$8.9M
MLPXGLOBAL X FDS
$8.8M
DGROISHARES TR
$8.7M
XLESELECT SECTOR SPDR TR
$8.7M
FANGDIAMONDBACK ENERGY INC
$8.6M
ISRGINTUITIVE SURGICAL INC
$8.5M
FLEXFLEX LTD
$8.4M
VMCVULCAN MATLS CO
$8.3M
AFLAFLAC INC
$8.2M
NEENEXTERA ENERGY INC
$8.1M
XLKSELECT SECTOR SPDR TR
$8.0M
UPSUNITED PARCEL SERVICE INC
$7.9M
DEMWISDOMTREE TR
$7.8M
NSCNORFOLK SOUTHN CORP
$7.8M
MCDMCDONALDS CORP
$7.7M
XLYSELECT SECTOR SPDR TR
$7.6M
GIISPDR INDEX SHS FDS
$7.4M
SYYSYSCO CORP
$7.2M
NDAQNASDAQ INC
$7.2M
PYPLPAYPAL HLDGS INC
$7.0M
XLRESELECT SECTOR SPDR TR
$6.8M
IGMISHARES TR
$6.8M
FBNDFIDELITY MERRIMACK STR TR
$6.7M
GSGOLDMAN SACHS GROUP INC
$6.7M
IWDISHARES TR
$6.6M
VRTVERTIV HOLDINGS CO
$6.6M
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