Baker Avenue Asset Management, LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.3T

Holdings

413

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (413 positions)

#StockSharesValue% PortfolioType
101
DWXSPDR INDEX SHS FDS
188,075$6.6B0.20%
102
APPAPPLOVIN CORP
19,059$6.2B0.19%
103
TNLTRAVEL PLUS LEISURE CO
121,078$6.1B0.19%
104
VONGVANGUARD SCOTTSDALE FDS
57,112$5.9B0.18%
105
MARMARRIOTT INTL INC NEW
20,833$5.8B0.18%
106
FLNCFLUENCE ENERGY INC
355,711$5.6B0.17%
107
APPFAPPFOLIO INC
22,440$5.5B0.17%
108
NUENUCOR CORP
44,767$5.2B0.16%
109
XLCSELECT SECTOR SPDR TR
53,026$5.1B0.16%
110
HLTHILTON WORLDWIDE HLDGS INC
20,431$5.0B0.15%
111
PNCPNC FINL SVCS GROUP INC
25,921$5.0B0.15%
112
TRMBTRIMBLE INC
69,249$4.9B0.15%
113
PGXINVESCO EXCH TRADED FD TR II
412,585$4.8B0.15%
114
BRK/BBERKSHIRE HATHAWAY INC DEL
10,456$4.7B0.15%
115
IJRISHARES TR
39,648$4.6B0.14%
116
IWBISHARES TR
14,176$4.6B0.14%
117
ADPAUTOMATIC DATA PROCESSING IN
15,580$4.6B0.14%
118
HUBSHUBSPOT INC
6,472$4.5B0.14%
119
AVGOBROADCOM INC
19,274$4.5B0.14%
120
IYWISHARES TR
27,744$4.4B0.14%
121
DEDEERE & CO
10,444$4.4B0.14%
122
CPNGCOUPANG INC
194,048$4.3B0.13%
123
CVXCHEVRON CORP NEW
28,955$4.2B0.13%
124
COPCONOCOPHILLIPS
41,355$4.1B0.13%
125
AG8AGILENT TECHNOLOGIES INC
30,286$4.1B0.12%
126
AFWALIGN TECHNOLOGY INC
19,282$4.0B0.12%
127
ZTSZOETIS INC
24,553$4.0B0.12%
128
RIVNRIVIAN AUTOMOTIVE INC
292,966$3.9B0.12%
129
WMWASTE MGMT INC DEL
19,161$3.9B0.12%
130
VTEBVANGUARD MUN BD FDS
75,798$3.8B0.12%
131
HCAHCA HEALTHCARE INC
12,158$3.6B0.11%
132
KCESPDR SER TR
26,389$3.6B0.11%
133
DECKDECKERS OUTDOOR CORP
17,849$3.6B0.11%
134
BURLBURLINGTON STORES INC
12,497$3.6B0.11%
135
BSVVANGUARD BD INDEX FDS
45,879$3.5B0.11%
136
SNOWSNOWFLAKE INC
22,455$3.5B0.11%
137
MAINMAIN STR CAP CORP
58,777$3.4B0.11%
138
PTCPTC INC
18,523$3.4B0.10%
139
TRVTRAVELERS COMPANIES INC
14,137$3.4B0.10%
140
PANWPALO ALTO NETWORKS INC
18,338$3.3B0.10%
141
KBESPDR SER TR
59,157$3.3B0.10%
142
HTGCHERCULES CAPITAL INC
162,850$3.3B0.10%
143
MUBISHARES TR
30,191$3.2B0.10%
144
PGRPROGRESSIVE CORP
13,370$3.2B0.10%
145
ISTBISHARES TR
65,222$3.1B0.10%
146
HOLXHOLOGIC INC
42,051$3.0B0.09%
147
ARCCARES CAPITAL CORP
136,830$3.0B0.09%
148
FALNISHARES TR
112,003$3.0B0.09%
149
TMUST-MOBILE US INC
13,533$3.0B0.09%
150
ANETARISTA NETWORKS INC
26,905$3.0B0.09%
151
RSPFINVESCO EXCHANGE TRADED FD T
40,807$3.0B0.09%
152
SRLNSSGA ACTIVE ETF TR
70,573$2.9B0.09%
153
VEAVANGUARD TAX-MANAGED FDS
61,057$2.9B0.09%
154
JNKSPDR SER TR
30,582$2.9B0.09%
155
CDNSCADENCE DESIGN SYSTEM INC
9,673$2.9B0.09%
156
JAAAJANUS DETROIT STR TR
56,674$2.9B0.09%
157
NSYNICE LTD
16,794$2.9B0.09%
158
PGHYINVESCO EXCH TRADED FD TR II
143,309$2.8B0.09%
159
XLFSELECT SECTOR SPDR TR
58,221$2.8B0.09%
160
ABNBAIRBNB INC
21,201$2.8B0.09%
161
BXSLBLACKSTONE SECD LENDING FD
85,620$2.8B0.08%
162
HYGISHARES TR
34,948$2.7B0.08%
163
IBITISHARES BITCOIN TRUST ETF
51,164$2.7B0.08%
164
BACBANK AMERICA CORP
61,102$2.7B0.08%
165
LQDISHARES TR
25,103$2.7B0.08%
166
ZMZOOM COMMUNICATIONS INC
32,681$2.7B0.08%
167
ERIEERIE INDTY CO
6,420$2.6B0.08%
168
VMBSVANGUARD SCOTTSDALE FDS
58,197$2.6B0.08%
169
UHSUNIVERSAL HLTH SVCS INC
14,457$2.6B0.08%
170
DOCUDOCUSIGN INC
28,575$2.6B0.08%
171
BABINVESCO EXCH TRADED FD TR II
97,199$2.5B0.08%
172
DFACDIMENSIONAL ETF TRUST
72,633$2.5B0.08%
173
AIGAMERICAN INTL GROUP INC
34,338$2.5B0.08%
174
MUSTCOLUMBIA ETF TR I
123,002$2.5B0.08%
175
SHELSHELL PLC
38,967$2.4B0.07%
176
RWXSPDR INDEX SHS FDS
105,249$2.4B0.07%
177
QQEWFIRST TR NAS100 EQ WEIGHTED
19,266$2.4B0.07%
178
VCELVERICEL CORP
43,224$2.4B0.07%
179
MPCMARATHON PETE CORP
16,743$2.3B0.07%
180
WMTWALMART INC
25,719$2.3B0.07%
181
SJNKSPDR SER TR
91,549$2.3B0.07%
182
DFNMDIMENSIONAL ETF TRUST
47,523$2.3B0.07%
183
XPOXPO INC
17,235$2.3B0.07%
184
JNJJOHNSON & JOHNSON
15,406$2.2B0.07%
185
TNADIREXION SHS ETF TR
52,800$2.2B0.07%
186
IJHISHARES TR
34,456$2.1B0.07%
187
JDJD.COM INC
59,958$2.1B0.06%
188
IAIISHARES TR
14,176$2.0B0.06%
189
PINSPINTEREST INC
70,408$2.0B0.06%
190
WFCWELLS FARGO CO NEW
28,653$2.0B0.06%
191
NOWSERVICENOW INC
1,851$2.0B0.06%
192
OEFISHARES TR
6,764$2.0B0.06%
193
INTCINTEL CORP
97,345$2.0B0.06%
194
SGOVISHARES TR
19,085$1.9B0.06%
195
VVISA INC
5,932$1.9B0.06%
196
VOOVANGUARD INDEX FDS
3,445$1.9B0.06%
197
DSIISHARES TR
16,671$1.8B0.06%
198
SUSAISHARES TR
14,704$1.8B0.05%
199
FTECFIDELITY COVINGTON TRUST
9,561$1.8B0.05%
200
PGPROCTER AND GAMBLE CO
10,410$1.7B0.05%
PreviousPage 2 of 5Next