Baker Avenue Asset Management, LP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$1.6B

Holdings

238

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
LINLINDE PLC SHS
$2.2M
UNHUNITEDHEALTH GROUP
$2.2M
FISVFISERV INC
$2.2M
COSTCOSTCO WHOLESALE CORP
$2.2M
NDQPOWERSHARES QQQ TR
$2.1M
SDYSPDR SER TR S&P DIVID ETF
$2.0M
HOLXHOLOGIC INC
$2.0M
VTVANGUARD TOTAL WORLD STOCK ETF
$2.0M
DGROISHARES CORE DIVIDEND GROWTH ETF
$2.0M
PYPLPAYPAL HLDGS INC COM
$1.9M
AIGAMERICAN INTL GROUP INC COM NEW
$1.8M
UBERUBER TECHNOLOGIES INC COM
$1.8M
PLUNPLUG PWR INC
$1.8M
CCLCARNIVAL CORP
$1.7M
TSLATESLA MOTORS INC
$1.6M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$1.6M
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
$1.6M
UAAUNDER ARMOUR INC CL A
$1.6M
APAAPA CORPORATION COM
$1.5M
VMCVULCAN MATLS CO COM
$1.5M
CVXCHEVRON CORP NEW COM
$1.5M
XPOXPO LOGISTICS INC COM
$1.4M
SOHUSOHU.COM INC
$1.4M
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.4M
SUSAISHARES KLD SEL SOC FD
$1.4M
XLIINDUSTRIAL SELECT SECTOR SPDR
$1.3M
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$1.3M
VNQVANGUARD REIT INDEX ETF
$1.3M
INTCINTEL CORP COM
$1.3M
JETSU.S. GLOBAL JETS ETF
$1.3M
GTLSCHART INDUSTRIES INC
$1.3M
TFISPDR MUNICIPAL BOND ETF
$1.2M
XLVHEALTH CARE SELECT SECTOR SPDR
$1.2M
XLGRYDEX RUSSELL TOP 50 ETF
$1.2M
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$1.1M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
$1.1M
ALBALBEMARLE CORP
$997K
JPMBJPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF
$994K
DHRDANAHER CORP
$978K
EXIISHARES GLBL INDSTRLS INDX FD
$949K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$908K
QCOMQUALCOMM INC
$884K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$875K
FFORD MOTOR COMPANY
$868K
TPRCOACH INC
$855K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$852K
IGSBISHARES 1-3 YR CREDIT BOND ETF
$837K
JNJJOHNSON & JOHNSON COM
$825K
CALIFORNIA BANCORP INC COM
$796K
PLTRPALANTIR TECHNOLOGIES INC CL A
$754K
IYCISHARES DJ US CONSUMER SERVICES
$750K
XOPSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$746K
MLMMARTIN MARIETTA MATLS INC COM
$738K
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
$675K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$670K
SFSTIFEL FINANCIAL CP
$649K
AXPAMERICAN EXPRESS CO COM
$641K
GAPGAP INC
$640K
LHXL3HARRIS TECHNOLOGIES INC COM
$634K
PHYS/USPROTT PHYSICAL GOLD TRUST
$628K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$610K
ACWIISHARES TR MSCI ACWIINDEX FD
$588K
PFEPFIZER INC COM
$586K
ARWRARROWHEAD PHARMACEUTICALS INC COM
$579K
DDDUPONT DE NEMOURS INC COM
$556K
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
$516K
PXDEURPIONEER NATURAL RESOURCES CO
$515K
BJKMARKET VECTORS ETF TRUST S NETWORK GLOBAL GAMING
$513K
AKAMAKAMAI TECH
$511K
SNAPSNAP INC CL A
$502K
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$489K
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$485K
PANWPALO ALTO NETWORKS INC COM
$484K
AVGOAVAGO TECHNOLOGIES LTD
$478K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$474K
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$464K
FIVNFIVE9 INC COM
$462K
NOWSERVICE NOW INC
$459K
SDCCQSMILEDIRECTCLUB INC CL A COM
$455K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$444K
EEMISHARES MSCI EMERGING MARKETS ETF
$438K
S9QSPIRIT AEROSYSTEMS HOLDINGS INC CL A
$437K
LQDISHARES IBOXX CORPORATE BOND ETF
$414K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$403K
IAUUSDISHARES GOLD TRUST ETF
$395K
VVISA INC
$393K
VIVINT SMART HOME INC COM CL A
$391K
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$378K
ACWXISHARES MSCI ACWI EX US INDEX FUND
$357K
LVLNKBW REGIONAL BANKINGETF
$356K
SSOPROSHARES ULTRA S&P 500
$352K
IYMISHARES DJ US BASIC MATERIALS
$341K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$339K
CSCOCISCO SYS INC
$331K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
$330K
VRNSVARONIS SYS INC COM
$328K
NFLXNETFLIX COM INC
$322K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$317K
KOCOCA COLA CO COM
$316K
IWMISHARES RUSSELL 2000 ETF
$302K
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