Baker Avenue Asset Management, LP Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$2.0B

Holdings

290

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (290 positions)

StockValue
MAINMAIN STR CAP CORP COM
$636K
SFSTIFEL FINANCIAL CP
$630K
EAELECTRONICS ARTS
$629K
PWRQUANTA SERVICES INC
$629K
WMTWALMART INC COM
$617K
TPRCOACH INC
$614K
SPGIS&P GLOBAL INC COM
$611K
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
$607K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$595K
ACREARES COML REAL ESTATE CORP COM
$580K
IGSBISHARES 1-3 YR CREDIT BOND ETF
$558K
BXMTBLACKSTONE MTG TR INC COM CL A
$555K
SCHBSCHWAB U.S. BROAD MARKET ETF
$547K
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
$543K
DDDUPONT DE NEMOURS INC COM
$531K
OKTAOKTA INC CL A
$528K
BMYBRISTOL-MYERS SQUIBB CO COM
$522K
UNPUNION PAC CORP COM
$522K
TSCOTRACTOR SUPPLY CO
$521K
PEPPEPSICO INC COM
$519K
MRKMERCK & CO INC
$510K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$510K
GQ9SPDR GOLD ETF
$501K
TMUST-MOBILE US INC COM
$494K
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
$488K
JNKSPDR HIGH YIELD BOND ETF
$475K
CRCCANADIAN NATURAL RESOURCES LTD
$474K
SSOPROSHARES ULTRA S&P 500
$469K
ZTSZOETIS INC COM CL A
$456K
MCDMCDONALDS CORP COM
$452K
ADBEADOBE SYS INC
$452K
IDXXIDEXX LABS INC
$442K
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$442K
S9QSPIRIT AEROSYSTEMS HOLDINGS INC CL A
$440K
CLCOLGATE PALMOLIVE CO COM
$439K
XPOXPO LOGISTICS INC COM
$434K
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$434K
REALTHE REALREAL INC COM
$424K
IWNISHARES RUSSELL 2000 VALUE
$422K
ADMARCHER DANIELS MIDLAND CO COM
$422K
BACVERIZON COMMUNICATIONS
$412K
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$411K
ORLYO REILLY AUTOMOTIVE INC
$408K
NEMNEWMONT CORP COM
$407K
NFLXNETFLIX COM INC
$403K
NUENUCOR CORP COM
$398K
SCCOSOUTHERN PERU COPPER CORP
$397K
LLYLILLY ELI & CO COM
$387K
NVSNNOVARTIS AG ADR
$382K
MOALTRIA GROUP INC COM
$377K
QCOMQUALCOMM INC
$357K
AONAON CORP
$355K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$354K
LMTLOCKHEED MARTIN CORP
$352K
INTUINTUIT INC
$351K
FMCFMC CORP COM NEW
$338K
AQLTISHARES DJ SELECT DIVIDEND
$333K
SDYSPDR SER TR S&P DIVID ETF
$333K
PCVXVAXCYTE INC COM
$333K
IWOISHARES RUSSELL 2000 GROWTH INDEX
$330K
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
$328K
PGPROCTER AND GAMBLE CO COM
$326K
EOGEOG RESOURCES INC
$323K
CMCSACOMCAST CORP NEW CL A
$321K
SWKSTANLEY BLACK & DECKER INC COM
$319K
SYKSTRYKER CORP
$316K
MPWRMONOLITHIC PWR SYS INC COM
$313K
UBERUBER TECHNOLOGIES INC COM
$313K
NOWSERVICE NOW INC
$310K
MMM3M CO COM
$308K
PSAPUBLIC STORAGE INC
$306K
DGDOLLAR GEN CORP
$301K
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
$288K
COURCOURSERA INC COM
$285K
GILDGILEAD SCIENCES INC
$285K
IWMISHARES RUSSELL 2000 ETF
$282K
SBACSBA COMMUNICATIONS CP
$277K
NVDAPUT (NVDA) NVIDIA CORPORATION MAY 20 22 $175 (100 SHS)
$273K
RWRSPDR DJ WILSHIRE REIT (ETF)
$267K
ESGEISHARES MSCI EM ESG SELECT ETF
$264K
8CWCROWN CASTLE INTL CORP
$260K
TIPISHARES TIPS BOND ETF
$251K
PEOEXELON CORP COM
$250K
AMGNAMGEN INC
$247K
NYFISHARES NEW YORK MUNI BOND ETF
$243K
IQVIQVIA HLDGS INC COM
$233K
SBUXSTARBUCKS CORP
$224K
XLIINDUSTRIAL SELECT SECTOR SPDR
$213K
CFLTPUT (CFLT) CONFLUENT INC CLASS APR 14 22 $35 (100 SHS)
$205K
CFLTPUT (CFLT) CONFLUENT INC CLASS APR 14 22 $40 (100 SHS)
$205K
TSNTYSON FOODS INC CL A
$205K
CFLTPUT (CFLT) CONFLUENT INC CLASS APR 14 22 $30 (100 SHS)
$205K
OBDCOwl Rock Capital Corporation
$188K
CBAYUSDCYMABAY THERAPEUTICS INC COM
$164K
NANNUVEEN NEW YORK QLT MUN INC FD COM
$139K
SIRIEURSIRIUS XM RADIO INC
$136K
PNIPIMCO NEW YORK MUN FD II COM
$106K
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