Baker Avenue Asset Management, LP Q3 2019 Filing

Filed November 15, 2019

Portfolio Value

$1.3T

Holdings

238

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$82.4M
IVVISHARES S&P 500 INDEX
$65.0M
BNDVANGUARD TOTAL BOND MARKET ETF
$62.5M
AGGISHARES AGGREGATE BOND ETF
$59.0M
VVVANGUARD LARGE CAP
$48.7M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$47.4M
IVEISHARES S&P 500 VALUE ETF
$38.4M
SDYSPDR SER TR S&P DIVID ETF
$31.5M
IWFISHARES RUSSELL 1000 GROWTH ETF
$28.4M
VEUVANGUARD FTSE ALL-WORLD EX-US
$26.0M
SSDSIMPSON MANUFACTURING CO INC
$25.9M
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF
$23.9M
MSFTMICROSOFT
$22.3M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$21.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$20.8M
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$19.1M
IWMISHARES RUSSELL 2000 ETF
$18.8M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$16.8M
AAPLAPPLE INC
$16.5M
EFGISHARES MSCI EAFE GROWTH ETF
$15.5M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$14.1M
EFAISHARES MSCI EAFE ETF
$13.1M
DGROISHARES CORE DIVIDEND GROWTH ETF
$13.1M
SCHWCHARLES SCHWAB CORP
$12.3M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$11.6M
VBVANGUARD SMALL CAP ETF
$11.1M
IBMINTL BUSINESS MACHINES
$11.0M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
$10.6M
IBBISHARES NASDAQ BIOTECHNOLOGY
$10.4M
XLFFINANCIAL SELECT SECTOR SPDR
$10.4M
VNQVANGUARD REIT INDEX ETF
$10.0M
RSPMINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
$9.5M
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$9.4M
CWBSPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
$9.2M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$9.0M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$9.0M
ABBVABBVIE INC COM
$8.2M
XLVHEALTH CARE SELECT SECTOR SPDR
$8.1M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$8.0M
XHBSPDR S&P HOMEBUILDERETF
$8.0M
XARSPDR S&P AEROSPACE & DEFENSE ETF
$7.9M
AMZNAMAZON.COM INC
$7.8M
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$7.3M
AMATAPPLIED MATLS INC COM
$7.3M
SCZISHARES MSCI EAFE SMALL CAP ETF
$7.2M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$7.0M
HONHONEYWELL INTL INC
$6.8M
AMGNAMGEN INC
$6.7M
XLEENERGY SELECT SECTOR SPDR
$6.7M
SPLVPOWERSHARES SP500 LOW VOLATILITY ETF
$6.6M
EWJISHARES MSCI JAPAN ETF
$6.6M
VTVANGUARD TOTAL WORLD STOCK ETF
$6.6M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.5M
FTIFMC TECHNOLOGIES INC
$6.2M
STZCONSTELLATION BRANDS INC CL A
$6.2M
NOCNORTHROP GRUMMAN CORP COM
$6.2M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$6.0M
JPMJPMORGAN CHASE & CO COM
$6.0M
BSVVANGUARD SHORT TERM BOND
$6.0M
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
$6.0M
DISDISNEY WALT CO COM DISNEY
$5.7M
GLWCORNING INC COM
$5.4M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$5.2M
IHIISHARES TR DOW JONES US MEDICAL DEVICES INDEX
$5.2M
STIPISHARES 0-5 YR TIPS BOND ETF
$4.9M
SJNKSPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF
$4.9M
SONYSONY CORP SPONSORED ADR
$4.9M
ACWIISHARES TR MSCI ACWIINDEX FD
$4.6M
UPSUNITED PARCEL SERVICE INC
$4.6M
GMGENERAL MOTORS CORP
$4.6M
ETNEATON CORP PLC SHS
$4.5M
SDGISHARES MSCI GLOBAL IMPACT ETF
$4.4M
XOMEXXON MOBIL CORP COM
$4.1M
GOOGLGOOGLE INC
$4.0M
AXPAMERICAN EXPRESS CO COM
$3.7M
WYWEYERHAEUSER CO
$3.5M
GOOGALPHABET INC CAP STK CL C
$3.3M
COSTCOSTCO WHOLESALE CORP
$3.2M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$3.0M
XLBMATERIALS SELECT SECTOR SPDR
$2.8M
URIUNITED RENTALS INC
$2.8M
DLSWISDOMTREE INTL SMALLCAP DIVIDEND
$2.7M
DYHTARGET CORP COM
$2.7M
IRINGERSOLL-RAND PLC SHS
$2.7M
HDHOME DEPOT
$2.6M
MRKMERCK & CO INC
$2.4M
DEDEERE & CO COM
$2.3M
SPYSPDR S&P 500 ETF
$2.3M
MRSHMARSH & MCLENNAN COS INC COM
$2.3M
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
$2.2M
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$2.1M
AVGOAVAGO TECHNOLOGIES LTD
$2.0M
HESHESS CORP COM
$2.0M
CVXCHEVRON CORP NEW COM
$2.0M
LOWLOWES COS INC COM
$1.9M
ECLECOLAB INC COM
$1.8M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.8M
UNHUNITEDHEALTH GROUP
$1.8M
NVDANVIDIA CORP
$1.8M
ONON SEMICONDUCTOR CORP COM
$1.8M
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