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)

#StockSharesValue% PortfolioType
101
PGPROCTER & GAMBLE CO COM
14,064$1.7B0.14%
102
FEXFIRST TR LARGE CAP CORE ALPHADEX FD COMSHS
28,070$1.7B0.14%
103
XYLXYLEM INC
21,435$1.7B0.14%
104
CREE INC
34,301$1.7B0.13%
105
PAYXPAYCHEX INC
20,171$1.7B0.13%
106
KMXCARMAX INC
18,799$1.7B0.13%
107
IDXXIDEXX LABS INC
6,032$1.6B0.13%
108
XLGRYDEX RUSSELL TOP 50 ETF
7,720$1.6B0.13%
109
SPWRQSUNPOWER CORP
138,556$1.5B0.12%
110
ACWXISHARES MSCI ACWI EX US INDEX FUND
32,196$1.5B0.12%
111
PYPLPAYPAL HLDGS INC COM
14,250$1.5B0.12%
112
DRIDARDEN RESTAURANTS INC
12,363$1.5B0.12%
113
XBISPDR BIOTECH ETF
19,036$1.5B0.12%
114
FCXFREEPORT MCMORAN COPPER
149,413$1.4B0.11%
115
MRVLMARVELL TECHNOLOGY GROUP LTD
53,979$1.3B0.11%
116
HUNHUNTSMAN CORP
56,940$1.3B0.11%
117
ROKUROKU INC COM CL A
13,000$1.3B0.11%
118
VRTXVERTEX PHARMACEUTICALS IN
7,715$1.3B0.10%
119
LINLINDE PLC SHS
6,382$1.2B0.10%
120
VMCVULCAN MATLS CO COM
8,152$1.2B0.10%
121
MINTPIMCO ENHANCED SHORT MATURITY ETF
11,716$1.2B0.09%
122
NEARISHARES SHORT MATURITY BOND ETF
23,137$1.2B0.09%
123
PRNTTHE 3D PRINTING ETF
56,302$1.2B0.09%
124
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
19,264$1.1B0.09%
125
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
5,271$1.1B0.09%
126
TRVCCITIGROUP INC
15,528$1.1B0.09%
127
NDQPOWERSHARES QQQ TR
5,621$1.1B0.08%
128
IGSBISHARES 1-3 YR CREDIT BOND ETF
19,778$1.1B0.08%
129
NOVEURNATIONAL OILWELL VARCO INC
49,527$1.0B0.08%
130
DSIISHARES TR KLD 400 SOCIAL INDEX FD
9,410$1.0B0.08%
131
DHRDANAHER CORP
7,140$1.0B0.08%
132
IWNISHARES RUSSELL 2000 VALUE
8,633$1.0B0.08%
133
MDYS & P MID CAP 400 DEP RCPTS MID CAP
2,847$1.0B0.08%
134
DWXSPDR S & P INTL DIVIDEND
25,346$987.0M0.08%
135
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
21,254$984.0M0.08%
136
QCOMQUALCOMM INC
12,859$980.0M0.08%
137
INTCINTEL CORP COM
18,925$975.0M0.08%
138
GEGENERAL ELECTRIC CO COM
107,592$961.0M0.08%
139
DPZDOMINOS PIZZA INC
3,900$953.0M0.08%
140
XPOXPO LOGISTICS INC COM
13,322$953.0M0.08%
141
SYYSYSCO CORP COM
11,516$914.0M0.07%
142
IJRISHARES S&P SMALLCAP 600 ETF
11,397$887.0M0.07%
143
GREENLANE HLDGS INC CL A
258,852$877.0M0.07%
144
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
10,786$874.0M0.07%
145
VBRVANGUARD SMALL CAP VALUE ETF
6,754$870.0M0.07%
146
MLMMARTIN MARIETTA MATLS INC COM
3,100$849.0M0.07%
147
GLOBGLOBANT S A COM
9,097$833.0M0.07%
148
MCDMCDONALDS CORP COM
3,867$830.0M0.07%
149
FANGDIAMONDBACK ENERGY INC COM
9,130$820.0M0.07%
150
IYCISHARES DJ US CONSUMER SERVICES
3,752$815.0M0.06%
151
BCOVUSDBRIGHTCOVE INC COM USD0.001
77,680$814.0M0.06%
152
ESGEISHARES MSCI EM ESG SELECT ETF
24,352$792.0M0.06%
153
JNJJOHNSON & JOHNSON COM
6,006$777.0M0.06%
154
ESGDISHARES MSCI EAFE ESG SELECT ETF
11,915$763.0M0.06%
155
UTXZUNITED TECHNOLOGIES CORP COM
5,514$752.0M0.06%
156
PFEPFIZER INC COM
20,926$751.0M0.06%
157
IVWISHARES S&P 500 GROWTH ETF
4,074$733.0M0.06%
158
NBISYANDEX N.V. COM CL A
20,625$722.0M0.06%
159
CIENCIENA CORP
18,376$720.0M0.06%
160
IACIEURIAC/INTERACTIVECORP
3,174$691.0M0.06%
161
TFISPDR MUNICIPAL BOND ETF
12,885$653.0M0.05%
162
IUSGISHARES CORE S&P U.S. GROWTH ETF
10,344$650.0M0.05%
163
XOPUSDSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
29,000$648.0M0.05%
164
GTLSCHART INDUSTRIES INC
10,387$647.0M0.05%
165
IWCISHARES RUSSELL MICROCAP INDEX
7,240$638.0M0.05%
166
ORCLORACLE CORPORATION
11,577$637.0M0.05%
167
PGXPOWERSHARES GLOBAL PREFERRED ETF
40,710$611.0M0.05%
168
LHXL3HARRIS TECHNOLOGIES INC COM
2,886$602.0M0.05%
169
TAT&T INC COM
15,890$601.0M0.05%
170
DIREXION DAILY S&P OIL SERVICES BULL 3X SHARES
179,800$596.0M0.05%
171
EEMISHARES MSCI EMERGING MARKETS ETF
14,097$576.0M0.05%
172
FTAFIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS
10,720$552.0M0.04%
173
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
24,943$543.0M0.04%
174
SUSAISHARES KLD SEL SOC FD
4,374$540.0M0.04%
175
FRDMFREEDOM 100 EMERGING MARKETS ETF
20,000$508.0M0.04%
176
GLUUGLU MOBILE INC
102,000$508.0M0.04%
177
GLNGGOLAR LNG LTD SHS ISIN BMG9456A1009
37,779$490.0M0.04%
178
MDLZMONDELEZ INTL INC CL A
8,751$484.0M0.04%
179
METAFACEBOOK INC CL A
2,642$470.0M0.04%
180
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
3,750$448.0M0.04%
181
TLRYEURTILRAY INC COM CL 2
17,900$442.0M0.04%
182
LQDISHARES IBOXX CORPORATE BOND ETF
3,385$431.0M0.03%
183
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
27,606$431.0M0.03%
184
IJJISHARES S&P MIDCAP 400 VALUE ETF
2,593$414.0M0.03%
185
VELOCITYSHARES 3X LONG S&P GSCI CRUDE OIL INDEX ER ETN
40,000$414.0M0.03%
186
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
20,640$407.0M0.03%
187
NYFISHARES NEW YORK MUNI BOND ETF
7,130$407.0M0.03%
188
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
6,670$406.0M0.03%
189
MEARISHARES SHORT MATURITY MUNICIPAL BOND ETF
7,900$396.0M0.03%
190
PANWPALO ALTO NETWORKS INC COM
1,921$391.0M0.03%
191
KOCOCA COLA CO COM
7,160$389.0M0.03%
192
EXIISHARES GLBL INDSTRLS INDX FD
4,234$386.0M0.03%
193
PHYS/USPROTT PHYSICAL GOLD TRUST
32,055$378.0M0.03%
194
MLB1MERCADOLIBRE INC
662$364.0M0.03%
195
EXASEXACT SCIENCES CORP
4,000$361.0M0.03%
196
VOOVANGUARD S&P 500 ETF
1,323$360.0M0.03%
197
IJSISHARES S&P SMALLCAP 600 VALUE ETF
2,350$352.0M0.03%
198
IWOISHARES RUSSELL 2000 GROWTH INDEX
1,817$350.0M0.03%
199
J40TPROSHARES ULTRASHORT 20 YR TREAS 1 FOR 4 R/S INTOPROSHARES TR PROSHARES UL
14,000$341.0M0.03%
200
ITUBITAU UNIBANCO HLDG SA SPON ADR REP PFD
39,828$334.0M0.03%
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