Baker Avenue Asset Management, LP Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$3155.2T

Holdings

415

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (415 positions)

#StockSharesValue% PortfolioType
1
SSDSIMPSON MFG INC
1,337,753$255.9T8.11%
2
AAPLAPPLE INC
520,668$121.3T3.84%
3
MSFTMICROSOFT CORP
275,259$114.1T3.61%Call
4
VBVANGUARD INDEX FDS
375,404$89.0T2.82%
5
QUALISHARES TR
463,644$83.1T2.63%
6
AGGISHARES TR
799,314$80.9T2.57%
7
BNDVANGUARD BD INDEX FDS
1,075,363$80.8T2.56%
8
DFCFDIMENSIONAL ETF TRUST
1,861,887$80.4T2.55%
9
NVDANVIDIA CORPORATION
846,806$78.4T2.48%Put
10
IWFISHARES TR
193,979$72.8T2.31%
11
SPABSPDR SER TR
2,699,261$70.6T2.24%
12
NDQINVESCO QQQ TR
198,802$63.1T2.00%Put
13
IVVISHARES TR
109,014$62.9T1.99%
14
AMZNAMAZON COM INC
306,843$54.6T1.73%Call
15
VTIVANGUARD INDEX FDS
176,298$49.9T1.58%
16
EAELECTRONIC ARTS INC
373,994$48.0T1.52%Put
17
JPMJPMORGAN CHASE & CO.
220,950$46.6T1.48%
18
VVVANGUARD INDEX FDS
176,942$46.6T1.48%
19
EFGISHARES TR
432,129$46.5T1.47%
20
SCHXSCHWAB STRATEGIC TR
635,973$43.2T1.37%
21
IVEISHARES TR
207,985$41.0T1.30%
22
GOOGLALPHABET INC
213,098$35.3T1.12%
23
PHPARKER-HANNIFIN CORP
52,003$32.9T1.04%
24
VWOVANGUARD INTL EQUITY INDEX F
646,675$30.9T0.98%
25
ORCLORACLE CORP
170,623$29.1T0.92%
26
SCZISHARES TR
429,393$29.1T0.92%
27
JQUAJ P MORGAN EXCHANGE TRADED F
474,507$26.8T0.85%
28
BGBUNGE GLOBAL SA
277,228$26.8T0.85%
29
ABBVABBVIE INC
110,164$21.8T0.69%
30
AMATAPPLIED MATLS INC
105,880$21.4T0.68%
31
SLBSCHLUMBERGER LTD
496,654$20.8T0.66%
32
ICVTISHARES TR
245,883$20.6T0.65%
33
CATCATERPILLAR INC
50,935$19.9T0.63%
34
SHYGISHARES TR
455,762$19.8T0.63%
35
RSPINVESCO EXCHANGE TRADED FD T
110,236$19.7T0.63%
36
USHYISHARES TR
516,378$19.4T0.62%
37
EMBISHARES TR
207,459$19.4T0.62%
38
GEGE AEROSPACE
102,421$19.3T0.61%
39
RSPTINVESCO EXCHANGE TRADED FD T
507,948$19.1T0.61%
40
METAMETA PLATFORMS INC
32,544$18.6T0.59%
41
NFLXNETFLIX INC
25,354$18.0T0.57%
42
EWWISHARES INC
329,045$17.7T0.56%
43
SHOPSHOPIFY INC
217,000$17.4T0.55%
44
LRCXEURLAM RESEARCH CORP
20,168$16.5T0.52%
45
MRVLMARVELL TECHNOLOGY INC
227,208$16.4T0.52%
46
XOMEXXON MOBIL CORP
138,595$16.2T0.51%
47
JCIJOHNSON CTLS INTL PLC
205,844$16.0T0.51%
48
CRMSALESFORCE INC
57,990$15.9T0.50%
49
TSLATESLA INC
83,108$15.9T0.50%Put
50
UBSUBS GROUP AG
512,165$15.8T0.50%
51
ETNEATON CORP PLC
47,565$15.8T0.50%
52
LINLINDE PLC
32,605$15.5T0.49%
53
MRSHMARSH & MCLENNAN COS INC
68,259$15.2T0.48%
54
TXNTEXAS INSTRS INC
72,344$14.9T0.47%
55
EWJISHARES INC
200,947$14.4T0.46%
56
UBERUBER TECHNOLOGIES INC
188,648$14.2T0.45%
57
LLYELI LILLY & CO
15,809$14.0T0.44%
58
AMDADVANCED MICRO DEVICES INC
84,211$13.8T0.44%
59
TMOTHERMO FISHER SCIENTIFIC INC
20,940$13.0T0.41%
60
BABAALIBABA GROUP HLDG LTD
117,740$12.5T0.40%
61
QCOMQUALCOMM INC
72,194$12.3T0.39%
62
MBBISHARES TR
125,214$12.0T0.38%
63
FCXFREEPORT-MCMORAN INC
220,301$11.0T0.35%
64
HOODROBINHOOD MKTS INC
464,306$10.9T0.34%
65
HDHOME DEPOT INC
26,688$10.8T0.34%
66
IGVISHARES TR
108,883$9.7T0.31%
67
IHIISHARES TR
161,352$9.6T0.30%
68
INTCINTEL CORP
395,762$9.3T0.29%
69
APHAMPHENOL CORP NEW
140,922$9.2T0.29%
70
COSTCOSTCO WHSL CORP NEW
10,156$9.0T0.29%
71
EOGEOG RES INC
72,885$9.0T0.28%
72
JEPIJ P MORGAN EXCHANGE TRADED F
150,359$8.9T0.28%
73
DOWDOW INC
163,132$8.9T0.28%
74
XLESELECT SECTOR SPDR TR
101,187$8.9T0.28%
75
AFLAFLAC INC
78,902$8.8T0.28%
76
UPSUNITED PARCEL SERVICE INC
63,377$8.6T0.27%
77
DGROISHARES TR
137,624$8.6T0.27%
78
SPYSPDR S&P 500 ETF TR
154,315$8.6T0.27%Put
79
IBMINTERNATIONAL BUSINESS MACHS
38,591$8.5T0.27%
80
MCDMCDONALDS CORP
26,560$8.1T0.26%
81
DEMWISDOMTREE TR
181,926$8.0T0.25%
82
MLPXGLOBAL X FDS
144,871$7.9T0.25%
83
ISRGINTUITIVE SURGICAL INC
16,007$7.9T0.25%
84
NSCNORFOLK SOUTHN CORP
31,594$7.9T0.25%
85
SCHWSCHWAB CHARLES CORP
119,516$7.7T0.25%
86
FLEXFLEX LTD
222,567$7.4T0.24%
87
FLNCFLUENCE ENERGY INC
318,257$7.2T0.23%
88
XLKSELECT SECTOR SPDR TR
31,674$7.2T0.23%
89
SYYSYSCO CORP
91,378$7.1T0.23%
90
FBNDFIDELITY MERRIMACK STR TR
146,994$6.9T0.22%
91
NDAQNASDAQ INC
93,000$6.8T0.22%
92
IWDISHARES TR
35,627$6.8T0.21%
93
NUENUCOR CORP
44,752$6.7T0.21%
94
NEENEXTERA ENERGY INC
75,022$6.3T0.20%
95
VRTVERTIV HOLDINGS CO
62,132$6.2T0.20%
96
FALNISHARES TR
217,915$6.0T0.19%
97
GIISPDR INDEX SHS FDS
94,275$5.8T0.18%
98
GSGOLDMAN SACHS GROUP INC
11,691$5.8T0.18%
99
GOOGALPHABET INC
33,793$5.6T0.18%
100
IGMISHARES TR
58,273$5.6T0.18%
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