Baker Avenue Asset Management, LP Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$1.0B

Holdings

231

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$1.6M
ONON SEMICONDUCTOR CORP COM
$1.6M
VTVVANGUARD VALUE INDEX FUND
$1.6M
IVVISHARES CORE S&P 500 ETF
$1.6M
CATCATERPILLAR INC DEL COM
$1.6M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$1.5M
RFREGIONS FINL CORP NEW COM
$1.5M
MCDERMOTT INTL INC COM
$1.5M
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$1.5M
DYHTARGET CORP COM
$1.5M
MDYSPDR S&P MIDCAP 400 ETF
$1.5M
AFLAFLAC INC COM
$1.4M
MRKMERCK & CO INC COM
$1.4M
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
$1.3M
UNHUNITEDHEALTH GROUP INC COM
$1.3M
TELTE CONNECTIVITY LTD REG SHS
$1.3M
PRGOPERRIGO CO PLC SHS
$1.3M
XYLXYLEM INC COM
$1.3M
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
$1.3M
GEGENERAL ELECTRIC CO COM
$1.3M
AVGOBROADCOM LTD SHS
$1.2M
PCGPG&E CORP COM
$1.2M
ILMNILLUMINA INC COM
$1.2M
NVDANVIDIA CORP COM
$1.2M
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$1.2M
MALLINCKRODT PUB LTD CO SHS
$1.2M
ABJAABB LTD SPONSORED ADR
$1.2M
GRPNCHFGROUPON INC COM
$1.2M
URBNURBAN OUTFITTERS INC COM
$1.2M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$1.2M
SNEURSANCHEZ ENERGY CORP COM
$1.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$1.2M
DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
$1.2M
ECLECOLAB INC COM
$1.2M
EEMISHARES MSCI EMERGING MARKETS ETF
$1.2M
USX1UNITED STATES STL CORP NEW COM
$1.1M
TRVCCITIGROUP INC COM NEW
$1.1M
ALAIR LEASE CORP CL A
$1.1M
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
$1.1M
GLOBGLOBANT S A COM
$1.1M
COSTCOSTCO WHSL CORP NEW COM
$1.1M
ORCLORACLE CORP COM
$1.0M
GOOGLALPHABET INC CAP STK CL A
$1.0M
NTRSNORTHERN TR CORP COM
$1.0M
SPWRQSUNPOWER CORP COM
$1.0M
GUGGENHEIM S&P 500 TOP 50 ETF
$1.0M
IRINGERSOLL-RAND PLC SHS
$987K
NBISYANDEX N V SHS CLASS A
$984K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$977K
POWERSHARES DWA MOMENTUM PORTFOLIO
$977K
DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
$958K
RRCRANGE RES CORP COM
$956K
FLT1EURFLEETCOR TECHNOLOGIES INC COM
$952K
VMCVULCAN MATLS CO COM
$949K
PPGPPG INDS INC COM
$943K
MOSMOSAIC CO NEW COM
$926K
HSICSCHEIN HENRY INC COM
$922K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$920K
WFRDWEATHERFORD INTL PLC ORD SHS
$914K
CAMPEURCALAMP CORP COM
$913K
NTNXNUTANIX INC CL A
$896K
HUNHUNTSMAN CORP COM
$895K
STERICYCLE INC DEP PFD A 1/10
$869K
SYMCEURSYMANTEC CORP COM
$865K
HOLXHOLOGIC INC COM
$865K
EIXEDISON INTL COM
$861K
VALEVALE S A ADR
$849K
MRVLMARVELL TECHNOLOGY GROUP LTD ORD
$844K
TAT&T INC COM
$828K
GTT COMMUNICATIONS INC COM
$819K
CGNXCOGNEX CORP COM
$789K
MDLZMONDELEZ INTL INC CL A
$783K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$757K
POWERSHARES DB OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 PORTFOLI
$748K
FTAFIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND
$746K
SUSAISHARES MSCI USA ESG SELECT ETF
$714K
XOPUSDSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$706K
MLMMARTIN MARIETTA MATLS INC COM
$689K
FLOTEK INDS INC DEL COM
$637K
ESGEISHARES MSCI EM ESG SELECT ETF
$637K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$623K
WFCWELLS FARGO CO NEW COM
$582K
SPSCSPS COMM INC COM
$553K
AQLTISHARES CORE MSCI EAFE ETF
$549K
PHYS/USPROTT PHYSICAL GOLD TRUST UNIT
$544K
XPOXPO LOGISTICS INC COM
$542K
CBS CORP NEW CL B
$539K
MANMANPOWERGROUP INC COM
$533K
VOOVVANGUARD S&P 500 VALUE ETF
$521K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$512K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$484K
MGMMGM RESORTS INTERNATIONAL COM
$482K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$463K
TFISPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF
$454K
IYCISHARES U.S. CONSUMER SERVICES ETF
$426K
DSIISHARES MSCI KLD 400 SOCIAL ETF
$412K
LVLNSPDR S&P REGIONAL BANKING ETF
$403K
NYFISHARES NEW YORK MUNI BOND ETF
$398K
METAFACEBOOK INC CL A
$395K
MOALTRIA GROUP INC COM
$381K
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