Baker Avenue Asset Management, LP Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$1.4B

Holdings

250

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (250 positions)

StockValue
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$2.3M
DYHTARGET CORP COM
$2.2M
ORCLORACLE CORPORATION
$2.1M
FCXFREEPORT MCMORAN COPPER
$2.1M
FISVFISERV INC
$2.1M
ONON SEMICONDUCTOR CORP COM
$2.1M
XLGRYDEX RUSSELL TOP 50 ETF
$2.1M
LOWLOWES COS INC COM
$2.1M
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$2.1M
HESHESS CORP COM
$2.1M
UNHUNITEDHEALTH GROUP
$2.0M
NVDANVIDIA CORP
$2.0M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.9M
CVXCHEVRON CORP NEW COM
$1.9M
MRKMERCK & CO INC
$1.9M
AVGOAVAGO TECHNOLOGIES LTD
$1.8M
FEXFIRST TR LARGE CAP CORE ALPHADEX FD COMSHS
$1.8M
EXASEXACT SCIENCES CORP
$1.6M
RFREGIONS FINANCIAL CORP NEW
$1.6M
ECLECOLAB INC COM
$1.6M
DEDEERE & CO COM
$1.6M
PYPLPAYPAL HLDGS INC COM
$1.5M
IDXXIDEXX LABS INC
$1.5M
ABMDEURABIOMED INC
$1.5M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$1.4M
NOVEURNATIONAL OILWELL VARCO INC
$1.4M
HUNHUNTSMAN CORP
$1.4M
PRVBUSDPROVENTION BIO INC COM
$1.4M
MINTPIMCO ENHANCED SHORT MATURITY ETF
$1.3M
XBISPDR BIOTECH ETF
$1.3M
MRVLMARVELL TECHNOLOGY GROUP LTD
$1.3M
VRTXVERTEX PHARMACEUTICALS IN
$1.3M
NEARISHARES SHORT MATURITY BOND ETF
$1.3M
JDJD COM INC SPON ADR CL A
$1.3M
MSIMOTOROLA SOLUTIONS INC COM NEW
$1.2M
ARCCARES CAP CORP COM
$1.2M
NDQPOWERSHARES QQQ TR
$1.2M
SHWSHERWIN WILLIAMS CO COM
$1.1M
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
$1.1M
VTVVANGUARD VALUE ETF
$1.1M
DHRDANAHER CORP
$1.1M
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$1.1M
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$1.1M
KMXCARMAX INC
$1.1M
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.1M
IAUUSDISHARES GOLD TRUST ETF
$1.1M
IGSBISHARES 1-3 YR CREDIT BOND ETF
$1.1M
GEGENERAL ELECTRIC CO COM
$1.1M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$1.0M
IYCISHARES DJ US CONSUMER SERVICES
$1.0M
DWXSPDR S & P INTL DIVIDEND
$1.0M
IWNISHARES RUSSELL 2000 VALUE
$994K
INTCINTEL CORP COM
$991K
VMCVULCAN MATLS CO COM
$989K
SYYSYSCO CORP COM
$985K
XPOXPO LOGISTICS INC COM
$978K
SOHUSOHU.COM INC
$940K
QCOMQUALCOMM INC
$934K
PAYXPAYCHEX INC
$916K
VBRVANGUARD SMALL CAP VALUE ETF
$898K
ESGEISHARES MSCI EM ESG SELECT ETF
$878K
PRNTTHE 3D PRINTING ETF
$872K
MLMMARTIN MARIETTA MATLS INC COM
$866K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$861K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$844K
JNJJOHNSON & JOHNSON COM
$832K
PFEPFIZER INC COM
$829K
IVWISHARES S&P 500 GROWTH ETF
$788K
IACIEURIAC/INTERACTIVECORP
$779K
TRVCCITIGROUP INC
$753K
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
$739K
MCDMCDONALDS CORP COM
$728K
IWCISHARES RUSSELL MICROCAP INDEX
$720K
PXDEURPIONEER NATURAL RESOURCES CO
$701K
GTLSCHART INDUSTRIES INC
$698K
NPFINUVEEN PFD & INCM SECURTIES FD COM
$694K
MLB1MERCADOLIBRE INC
$656K
XOPUSDSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$656K
TFISPDR MUNICIPAL BOND ETF
$651K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$642K
TAT&T INC COM
$636K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$611K
FTAFIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS
$605K
GREENLANE HLDGS INC CL A
$598K
SUSAISHARES KLD SEL SOC FD
$591K
VELOCITYSHARES 3X LONG S&P GSCI CRUDE OIL INDEX ER ETN
$581K
EEMISHARES MSCI EMERGING MARKETS ETF
$577K
LHXL3HARRIS TECHNOLOGIES INC COM
$571K
SFSTIFEL FINANCIAL CP
$569K
GLUUGLU MOBILE INC
$561K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$556K
FRDMFREEDOM 100 EMERGING MARKETS ETF
$552K
DIREXION DAILY S&P OIL SERVICES BULL 3X SHARES
$547K
VVISA INC
$542K
SNDLEURSUNDIAL GROWERS INC COM
$524K
NBISYANDEX N.V. COM CL A
$507K
LQDISHARES IBOXX CORPORATE BOND ETF
$505K
EXIISHARES GLBL INDSTRLS INDX FD
$500K
MDLZMONDELEZ INTL INC CL A
$482K
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$479K
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