Baker Avenue Asset Management, LP Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1.7B

Holdings

1,546

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (1,546 positions)

StockValue
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$692K
AXPAMERICAN EXPRESS CO COM
$690K
AZOAUTOZONE INC NEV
$690K
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
$690K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$685K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$685K
GWWGRAINGER W W INC COM
$681K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$676K
AESAES CORP
$674K
IBMINTL BUSINESS MACHINES
$673K
HALHALLIBURTON CO COM
$669K
CMECHICAGO MERCANTILE HLDGS INC
$668K
PCVXVAXCYTE INC COM
$662K
PGRPROGRESSIVE CORP COM
$659K
EXIISHARES GLBL INDSTRLS INDX FD
$657K
MCDMCDONALDS CORP COM
$655K
FISVFISERV INC
$639K
SOHUSOHU.COM INC
$638K
SHOPSHOPIFY INC CL A
$625K
ADPAUTOMATIC DATA PROCESSING INC COM
$621K
TJXTJX COS INC NEW COM
$610K
WMTWALMART INC COM
$601K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$581K
SPGSIMON PROPERTY GROUP INC
$579K
JNPJUNIPER NETWORKS INC
$569K
RUNSUNRUN INC COM
$565K
CICIGNA CORP
$560K
ITGARTNER INC CL A
$557K
CLXCLOROX CO DEL COM
$554K
OMCOMNICOM GROUP INC COM
$553K
GISGENERAL MLS INC COM
$547K
MCKMCKESSON CORP
$547K
SHVISHARES TR LEHMAN SHORT TREA BDFD
$546K
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$544K
MARMARRIOTT INTL INC
$543K
MPCMARATHON PETE CORP
$529K
OKTAOKTA INC CL A
$528K
EFAISHARES MSCI EAFE ETF
$526K
MAMASTERCARD INC
$519K
NIONIO INC SPON ADS
$518K
VTHRVANGUARD RUSSELL 3000 ETF
$518K
ADMARCHER DANIELS MIDLAND CO COM
$518K
AVGOBROADCOM INC
$510K
TSCOTRACTOR SUPPLY CO
$510K
IEUSISHARES MSCI EUROPE SMALL-CAP ETF
$508K
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$505K
REGNREGENERON PHARMACEUTICALS INC
$491K
AEOAMERICAN EAGLE OUTFITTERS
$490K
QCOMQUALCOMM INC
$484K
VRTXVERTEX PHARMACEUTICALS IN
$479K
IYFISHARES DJ U.S. FINANCIAL SECTOR ETF
$472K
IDUISHARES DOW JONES US UTILITIES
$469K
DYHTARGET CORP COM
$462K
CLCOLGATE PALMOLIVE CO COM
$461K
IYHISHARES TR DOW JONES U S HEALTHCARE
$455K
ACREARES COML REAL ESTATE CORP COM
$444K
IWMISHARES RUSSELL 2000 ETF
$441K
TMUST-MOBILE US INC COM
$441K
LHXL3HARRIS TECHNOLOGIES INC COM
$440K
IYMISHARES DJ US BASIC MATERIALS
$437K
PXDEURPIONEER NATURAL RESOURCES CO
$436K
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$425K
TIPISHARES TIPS BOND ETF
$425K
BWABORG WARNER AUTOMOTIVE INC
$424K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$417K
SCHBSCHWAB U.S. BROAD MARKET ETF
$405K
PLTRPALANTIR TECHNOLOGIES INC CL A
$392K
ITOTISHARES TR S&P 1500 INDEX FD
$384K
AMGNAMGEN INC
$379K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$378K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$368K
ESGUISHARES ESG AWARE MSCI USA ETF
$367K
PSXPHILLIPS 66
$364K
DDDUPONT DE NEMOURS INC COM
$363K
INTCINTEL CORP COM
$362K
MEARBLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
$361K
SOXXISHARES SEMICONDUCTOR ETF
$361K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$358K
HONHONEYWELL INTL INC
$358K
CSCOCISCO SYS INC
$356K
XYLXYLEM INC
$353K
SYKSTRYKER CORP
$352K
CBCHUBB LIMITED COM
$350K
CMCSACOMCAST CORP NEW CL A
$346K
ADBEADOBE SYS INC
$345K
KEYKEYCORP COM
$345K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$344K
SBUXSTARBUCKS CORP
$341K
CBAYUSDCYMABAY THERAPEUTICS INC COM
$331K
VUGVANGUARD GROWTH ETF
$330K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$325K
MRKMERCK & CO INC
$323K
FMCFMC CORP COM NEW
$321K
BBNBLACKROCK BUILD AMER BD
$319K
SSOPROSHARES ULTRA S&P 500
$306K
ANETEURARISTA NETWORKS INC COM
$298K
AMTAMERICAN TOWER CORP
$297K
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
$292K
BLKCHFBLACKROCK INC
$292K
EMLPFIRST TR EXCHANGE-TRADED FD IV NORTH AMERN ENERGY
$291K
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