Baker Avenue Asset Management, LP Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$2.3B

Holdings

351

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (351 positions)

StockValue
VTVANGUARD TOTAL WORLD STOCK ETF
$1.0M
MRKMERCK & CO INC
$1.0M
NOWSERVICE NOW INC
$1.0M
BACBANK AMERICA CORP COM
$1.0M
WMTWALMART INC COM
$986K
SNPSSYNOPSYS INC COM
$976K
ALSALLSTATE CORP
$962K
FLOTISHARES MSCI FLOATING RATE NOT E FUNDING ETF
$953K
ITMVANECK INTERMEDIATE MUNI ETF
$946K
VTHRVANGUARD RUSSELL 3000 ETF
$941K
VNQVANGUARD REIT INDEX ETF
$931K
PHYS/USPROTT PHYSICAL GOLD TRUST
$927K
EXIISHARES GLBL INDSTRLS INDX FD
$918K
AXPAMERICAN EXPRESS CO COM
$901K
PINSPINTEREST INC CL A
$893K
ACHRARCHER AVIATION INC COM CL A
$892K
FISVFISERV INC
$879K
PCVXVAXCYTE INC COM
$865K
MDB CAP HLDGS LLC CL A
$865K
PLDPROLOGIS SHARE BENEFICIAL INT
$864K
XLBMATERIALS SELECT SECTOR SPDR
$857K
APAAPA CORPORATION COM
$855K
PENPENUMBRA INC COM
$825K
PDPAGERDUTY INC COM
$820K
VUGVANGUARD GROWTH ETF
$820K
PGPROCTER AND GAMBLE CO COM
$797K
TRGPTARGA RES CORP COM
$795K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$793K
MLNVANECK LONG MUNI ETF
$759K
TNADIREXION SHS ETF TR SMALL CAP BULL 3X SHS
$740K
HYDMARKET VECTORS ETF HIGH YIELD MUNI INDEX
$719K
PFEPFIZER INC COM
$707K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$695K
PWRQUANTA SERVICES INC
$682K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$676K
SWAVUSDSHOCKWAVE MED INC COM
$668K
PYPLPAYPAL HLDGS INC COM
$664K
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$663K
PEPPEPSICO INC COM
$661K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$632K
MCDMCDONALDS CORP COM
$607K
BHPBHP GROUP LTD SPONSORED ADS
$601K
GQ9SPDR GOLD ETF
$591K
EFAISHARES MSCI EAFE ETF
$591K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$576K
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
$543K
OKTAOKTA INC CL A
$534K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$531K
JDJD.COM INC SPON ADR CL A
$524K
TFXTELEFLEX INCORPORATED COM
$518K
SYKSTRYKER CORP
$511K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$497K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$497K
RVNUXTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF
$497K
MAMASTERCARD INC
$489K
TEAMATLASSIAN CORPORATION CL A
$481K
EATBRINKER INTL INC COM
$475K
KIEKBW INSURANCE
$474K
DISDISNEY WALT CO COM
$473K
SCHBSCHWAB U.S. BROAD MARKET ETF
$472K
SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
$466K
SOHUSOHU.COM INC
$462K
IWMISHARES RUSSELL 2000 ETF
$461K
CMCSACOMCAST CORP NEW CL A
$452K
SSOPROSHARES ULTRA S&P 500
$448K
KWEBKRANESHARES CSI CHINA INTERNET ETF
$446K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$445K
ESGUISHARES ESG AWARE MSCI USA ETF
$441K
LNTALLIANT ENERGY CORP COM
$437K
CSCOCISCO SYS INC
$435K
GDDYGODADDY INC CL A
$434K
AMGNAMGEN INC
$422K
VGTVANGUARD INFORMATION TECHNOLOGY
$413K
APDAIR PRODS & CHEMS INC COM
$412K
IWOISHARES RUSSELL 2000 GROWTH INDEX
$411K
VYMVANGUARD HIGH DIVIDEND YIELD
$410K
DYHTARGET CORP COM
$410K
XLIINDUSTRIAL SELECT SECTOR SPDR
$398K
MATWMATTHEWS INTL CORP CL A
$389K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$386K
SBUXSTARBUCKS CORP
$385K
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$375K
IYHISHARES TR DOW JONES U S HEALTHCARE
$364K
SRFMSURF AIR MOBILITY INC COM
$361K
EPDENTERPRISE PRODS PARTNERS L P
$360K
CBOECBOE GLOBAL MKTS INC COM
$360K
XOPSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$356K
SOXXISHARES SEMICONDUCTOR ETF
$353K
BRBROADRIDGE FIN SOL
$350K
PSXPHILLIPS 66
$342K
WYNNWYNN RESORTS LTD
$342K
ADIANALOG DEVICES INC COM
$338K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$328K
HONHONEYWELL INTL INC
$324K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$320K
RTXRTX CORPORATION COM
$317K
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$317K
FFORD MOTOR COMPANY
$314K
ENPHENPHASE ENERGY INC COM
$311K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$311K
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