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
BLKCHFBLACKROCK INC
$303K
UNPUNION PAC CORP COM
$300K
ABTABBOTT LABS COM
$296K
IAU*ISHARES GOLD TRUST ETF
$289K
LHXL3HARRIS TECHNOLOGIES INC COM
$288K
COFCAPITAL ONE FINANCIAL CORP
$278K
TIPISHARES TIPS BOND ETF
$275K
CBCHUBB LIMITED COM
$270K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$269K
SDYSPDR SER TR S&P DIVID ETF
$268K
AMTAMERICAN TOWER CORP
$268K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$264K
INTUINTUIT INC
$262K
VTVVANGUARD VALUE ETF
$258K
AZOAUTOZONE INC NEV
$256K
CDWCDW CORP COM USD0.01
$251K
BABOEING CO COM
$251K
LMTLOCKHEED MARTIN CORP
$248K
EBAEBAY INC
$242K
COURCOURSERA INC COM
$240K
ILMNILLUMINA INC
$238K
SSDSIMPSON MANUFACTURING CO INC
$230K
TJXTJX COS INC NEW COM
$230K
DWDMORGAN STANLEY
$229K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$227K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$226K
ITWILLINOIS TOOL WKS INC COM
$225K
AQLTISHARES DJ US HEALTH CARE PROVIDERS
$224K
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$219K
FTXLFIRST TRUST NASDAQ SEMICONDUCTOR ETF
$217K
IGFISHARES GLOBAL INFRASTRUCTURE ETF
$214K
CMFISHARES CALIFORNIA MUNI BOND ETF
$213K
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$213K
IUSVISHARES CORE S&P US VALUE ETF
$212K
ONEQFIDELITY COMWLTH TR
$211K
IYWISHARES DJ US TECHNOLOGY
$202K
VALEVALE S A SPONSORED ADS
$177K
AGNCAMERICAN CAPITAL AGENCY CORP.
$172K
SIRIEURSIRIUS XM RADIO INC
$122K
NANNUVEEN NEW YORK QLT MUN INC FD COM
$122K
SEASEABRIDGE GOLD INC COM
$121K
WBDDISCOVERY HLDG CO
$118K
BEATHEARTBEAM INC COM
$110K
CUECUE BIOPHARMA INC COM
$85K
PNIPIMCO NEW YORK MUN FD II COM
$85K
MVSTMICROVAST HOLDINGS INC COM
$35K
LRCXEURLAM RESEARCH CORP
$14K
LLYELI LILLY & CO COM
$7K
COSTCOSTCO WHOLESALE CORP
$6K
AVGOBROADCOM INC
$2K
NOWSERVICE NOW INC
$1K
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