Baker Avenue Asset Management

Latest statistics and disclosures from Baker Avenue Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, AAPL, QQQ, VB, MSFT, and represent 18.61% of Baker Avenue Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: AGG (+$71M), BND (+$71M), SPAB (+$71M), DFCF (+$71M), NFLX (+$46M), TSLA (+$41M), IWM (+$33M), AAPL (+$20M), NVDA (+$19M), USHY (+$18M).
  • Started 8 new stock positions in IUSV, USHY, KIE, MVST, IHF, DFAI, DFCF, MDBH.
  • Reduced shares in these 10 stocks: IUSB (-$82M), FBND (-$79M), SCHZ (-$75M), QQQ (-$45M), SPY (-$26M), XOM (-$19M), FALN (-$15M), , EMB (-$14M), JCI (-$8.1M).
  • Sold out of its positions in ADT, ACVA, AGCO, AES, AMLP, AMCX, ASGN, T, ARKK, ARKG.
  • Baker Avenue Asset Management was a net buyer of stock by $177M.
  • Baker Avenue Asset Management has $2.6B in assets under management (AUM), dropping by 17.13%.
  • Central Index Key (CIK): 0001432529

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Portfolio Holdings for Baker Avenue Asset Management

Baker Avenue Asset Management holds 351 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Stock (NVDA) 5.5 $145M +15% 293k 495.22
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Apple Stock (AAPL) 3.7 $98M +26% 507k 192.53
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Powershares Qqq Tr Etf (QQQ) 3.6 $94M -32% 230k 409.52
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Vanguard Small Cap Etf Etf (VB) 3.0 $78M +7% 364k 213.33
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Microsoft Stock (MSFT) 2.9 $75M +8% 201k 376.04
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Ishares Aggregate Bond Etf Etf (AGG) 2.7 $72M +7994% 727k 99.25
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Vanguard Total Bond Market Etf Etf (BND) 2.7 $72M +6438% 981k 73.55
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Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 2.7 $72M +15564% 2.8M 25.64
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Dimensional Core Fixed Income Etf Etf (DFCF) 2.7 $71M NEW 1.7M 42.40
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.5 $66M +5% 451k 147.14
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Netflix Stock (NFLX) 2.3 $61M +321% 124k 486.88
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Ishares Russell 1000 Growth Etf Etf (IWF) 2.2 $57M +2% 189k 303.17
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Amazon.com Stock (AMZN) 2.1 $54M +15% 357k 151.94
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Tesla Motors Stock (TSLA) 1.9 $50M +434% 200k 248.48
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Ishares S&p 500 Index Etf (IVV) 1.8 $47M +10% 99k 477.63
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Spdr S&p 500 Etf Etf (SPY) 1.8 $47M -35% 98k 475.30
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Ishares Msci Eafe Growth Etf Etf (EFG) 1.5 $39M +4% 401k 96.85
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Jpmorgan Chase & Co Stock (JPM) 1.5 $38M +2% 225k 170.10
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Ishares S&p 500 Value Etf Etf (IVE) 1.3 $35M +4% 201k 173.89
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Vanguard Total Stock Market Etf Etf (VTI) 1.3 $35M +14% 145k 237.22
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Ishares Russell 2000 Etf Etf (IWM) 1.3 $34M +7797% 168k 200.75
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Vanguard Large Cap Etf (VV) 1.3 $34M +17% 153k 218.15
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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 1.2 $31M +18% 544k 56.40
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Google Stock (GOOGL) 1.1 $30M +2% 216k 139.69
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Bunge Limited F Stock (BG) 1.0 $27M +2% 267k 100.95
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Parker-hannifin Corp Stock (PH) 1.0 $25M -15% 55k 460.70
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Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.9 $25M +13% 398k 61.90
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.9 $25M +9% 597k 41.10
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Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.9 $23M 484k 47.86
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Schlumberger Ltd Com Stk Stock (SLB) 0.8 $22M +6% 428k 52.04
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Ishares Convertible Bond Etf Etf (ICVT) 0.8 $22M +7% 282k 78.59
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.8 $22M +63% 217k 100.27
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Applied Matls Stock (AMAT) 0.8 $20M 126k 162.07
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Ishares Inc Msci Mexico Etf (EWW) 0.7 $20M +3% 290k 67.85
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Intel Corp Stock (INTC) 0.7 $19M +486% 387k 50.25
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Caterpillar Stock (CAT) 0.7 $19M +4% 65k 295.67
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Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG) 0.7 $18M +6157% 230k 77.39
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Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.7 $18M +6% 420k 42.22
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Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.7 $18M NEW 483k 36.35
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Rydex Etf Tr S&p Equal Weight Technology Etf Etf (RSPT) 0.7 $17M +3% 526k 32.64
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Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.6 $17M +5% 108k 157.80
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General Electric Stock (GE) 0.6 $15M +3% 121k 127.63
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Ubs Ag New F Stock (UBS) 0.6 $15M +3% 492k 30.90
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Meta Platforms Inc Cl A Stock (META) 0.6 $15M -2% 43k 353.96
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Oracle Corporation Stock (ORCL) 0.6 $15M +24% 143k 105.43
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Lam Research Corp Stock (LRCX) 0.6 $15M -6% 19k 783.28
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Cisco Sys Stock (CSCO) 0.5 $14M +95% 284k 50.52
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Marvell Technology Group Stock (MRVL) 0.5 $14M +5% 236k 60.31
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Salesforce Stock (CRM) 0.5 $14M -5% 54k 263.14
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Abbvie Stock (ABBV) 0.5 $14M +8% 90k 154.97
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Linde Stock (LIN) 0.5 $14M 33k 410.71
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Advanced Micro Devices Stock (AMD) 0.5 $13M -6% 91k 147.41
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Alibaba Group Hldg Adr (BABA) 0.5 $13M +153% 172k 77.51
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United Parcel Service Stock (UPS) 0.5 $13M -6% 82k 157.23
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Marsh & Mclennan Cos Stock (MMC) 0.5 $12M +4% 65k 189.47
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Ishares Msci Japan Etf Etf (EWJ) 0.5 $12M +5% 187k 64.14
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Johnson Ctls Stock (JCI) 0.4 $12M -41% 202k 57.64
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Deere & Co Stock (DE) 0.4 $11M +6% 29k 399.87
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Las Vegas Sands Corp Stock (LVS) 0.4 $11M +11% 215k 49.21
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Exxon Mobil Corp Stock (XOM) 0.4 $9.9M -65% 99k 99.98
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Eaton Corp Stock (ETN) 0.4 $9.7M +2850% 40k 240.82
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Freeport Mcmoran Copper Stock (FCX) 0.4 $9.3M -42% 218k 42.57
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Ishares S&p North Amer Tech-software Etf (IGV) 0.3 $9.0M 22k 405.64
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Home Depot Stock (HD) 0.3 $8.7M +9% 25k 346.55
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Charles Schwab Corp Stock (SCHW) 0.3 $8.6M +399% 125k 68.80
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Global Payments Stock (GPN) 0.3 $8.5M +7% 67k 127.00
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Ishares Tr Dow Jones Us Medical Devices Index Etf (IHI) 0.3 $8.1M +5% 150k 53.97
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Energy Select Sector Spdr Etf (XLE) 0.3 $8.1M -9% 96k 83.84
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Eog Resources Stock (EOG) 0.3 $8.0M +2% 66k 120.95
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Texas Instrs Stock (TXN) 0.3 $7.6M 452k 16.77
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Li Auto Adr (LI) 0.3 $7.5M +7% 201k 37.43
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Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.3 $7.4M -66% 281k 26.40
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Amphenol Corp Cl A Stock (APH) 0.3 $7.4M +2% 74k 99.13
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Eli Lilly & Co Stock (LLY) 0.3 $7.3M +6% 13k 582.92
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.3 $7.2M +1217% 130k 54.98
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Wisdomtree Emerging Markets Equity Income Etf Etf (DEM) 0.3 $7.1M +4% 176k 40.68
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Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.3 $7.1M +8% 170k 41.93
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Spdr High Yield Bond Etf Etf (JNK) 0.3 $7.0M +65% 74k 94.73
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Spdr Barclays Capital Short Term High Yield Bond Etf Etf (SJNK) 0.3 $6.9M +8% 275k 25.14
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Dow Stock (DOW) 0.3 $6.7M +26% 122k 54.84
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Aflac Stock (AFL) 0.3 $6.6M 80k 82.50
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Thermo Fisher Scientific Stock (TMO) 0.3 $6.6M +3% 12k 530.78
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $6.4M +6% 39k 165.25
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Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.2 $6.4M +11% 143k 44.62
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Flextronics Intl Ltd F Stock (FLEX) 0.2 $6.4M +32% 209k 30.46
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Costco Wholesale Corp Stock (COST) 0.2 $6.3M +39% 9.6k 660.05
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Fidelity Total Bond Etf Etf (FBND) 0.2 $6.3M -92% 137k 46.04
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Aptiv Stock (APTV) 0.2 $6.3M +9% 70k 89.72
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Sysco Corp Stock (SYY) 0.2 $6.1M +4% 84k 73.13
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.2 $5.7M +630% 95k 59.93
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Intuitive Surgical Stock (ISRG) 0.2 $5.5M +4% 16k 337.36
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Technology Select Sector Spdr Etf (XLK) 0.2 $5.2M +4% 27k 192.48
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Goldman Sachs Group Stock (GS) 0.2 $5.0M +5% 13k 385.78
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $4.9M +3218% 92k 53.82
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Livent Corp Stock 0.2 $4.8M +14% 268k 17.98
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.2 $4.8M +3% 61k 78.02
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Intl Business Machines Stock (IBM) 0.2 $4.7M +2352% 29k 163.55
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Health Care Select Sector Spdr Etf (XLV) 0.2 $4.6M +189% 34k 136.38
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Zoetis Inc Com Cl A Stock (ZTS) 0.2 $4.5M +6% 23k 197.37
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Agilent Tech Stock (A) 0.2 $4.4M +8% 32k 139.03
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Devon Energy Corp Stock (DVN) 0.2 $4.4M -3% 96k 45.30
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Travel Plus Leisure Stock (TNL) 0.2 $4.3M +3% 111k 39.09
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Hilton Worldwide Hldgs Stock (HLT) 0.2 $4.3M 24k 182.09
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Vanguard Short Term Bond Etf (BSV) 0.2 $4.1M -48% 54k 77.02
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Conocophillips Stock (COP) 0.2 $4.0M +2% 35k 116.07
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Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.2 $4.0M -46% 84k 47.56
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Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.1 $3.9M -23% 15k 262.26
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Pnc Finl Svcs Group Stock (PNC) 0.1 $3.9M +5% 25k 154.85
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Coupang Inc Cl A Stock (CPNG) 0.1 $3.8M +3% 235k 16.19
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Hca Stock (HCA) 0.1 $3.8M +6% 14k 270.69
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Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $3.8M +28% 78k 48.03
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Hubspot Stock (HUBS) 0.1 $3.7M +5% 6.4k 580.54
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Chevron Corp Stock (CVX) 0.1 $3.7M +7% 25k 149.16
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Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.1 $3.6M -23% 286k 12.74
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Applovin Corp Com Cl A Stock (APP) 0.1 $3.6M +63% 90k 39.85
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Waste Management Stock (WM) 0.1 $3.5M +29% 20k 179.10
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PTC Stock (PTC) 0.1 $3.5M +2% 20k 174.96
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $3.5M 25k 140.93
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Communication Services Select Sector Spdr Fund Etf (XLC) 0.1 $3.4M -26% 48k 72.66
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Airbnb Inc Com Cl A Stock (ABNB) 0.1 $3.4M -13% 25k 136.14
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Appfolio Inc Com Cl A Stock (APPF) 0.1 $3.4M +6% 19k 173.24
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Royal Dutch Shell Plc- Adr (SHEL) 0.1 $3.3M 50k 65.80
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Trimble Nav Stock (TRMB) 0.1 $3.3M 62k 53.20
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $3.2M -18% 63k 51.05
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Ishares S&p Smallcap 600 Etf Etf (IJR) 0.1 $3.2M +214% 29k 108.25
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Shopify Inc Cl A Stock (SHOP) 0.1 $3.1M +43% 40k 77.90
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Hologic Stock (HOLX) 0.1 $3.1M +2% 44k 71.45
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Spdr Series Trust Kbw Bk Etf Etf (KBE) 0.1 $3.0M +57% 65k 46.02
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Automatic Data Processing Stock (ADP) 0.1 $2.9M 13k 232.98
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Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.1 $2.9M -82% 33k 89.06
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Burlington Stores Stock (BURL) 0.1 $2.9M 15k 194.48
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Broadcom Stock (AVGO) 0.1 $2.9M +185% 2.6k 1116.06
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Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC) 0.1 $2.8M +4% 64k 44.50
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $2.8M +6% 59k 47.90
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BP Adr (BP) 0.1 $2.8M +72% 79k 35.40
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Hercules Capital Cef (HTGC) 0.1 $2.8M +7% 168k 16.67
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Ishares Amt-free Muni Bond Etf Etf (MUB) 0.1 $2.7M -13% 25k 108.41
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Spdr Dj Wilshire Intl Real Est Etf (RWX) 0.1 $2.7M +5547% 98k 27.29
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Ares Capital Corp Cef (ARCC) 0.1 $2.6M +6% 130k 20.03
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Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.1 $2.6M +683% 24k 110.66
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Snowflake Inc Cl A Stock (SNOW) 0.1 $2.6M -58% 13k 199.00
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Main Str Cap Corp Cef (MAIN) 0.1 $2.6M +6% 60k 43.23
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Nextera Energy Stock (NEE) 0.1 $2.5M -9% 42k 60.74
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Spdr S&p Global Infrastructure Etf Etf (GII) 0.1 $2.5M +4605% 47k 53.49
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Powershares Global Preferred Etf Etf (PGX) 0.1 $2.4M +14905% 211k 11.47
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First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.1 $2.4M +4% 21k 117.45
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Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $2.4M +1271% 52k 46.36
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Ishares Global Reit Etf Etf (REET) 0.1 $2.4M +10% 99k 24.18
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Spdr S & P Intl Dividend Etf (DWX) 0.1 $2.4M +9% 67k 35.55
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Moodys Corp Stock (MCO) 0.1 $2.3M -25% 5.9k 390.54
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Confluent Inc Class A Stock (CFLT) 0.1 $2.3M +93% 99k 23.40
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Unitedhealth Group Stock (UNH) 0.1 $2.3M +258% 4.4k 526.44
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Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.1 $2.3M +26395% 107k 21.27
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Halliburton Stock (HAL) 0.1 $2.3M +7% 63k 36.15
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $2.3M +2757% 56k 40.21
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Powershares Build America Bond Portfolio Etf Etf (BAB) 0.1 $2.3M +6% 84k 26.91
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Xpo Stock (XPO) 0.1 $2.2M +3% 26k 87.59
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Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $2.2M -4% 65k 34.46
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First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.1 $2.1M +41% 40k 53.84
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Globant S A Stock (GLOB) 0.1 $2.1M -15% 8.9k 237.98
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $2.1M 73k 29.23
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Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $2.1M +130% 52k 40.06
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Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $2.0M +5% 293k 6.94
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American Intl Group Stock (AIG) 0.1 $2.0M +5% 30k 67.75
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SPDR S&P Capital Markets ETF Etf (KCE) 0.1 $2.0M +15% 20k 101.97
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Vulcan Matls Stock (VMC) 0.1 $2.0M +6% 8.9k 227.01
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Columbia Multi-sector Municipal Income Etf Etf (MUST) 0.1 $2.0M -16% 95k 20.87
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Marathon Pete Corp Stock (MPC) 0.1 $1.9M -12% 13k 148.67
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $1.9M +5% 5.3k 356.68
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Ishares Kld Sel Soc Etf (SUSA) 0.1 $1.9M +2% 19k 100.51
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Apollo Coml Real Est Fin Reit (ARI) 0.1 $1.8M +133% 155k 11.74
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Dimensional National Municipal Bond Etf Etf (DFNM) 0.1 $1.8M -25% 37k 48.51
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Ishares Tr Kld 400 Social Index Etf (DSI) 0.1 $1.8M 19k 91.05
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $1.7M 6.3k 277.15
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Arlo Technologies Stock (ARLO) 0.1 $1.7M +144% 181k 9.52
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Erie Indty Co Cl A Stock (ERIE) 0.1 $1.7M +257050% 5.1k 334.92
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Marriott Intl Stock (MAR) 0.1 $1.7M 7.5k 225.51
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Ishares Tr S&p 100 Index Fund Etf (OEF) 0.1 $1.7M +4% 7.5k 223.39
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Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $1.7M +569% 4.8k 350.91
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Deckers Outdoor Stock (DECK) 0.1 $1.6M +24260% 2.4k 668.43
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Adobe Sys Stock (ADBE) 0.1 $1.6M +14% 2.6k 596.60
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Progressive Corp Stock (PGR) 0.1 $1.5M +2010% 9.7k 159.28
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Johnson & Johnson Stock (JNJ) 0.1 $1.5M +12% 9.7k 156.75
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Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.1 $1.5M +6% 35k 43.26
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Palo Alto Networks Stock (PANW) 0.1 $1.5M 5.0k 294.88
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Lowes Cos Stock (LOW) 0.1 $1.5M -62% 6.6k 222.54
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Arista Networks Stock (ANET) 0.1 $1.4M -9% 6.0k 235.52
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Financial Select Sector Spdr Etf (XLF) 0.1 $1.4M +9% 37k 37.60
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Vanguard Consumer Discretionary Etf (VCR) 0.1 $1.4M 4.6k 304.57
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Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.1 $1.4M 29k 47.74
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $1.4M 9.5k 143.64
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Vanguard S&p 500 Etf Etf (VOO) 0.1 $1.3M +3% 3.1k 436.75
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Wells Fargo Stock (WFC) 0.1 $1.3M -6% 27k 49.22
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Vericel Corp Stock (VCEL) 0.0 $1.3M -7% 36k 35.61
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S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 0.0 $1.3M +2% 2.5k 507.38
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Digitalocean Hldgs Stock (DOCN) 0.0 $1.3M +264161% 34k 36.69
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Visa Stock (V) 0.0 $1.2M +8% 4.8k 260.36
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.0 $1.2M -10% 16k 77.37
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Nvent Electric Stock (NVT) 0.0 $1.2M +8% 20k 59.09
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Chicago Mercantile Hldgs Stock (CME) 0.0 $1.1M 5.4k 210.62
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Martin Marietta Matls Stock (MLM) 0.0 $1.1M -38% 2.2k 498.91
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California Bancorp Stock (CALB) 0.0 $1.1M 45k 24.76
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Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.0 $1.1M -74% 6.2k 178.81
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Danaher Corp Stock (DHR) 0.0 $1.1M -58% 4.8k 231.34
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Titan Intl Stock (TWI) 0.0 $1.1M +260% 72k 14.88
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Vanguard Total World Stock Etf Etf (VT) 0.0 $1.0M -4% 9.9k 102.88
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Merck & Co Stock (MRK) 0.0 $1.0M 9.3k 109.02
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Service Now Stock (NOW) 0.0 $1.0M +15% 1.4k 706.39
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Bank America Corp Stock (BAC) 0.0 $1.0M -83% 30k 33.67
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Walmart Stock (WMT) 0.0 $986k +17% 6.3k 157.66
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Synopsys Stock (SNPS) 0.0 $976k +15% 1.9k 514.91
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Allstate Corp Stock (ALL) 0.0 $962k 6.9k 139.99
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Ishares Msci Floating Rate Not E Funding Etf Etf (FLOT) 0.0 $953k -44% 19k 50.62
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Vaneck Intermediate Muni Etf Etf (ITM) 0.0 $946k 20k 47.03
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Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $941k +4% 4.4k 212.81
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Vanguard Reit Index Etf Etf (VNQ) 0.0 $931k -2% 11k 88.36
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Sprott Physical Gold Trust Cef (PHYS) 0.0 $927k 58k 15.93
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Ishares Glbl Indstrls Indx Etf (EXI) 0.0 $918k +5% 7.2k 127.44
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American Express Stock (AXP) 0.0 $902k +5% 4.8k 187.34
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Pinterest Inc Cl A Stock (PINS) 0.0 $893k +38804% 24k 37.04
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Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $892k +32182% 145k 6.14
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Fiserv Stock (FI) 0.0 $879k -10% 6.6k 132.85
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Vaxcyte Stock (PCVX) 0.0 $865k 14k 62.80
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Mdb Cap Hldgs Llc Cl A Stock (MDBH) 0.0 $865k NEW 75k 11.54
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Prologis Share Beneficial Int Reit (PLD) 0.0 $864k -2% 6.5k 133.31
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Materials Select Sector Spdr Etf (XLB) 0.0 $857k +4% 10k 85.54
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Apa Corporation Stock (APA) 0.0 $855k 24k 35.88
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Penumbra Stock (PEN) 0.0 $825k +36355% 3.3k 251.54
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Pagerduty Stock (PD) 0.0 $820k 35k 23.15
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Vanguard Growth Etf Etf (VUG) 0.0 $820k +71% 2.6k 310.84
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Procter And Gamble Stock (PG) 0.0 $798k +29% 5.4k 146.54
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Targa Res Corp Stock (TRGP) 0.0 $795k 9.1k 86.87
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Vaneck Long Muni Etf Etf (MLN) 0.0 $759k -19% 42k 18.25
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Direxion Shs Etf Tr Small Cap Bull 3x Etf (TNA) 0.0 $740k -6% 19k 39.45
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Market Vectors Etf High Yield Muni Index Etf (HYD) 0.0 $719k -22% 14k 51.63
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Pfizer Stock (PFE) 0.0 $708k -27% 25k 28.79
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Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.0 $695k 40k 17.34
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Quanta Services Stock (PWR) 0.0 $682k -39% 3.2k 215.81
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $676k -77% 8.9k 76.13
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Shockwave Med Stock (SWAV) 0.0 $668k +69% 3.5k 190.56
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Paypal Hldgs Stock (PYPL) 0.0 $664k -3% 11k 61.41
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Global X S&p 500 Covered Call Etf Etf (XYLD) 0.0 $663k 17k 39.44
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Pepsico Stock (PEP) 0.0 $661k +29% 3.9k 169.85
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Ipath Dj-ubs Commodity Total Return Etn Etf (DJP) 0.0 $632k +9% 21k 30.39
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Mcdonalds Corp Stock (MCD) 0.0 $607k 2.0k 296.48
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Bhp Group Adr (BHP) 0.0 $601k 8.8k 68.31
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Spdr Gold Etf Etf (GLD) 0.0 $591k +108% 3.1k 191.14
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Ishares Msci Eafe Etf Etf (EFA) 0.0 $591k 7.8k 75.35
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $576k -6% 3.4k 170.40
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Vanguard Telecommunications Services Etf Etf (VOX) 0.0 $543k +5% 4.6k 117.74
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Okta Inc Cl A Stock (OKTA) 0.0 $534k 525k 1.02
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Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $531k 34k 15.57
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Jd.com Inc Spon Adr Cl A Adr (JD) 0.0 $524k 18k 28.89
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Teleflex Incorporated Stock (TFX) 0.0 $518k 2.1k 249.34
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Stryker Corp Stock (SYK) 0.0 $511k 1.7k 299.52
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Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $497k +136% 13k 38.01
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $497k +4% 6.6k 75.54
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Xtrackers Municipal Infrastructure Revenue Bond Etf Etf (RVNU) 0.0 $497k -28% 19k 25.66
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Mastercard Stock (MA) 0.0 $489k +102% 1.1k 426.64
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Atlassian Corporation Cl A Stock (TEAM) 0.0 $481k 2.0k 237.92
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Brinker Intl Stock (EAT) 0.0 $475k -15% 11k 43.18
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Kbw Insurance Etf (KIE) 0.0 $474k NEW 11k 45.22
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Disney Walt Stock (DIS) 0.0 $473k +148% 5.2k 90.28
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $472k -3% 8.5k 55.67
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Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.0 $466k 4.4k 105.43
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Sohu.com Adr (SOHU) 0.0 $462k 47k 9.93
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Comcast Corp New Cl A Stock (CMCSA) 0.0 $452k +38% 10k 43.85
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Proshares Ultra S&p 500 Etf (SSO) 0.0 $448k 6.9k 65.07
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Kraneshares Csi China Internet Etf Etf (KWEB) 0.0 $446k +193% 17k 27.00
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Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $445k 7.0k 63.66
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $441k +3% 4.2k 104.92
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Alliant Energy Corp Stock (LNT) 0.0 $437k 8.5k 51.30
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Godaddy Inc Cl A Stock (GDDY) 0.0 $434k 4.1k 106.16
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Amgen Stock (AMGN) 0.0 $422k 1.5k 287.94
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Vanguard Information Technology Etf (VGT) 0.0 $413k +4% 853.00 484.39
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Air Prods & Chems Stock (APD) 0.0 $412k -2% 1.5k 273.80
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Ishares Russell 2000 Growth Index Etf (IWO) 0.0 $411k 1.6k 252.29
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Vanguard High Dividend Yield Etf (VYM) 0.0 $410k 3.7k 111.62
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Target Corp Stock (TGT) 0.0 $410k -6% 2.9k 142.42
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Industrial Select Sector Spdr Etf (XLI) 0.0 $398k -2% 3.5k 113.99
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Matthews Intl Corp Cl A Stock (MATW) 0.0 $389k 11k 36.65
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.0 $386k +20% 29k 13.30
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Starbucks Corp Stock (SBUX) 0.0 $385k +4% 4.0k 96.01
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Powershares Dwa Technical Leaders Portfolio Etf (PDP) 0.0 $376k +19% 4.4k 85.49
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Ishares Tr Dow Jones U S Healthcare Etf (IYH) 0.0 $365k 1.3k 286.31
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Surf Air Mobility Stock (SRFM) 0.0 $361k +75% 233k 1.55
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Enterprise Prods Partners Stock (EPD) 0.0 $360k -30% 14k 26.35
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Cboe Global Mkts Stock (CBOE) 0.0 $360k 2.0k 178.56
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Spdr Series Trust S&p Oil Gas Expl & Prodtn Etf Etf (XOP) 0.0 $356k +7784% 2.6k 136.91
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Ishares Semiconductor Etf Etf (SOXX) 0.0 $353k -2% 612.00 576.10
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Broadridge Fin Sol Stock (BR) 0.0 $350k 1.7k 205.75
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Phillips 66 Stock (PSX) 0.0 $342k +4% 2.6k 133.14
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Wynn Resorts Stock (WYNN) 0.0 $342k +55% 3.8k 91.12
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Analog Devices Stock (ADI) 0.0 $338k -3% 1.7k 198.56
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First Trust Cloud Computing Etf Etf (SKYY) 0.0 $328k 3.7k 87.67
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Honeywell Intl Stock (HON) 0.0 $324k +48% 1.5k 209.78
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Global X Russell 2000 Covered Call Etf Etf (RYLD) 0.0 $320k 19k 16.74
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Rtx Corporation Stock (RTX) 0.0 $317k +74% 3.8k 84.13
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Ishares Tr Russell Midcap Index Etf (IWR) 0.0 $317k 4.1k 77.74
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Ford Motor Company Stock (F) 0.0 $315k -3% 26k 12.19
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Enphase Energy Stock (ENPH) 0.0 $312k -94% 2.4k 132.14
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Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $311k +2% 13k 23.27
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Valero Energy Corp Stock (VLO) 0.0 $306k +178% 2.4k 130.02
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J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $304k 6.1k 49.93
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Blackrock Stock (BLK) 0.0 $303k +6% 373.00 812.81
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Union Pac Corp Stock (UNP) 0.0 $300k +28% 1.2k 245.68
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Abbott Labs Stock (ABT) 0.0 $296k +26% 2.7k 110.07
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Ishares Gold Trust Etf Etf (IAU) 0.0 $289k 7.4k 39.03
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L3harris Technologies Stock (LHX) 0.0 $288k +2% 1.4k 210.59
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Capital One Financial Corp Stock (COF) 0.0 $278k +27% 2.1k 131.12
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Ishares Tips Bond Etf Etf (TIP) 0.0 $275k 2.6k 107.49
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Chubb Stock (CB) 0.0 $270k -24% 1.2k 226.01
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $269k 7.9k 34.01
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Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.0 $268k +11% 2.1k 124.97
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American Tower Corp Reit (AMT) 0.0 $268k +2% 1.2k 215.89
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Schwab Etfs- Us Small-cap Etf Etf (SCHA) 0.0 $264k -5% 5.6k 47.24
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Intuit Stock (INTU) 0.0 $263k -16% 420.00 624.89
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Vanguard Value Etf Etf (VTV) 0.0 $258k +130% 1.7k 149.50
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Autozone Inc Nev Stock (AZO) 0.0 $256k +4% 99.00 2585.61
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Cdw Corp Com Usd0.01 Stock (CDW) 0.0 $251k 1.1k 227.32
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Boeing Stock (BA) 0.0 $251k +593% 964.00 260.64
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Lockheed Martin Corp Stock (LMT) 0.0 $248k 548.00 453.24
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Ebay Stock (EBAY) 0.0 $242k +5% 5.5k 43.62
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Coursera Stock (COUR) 0.0 $240k 12k 19.37
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Illumina Stock (ILMN) 0.0 $238k +4524% 1.7k 139.24
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Simpson Manufacturing Stock (SSD) 0.0 $230k +2% 1.2k 197.98
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Tjx Cos Stock (TJX) 0.0 $230k +2% 2.5k 93.81
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Morgan Stanley Stock (MS) 0.0 $229k 2.5k 93.25
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Ishares S&p Midcap 400 Growth Index Etf (IJK) 0.0 $227k -3% 2.9k 79.22
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Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $226k 3.8k 59.62
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Illinois Tool Wks Stock (ITW) 0.0 $225k 859.00 261.94
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Ishares Dj Us Health Care Providers Etf (IHF) 0.0 $224k NEW 853.00 262.55
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Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $219k NEW 7.7k 28.64
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First Trust Nasdaq Semiconductor Etf Etf (FTXL) 0.0 $217k 2.7k 81.53
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Ishares Global Infrastructure Etf Etf (IGF) 0.0 $214k -95% 4.6k 47.05
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Ishares California Muni Bond Etf Etf (CMF) 0.0 $213k 3.7k 57.94
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $213k 8.6k 24.79
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $212k NEW 2.5k 84.33
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Fidelity Comwlth Tr Etf (ONEQ) 0.0 $211k -6% 3.6k 59.24
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Ishares Dj Us Technology Etf (IYW) 0.0 $202k 1.6k 122.75
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Vale S A Adr (VALE) 0.0 $177k 11k 15.86
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American Capital Agency Corp. Reit (AGNC) 0.0 $172k +35740% 18k 9.81
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Sirius Xm Radio Stock (SIRI) 0.0 $122k +11% 22k 5.47
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Nuveen New York Qlt Mun Cef (NAN) 0.0 $122k 11k 11.04
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Seabridge Gold Stock (SA) 0.0 $121k 10k 12.13
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Discovery Hldg Stock (WBD) 0.0 $118k +4% 10k 11.38
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Heartbeam Stock (BEAT) 0.0 $110k