Baker Avenue Asset Management as of Sept. 30, 2013
Portfolio Holdings for Baker Avenue Asset Management
Baker Avenue Asset Management holds 229 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Index Fund (EFA) | 8.5 | $40M | 631k | 63.80 | |
Vanguard Total Stock Market ETF (VTI) | 7.0 | $33M | 380k | 87.65 | |
Vanguard Total Bond Market ETF (BND) | 3.5 | $17M | 204k | 80.88 | |
iShares S&P 500 Growth Index (IVW) | 3.0 | $14M | 158k | 89.36 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 2.8 | $13M | 167k | 79.60 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.4 | $12M | 110k | 105.28 | |
iShares Gold Trust | 1.9 | $9.2M | 713k | 12.89 | |
Barclays Bk Plc Ipspgs Ttl Etn etf | 1.8 | $8.8M | 268k | 32.75 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.7 | $8.1M | 36k | 226.32 | |
First Trust Large Cap Core Alp Fnd (FEX) | 1.6 | $7.6M | 203k | 37.51 | |
iShares MSCI EAFE Value Index (EFV) | 1.6 | $7.5M | 138k | 54.41 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 1.6 | $7.4M | 153k | 48.51 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.6 | $7.4M | 203k | 36.26 | |
iShares Russell 2000 Growth Index (IWO) | 1.5 | $7.3M | 58k | 125.83 | |
Pimco Total Return Etf totl (BOND) | 1.5 | $7.3M | 69k | 105.87 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 1.5 | $7.1M | 156k | 45.20 | |
SPDR S&P Dividend (SDY) | 1.4 | $6.6M | 96k | 68.94 | |
Apple (AAPL) | 1.4 | $6.5M | 14k | 476.76 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.2 | $6.0M | 123k | 48.60 | |
PowerShares DWA Technical Ldrs Pf | 1.0 | $4.9M | 146k | 33.85 | |
PowerShares QQQ Trust, Series 1 | 1.0 | $4.7M | 60k | 78.89 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.0 | $4.7M | 117k | 39.80 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 1.0 | $4.6M | 61k | 76.28 | |
National-Oilwell Var | 0.9 | $4.5M | 58k | 78.12 | |
MSCI Europe Financials Sector Index Fund (EUFN) | 0.9 | $4.5M | 197k | 22.78 | |
First Tr Exchange Traded Fd nasd tech div (TDIV) | 0.9 | $4.5M | 199k | 22.54 | |
iShares Russell 2000 Index (IWM) | 0.9 | $4.2M | 39k | 106.61 | |
Ford Motor Company (F) | 0.9 | $4.1M | 241k | 16.87 | |
Monsanto Company | 0.8 | $4.1M | 39k | 104.36 | |
Financial Select Sector SPDR (XLF) | 0.8 | $4.0M | 202k | 19.90 | |
Cameron International Corporation | 0.8 | $3.9M | 67k | 58.37 | |
Stifel Financial (SF) | 0.8 | $3.8M | 93k | 41.22 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.8 | $3.8M | 285k | 13.35 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.8 | $3.8M | 37k | 104.91 | |
Citrix Systems | 0.8 | $3.7M | 53k | 70.61 | |
United Technologies Corporation | 0.8 | $3.7M | 34k | 107.80 | |
Eagle Materials (EXP) | 0.8 | $3.6M | 49k | 72.55 | |
Ishares Tr fltg rate nt (FLOT) | 0.7 | $3.5M | 69k | 50.68 | |
Goldman Sachs (GS) | 0.7 | $3.5M | 22k | 158.21 | |
Royal Caribbean Cruises (RCL) | 0.7 | $3.5M | 91k | 38.28 | |
Companhia de Bebidas das Americas | 0.7 | $3.2M | 84k | 38.35 | |
Novartis (NVS) | 0.7 | $3.2M | 42k | 76.70 | |
Actavis | 0.7 | $3.2M | 22k | 144.01 | |
SPDR S&P Homebuilders (XHB) | 0.7 | $3.1M | 102k | 30.60 | |
Powershares Senior Loan Portfo mf | 0.7 | $3.1M | 124k | 24.68 | |
Poly | 0.6 | $3.0M | 278k | 10.92 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $3.1M | 33k | 91.58 | |
SM Energy (SM) | 0.6 | $3.0M | 39k | 77.20 | |
Amazon (AMZN) | 0.6 | $2.9M | 9.4k | 312.66 | |
Ingersoll-rand Co Ltd-cl A | 0.6 | $2.9M | 45k | 64.95 | |
Jabil Circuit (JBL) | 0.6 | $2.9M | 134k | 21.68 | |
W.W. Grainger (GWW) | 0.6 | $2.8M | 11k | 261.73 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.6 | $2.8M | 37k | 73.97 | |
Adtran | 0.6 | $2.7M | 101k | 26.64 | |
Celgene Corporation | 0.6 | $2.7M | 18k | 154.11 | |
Noble Energy | 0.6 | $2.7M | 40k | 67.02 | |
Vanguard Total World Stock Idx (VT) | 0.6 | $2.6M | 47k | 55.54 | |
Best Buy (BBY) | 0.5 | $2.6M | 69k | 37.50 | |
Regions Financial Corporation (RF) | 0.5 | $2.6M | 276k | 9.26 | |
Lear Corporation (LEA) | 0.5 | $2.5M | 35k | 71.56 | |
Corning Incorporated (GLW) | 0.5 | $2.5M | 169k | 14.59 | |
Cummins (CMI) | 0.5 | $2.5M | 19k | 132.86 | |
Omnicare | 0.5 | $2.4M | 44k | 55.50 | |
Xerox Corporation | 0.5 | $2.4M | 233k | 10.29 | |
Canadian Pacific Railway | 0.5 | $2.4M | 20k | 123.29 | |
Lam Research Corporation (LRCX) | 0.5 | $2.4M | 46k | 51.20 | |
Volcano Corporation | 0.4 | $2.0M | 84k | 23.95 | |
Microsoft Corporation (MSFT) | 0.4 | $2.0M | 59k | 33.28 | |
Bank of America Corporation (BAC) | 0.4 | $1.9M | 140k | 13.80 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $1.9M | 56k | 33.08 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.4 | $1.8M | 55k | 32.43 | |
Cisco Systems (CSCO) | 0.3 | $1.7M | 71k | 23.44 | |
Amgen (AMGN) | 0.3 | $1.6M | 14k | 111.93 | |
Schlumberger (SLB) | 0.3 | $1.6M | 19k | 88.34 | |
EMC Corporation | 0.3 | $1.6M | 62k | 25.55 | |
Applied Materials (AMAT) | 0.3 | $1.6M | 89k | 17.53 | |
Spdr Series Trust brcly em locl (EBND) | 0.3 | $1.5M | 50k | 30.24 | |
Morgan Stanley (MS) | 0.3 | $1.4M | 53k | 26.95 | |
General Motors Company (GM) | 0.3 | $1.4M | 40k | 35.96 | |
General Electric Company | 0.3 | $1.4M | 58k | 23.89 | |
Anadarko Petroleum Corporation | 0.3 | $1.4M | 15k | 92.96 | |
Southern Company (SO) | 0.3 | $1.4M | 34k | 41.19 | |
Safeway | 0.3 | $1.3M | 41k | 31.98 | |
City National Corporation | 0.3 | $1.4M | 20k | 66.67 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $1.3M | 13k | 106.40 | |
Johnson & Johnson (JNJ) | 0.3 | $1.3M | 15k | 86.70 | |
SPDR KBW Regional Banking (KRE) | 0.3 | $1.3M | 36k | 35.64 | |
Caterpillar (CAT) | 0.3 | $1.2M | 15k | 83.39 | |
Nucor Corporation (NUE) | 0.3 | $1.2M | 25k | 49.04 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $1.2M | 16k | 80.38 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.3 | $1.3M | 12k | 109.01 | |
Chevron Corporation (CVX) | 0.2 | $1.2M | 10k | 121.52 | |
Sprott Physical Gold Trust (PHYS) | 0.2 | $1.2M | 109k | 11.02 | |
American International (AIG) | 0.2 | $1.1M | 23k | 48.63 | |
At&t (T) | 0.2 | $1.1M | 32k | 33.81 | |
iShares S&P 500 Index (IVV) | 0.2 | $1.1M | 6.6k | 168.92 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $1.0M | 34k | 30.20 | |
Hewlett-Packard Company | 0.2 | $1.0M | 48k | 20.98 | |
Qualcomm (QCOM) | 0.2 | $998k | 15k | 67.31 | |
Merck & Co (MRK) | 0.2 | $966k | 20k | 47.59 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $952k | 11k | 86.22 | |
Technology SPDR (XLK) | 0.2 | $936k | 29k | 32.04 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $955k | 12k | 76.90 | |
Textron (TXT) | 0.2 | $898k | 33k | 27.62 | |
Rydex Russell Top 50 ETF | 0.2 | $896k | 7.6k | 117.14 | |
Energy Select Sector SPDR (XLE) | 0.2 | $851k | 10k | 82.89 | |
Vanguard Small-Cap Value ETF (VBR) | 0.2 | $874k | 9.7k | 90.25 | |
PowerShares High Yld. Dividend Achv | 0.2 | $852k | 77k | 11.04 | |
Synergy Res Corp | 0.2 | $863k | 89k | 9.75 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $811k | 7.6k | 107.15 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $802k | 8.7k | 91.67 | |
Industrial SPDR (XLI) | 0.1 | $731k | 16k | 46.38 | |
Fortinet (FTNT) | 0.1 | $716k | 35k | 20.27 | |
Vanguard REIT ETF (VNQ) | 0.1 | $728k | 11k | 66.18 | |
Procera Networks | 0.1 | $736k | 48k | 15.49 | |
Pandora Media | 0.1 | $704k | 28k | 25.12 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $655k | 5.8k | 113.52 | |
Linkedin Corp | 0.1 | $662k | 2.7k | 245.91 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $575k | 16k | 37.10 | |
J.C. Penney Company | 0.1 | $559k | 64k | 8.80 | |
Amarin Corporation (AMRN) | 0.1 | $552k | 87k | 6.32 | |
ETFS Gold Trust | 0.1 | $563k | 4.3k | 130.78 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $524k | 2.5k | 209.60 | |
Imperva | 0.1 | $528k | 13k | 42.04 | |
DST Systems | 0.1 | $483k | 6.4k | 75.47 | |
United Rentals (URI) | 0.1 | $472k | 8.1k | 58.27 | |
Brightcove (BCOV) | 0.1 | $460k | 41k | 11.25 | |
Health Care SPDR (XLV) | 0.1 | $419k | 8.3k | 50.57 | |
EOG Resources (EOG) | 0.1 | $447k | 2.6k | 169.32 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $451k | 4.4k | 102.59 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $437k | 4.1k | 107.90 | |
Calix (CALX) | 0.1 | $409k | 32k | 12.72 | |
Servicesource | 0.1 | $441k | 37k | 12.07 | |
Responsys | 0.1 | $448k | 27k | 16.53 | |
Tronox | 0.1 | $429k | 18k | 24.46 | |
Costco Wholesale Corporation (COST) | 0.1 | $370k | 3.2k | 115.12 | |
Atmel Corporation | 0.1 | $379k | 51k | 7.43 | |
Wabash National Corporation (WNC) | 0.1 | $368k | 32k | 11.68 | |
iGATE Corporation | 0.1 | $390k | 14k | 27.74 | |
Chicago Bridge & Iron Company | 0.1 | $373k | 5.5k | 67.82 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $385k | 6.0k | 63.74 | |
ETFS Silver Trust | 0.1 | $376k | 18k | 21.38 | |
Palo Alto Networks (PANW) | 0.1 | $367k | 8.0k | 45.88 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $328k | 4.0k | 82.10 | |
Intel Corporation (INTC) | 0.1 | $335k | 15k | 22.94 | |
Sotheby's | 0.1 | $344k | 7.0k | 49.14 | |
Halliburton Company (HAL) | 0.1 | $351k | 7.3k | 48.11 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $330k | 6.4k | 51.27 | |
Fifth Third Ban (FITB) | 0.1 | $340k | 19k | 18.04 | |
Skechers USA (SKX) | 0.1 | $311k | 10k | 31.10 | |
ARM Holdings | 0.1 | $331k | 6.9k | 48.18 | |
United States Steel Corporation (X) | 0.1 | $313k | 15k | 20.59 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $331k | 5.9k | 56.54 | |
Rentech | 0.1 | $337k | 170k | 1.98 | |
Weatherford International Lt reg | 0.1 | $337k | 22k | 15.35 | |
Precidian Etfs Tr cmn | 0.1 | $353k | 20k | 17.65 | |
Groupon | 0.1 | $354k | 32k | 11.22 | |
Cit | 0.1 | $288k | 5.9k | 48.77 | |
Harley-Davidson (HOG) | 0.1 | $299k | 4.7k | 64.30 | |
Eastman Chemical Company (EMN) | 0.1 | $281k | 3.6k | 77.84 | |
Chesapeake Energy Corporation | 0.1 | $291k | 11k | 25.88 | |
SPDR Gold Trust (GLD) | 0.1 | $273k | 2.1k | 128.17 | |
Broadcom Corporation | 0.1 | $290k | 11k | 25.98 | |
Helix Energy Solutions (HLX) | 0.1 | $266k | 11k | 25.33 | |
SanDisk Corporation | 0.1 | $297k | 5.0k | 59.57 | |
CoreLogic | 0.1 | $296k | 11k | 27.01 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $305k | 2.2k | 139.33 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $292k | 2.9k | 99.49 | |
Solazyme | 0.1 | $275k | 26k | 10.78 | |
Jazz Pharmaceuticals (JAZZ) | 0.1 | $304k | 3.3k | 92.12 | |
Proofpoint | 0.1 | $289k | 9.0k | 32.11 | |
Catamaran | 0.1 | $280k | 6.1k | 45.90 | |
Genworth Financial (GNW) | 0.1 | $260k | 20k | 12.82 | |
Leucadia National | 0.1 | $247k | 9.1k | 27.20 | |
Starwood Property Trust (STWD) | 0.1 | $226k | 9.4k | 23.95 | |
MGIC Investment (MTG) | 0.1 | $243k | 33k | 7.28 | |
IAC/InterActive | 0.1 | $243k | 4.5k | 54.61 | |
Crocs (CROX) | 0.1 | $238k | 18k | 13.60 | |
Emerson Electric (EMR) | 0.1 | $232k | 3.6k | 64.62 | |
Blount International | 0.1 | $236k | 20k | 12.10 | |
Mylan | 0.1 | $256k | 6.7k | 38.19 | |
Marsh & McLennan Companies (MMC) | 0.1 | $255k | 5.9k | 43.52 | |
Praxair | 0.1 | $260k | 2.2k | 120.26 | |
Allscripts Healthcare Solutions (MDRX) | 0.1 | $253k | 17k | 14.88 | |
Marvell Technology Group | 0.1 | $230k | 20k | 11.50 | |
Commerce Bancshares (CBSH) | 0.1 | $219k | 5.0k | 43.80 | |
Centene Corporation (CNC) | 0.1 | $256k | 4.0k | 64.00 | |
Cree | 0.1 | $256k | 4.3k | 60.24 | |
Albemarle Corporation (ALB) | 0.1 | $259k | 4.1k | 62.86 | |
Triumph (TGI) | 0.1 | $231k | 3.3k | 70.08 | |
Teradyne (TER) | 0.1 | $231k | 14k | 16.50 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.1 | $248k | 5.4k | 45.93 | |
First Trust Small Cap Cr AlphaDEX (FYX) | 0.1 | $217k | 5.0k | 43.84 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $227k | 2.1k | 108.10 | |
CurrencyShares Canadian Dollar Trust | 0.1 | $217k | 2.3k | 96.44 | |
Sterling Finl Corp Wash | 0.1 | $233k | 8.1k | 28.69 | |
Banner Corp (BANR) | 0.1 | $232k | 6.1k | 38.22 | |
American Express Company (AXP) | 0.0 | $213k | 2.8k | 75.53 | |
Titan International (TWI) | 0.0 | $185k | 13k | 14.64 | |
Banco Santander (SAN) | 0.0 | $204k | 25k | 8.16 | |
Alcatel-Lucent | 0.0 | $178k | 50k | 3.53 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $207k | 2.9k | 70.65 | |
Vanguard European ETF (VGK) | 0.0 | $207k | 3.8k | 54.47 | |
WisdomTree Dreyfus Chinese Yuan | 0.0 | $204k | 7.8k | 26.29 | |
Mosaic (MOS) | 0.0 | $210k | 4.9k | 42.94 | |
United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $204k | 14k | 15.02 | |
Halcon Resources | 0.0 | $167k | 38k | 4.42 | |
Emcore Corp | 0.0 | $213k | 48k | 4.49 | |
Ruckus Wireless | 0.0 | $192k | 11k | 16.84 | |
Himax Technologies (HIMX) | 0.0 | $150k | 15k | 10.00 | |
Nokia Corporation (NOK) | 0.0 | $144k | 22k | 6.50 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $166k | 12k | 14.10 | |
Neurocrine Biosciences (NBIX) | 0.0 | $147k | 13k | 11.31 | |
ardmore Shipping (ASC) | 0.0 | $147k | 12k | 12.11 | |
Annaly Capital Management | 0.0 | $116k | 10k | 11.60 | |
Advanced Micro Devices (AMD) | 0.0 | $76k | 20k | 3.80 | |
Quantum Corporation | 0.0 | $104k | 75k | 1.39 | |
ON Semiconductor (ON) | 0.0 | $88k | 12k | 7.33 | |
Sirius XM Radio | 0.0 | $78k | 20k | 3.90 | |
Accuray Incorporated (ARAY) | 0.0 | $74k | 10k | 7.40 | |
Dreyfus Municipal Income | 0.0 | $104k | 12k | 8.67 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $94k | 11k | 8.74 | |
Verisign Inc sdcv 3.250% 8/1 | 0.0 | $31k | 20k | 1.55 | |
Intel Corp sdcv | 0.0 | $54k | 50k | 1.08 | |
Harvest Natural Resources | 0.0 | $54k | 10k | 5.40 | |
Hansen Medical | 0.0 | $43k | 24k | 1.79 | |
Moly | 0.0 | $66k | 10k | 6.60 | |
Agco Corp note 1.250%12/1 | 0.0 | $30k | 20k | 1.50 | |
Suntech Pwr Hldgs Co Ltd note 3.000% 3/1 | 0.0 | $8.0k | 32k | 0.25 |