Baker Avenue Asset Management as of Dec. 31, 2013
Portfolio Holdings for Baker Avenue Asset Management
Baker Avenue Asset Management holds 255 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Index Fund (EFA) | 9.1 | $47M | 705k | 67.09 | |
Vanguard Total Stock Market ETF (VTI) | 8.1 | $42M | 437k | 95.92 | |
Vanguard Total Bond Market ETF (BND) | 3.4 | $17M | 218k | 80.05 | |
iShares S&P 500 Growth Index (IVW) | 3.3 | $17M | 174k | 98.75 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 2.9 | $15M | 189k | 79.78 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.1 | $11M | 105k | 105.46 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.8 | $9.6M | 39k | 244.20 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 1.7 | $9.0M | 177k | 50.98 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.7 | $8.8M | 232k | 37.94 | |
Barclays Bk Plc Ipspgs Ttl Etn etf | 1.7 | $8.7M | 268k | 32.57 | |
iShares Russell 2000 Growth Index (IWO) | 1.7 | $8.6M | 64k | 135.51 | |
iShares MSCI EAFE Value Index (EFV) | 1.7 | $8.6M | 151k | 57.20 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 1.6 | $8.2M | 175k | 46.73 | |
First Trust Large Cap Core Alp Fnd (FEX) | 1.6 | $8.1M | 196k | 41.20 | |
iShares Gold Trust | 1.5 | $7.9M | 679k | 11.68 | |
Pimco Total Return Etf totl (BOND) | 1.5 | $7.9M | 75k | 104.73 | |
Apple (AAPL) | 1.4 | $7.5M | 13k | 560.97 | |
iShares Russell 2000 Index (IWM) | 1.2 | $6.5M | 56k | 115.36 | |
Microsoft Corporation (MSFT) | 1.2 | $6.3M | 168k | 37.41 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.2 | $6.1M | 120k | 50.73 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.2 | $6.0M | 141k | 42.98 | |
First Tr Exchange Traded Fd nasd tech div (TDIV) | 1.1 | $5.7M | 233k | 24.67 | |
SPDR S&P Dividend (SDY) | 1.1 | $5.5M | 76k | 72.62 | |
MSCI Europe Financials Sector Index Fund (EUFN) | 1.0 | $5.2M | 208k | 25.12 | |
Groupon | 0.9 | $4.8M | 409k | 11.76 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.9 | $4.7M | 382k | 12.24 | |
Applied Materials (AMAT) | 0.8 | $4.3M | 242k | 17.68 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.8 | $4.3M | 40k | 106.36 | |
PowerShares DWA Technical Ldrs Pf | 0.8 | $4.1M | 113k | 36.65 | |
United Technologies Corporation | 0.8 | $4.1M | 36k | 113.79 | |
Goldman Sachs (GS) | 0.8 | $4.0M | 23k | 177.28 | |
National-Oilwell Var | 0.8 | $3.9M | 50k | 79.53 | |
Eagle Materials (EXP) | 0.8 | $3.9M | 51k | 77.42 | |
Actavis | 0.7 | $3.8M | 23k | 167.99 | |
Ishares Tr fltg rate nt (FLOT) | 0.7 | $3.7M | 73k | 50.72 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.7 | $3.6M | 39k | 92.89 | |
SPDR S&P Homebuilders (XHB) | 0.7 | $3.6M | 109k | 33.30 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.7 | $3.5M | 43k | 81.44 | |
Novartis (NVS) | 0.7 | $3.4M | 43k | 80.39 | |
First Solar (FSLR) | 0.7 | $3.4M | 63k | 54.64 | |
F5 Networks (FFIV) | 0.7 | $3.4M | 38k | 90.86 | |
Vanguard Total World Stock Idx (VT) | 0.7 | $3.4M | 57k | 59.41 | |
Powershares Senior Loan Portfo mf | 0.7 | $3.4M | 135k | 24.88 | |
Advanced Micro Devices (AMD) | 0.6 | $3.2M | 826k | 3.87 | |
SM Energy (SM) | 0.6 | $3.2M | 39k | 83.12 | |
Masco Corporation (MAS) | 0.6 | $3.2M | 140k | 22.77 | |
MGIC Investment (MTG) | 0.6 | $3.1M | 362k | 8.44 | |
Alcoa | 0.6 | $3.1M | 288k | 10.63 | |
Regions Financial Corporation (RF) | 0.6 | $3.0M | 300k | 9.89 | |
Celgene Corporation | 0.6 | $3.0M | 18k | 168.99 | |
Stifel Financial (SF) | 0.6 | $3.0M | 62k | 47.92 | |
Best Buy (BBY) | 0.6 | $2.9M | 72k | 39.88 | |
Lazard Ltd-cl A shs a | 0.5 | $2.8M | 63k | 45.32 | |
Noble Energy | 0.5 | $2.8M | 41k | 68.12 | |
Ingersoll-rand Co Ltd-cl A | 0.5 | $2.7M | 44k | 61.60 | |
Lam Research Corporation (LRCX) | 0.5 | $2.5M | 47k | 54.45 | |
Cme (CME) | 0.5 | $2.5M | 32k | 78.46 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $2.4M | 65k | 37.75 | |
Target Corporation (TGT) | 0.4 | $2.2M | 35k | 63.26 | |
iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.4 | $2.2M | 58k | 38.64 | |
Johnson & Johnson (JNJ) | 0.4 | $2.2M | 24k | 91.57 | |
PowerShares Dynamic Media Portfol. | 0.4 | $2.2M | 82k | 26.63 | |
Morgan Stanley (MS) | 0.4 | $2.1M | 66k | 31.36 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $2.1M | 23k | 87.96 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.4 | $2.1M | 23k | 92.80 | |
Bank of America Corporation (BAC) | 0.4 | $2.0M | 131k | 15.57 | |
Amgen (AMGN) | 0.4 | $2.0M | 18k | 114.07 | |
Intel Corporation (INTC) | 0.4 | $2.0M | 76k | 25.95 | |
Schlumberger (SLB) | 0.4 | $1.9M | 21k | 90.11 | |
Spdr Series Trust brcly em locl (EBND) | 0.4 | $1.9M | 63k | 29.75 | |
Valero Energy Corporation (VLO) | 0.3 | $1.8M | 36k | 50.41 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 15k | 119.04 | |
Cisco Systems (CSCO) | 0.3 | $1.8M | 80k | 22.43 | |
Financial Select Sector SPDR (XLF) | 0.3 | $1.8M | 81k | 21.86 | |
Caterpillar (CAT) | 0.3 | $1.7M | 19k | 90.83 | |
Southern Company (SO) | 0.3 | $1.7M | 42k | 41.11 | |
Hewlett-Packard Company | 0.3 | $1.7M | 60k | 27.98 | |
Energy Select Sector SPDR (XLE) | 0.3 | $1.7M | 19k | 88.49 | |
BP (BP) | 0.3 | $1.6M | 33k | 48.61 | |
Nucor Corporation (NUE) | 0.3 | $1.6M | 30k | 53.37 | |
Lowe's Companies (LOW) | 0.3 | $1.6M | 32k | 49.54 | |
City National Corporation | 0.3 | $1.6M | 20k | 79.22 | |
General Electric Company | 0.3 | $1.6M | 56k | 28.03 | |
General Motors Company (GM) | 0.3 | $1.6M | 38k | 40.88 | |
Gilead Sciences (GILD) | 0.3 | $1.5M | 20k | 75.10 | |
Safeway | 0.3 | $1.4M | 44k | 32.57 | |
Industrial SPDR (XLI) | 0.3 | $1.5M | 28k | 52.26 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $1.4M | 41k | 34.93 | |
At&t (T) | 0.3 | $1.4M | 40k | 35.16 | |
Honeywell International (HON) | 0.3 | $1.4M | 15k | 91.34 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.2M | 16k | 79.93 | |
Technology SPDR (XLK) | 0.2 | $1.2M | 35k | 35.75 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.2 | $1.3M | 11k | 121.35 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $1.3M | 12k | 108.14 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $1.0M | 11k | 94.20 | |
Rydex Russell Top 50 ETF | 0.2 | $1.1M | 8.2k | 129.89 | |
Sprott Physical Gold Trust (PHYS) | 0.2 | $1.1M | 107k | 9.96 | |
Vanguard Small-Cap Value ETF (VBR) | 0.2 | $983k | 10k | 97.36 | |
PowerShares High Yld. Dividend Achv | 0.2 | $1.0M | 85k | 11.85 | |
Health Care SPDR (XLV) | 0.2 | $923k | 17k | 55.47 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $925k | 8.7k | 106.42 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $871k | 8.7k | 99.55 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.2 | $844k | 22k | 38.36 | |
Synergy Res Corp | 0.2 | $835k | 90k | 9.26 | |
Vanguard REIT ETF (VNQ) | 0.1 | $737k | 11k | 64.59 | |
Imperva | 0.1 | $702k | 15k | 48.15 | |
SPDR Gold Trust (GLD) | 0.1 | $700k | 6.0k | 116.05 | |
Atmel Corporation | 0.1 | $689k | 88k | 7.83 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $658k | 16k | 40.61 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $659k | 5.8k | 114.21 | |
Himax Technologies (HIMX) | 0.1 | $624k | 42k | 14.72 | |
United Rentals (URI) | 0.1 | $616k | 7.9k | 77.97 | |
Fortinet (FTNT) | 0.1 | $619k | 32k | 19.12 | |
ETFS Gold Trust | 0.1 | $611k | 5.2k | 118.30 | |
Arris | 0.1 | $606k | 25k | 24.34 | |
Allegion Plc equity (ALLE) | 0.1 | $646k | 15k | 44.18 | |
ARM Holdings | 0.1 | $579k | 11k | 54.75 | |
iShares S&P NA Tec.-Mul. Net. Idx. (IDGT) | 0.1 | $559k | 17k | 32.27 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.1 | $549k | 6.7k | 82.05 | |
Monsanto Company | 0.1 | $501k | 4.3k | 116.51 | |
EOG Resources (EOG) | 0.1 | $498k | 3.0k | 167.68 | |
Materials SPDR (XLB) | 0.1 | $519k | 11k | 46.23 | |
Procera Networks | 0.1 | $511k | 34k | 15.03 | |
Tableau Software Inc Cl A | 0.1 | $500k | 7.3k | 68.97 | |
Antero Res (AR) | 0.1 | $508k | 8.0k | 63.50 | |
LSI Corporation | 0.1 | $469k | 43k | 11.04 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $454k | 2.0k | 227.00 | |
Huntsman Corporation (HUN) | 0.1 | $480k | 20k | 24.62 | |
ShoreTel | 0.1 | $485k | 52k | 9.27 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $483k | 4.4k | 109.87 | |
Linkedin Corp | 0.1 | $454k | 2.1k | 217.02 | |
Pandora Media | 0.1 | $493k | 19k | 26.60 | |
Fifth Third Ban (FITB) | 0.1 | $396k | 19k | 21.01 | |
Chicago Bridge & Iron Company | 0.1 | $416k | 5.0k | 83.20 | |
Alcatel-Lucent | 0.1 | $437k | 99k | 4.40 | |
Cameron International Corporation | 0.1 | $430k | 7.2k | 59.47 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $415k | 6.2k | 66.78 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $437k | 4.1k | 107.90 | |
Responsys | 0.1 | $424k | 16k | 27.44 | |
Tronox | 0.1 | $416k | 18k | 23.07 | |
Silver Spring Networks | 0.1 | $392k | 19k | 20.99 | |
Halliburton Company (HAL) | 0.1 | $340k | 6.7k | 50.75 | |
Weyerhaeuser Company (WY) | 0.1 | $360k | 11k | 31.58 | |
Chesapeake Energy Corporation | 0.1 | $350k | 13k | 27.13 | |
Banco Santander (SAN) | 0.1 | $368k | 41k | 9.06 | |
Ciena Corporation (CIEN) | 0.1 | $342k | 14k | 23.92 | |
Rentech | 0.1 | $378k | 216k | 1.75 | |
CoreLogic | 0.1 | $349k | 9.8k | 35.58 | |
Weatherford International Lt reg | 0.1 | $349k | 23k | 15.51 | |
Vanguard European ETF (VGK) | 0.1 | $370k | 6.3k | 58.73 | |
Brightcove (BCOV) | 0.1 | $344k | 24k | 14.16 | |
Genworth Financial (GNW) | 0.1 | $311k | 20k | 15.55 | |
Berkshire Hathaway (BRK.B) | 0.1 | $306k | 2.6k | 118.47 | |
Harley-Davidson (HOG) | 0.1 | $287k | 4.1k | 69.32 | |
Emerson Electric (EMR) | 0.1 | $307k | 4.4k | 70.25 | |
Xilinx | 0.1 | $291k | 6.3k | 45.97 | |
Mylan | 0.1 | $286k | 6.6k | 43.33 | |
Marvell Technology Group | 0.1 | $288k | 20k | 14.40 | |
Wabash National Corporation (WNC) | 0.1 | $298k | 24k | 12.34 | |
Hormel Foods Corporation (HRL) | 0.1 | $316k | 7.0k | 45.14 | |
iGATE Corporation | 0.1 | $306k | 7.6k | 40.10 | |
OSI Systems (OSIS) | 0.1 | $314k | 5.9k | 53.13 | |
Skechers USA (SKX) | 0.1 | $331k | 10k | 33.10 | |
Cree | 0.1 | $313k | 5.0k | 62.60 | |
Ixia | 0.1 | $322k | 24k | 13.31 | |
Goodrich Petroleum Corporation | 0.1 | $334k | 20k | 17.04 | |
Acacia Research Corporation (ACTG) | 0.1 | $289k | 20k | 14.52 | |
Market Vectors Gold Miners ETF | 0.1 | $337k | 16k | 21.13 | |
Utilities SPDR (XLU) | 0.1 | $309k | 8.1k | 38.00 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $299k | 3.9k | 76.67 | |
ETFS Silver Trust | 0.1 | $313k | 16k | 19.21 | |
SPDR Nuveen Barclays Capital Municpl Bnd | 0.1 | $310k | 14k | 22.56 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $290k | 2.8k | 103.02 | |
Servicesource | 0.1 | $320k | 38k | 8.39 | |
Proofpoint | 0.1 | $299k | 9.0k | 33.22 | |
Ruckus Wireless | 0.1 | $295k | 21k | 14.18 | |
Cit | 0.1 | $271k | 5.2k | 52.12 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $270k | 2.7k | 100.93 | |
Corning Incorporated (GLW) | 0.1 | $267k | 15k | 17.80 | |
Leucadia National | 0.1 | $240k | 8.5k | 28.39 | |
Starwood Property Trust (STWD) | 0.1 | $238k | 8.6k | 27.67 | |
American Express Company (AXP) | 0.1 | $256k | 2.8k | 90.78 | |
IAC/InterActive | 0.1 | $268k | 3.9k | 68.54 | |
Crocs (CROX) | 0.1 | $256k | 16k | 15.89 | |
Blount International | 0.1 | $249k | 17k | 14.47 | |
Eastman Chemical Company (EMN) | 0.1 | $263k | 3.3k | 80.67 | |
Marsh & McLennan Companies (MMC) | 0.1 | $283k | 5.9k | 48.29 | |
Praxair | 0.1 | $281k | 2.2k | 129.97 | |
Xerox Corporation | 0.1 | $243k | 20k | 12.15 | |
Sinclair Broadcast | 0.1 | $268k | 7.5k | 35.73 | |
SBA Communications Corporation | 0.1 | $270k | 3.0k | 90.00 | |
Broadcom Corporation | 0.1 | $270k | 9.1k | 29.61 | |
Commerce Bancshares (CBSH) | 0.1 | $236k | 5.3k | 44.95 | |
Helix Energy Solutions (HLX) | 0.1 | $243k | 11k | 23.14 | |
Centene Corporation (CNC) | 0.1 | $236k | 4.0k | 59.00 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $278k | 1.9k | 150.27 | |
Spansion | 0.1 | $243k | 18k | 13.89 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $281k | 4.5k | 63.00 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.1 | $272k | 5.4k | 50.37 | |
First Trust Small Cap Cr AlphaDEX (FYX) | 0.1 | $241k | 5.0k | 48.69 | |
Calix (CALX) | 0.1 | $274k | 28k | 9.65 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $244k | 2.1k | 116.19 | |
Sterling Finl Corp Wash | 0.1 | $248k | 7.3k | 34.07 | |
Banner Corp (BANR) | 0.1 | $244k | 5.4k | 44.85 | |
Marathon Petroleum Corp (MPC) | 0.1 | $271k | 3.0k | 91.86 | |
Precidian Etfs Tr cmn | 0.1 | $284k | 15k | 18.56 | |
Catamaran | 0.1 | $243k | 5.1k | 47.54 | |
E2open | 0.1 | $262k | 11k | 23.95 | |
Abbvie (ABBV) | 0.1 | $264k | 5.0k | 52.80 | |
Franks Intl N V | 0.1 | $236k | 8.8k | 26.97 | |
Annaly Capital Management | 0.0 | $190k | 19k | 9.95 | |
CSX Corporation (CSX) | 0.0 | $203k | 7.1k | 28.75 | |
Nokia Corporation (NOK) | 0.0 | $223k | 28k | 8.10 | |
Deere & Company (DE) | 0.0 | $219k | 2.4k | 91.25 | |
Williams Companies (WMB) | 0.0 | $218k | 5.7k | 38.58 | |
EMC Corporation | 0.0 | $230k | 9.1k | 25.20 | |
SandRidge Energy | 0.0 | $182k | 30k | 6.07 | |
Hertz Global Holdings | 0.0 | $229k | 8.0k | 28.62 | |
Titan International (TWI) | 0.0 | $196k | 11k | 17.97 | |
salesforce (CRM) | 0.0 | $208k | 3.8k | 55.23 | |
Columbus McKinnon (CMCO) | 0.0 | $216k | 8.0k | 27.08 | |
M/I Homes (MHO) | 0.0 | $219k | 8.6k | 25.47 | |
Rovi Corporation | 0.0 | $226k | 12k | 19.65 | |
Frontline Limited Usd2.5 | 0.0 | $187k | 50k | 3.74 | |
Riverbed Technology | 0.0 | $219k | 12k | 18.10 | |
Triumph (TGI) | 0.0 | $221k | 2.9k | 75.95 | |
Accuray Incorporated (ARAY) | 0.0 | $229k | 26k | 8.71 | |
Avago Technologies | 0.0 | $212k | 4.0k | 53.00 | |
Qlik Technologies | 0.0 | $218k | 8.2k | 26.59 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $225k | 2.1k | 109.76 | |
CurrencyShares Canadian Dollar Trust | 0.0 | $211k | 2.3k | 93.78 | |
iShares S&P Global Telecommunicat. (IXP) | 0.0 | $225k | 3.3k | 68.18 | |
United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $215k | 12k | 17.74 | |
Jazz Pharmaceuticals (JAZZ) | 0.0 | $215k | 1.7k | 126.47 | |
Fifth & Pac Cos | 0.0 | $218k | 6.8k | 32.06 | |
Whitewave Foods | 0.0 | $206k | 9.0k | 22.97 | |
Alcobra | 0.0 | $216k | 12k | 18.00 | |
Cadence Design Systems (CDNS) | 0.0 | $154k | 11k | 14.00 | |
Integrated Device Technology | 0.0 | $170k | 17k | 10.18 | |
Ford Motor Company (F) | 0.0 | $169k | 11k | 15.46 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $154k | 11k | 13.56 | |
Neurocrine Biosciences (NBIX) | 0.0 | $154k | 17k | 9.33 | |
Silicon Motion Technology (SIMO) | 0.0 | $150k | 11k | 14.15 | |
Century Casinos (CNTY) | 0.0 | $149k | 29k | 5.21 | |
Tristate Capital Hldgs | 0.0 | $178k | 15k | 11.87 | |
Cyan | 0.0 | $141k | 27k | 5.28 | |
ardmore Shipping (ASC) | 0.0 | $174k | 11k | 15.59 | |
Quantum Corporation | 0.0 | $87k | 73k | 1.20 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $81k | 11k | 7.53 | |
Emcore Corp | 0.0 | $88k | 17k | 5.12 | |
Intel Corp sdcv | 0.0 | $56k | 50k | 1.12 | |
Hansen Medical | 0.0 | $74k | 43k | 1.72 | |
Halcon Resources | 0.0 | $58k | 15k | 3.87 | |
Sirius Xm Holdings (SIRI) | 0.0 | $35k | 10k | 3.50 | |
Suntech Pwr Hldgs Co Ltd note 3.000% 3/1 | 0.0 | $2.9k | 32k | 0.09 |