Baker Avenue Asset Management as of Dec. 31, 2014
Portfolio Holdings for Baker Avenue Asset Management
Baker Avenue Asset Management holds 254 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 8.8 | $63M | 598k | 106.00 | |
Vanguard Total Bond Market ETF (BND) | 6.9 | $50M | 605k | 82.37 | |
iShares MSCI EAFE Index Fund (EFA) | 6.9 | $50M | 815k | 60.84 | |
iShares S&P 500 Growth Index (IVW) | 3.3 | $24M | 212k | 111.60 | |
iShares S&P 100 Index (OEF) | 3.1 | $22M | 244k | 90.94 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 2.2 | $16M | 303k | 53.11 | |
SPDR DJ Wilshire REIT (RWR) | 1.7 | $12M | 132k | 90.90 | |
Ishares Tr usa min vo (USMV) | 1.5 | $11M | 274k | 40.48 | |
Pimco Total Return Etf totl (BOND) | 1.4 | $10M | 97k | 107.21 | |
iShares Russell 2000 Index (IWM) | 1.4 | $10M | 84k | 119.62 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.4 | $9.9M | 83k | 119.41 | |
ProShares Credit Suisse 130/30 (CSM) | 1.4 | $9.9M | 98k | 100.91 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.4 | $9.8M | 184k | 53.01 | |
iShares Dow Jones US Technology (IYW) | 1.3 | $9.4M | 90k | 104.40 | |
Amgen (AMGN) | 1.3 | $9.1M | 57k | 159.28 | |
Financial Select Sector SPDR (XLF) | 1.2 | $8.9M | 359k | 24.73 | |
Morgan Stanley (MS) | 1.1 | $8.0M | 207k | 38.80 | |
PowerShares DWA Technical Ldrs Pf | 1.0 | $7.3M | 178k | 41.06 | |
Sony Corporation (SONY) | 1.0 | $7.0M | 342k | 20.47 | |
Goldman Sachs (GS) | 1.0 | $6.9M | 36k | 193.84 | |
Dow Chemical Company | 0.9 | $6.4M | 141k | 45.61 | |
Citigroup (C) | 0.9 | $6.2M | 115k | 54.11 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.8 | $6.1M | 125k | 48.49 | |
iShares Gold Trust | 0.8 | $6.0M | 522k | 11.44 | |
Google Inc Class C | 0.8 | $6.0M | 11k | 526.43 | |
SPDR KBW Regional Banking (KRE) | 0.8 | $5.7M | 141k | 40.70 | |
MSCI Europe Financials Sector Index Fund (EUFN) | 0.8 | $5.5M | 248k | 22.02 | |
Vanguard Total World Stock Idx (VT) | 0.8 | $5.5M | 92k | 60.12 | |
PowerShares Build America Bond Portfolio | 0.7 | $5.3M | 173k | 30.44 | |
Abbvie (ABBV) | 0.7 | $5.2M | 80k | 65.44 | |
SPDR S&P Retail (XRT) | 0.7 | $5.2M | 54k | 96.01 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.7 | $5.0M | 44k | 113.11 | |
Seagate Technology Com Stk | 0.7 | $5.0M | 75k | 66.50 | |
Cisco Systems (CSCO) | 0.7 | $4.9M | 176k | 27.82 | |
PowerShares Fin. Preferred Port. | 0.7 | $4.8M | 265k | 18.26 | |
Johnson & Johnson (JNJ) | 0.6 | $4.5M | 43k | 104.56 | |
Best Buy (BBY) | 0.6 | $4.4M | 113k | 38.98 | |
Applied Materials (AMAT) | 0.6 | $4.4M | 178k | 24.92 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.6 | $4.4M | 201k | 22.03 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.6 | $4.2M | 93k | 45.62 | |
Sunedison | 0.6 | $4.3M | 219k | 19.51 | |
Akamai Technologies (AKAM) | 0.6 | $4.2M | 66k | 62.97 | |
Merck & Co (MRK) | 0.6 | $4.2M | 74k | 56.79 | |
United Rentals (URI) | 0.6 | $4.1M | 40k | 102.02 | |
EOG Resources (EOG) | 0.6 | $4.1M | 45k | 92.06 | |
Visa (V) | 0.6 | $4.1M | 16k | 262.22 | |
Apple (AAPL) | 0.6 | $4.0M | 37k | 110.38 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.6 | $4.0M | 66k | 60.93 | |
Bank of America Corporation (BAC) | 0.6 | $4.0M | 222k | 17.89 | |
Novartis (NVS) | 0.6 | $4.0M | 43k | 92.65 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $3.9M | 84k | 46.86 | |
Actavis | 0.6 | $4.0M | 15k | 257.40 | |
Aetna | 0.5 | $3.8M | 43k | 88.83 | |
Prudential Financial (PRU) | 0.5 | $3.8M | 42k | 90.47 | |
Hewlett-Packard Company | 0.5 | $3.8M | 94k | 40.13 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.5 | $3.8M | 126k | 29.91 | |
Vodafone Group New Adr F (VOD) | 0.5 | $3.8M | 110k | 34.17 | |
Hess (HES) | 0.5 | $3.7M | 50k | 73.83 | |
General Electric Company | 0.5 | $3.6M | 142k | 25.27 | |
Foot Locker (FL) | 0.5 | $3.6M | 64k | 56.18 | |
Autodesk (ADSK) | 0.5 | $3.6M | 59k | 60.06 | |
Jack in the Box (JACK) | 0.5 | $3.5M | 44k | 79.95 | |
iShares Dow Jones US Industrial (IYJ) | 0.5 | $3.6M | 33k | 106.59 | |
Cdw (CDW) | 0.5 | $3.6M | 101k | 35.17 | |
FedEx Corporation (FDX) | 0.5 | $3.4M | 20k | 173.66 | |
BP (BP) | 0.5 | $3.3M | 88k | 38.12 | |
Wal-Mart Stores (WMT) | 0.5 | $3.3M | 39k | 85.89 | |
Western Digital (WDC) | 0.5 | $3.3M | 30k | 110.72 | |
Oracle Corporation (ORCL) | 0.5 | $3.3M | 73k | 44.97 | |
Gap (GAP) | 0.5 | $3.3M | 77k | 42.11 | |
Valero Energy Corporation (VLO) | 0.4 | $3.2M | 64k | 49.51 | |
Honeywell International (HON) | 0.4 | $3.2M | 32k | 99.91 | |
Walt Disney Company (DIS) | 0.4 | $3.1M | 33k | 94.20 | |
United Technologies Corporation | 0.4 | $3.1M | 27k | 115.01 | |
Xerox Corporation | 0.4 | $3.1M | 224k | 13.86 | |
F5 Networks (FFIV) | 0.4 | $3.1M | 24k | 130.46 | |
Antero Res (AR) | 0.4 | $3.1M | 75k | 40.58 | |
Costco Wholesale Corporation (COST) | 0.4 | $3.0M | 21k | 141.77 | |
Lowe's Companies (LOW) | 0.4 | $2.9M | 42k | 68.80 | |
ConAgra Foods (CAG) | 0.4 | $2.8M | 76k | 36.29 | |
Amazon (AMZN) | 0.4 | $2.8M | 8.9k | 310.38 | |
Abb (ABBNY) | 0.4 | $2.8M | 130k | 21.15 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $2.8M | 27k | 103.26 | |
Market Vectors Gold Miners ETF | 0.4 | $2.7M | 148k | 18.38 | |
Schlumberger (SLB) | 0.4 | $2.7M | 32k | 85.40 | |
First Tr Exchange Traded Fd nasd tech div (TDIV) | 0.4 | $2.7M | 96k | 27.68 | |
Tableau Software Inc Cl A | 0.4 | $2.7M | 32k | 84.75 | |
SPDR S&P Dividend (SDY) | 0.4 | $2.6M | 33k | 78.81 | |
FMC Technologies | 0.3 | $2.4M | 51k | 46.84 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $2.4M | 103k | 23.36 | |
Gilead Sciences (GILD) | 0.3 | $2.3M | 25k | 94.25 | |
Noble Energy | 0.3 | $2.1M | 44k | 47.44 | |
Rydex Russell Top 50 ETF | 0.3 | $2.1M | 15k | 141.67 | |
Energy Select Sector SPDR (XLE) | 0.2 | $1.8M | 23k | 79.15 | |
Global X Fds globx supdv us (DIV) | 0.2 | $1.8M | 62k | 28.91 | |
Health Care SPDR (XLV) | 0.2 | $1.7M | 25k | 68.36 | |
Rite Aid Corporation | 0.2 | $1.7M | 226k | 7.52 | |
ShoreTel | 0.2 | $1.7M | 231k | 7.35 | |
City National Corporation | 0.2 | $1.6M | 20k | 80.79 | |
Alcatel-Lucent | 0.2 | $1.7M | 478k | 3.55 | |
Sonus Networks | 0.2 | $1.6M | 399k | 3.97 | |
Consumer Discretionary SPDR (XLY) | 0.2 | $1.4M | 20k | 72.14 | |
SanDisk Corporation | 0.2 | $1.3M | 13k | 98.00 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $1.3M | 4.9k | 263.89 | |
Cypress Semiconductor Corporation | 0.2 | $1.2M | 87k | 14.28 | |
Synergy Res Corp | 0.2 | $1.2M | 93k | 12.54 | |
Industrial SPDR (XLI) | 0.1 | $1.1M | 20k | 56.58 | |
Sprott Physical Gold Trust (PHYS) | 0.1 | $1.1M | 113k | 9.77 | |
Proofpoint | 0.1 | $1.0M | 22k | 48.21 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $975k | 9.3k | 104.39 | |
ViaSat (VSAT) | 0.1 | $1.0M | 16k | 63.01 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $997k | 9.4k | 105.77 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.1 | $993k | 12k | 82.46 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.1 | $1.0M | 7.5k | 137.78 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $964k | 4.7k | 205.50 | |
0.1 | $970k | 1.8k | 530.93 | ||
Fortinet (FTNT) | 0.1 | $904k | 30k | 30.67 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $854k | 8.4k | 101.68 | |
Vanguard REIT ETF (VNQ) | 0.1 | $882k | 11k | 81.04 | |
Ruckus Wireless | 0.1 | $894k | 74k | 12.02 | |
Corning Incorporated (GLW) | 0.1 | $764k | 33k | 22.94 | |
Materials SPDR (XLB) | 0.1 | $785k | 16k | 48.61 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $779k | 9.1k | 86.06 | |
Technology SPDR (XLK) | 0.1 | $728k | 18k | 41.32 | |
LogMeIn | 0.1 | $745k | 15k | 49.34 | |
Berkshire Hathaway (BRK.B) | 0.1 | $666k | 4.4k | 150.24 | |
Emerson Electric (EMR) | 0.1 | $621k | 10k | 61.72 | |
Informatica Corporation | 0.1 | $648k | 17k | 38.12 | |
Tesla Motors (TSLA) | 0.1 | $648k | 2.9k | 222.30 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $671k | 6.4k | 105.25 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.1 | $642k | 14k | 46.91 | |
Sanchez Energy Corp C ommon stocks | 0.1 | $659k | 71k | 9.29 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $575k | 14k | 40.57 | |
Intel Corporation (INTC) | 0.1 | $548k | 15k | 36.28 | |
Office Depot | 0.1 | $545k | 64k | 8.58 | |
Macy's (M) | 0.1 | $585k | 8.9k | 65.72 | |
EMC Corporation | 0.1 | $553k | 19k | 29.74 | |
Banco Santander (SAN) | 0.1 | $595k | 71k | 8.33 | |
Callidus Software | 0.1 | $572k | 35k | 16.34 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $597k | 5.4k | 110.19 | |
SPDR S&P Oil & Gas Explore & Prod. | 0.1 | $603k | 13k | 47.86 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $577k | 15k | 39.45 | |
iShares S&P Global Industrials Sec (EXI) | 0.1 | $593k | 8.4k | 70.50 | |
SPDR Nuveen Barclays Capital Municpl Bnd | 0.1 | $593k | 25k | 24.17 | |
Sterling Bancorp | 0.1 | $575k | 40k | 14.38 | |
Tubemogul | 0.1 | $579k | 26k | 22.55 | |
Charles Schwab Corporation (SCHW) | 0.1 | $521k | 17k | 30.17 | |
CSX Corporation (CSX) | 0.1 | $518k | 14k | 36.24 | |
AFLAC Incorporated (AFL) | 0.1 | $529k | 8.7k | 61.07 | |
Nokia Corporation (NOK) | 0.1 | $524k | 67k | 7.85 | |
Deere & Company (DE) | 0.1 | $539k | 6.1k | 88.48 | |
Dr Pepper Snapple | 0.1 | $495k | 6.9k | 71.62 | |
salesforce (CRM) | 0.1 | $486k | 8.2k | 59.27 | |
Applied Micro Circuits Corporation | 0.1 | $483k | 74k | 6.52 | |
Ciena Corporation (CIEN) | 0.1 | $524k | 27k | 19.41 | |
iShares Silver Trust (SLV) | 0.1 | $488k | 32k | 15.05 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $499k | 4.3k | 116.59 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $520k | 6.4k | 81.12 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $478k | 4.4k | 109.36 | |
WisdomTree Equity Income Fund (DHS) | 0.1 | $520k | 8.5k | 61.52 | |
First Trust Energy AlphaDEX (FXN) | 0.1 | $471k | 23k | 20.94 | |
Linkedin Corp | 0.1 | $481k | 2.1k | 229.92 | |
Powershares S&p 500 | 0.1 | $506k | 15k | 32.86 | |
IAC/InterActive | 0.1 | $445k | 7.3k | 60.73 | |
M&T Bank Corporation (MTB) | 0.1 | $459k | 3.7k | 125.72 | |
Methanex Corp (MEOH) | 0.1 | $423k | 9.2k | 45.93 | |
Precision Castparts | 0.1 | $440k | 1.8k | 240.96 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $427k | 6.7k | 63.35 | |
Southern Copper Corporation (SCCO) | 0.1 | $437k | 16k | 28.21 | |
Baltic Trading | 0.1 | $397k | 158k | 2.51 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $452k | 3.1k | 144.92 | |
Achillion Pharmaceuticals | 0.1 | $429k | 35k | 12.26 | |
iShares S&P Global Telecommunicat. (IXP) | 0.1 | $463k | 7.7k | 60.15 | |
Halcon Resources | 0.1 | $449k | 252k | 1.78 | |
Alps Etf sectr div dogs (SDOG) | 0.1 | $445k | 12k | 38.07 | |
Blackberry (BB) | 0.1 | $415k | 38k | 10.99 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $329k | 5.3k | 62.67 | |
PNC Financial Services (PNC) | 0.1 | $395k | 4.3k | 91.20 | |
Cadence Design Systems (CDNS) | 0.1 | $390k | 21k | 18.96 | |
Mylan | 0.1 | $372k | 6.6k | 56.36 | |
McKesson Corporation (MCK) | 0.1 | $392k | 1.9k | 207.41 | |
Integrated Device Technology | 0.1 | $349k | 18k | 19.61 | |
Halliburton Company (HAL) | 0.1 | $330k | 8.4k | 39.33 | |
Marsh & McLennan Companies (MMC) | 0.1 | $335k | 5.9k | 57.17 | |
Williams Companies (WMB) | 0.1 | $332k | 7.4k | 44.91 | |
Dillard's (DDS) | 0.1 | $376k | 3.0k | 125.33 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $372k | 4.7k | 80.00 | |
NetEase (NTES) | 0.1 | $377k | 3.8k | 99.21 | |
Graphic Packaging Holding Company (GPK) | 0.1 | $393k | 29k | 13.62 | |
Cooper Tire & Rubber Company | 0.1 | $347k | 10k | 34.70 | |
L-3 Communications Holdings | 0.1 | $366k | 2.9k | 126.21 | |
RF Micro Devices | 0.1 | $348k | 21k | 16.57 | |
Conn's (CONNQ) | 0.1 | $375k | 20k | 18.71 | |
Cameron International Corporation | 0.1 | $386k | 7.7k | 49.94 | |
Acacia Research Corporation (ACTG) | 0.1 | $390k | 23k | 16.96 | |
Nanometrics Incorporated | 0.1 | $336k | 20k | 16.80 | |
Spansion | 0.1 | $357k | 10k | 34.26 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $336k | 4.4k | 76.36 | |
First Trust Morningstar Divid Ledr (FDL) | 0.1 | $393k | 16k | 23.97 | |
Pandora Media | 0.1 | $330k | 19k | 17.81 | |
Groupon | 0.1 | $333k | 40k | 8.27 | |
Paragon Shipping Inc cl a | 0.1 | $394k | 146k | 2.71 | |
Fireeye | 0.1 | $393k | 13k | 31.54 | |
ardmore Shipping (ASC) | 0.1 | $383k | 32k | 11.98 | |
Fiat Chrysler Auto | 0.1 | $347k | 30k | 11.57 | |
Evine Live Inc cl a | 0.1 | $361k | 55k | 6.59 | |
Carnival Corporation (CCL) | 0.0 | $317k | 7.0k | 45.29 | |
NVIDIA Corporation (NVDA) | 0.0 | $261k | 13k | 20.02 | |
Fifth Third Ban (FITB) | 0.0 | $262k | 13k | 20.39 | |
Kaiser Aluminum (KALU) | 0.0 | $323k | 4.5k | 71.46 | |
Quantum Corporation | 0.0 | $315k | 179k | 1.76 | |
Huntsman Corporation (HUN) | 0.0 | $296k | 13k | 22.77 | |
FMC Corporation (FMC) | 0.0 | $265k | 4.6k | 57.01 | |
NPS Pharmaceuticals | 0.0 | $263k | 7.4k | 35.78 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $278k | 6.5k | 43.10 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $297k | 3.9k | 76.86 | |
Avago Technologies | 0.0 | $295k | 2.9k | 100.68 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $318k | 2.5k | 125.94 | |
Anacor Pharmaceuticals In | 0.0 | $323k | 10k | 32.30 | |
Vanguard European ETF (VGK) | 0.0 | $262k | 5.0k | 52.40 | |
iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.0 | $299k | 2.5k | 117.72 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $270k | 2.1k | 127.96 | |
WisdomTree Investments (WT) | 0.0 | $282k | 18k | 15.67 | |
Pvh Corporation (PVH) | 0.0 | $308k | 2.4k | 128.33 | |
American Tower Reit (AMT) | 0.0 | $265k | 2.7k | 99.03 | |
Imperva | 0.0 | $274k | 5.5k | 49.46 | |
Pacific Ethanol | 0.0 | $312k | 30k | 10.32 | |
Kate Spade & Co | 0.0 | $288k | 9.0k | 32.00 | |
Rubicon Proj | 0.0 | $261k | 16k | 16.16 | |
American Express Company (AXP) | 0.0 | $250k | 2.7k | 92.94 | |
Exxon Mobil Corporation (XOM) | 0.0 | $252k | 2.7k | 92.41 | |
Chevron Corporation (CVX) | 0.0 | $205k | 1.8k | 112.21 | |
Bristol Myers Squibb (BMY) | 0.0 | $234k | 4.0k | 59.15 | |
Allergan | 0.0 | $234k | 1.1k | 212.73 | |
Colgate-Palmolive Company (CL) | 0.0 | $207k | 3.0k | 69.32 | |
Lazard Ltd-cl A shs a | 0.0 | $227k | 4.5k | 49.94 | |
Commerce Bancshares (CBSH) | 0.0 | $240k | 5.5k | 43.54 | |
Orion Energy Systems (OESX) | 0.0 | $251k | 46k | 5.50 | |
Weatherford International Lt reg | 0.0 | $202k | 18k | 11.46 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $214k | 2.4k | 89.54 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $205k | 2.6k | 79.77 | |
Jazz Pharmaceuticals (JAZZ) | 0.0 | $246k | 1.5k | 164.00 | |
Criteo Sa Ads (CRTO) | 0.0 | $243k | 6.0k | 40.50 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $132k | 13k | 10.53 | |
SandRidge Energy | 0.0 | $116k | 64k | 1.82 | |
InterNAP Network Services | 0.0 | $138k | 17k | 7.97 | |
Accuray Incorporated (ARAY) | 0.0 | $180k | 24k | 7.53 | |
Intel Corp sdcv | 0.0 | $66k | 50k | 1.32 | |
Atmel Corporation | 0.0 | $86k | 10k | 8.39 | |
Rentech | 0.0 | $71k | 56k | 1.27 | |
Hansen Medical | 0.0 | $39k | 70k | 0.56 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $66k | 11k | 6.13 | |
Sfx Entmt | 0.0 | $91k | 20k | 4.55 | |
Suntech Pwr Hldgs Co Ltd note 3.000% 3/1 | 0.0 | $0 | 32k | 0.00 |