Fund HoldingsBaker Avenue Asset Management, LP

Total Portfolio Value
$2.28B
Total Bought
$661.20M
Total Sold
$407.75M
Net Transaction
+$253.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES AGGREGATE BOND ETF0727,181+727,181072,1733.17%+72,173
VANGUARD TOTAL BOND MARKET ETF0980,922+980,922072,1473.17%+72,147
SPDR PORTFOLIO AGGREGATE BOND ETF
ST STR AGGRE ETF
02,786,841+2,786,841071,4553.14%+71,455
DIMENSIONAL CORE FIXED INCOME ETF
CORE FIXE IN ETF
01,663,195+1,663,195070,5193.10%+70,519
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
BROAD USD HIGH
0482,965+482,965017,5560.77%+17,556
MICROSOFT(MSFT)0200,621+200,621075,4423.31%+75,442
AMAZON.COM INC(AMZN)0357,132+357,132054,2632.38%+54,263
APPLE INC(AAPL)0435,067+435,067083,7633.68%+83,763
VANGUARD SMALL CAP ETF339,347364,025+24,67864,16077,6573.41%+13,497
INTEL CORP COM(INTC)66,011282,836+216,8252,34714,2120.62%+11,866
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
428,322450,806+22,48456,44966,3322.91%+9,883
ISHARES 0-3 MONTH TREASURY BOND ETF223,945463,333+239,38816,25625,6841.13%+9,427
EATON CORP PLC SHS(ETN)040,210+40,21009,6830.43%+9,683
ISHARES S&P 500 INDEX89,21298,562+9,35038,31047,0762.07%+8,766
POWERSHARES QQQ TR119,995124,814+4,81942,99151,1142.25%+8,123
ISHARES RUSSELL 1000 GROWTH ETF0188,629+188,629057,1872.51%+57,187
VANGUARD LARGE CAP130,417153,339+22,92225,52133,4511.47%+7,929
VANGUARD TOTAL STOCK MARKET ETF0145,383+145,383034,4881.52%+34,488
SCHWAB STRATEGIC TR US LRG CAP ETF458,872543,898+85,02623,21930,6761.35%+7,457
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)67,678171,671+103,9935,87013,3060.58%+7,436
CHARLES SCHWAB CORP(SCHW)25,082125,305+100,2231,3778,6210.38%+7,244
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
0130,121+130,12107,1540.31%+7,154
JPMORGAN CHASE & CO COM(JPM)0225,300+225,300038,3241.68%+38,324
TESLA MOTORS INC(TSLA)36,25560,263+24,0089,07214,9740.66%+5,902
ISHARES MSCI EAFE GROWTH ETF0401,224+401,224038,8591.71%+38,859
ISHARES S&P 500 VALUE ETF192,043200,490+8,44729,54434,8631.53%+5,319
ISHARES MSCI EAFE SMALL CAP ETF0398,192+398,192024,6481.08%+24,648
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
091,879+91,87904,9450.22%+4,945
INTL BUSINESS MACHINES(IBM)028,798+28,79804,7100.21%+4,710
NETFLIX COM INC(NFLX)030,300+30,300014,7520.65%+14,752
UBS AG NEW F(UBS)477,945492,395+14,45011,78115,2150.67%+3,434
ISHARES INC MSCI MEXICO0289,880+289,880019,6680.86%+19,668
ADVANCED MICRO DEVICES INC COM(AMD)091,000+91,000013,4140.59%+13,414
VANGUARD FTSE EMERGING MARKETS ETF544,257596,584+52,32721,34024,5201.08%+3,179
HEALTH CARE SELECT SECTOR SPDR
ST STR CARE ETF
033,978+33,97804,6340.20%+4,634
APPLIED MATLS INC COM0125,489+125,489020,3380.89%+20,338
SPDR HIGH YIELD BOND ETF
ST BLOO HIGH ETF
44,90574,215+29,3104,0597,0300.31%+2,971
RYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
0525,660+525,660017,1580.75%+17,158
ORACLE CORPORATION(ORCL)0142,728+142,728015,0480.66%+15,048
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
262,625282,110+19,48519,48922,1710.97%+2,682
GOOGLE INC(GOOG)209,744215,613+5,86927,44730,1191.32%+2,672
SPDR DJ WILSHIRE INTL REAL EST
ST DOW INTL ETF
098,101+98,10102,6770.12%+2,677
SALESFORCE COM(CRM)56,58953,475-3,11411,47514,0710.62%+2,596
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
0108,145+108,145017,0650.75%+17,065
JPMORGAN U.S. QUALITY FACTOR ETF
US QUALTY FCTR
0483,796+483,796023,1541.02%+23,154
GENERAL ELECTRIC CO COM NEW(GE)0120,582+120,582015,3900.68%+15,390
SPDR S&P GLOBAL INFRASTRUCTURE ETF
ST STR INFRA ETF
047,050+47,05002,5170.11%+2,517
COSTCO WHOLESALE CORP(COST)09,571+9,57106,3170.28%+6,317
ISHARES S&P SMALLCAP 600 ETF029,390+29,39003,1810.14%+3,181
ISHARES IBOXX CORPORATE BOND ETF023,473+23,47302,5980.11%+2,598
BLACKSTONE MTG TR INC COM CL A(BXMT)0107,040+107,04002,2770.10%+2,277
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
051,998+51,99802,4110.11%+2,411
ISHARES MSCI EMERGING MARKETS ETF056,240+56,24002,2610.10%+2,261
CATERPILLAR INC COM(CAT)62,44064,943+2,50317,04619,2020.84%+2,155
BROADCOM INC(AVGO)02,578+2,57802,8770.13%+2,877
FLEXTRONICS INTL LTD F(FLEX)157,488208,951+51,4634,2496,3650.28%+2,116
MARVELL TECHNOLOGY GROUP LTD(MRVL)0235,634+235,634014,2110.62%+14,211
LAM RESEARCH CORP(LRCX)018,479+18,479014,4740.64%+14,474
META PLATFORMS INC CL A(META)43,74842,816-93213,13415,1550.67%+2,021
HOME DEPOT(HD)024,965+24,96508,6520.38%+8,652
ERIE INDTY CO CL A(ERIE)05,143+5,14301,7220.08%+1,722
DOW INC COM(DOW)96,262121,748+25,4864,9636,6770.29%+1,713
LAS VEGAS SANDS CORP(LVS)0215,377+215,377010,5990.47%+10,599
UNITEDHEALTH GROUP(UNH)04,365+4,36502,2980.10%+2,298
DECKERS OUTDOOR(DECK)02,436+2,43601,6280.07%+1,628
SHOPIFY INC CL A(SHOP)040,304+40,30403,1400.14%+3,140
ABBVIE INC COM(ABBV)82,92790,018+7,09112,36113,9500.61%+1,589
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
0420,275+420,275017,7440.78%+17,744
ISHARES S&P NORTH AMER TECH-SOFTWARE022,159+22,15908,9880.39%+8,988
VERTIV HOLDINGS CO COM CL A(VRT)61,14178,314+17,1732,2743,7610.17%+1,487
PROGRESSIVE CORP COM(PGR)09,731+9,73101,5500.07%+1,550
ACCENTURE LTD BERMUDA CL A
SHS CLASS A
04,791+4,79101,6810.07%+1,681
LINDE PLC SHS(LIN)032,968+32,968013,5400.59%+13,540
GLOBAL PAYMENTS INC(GPN)62,00766,859+4,8527,1558,4910.37%+1,336
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
052,001+52,00102,0830.09%+2,083
DEERE & CO COM(DE)028,606+28,606011,4390.50%+11,439
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
0186,785+186,785011,9800.53%+11,980
AMPHENOL CORP CL A074,422+74,42207,3770.32%+7,377
DIGITALOCEAN HLDGS INC COM(DOCN)034,354+34,35401,2600.06%+1,260
ISHARES TR DOW JONES US MEDICAL DEVICES INDEX0150,287+150,28708,1110.36%+8,111
WASTE MANAGEMENT INC(WM)019,631+19,63103,5160.15%+3,516
APOLLO COML REAL EST FIN INC COM(ARI)0155,146+155,14601,8210.08%+1,821
AGILENT TECH INC(A)031,584+31,58404,3910.19%+4,391
BP PLC SPONSORED ADR(BP)079,317+79,31702,8080.12%+2,808
GOLDMAN SACHS GROUP INC(GS)012,971+12,97105,0040.22%+5,004
ELI LILLY & CO COM(LLY)11,69512,505+8106,2827,2890.32%+1,008
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
027,187+27,18705,2330.23%+5,233
INTUITIVE SURGICAL, INC.16,08716,437+3504,5835,5450.24%+962
ARLO TECHNOLOGIES INC COM(ARLO)74,188181,058+106,8707641,7240.08%+960
PNC FINL SVCS GROUP INC COM(PNC)024,949+24,94903,8630.17%+3,863
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
128,467143,137+14,6705,4456,3870.28%+942
ISHARES RUSSELL 1000 VALUE ETF038,691+38,69106,3940.28%+6,394
BURLINGTON STORES INC COM(BURL)14,70214,821+1191,9892,8820.13%+893
PINTEREST INC CL A(PINS)024,121+24,12108930.04%+893
ARCHER AVIATION INC COM CL A(ACHR)0145,273+145,27308920.04%+892
EXXON MOBIL CORP COM099,412+99,41209,9390.44%+9,939
MDB CAP HLDGS LLC CL A075,000+75,00008650.04%+865
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
28,00339,620+11,6171,2722,1330.09%+861
WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF(WT)167,665175,515+7,8506,2847,1400.31%+856
SYSCO CORP COM(SYY)083,961+83,96106,1400.27%+6,140
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