Baker Avenue Asset Management, LP Incresed Positions in Q2 2025

Baker Avenue Asset Management, LP

  • $3.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
19
+ 0.45%
$58.63 - $59.9 $1.11K - $1.14K
4.25K $254K
Ge Vernova Inc
43
+ 1.86%
N/A
2.35K $0
Bunge Global Sa
3.1K
+ 1.03%
N/A
305K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
8.51K
+ 1.61%
N/A
538K $0
Ishares Bitcoin Trust ETF
1.08K
+ 2.0%
N/A
55K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.96K
+ 0.79%
$10.78 - $11.28 $21.1K - $22.1K
251K $2.8M
PAGP
Plains Gp Holdings LP

Energy
778
+ 8.19%
$17.24 - $21.61 $13.4K - $16.8K
10.3K $199K
DPZ
Dominos Pizza Inc

Consumer Cyclical
52
+ 1.59%
$430.72 - $497.52 $22.4K - $25.9K
3.33K $1.5M
XYLD
Global X Fds S&P 500 Covered C

ETFs
116
+ 0.54%
$35.62 - $39.64 $4.13K - $4.6K
21.7K $844K
TGT
Target Corp

Consumer Defensive
129
+ 3.28%
$88.76 - $105.77 $11.5K - $13.6K
4.07K $401K
AGNC
Agnc Investment Corp.

Real Estate
3
+ 0.01%
$8.12 - $9.49 $24.4 - $28.5
33.6K $308K
HTGC
Hercules Capital, Inc.

Financial Services
7.61K
+ 4.59%
$16.24 - $19.1 $124K - $145K
174K $3.17M
WSO
Watsco Inc

Industrials
125
+ 8.43%
$421.84 - $520.66 $52.7K - $65.1K
1.61K $710K
DOCU
Docusign, Inc.

Technology
1.57K
+ 3.34%
$70.35 - $93.84 $111K - $148K
48.6K $3.79M
JNJ
Johnson & Johnson

Healthcare
734
+ 4.93%
$146.36 - $159.82 $107K - $117K
15.6K $2.39M
GLOB
Globant S.A.

Technology
156
+ 1.99%
$87.63 - $140.36 $13.7K - $21.9K
8.01K $727K
XOM
Exxon Mobil Corp

Energy
12.5K
+ 8.46%
$99.93 - $119.04 $1.24M - $1.48M
160K $17.2M
XLE
Energy Sector Spdr

ETFs
6.72K
+ 6.54%
$76.44 - $94.13 $514K - $633K
110K $9.29M
PGR
Progressive Corp

Financial Services
636
+ 2.01%
$255.27 - $288.74 $162K - $184K
32.2K $8.59M
EOG
Eog Resources Inc

Energy
811
+ 1.12%
$104.61 - $129.97 $84.8K - $105K
73.4K $8.77M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.7K
+ 13.3%
$390.26 - $489.06 $1.06M - $1.32M
23K $9.34M
UNH
Unitedhealth Group Inc

Healthcare
334
+ 5.57%
$274.35 - $599.47 $91.6K - $200K
6.33K $1.97M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
470
+ 0.69%
$212.1 - $244.27 $99.7K - $115K
68.9K $15.1M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
7
+ 0.0%
$139.81 - $165.8 $979 - $1.16K
1.09M $170M
Activity Summary
Buys All Purchases 247 New Holdings 72 Increased Positions 175 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 19
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