Boothe Investment Group

Boothe Investment Group as of March 31, 2025

Portfolio Holdings for Boothe Investment Group

Boothe Investment Group holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Victory Portfolios Ii Victoryshares Sm (SFLO) 12.7 $28M 1.1M 24.53
Doubleline Etf Trust Opportunistic Bd (DBND) 11.7 $26M 555k 46.17
Wisdomtree Tr Europe Hedged Eq (HEDJ) 9.0 $20M 415k 47.48
Global X Fds Gbl X Ftse Etf (ASEA) 5.4 $12M 757k 15.67
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 5.1 $11M 218k 50.85
Advanced Micro Devices (AMD) 3.7 $8.2M 80k 102.74
Ulta Salon, Cosmetics & Fragrance (ULTA) 3.5 $7.6M 21k 366.54
Kinross Gold Corp (KGC) 3.4 $7.5M 592k 12.61
Citigroup Com New (C) 3.4 $7.4M 105k 70.99
Bank of America Corporation (BAC) 3.3 $7.2M 174k 41.73
Alibaba Group Hldg Sponsored Ads (BABA) 3.3 $7.2M 54k 132.23
Pfizer (PFE) 3.2 $7.0M 277k 25.34
Chevron Corporation (CVX) 2.9 $6.4M 38k 167.29
Devon Energy Corporation (DVN) 2.9 $6.3M 168k 37.40
Servicenow (NOW) 2.8 $6.1M 7.7k 796.14
Uber Technologies (UBER) 2.7 $5.9M 80k 72.86
Meta Platforms Cl A (META) 2.5 $5.4M 9.4k 576.34
Comcast Corp Cl A (CMCSA) 2.4 $5.2M 141k 36.90
Spdr Ser Tr S&p Biotech (XBI) 2.4 $5.2M 64k 81.10
Shopify Cl A (SHOP) 2.1 $4.7M 49k 95.44
Crowdstrike Hldgs Cl A (CRWD) 2.1 $4.6M 13k 352.58
BlackRock Enhanced Dividend Achievers Tr (BDJ) 1.9 $4.1M 475k 8.60
Exxon Mobil Corporation (XOM) 1.6 $3.6M 30k 118.93
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.3 $2.8M 250k 11.22
Cisco Systems (CSCO) 0.8 $1.7M 28k 61.71
International Business Machines (IBM) 0.8 $1.7M 6.7k 248.64
Boston Properties (BXP) 0.8 $1.7M 25k 67.19
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.6M 2.00 798441.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.2M 6.9k 173.23
Verizon Communications (VZ) 0.5 $1.2M 26k 45.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $682k 1.2k 559.42
Manulife Finl Corp (MFC) 0.2 $544k 18k 31.15
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $503k 5.0k 100.67