Boothe Investment Group

Boothe Investment Group as of March 31, 2026

Portfolio Holdings for Boothe Investment Group

Boothe Investment Group holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simplify Exchange Traded Fun Managed Futures (CTA) 16.9 $53M 1.7M 30.22
Doubleline Etf Trust Opportunistic Co (DBND) 10.0 $31M 680k 45.81
Wisdomtree Tr Europe Hedged Eq (HEDJ) 7.5 $23M 446k 52.30
Victory Portfolios Ii Victoryshares Sm (SFLO) 5.9 $18M 610k 30.03
Global X Fds Gbl X Ftse Etf (ASEA) 4.7 $15M 759k 19.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.6 $14M 277k 50.98
Pinterest Cl A (PINS) 3.8 $12M 647k 18.34
Global X Fds India Active Etf (NDIA) 3.5 $11M 417k 25.88
Servicenow (NOW) 3.2 $9.9M 95k 104.55
Pfizer (PFE) 3.2 $9.9M 351k 28.08
Citigroup Com New (C) 2.9 $8.9M 79k 113.41
SLB Com Stk (SLB) 2.6 $8.2M 159k 51.39
Sharkninja Com Shs (SN) 2.4 $7.3M 69k 105.90
Spdr Series Trust State Street Spd (SPYM) 2.3 $7.2M 95k 76.54
Uber Technologies (UBER) 2.3 $7.2M 100k 71.93
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.3 $7.0M 14k 522.71
Vertiv Holdings Com Cl A (VRT) 2.2 $7.0M 28k 250.58
Abbvie (ABBV) 2.2 $6.7M 31k 217.49
Advanced Micro Devices (AMD) 2.0 $6.2M 31k 203.43
Microsoft Corporation (MSFT) 1.9 $5.8M 16k 370.17
Meta Platforms Cl A (META) 1.8 $5.7M 10k 572.11
Chevron Corporation (CVX) 1.6 $5.0M 24k 206.90
BlackRock Enhanced Dividend Achievers Tr (BDJ) 1.5 $4.8M 558k 8.62
Crowdstrike Hldgs Cl A (CRWD) 1.4 $4.2M 11k 390.41
Globalfoundries Ordinary Shares (GFS) 1.1 $3.4M 78k 44.48
Exxon Mobil Corporation (XOM) 1.1 $3.3M 20k 169.66
Cisco Systems (CSCO) 0.8 $2.5M 33k 77.59
International Business Machines (IBM) 0.6 $1.9M 8.0k 242.39
Verizon Communications (VZ) 0.5 $1.7M 34k 50.20
Boston Properties (BXP) 0.5 $1.7M 33k 51.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 2.00 718140.00
Cantor Equity Partners Ii In Cl A Ord Shs (CEPT) 0.4 $1.3M 119k 10.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 5.6k 191.93
Nextera Energy (NEE) 0.3 $886k 9.5k 92.88
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $763k 1.2k 650.60
Manulife Finl Corp (MFC) 0.2 $657k 19k 34.44
Texas Capital Funds Trust Govt Money Mkt (MMKT) 0.2 $650k 6.5k 100.23
PNC Financial Services (PNC) 0.2 $572k 2.7k 208.09
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $503k 5.0k 100.66
Ishares Tr Esg Optimized (SUSA) 0.1 $215k 1.6k 132.10