BI

Boothe Investment Group, Inc.

13F
Boothe Investment Group, Inc.
Last update 2025-04-17 33 Stocks (3 new)
Value $219.00 Mil Turnover 26 %
Countries:
Top Holdings: SFLO(12.70%)DBND(11.69%)HEDJ(8.99%)ASEA(5.41%)JMST(5.06%)
Summary Stock Picks Current Portfolio
Boothe Investment Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SFLO
VictoryShares Small Cap Free Cash Flow ETF
VictoryShares Small Cap Free Cash Flow ETF
1,135,132
27,844.8
+13.33%
12.700
+1.49%
12.320
+24.41%
+2.32%
295.4
 
DBND
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
554,999
25,624.3
+40.64%
11.690
+3.38%
-
+2.25%
+3.78%
461.3
 
HEDJ
WisdomTree Europe Hedged Equity Fund
WisdomTree Europe Hedged Equity Fund
414,971
19,702.8
New Holding
8.990
+8.99%
1.160
+12.39%
+12.98%
1,699.3
 
ASEA
Global X FTSE Southeast Asia ETF
757,149
11,864.5
New Holding
5.410
+5.41%
19.920
+10.44%
+7.67%
63.1
 
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
218,071
11,088.9
-16.22%
5.060
-0.93%
0.320
+1.32%
+1.94%
4,094.4
 
AMD
Advanced Micro Devices Inc
79,909
8,209.9
+105.10%
3.740
+1.92%
0.000
+85.75%
+31.58%
257,689.8
Semiconductors
ULTA
Ulta Beauty Inc
20,652
7,569.8
New Holding
3.450
+3.45%
0.050
+34.93%
+13.45%
22,176.8
Retail - Cyclical
KGC
Kinross Gold Corp
592,377
7,469.9
-30.56%
3.410
-1.05%
0.050
+7.32%
+73.31%
19,569.7
Metals & Mining
C
Citigroup Inc
104,598
7,425.4
-12.65%
3.390
-0.46%
0.010
+50.09%
+34.60%
171,838.8
Banks
BAC
Bank of America Corp
173,512
7,240.7
+0.70%
3.300
+0.02%
0.000
+29.36%
+9.35%
353,093.5
Banks

Boothe Investment Group, Inc.'s Historical Top Holdings Breakdowns

Boothe Investment Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UTWO
US Treasury 2 Year Note ETF
2025-03-31
Sold Out
Sold Out
-9.16%
●
47.97 ($48.2) 48.47
$48.35
0.32%
Sold Out
0
-439,066
HEDJ
WisdomTree Europe Hedged Equity Fund
WisdomTree Europe Hedged Equity Fund
2025-03-31
New Buy
New Buy
+8.99%
●
43.6 ($47.68) 49.84
$48.55
1.82%
New holding
414,971
414,971
ASEA
Global X FTSE Southeast Asia ETF
2025-03-31
New Buy
New Buy
+5.41%
●
15.42 ($15.86) 16.26
$16.81
5.99%
New holding
757,149
757,149
RYCEY
Rolls-Royce Holdings PLC
2025-03-31
Sold Out
Sold Out
-3.69%
●
6.89 ($8.54) 10.81
$13.56
58.78%
Sold Out
0
-1,193,163
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-3.64%
●
551.42 ($587.78) 612.93
$630.89
7.33%
Reduce -92.14%
1,219
-14,288
ULTA
Ulta Beauty Inc
2025-03-31
New Buy
New Buy
+3.45%
●
314.47 ($381.12) 431.35
$493.65
29.53%
New holding
20,652
20,652
DBND
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
2025-03-31
Add
Add
+3.38%
●
44.88 ($45.7) 46.36
$45.89
0.41%
Add 40.64%
554,999
160,379
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-2.55%
●
154.33 ($181.36) 206.38
$189.38
4.42%
Sold Out
0
-31,065
AMD
Advanced Micro Devices Inc
2025-03-31
Add
Add
+1.92%
●
96.63 ($111.19) 129.55
$158.09
42.18%
Add 105.1%
79,909
40,948
SFLO
VictoryShares Small Cap Free Cash Flow ETF
VictoryShares Small Cap Free Cash Flow ETF
2025-03-31
Add
Add
+1.49%
●
23.98 ($26.45) 28.05
$27.08
2.38%
Add 13.33%
1,135,132
133,557

Boothe Investment Group, Inc. Total Holding History ($B)

To

Boothe Investment Group, Inc.'s Asset Allocation

To

Boothe Investment Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boothe Investment Group, Inc.'s Hypothetical Growth since 2025-03-31

Boothe Investment Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Boothe Investment Group, Inc.'s Holdings Heat Map

Size field:

Boothe Investment Group, Inc.'s Holdings Bubble Chart

Boothe Investment Group, Inc. News

  • 1

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