Boothe Investment Group, Inc.
41 holdingsFiling period: 2026-03-31Current AUM: $338.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 1.74M | $52.5M | $47.2M | 13.96% | +10.4K | 2026-03-31 |
| 2 | DBND | DOUBLELINE ETF TRUST | 679.7K | $31.1M | $30.5M | 9.03% | +34.2K | 2026-03-31 |
| 3 | HEDJ | WISDOMTREE TR | 446.4K | $23.3M | $25.3M | 7.48% | +8.4K | 2026-03-31 |
| 4 | SFLO | VICTORY PORTFOLIOS II | 610.4K | $18.3M | $22.9M | 6.77% | +4.1K | 2026-03-31 |
| 5 | ASEA | GLOBAL X FDS | 759.1K | $14.7M | $16.0M | 4.74% | +7.6K | 2026-03-31 |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | 277.3K | $14.1M | $14.1M | 4.18% | +10.4K | 2026-03-31 |
| 7 | PINS | PINTEREST INC | 646.5K | $11.9M | $15.5M | 4.59% | -- | 2026-03-31 |
| 8 | NDIA | GLOBAL X FDS | 417.0K | $10.8M | $11.5M | 3.39% | +16.1K | 2026-03-31 |
| 9 | NOW | SERVICENOW INC | 94.5K | $9.9M | $10.5M | 3.11% | +33.2K | 2026-03-31 |
| 10 | PFE | PFIZER INC | 351.1K | $9.9M | $8.8M | 2.60% | +7.2K | 2026-03-31 |
| 11 | C | CITIGROUP INC | 78.6K | $8.9M | $10.4M | 3.08% | -13,044 | 2026-03-31 |
| 12 | SLB | SLB LIMITED | 158.8K | $8.2M | $7.9M | 2.33% | +911 | 2026-03-31 |
| 13 | — | SHARKNINJA INC | 69.2K | $7.3M | $7.3M | 2.17% | +173 | 2026-03-31 |
| 14 | SPYM | SPDR SERIES TRUST | 94.6K | $7.2M | $8.3M | 2.46% | -- | 2026-03-31 |
| 15 | UBER | UBER TECHNOLOGIES INC | 100.2K | $7.2M | $7.1M | 2.09% | +51.3K | 2026-03-31 |
| 16 | ULTA | ULTA BEAUTY INC | 13.5K | $7.0M | $6.9M | 2.04% | -7,370 | 2026-03-31 |
| 17 | VRT | VERTIV HOLDINGS CO | 27.9K | $7.0M | $6.7M | 1.99% | -651 | 2026-03-31 |
| 18 | ABBV | ABBVIE INC | 30.8K | $6.7M | $7.7M | 2.29% | +498 | 2026-03-31 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | 30.5K | $6.2M | $14.5M | 4.30% | -19,979 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 15.6K | $5.8M | $7.3M | 2.15% | -- | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 10.0K | $5.7M | $5.6M | 1.64% | +96 | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 24.2K | $5.0M | $4.8M | 1.41% | -406 | 2026-03-31 |
| 23 | BDJ | BLACKROCK ENHANCED EQUITY DI | 558.1K | $4.8M | $5.5M | 1.61% | +30.1K | 2026-03-31 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | 10.9K | $4.2M | $8.3M | 2.45% | +40 | 2026-03-31 |
| 25 | — | GLOBALFOUNDRIES INC | 77.5K | $3.4M | $3.4M | 1.02% | +1.1K | 2026-03-31 |
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