Boothe Investment Group, Inc. Top Holdings and 13F Report (2025) About Boothe Investment Group, Inc.Investment ActivityBoothe Investment Group, Inc. has $219.27 million in total holdings as of March 31, 2025.Boothe Investment Group, Inc. owns shares of 33 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 25.74% of the portfolio was purchased this quarter.About 12.92% of the portfolio was sold this quarter.This quarter, Boothe Investment Group, Inc. has purchased 38 new stocks and bought additional shares in 11 stocks.Boothe Investment Group, Inc. sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings VICTORY PORTFOLIOS II $27,844,788DoubleLine Opportunistic Bond ETF $25,624,304WisdomTree Europe Hedged Equity Fund $19,702,823Global X Southeast Asia ETF $11,864,525JPMorgan Ultra-Short Municipal ETF $11,088,893 Largest New Holdings this Quarter 97717X701 - WisdomTree Europe Hedged Equity Fund $19,702,823 Holding37950E648 - Global X Southeast Asia ETF $11,864,525 Holding90384S303 - Ulta Beauty $7,569,784 Holding Largest Purchases this Quarter WisdomTree Europe Hedged Equity Fund 414,971 shares (about $19.70M)Global X Southeast Asia ETF 757,149 shares (about $11.86M)Ulta Beauty 20,652 shares (about $7.57M)DoubleLine Opportunistic Bond ETF 160,379 shares (about $7.40M)Advanced Micro Devices 40,948 shares (about $4.21M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 14,288 shares (about $7.99M)Alibaba Group 36,249 shares (about $4.79M)Kinross Gold 260,728 shares (about $3.29M)CrowdStrike 6,438 shares (about $2.27M)JPMorgan Ultra-Short Municipal ETF 42,228 shares (about $2.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoothe Investment Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVICTORY PORTFOLIOS II$27,844,788$3,276,153 ▲13.3%1,135,13212.7%VICTORYSHARES SMDBNDDoubleLine Opportunistic Bond ETF$25,624,304$7,404,698 ▲40.6%554,99911.7%ETFHEDJWisdomTree Europe Hedged Equity Fund$19,702,823$19,702,823 ▲New Holding414,9719.0%FinanceASEAGlobal X Southeast Asia ETF$11,864,525$11,864,525 ▲New Holding757,1495.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$11,088,893$2,147,290 ▼-16.2%218,0715.1%ETFAMDAdvanced Micro Devices$8,209,855$4,207,000 ▲105.1%79,9093.7%Computer and TechnologyULTAUlta Beauty$7,569,784$7,569,784 ▲New Holding20,6523.5%Retail/WholesaleKGCKinross Gold$7,469,870$3,287,778 ▼-30.6%592,3773.4%Basic MaterialsCCitigroup$7,425,423$1,074,861 ▼-12.6%104,5983.4%FinanceBACBank of America$7,240,667$49,993 ▲0.7%173,5123.3%FinanceBABAAlibaba Group$7,164,100$4,793,213 ▼-40.1%54,1793.3%Retail/WholesalePFEPfizer$7,026,683$197,753 ▲2.9%277,2963.2%MedicalCVXChevron$6,425,082$558,579 ▼-8.0%38,4072.9%EnergyDVNDevon Energy$6,284,221$193,321 ▲3.2%168,0272.9%EnergyNOWServiceNow$6,141,424$258,746 ▼-4.0%7,7142.8%Computer and TechnologyUBERUber Technologies$5,850,221$1,458,001 ▲33.2%80,2942.7%Computer and TechnologyMETAMeta Platforms$5,443,552$1,134,241 ▼-17.2%9,4452.5%Computer and TechnologyCMCSAComcast$5,219,329$141,217 ▲2.8%141,4452.4%Consumer DiscretionaryXBISPDR S&P Biotech ETF$5,207,287$29,683 ▲0.6%64,2082.4%ETFSHOPShopify$4,660,049$904,008 ▼-16.2%48,8272.1%Computer and TechnologyCRWDCrowdStrike$4,623,734$2,269,910 ▼-32.9%13,1142.1%Computer and TechnologyBDJBlackRock Enhanced Equity Dividend Trust$4,085,040$823,888 ▼-16.8%475,0051.9%Financial ServicesXOMExxon Mobil$3,560,880$114,529 ▼-3.1%29,9411.6%EnergyPGXInvesco Preferred ETF$2,803,149$307,596 ▲12.3%249,8351.3%ETFCSCOCisco Systems$1,694,811$762,986 ▼-31.0%27,4640.8%Computer and TechnologyIBMInternational Business Machines$1,674,859$835,440 ▼-33.3%6,7360.8%Computer and TechnologyBXPBoston Properties$1,669,015$492,306 ▼-22.8%24,8400.8%FinanceBRK.ABerkshire Hathaway$1,596,8830.0%20.7%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,203,592$838,080 ▼-41.0%6,9480.5%ETFVZVerizon Communications$1,166,409$37,876 ▲3.4%25,7140.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$681,937$7,993,040 ▼-92.1%1,2190.3%FinanceMFCManulife Financial$543,5820.0%17,4500.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$503,3500.0%5,0000.2%ETFUTWOUS Treasury 2 Year Note ETF$0$21,103 ▼-100.0%00.0%ETFRYCEYRolls-Royce Holdings plc$0$8,489 ▼-100.0%00.0%AerospaceGOOGLAlphabet$0$5,881 ▼-100.0%00.0%Computer and TechnologyFANGDiamondback Energy$0$3,292 ▼-100.0%00.0%EnergyEWGiShares MSCI Germany ETF$0$1,633 ▼-100.0%00.0%ETFSYKStryker$0$1,460 ▼-100.0%00.0%MedicalEEMiShares MSCI Emerging Markets ETF$0$773 ▼-100.0%00.0%FinanceSUSAiShares MSCI USA ESG Select ETF$0$312 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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