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CIK: 0001749798
Total reported value
$317.4M
$317.4M
33 檔
30.3%
As reported in its official Q1 2025 Form 13F filing, Boothe Investment Group, Inc.'s tracked investment portfolio stood at $317.4M with 33 total positions.
In Q1 2025, Boothe Investment Group, Inc. displayed an active expansion posture, initiating 33 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 12.70% | +0.57% | +13.33% | |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 11.69% | +0.82% | +40.64% | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 8.99% | +0.50% | — | |
| 4 | ASEA | Global X Ftse Southeast Asia | ETF-Other | 5.41% | -0.09% | — | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.06% | -0.14% | -16.22% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.74% | +0.94% | +105.10% | |
| 7 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 3.45% | -0.06% | — | |
| 8 | KGC | Kinross Gold CORP | Stock-Materials | 3.41% | — | -30.56% | |
| 9 | C | Citigroup Inc | Stock-Financials | 3.39% | +0.58% | -12.64% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 3.30% | — | +0.70% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.27% | — | -40.09% | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 3.20% | -0.49% | +2.90% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.93% | -0.54% | -8.00% | |
| 14 | DVN | Devon Energy CORP | Stock-Energy | 2.87% | — | +3.17% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 2.80% | -0.10% | -4.04% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 2.67% | +0.02% | +33.20% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.48% | +0.27% | -17.24% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.38% | — | +2.78% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.37% | — | +0.57% | |
| 20 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.13% | — | -16.25% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.11% | +0.54% | -32.93% | |
| 22 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 1.86% | +0.26% | -16.78% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.62% | -0.45% | -3.12% | |
| 24 | PGX | Invesco Preferred ETF | ETF-Other | 1.28% | — | +12.33% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | -0.02% | -31.04% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.30% | -33.28% | |
| 27 | BXP | Bxp Inc | Stock-Real Estate | 0.76% | +0.28% | -22.78% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.73% | +0.01% | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.04% | -41.05% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.08% | +3.36% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.01% | -92.14% | |
| 32 | MFC | Manulife Financial CORP | Stock-Financials | 0.25% | +0.03% | — | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFLO | Vs Sm Cap Free Cash Flow ETF | — | NEW | New buy |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | — | NEW | New buy |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | — | NEW | New buy |
| 4 | ASEA | Global X Ftse Southeast Asia | — | NEW | New buy |
| 5 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 7 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 8 | KGC | Kinross Gold CORP | — | NEW | New buy |
| 9 | C | Citigroup Inc | — | NEW | New buy |
| 10 | BAC | Bank Of America CORP | — | NEW | New buy |
| 11 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 12 | PFE | Pfizer Inc | — | NEW | New buy |
| 13 | CVX | Chevron CORP | — | NEW | New buy |
| 14 | DVN | Devon Energy CORP | — | NEW | New buy |
| 15 | NOW | Servicenow Inc | — | NEW | New buy |
| 16 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 18 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 19 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 20 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 21 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 22 | BDJ | Blackrock Enhanced Eqty Dvd | — | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 24 | PGX | Invesco Preferred ETF | — | NEW | New buy |
| 25 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 27 | BXP | Bxp Inc | — | NEW | New buy |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 29 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 30 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 32 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 33 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
According to official SEC Form 13F filings, Boothe Investment Group, Inc. reported a total U.S. public equity portfolio value of $317.4M across 33 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SFLO, DBND, HEDJ) accounted for 30.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SFLO
市值: $27.8M
During Q1 2025, Boothe Investment Group, Inc.'s top holdings by market value included SFLO (12.7%)、DBND (11.7%)、HEDJ (9.0%). The largest single position, SFLO, represented 12.7% of total portfolio value.
In Q1 2025, Boothe Investment Group, Inc. made 33 total portfolio adjustments, initiating 33 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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