Top 40 Boothe Investment Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 16.91% | 1.74M | $52.6M | +0.60%(+10.43K) | $27.84(-7.74%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 10.02% | 679.7K | $31.1M | +5.30%(+34.21K) | $46.03(-1.43%) | 2026-03-31 | |
| HEDJ | WISDOMTREE TR | 7.51% | 446.4K | $23.3M | +1.91%(+8.38K) | $46.00(+24.08%) | 2026-03-31 | |
| SFLO | VICTORY PORTFOLIOS II | 5.9% | 610.4K | $18.3M | +0.68%(+4.14K) | $26.41(+33.55%) | 2026-03-31 | |
| ASEA | GLOBAL X FDS | 4.75% | 759.1K | $14.7M | +1.01%(+7.62K) | $15.90(+24.17%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.55% | 277.3K | $14.1M | +3.88%(+10.36K) | $50.75(+0.36%) | 2026-03-31 | |
| PINS | PINTEREST INC | 3.82% | 646.5K | $11.9M | new | $22.11(-0.20%) | 2026-03-31 | |
| NDIA | GLOBAL X FDS | 3.47% | 417.0K | $10.8M | +4.01%(+16.06K) | $29.28(-6.77%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 3.18% | 94.5K | $9.9M | +54.23%(+33.22K) | $150.21(-29.22%) | 2026-03-31 | |
| PFE | PFIZER INC | 3.17% | 351.1K | $9.9M | +2.09%(+7.17K) | $27.51(-11.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.13% | +60.70% |
| Top 20 Holdings Unweighted | +23.20% | +87.00% |
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