StockDrifts LogoStockDrifts

Boothe Investment Group, Inc.

Portfolio Manager
Boothe Investment Group, Inc.
Performance
-0.17% (2026 Q1)
AUM (13F)
$310.69M
# of Holdings
40
Performance Rank
Allocation (Top 20)
86.33%

Boothe Investment Group, Inc. Holdings Map

Top 40 Boothe Investment Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CTA
SIMPLIFY EXCHANGE TRADED FUN
16.91%1.74M$52.6M
+0.60%(+10.43K)
2025-Q1: 0 shares2025-Q2: 1.09M shares2025-Q3: 1.57M shares2025-Q4: 1.73M shares2026-Q1: 1.74M shares
$27.84(-7.74%)
2026-03-31
DBND
DOUBLELINE ETF TRUST
10.02%679.7K$31.1M
+5.30%(+34.21K)
2025-Q1: 555.0K shares2025-Q2: 593.5K shares2025-Q3: 636.8K shares2025-Q4: 645.5K shares2026-Q1: 679.7K shares
$46.03(-1.43%)
2026-03-31
HEDJ
WISDOMTREE TR
7.51%446.4K$23.3M
+1.91%(+8.38K)
2025-Q1: 415.0K shares2025-Q2: 414.9K shares2025-Q3: 423.8K shares2025-Q4: 438.0K shares2026-Q1: 446.4K shares
$46.00(+24.08%)
2026-03-31
SFLO
VICTORY PORTFOLIOS II
5.9%610.4K$18.3M
+0.68%(+4.14K)
2025-Q1: 1.14M shares2025-Q2: 589.6K shares2025-Q3: 596.6K shares2025-Q4: 606.2K shares2026-Q1: 610.4K shares
$26.41(+33.55%)
2026-03-31
ASEA
GLOBAL X FDS
4.75%759.1K$14.7M
+1.01%(+7.62K)
2025-Q1: 757.1K shares2025-Q2: 721.2K shares2025-Q3: 730.9K shares2025-Q4: 751.4K shares2026-Q1: 759.1K shares
$15.90(+24.17%)
2026-03-31
JMST
J P MORGAN EXCHANGE TRADED F
4.55%277.3K$14.1M
+3.88%(+10.36K)
2025-Q1: 218.1K shares2025-Q2: 230.8K shares2025-Q3: 257.4K shares2025-Q4: 267.0K shares2026-Q1: 277.3K shares
$50.75(+0.36%)
2026-03-31
PINS
PINTEREST INC
3.82%646.5K$11.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 646.5K shares
$22.11(-0.20%)
2026-03-31
NDIA
GLOBAL X FDS
3.47%417.0K$10.8M
+4.01%(+16.06K)
2025-Q1: 0 shares2025-Q2: 382.0K shares2025-Q3: 388.7K shares2025-Q4: 400.9K shares2026-Q1: 417.0K shares
$29.28(-6.77%)
2026-03-31
NOW
SERVICENOW INC
3.18%94.5K$9.9M
+54.23%(+33.22K)
2025-Q1: 7.7K shares2025-Q2: 7.7K shares2025-Q3: 8.5K shares2025-Q4: 61.2K shares2026-Q1: 94.5K shares
$150.21(-29.22%)
2026-03-31
PFE
PFIZER INC
3.17%351.1K$9.9M
+2.09%(+7.17K)
2025-Q1: 277.3K shares2025-Q2: 324.6K shares2025-Q3: 329.9K shares2025-Q4: 343.9K shares2026-Q1: 351.1K shares
$27.51(-11.58%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Boothe Investment Group, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all