Boothe Investment Group, Inc. Top Holdings and 13F Report (2025) About Boothe Investment Group, Inc.Investment ActivityBoothe Investment Group, Inc. has $230.30 thousand in total holdings as of December 31, 2024.Boothe Investment Group, Inc. owns shares of 38 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.14% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Boothe Investment Group, Inc. has purchased 40 new stocks and bought additional shares in 28 stocks.Boothe Investment Group, Inc. sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings VICTORY PORTFOLIOS II $26,702US Treasury 2 Year Note ETF $21,103DoubleLine Opportunistic Bond ETF $17,871JPMorgan Ultra-Short Municipal ETF $13,200SPDR S&P 500 ETF Trust $9,088 Largest New Holdings this Quarter Rolls-Royce Holdings plc $8,489 Holding Largest Purchases this Quarter Rolls-Royce Holdings plc 1,193,163 shares (about $8.49K)US Treasury 2 Year Note ETF 36,796 shares (about $1.77K)Devon Energy 43,441 shares (about $1.42K)DoubleLine Opportunistic Bond ETF 28,502 shares (about $1.29K)Pfizer 42,773 shares (about $1.13K) Largest Sales this Quarter ServiceNow 1,649 shares (about $1.75K)CrowdStrike 4,578 shares (about $1.57K)Shopify 8,375 shares (about $890.52)International Business Machines 592 shares (about $130.12)Meta Platforms 63 shares (about $36.89) 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$26,702$683 ▲2.6%1,001,57511.6%VICTORYSHARES SMUTWOUS Treasury 2 Year Note ETF$21,103$1,769 ▲9.1%439,0669.2%ETFDBNDDoubleLine Opportunistic Bond ETF$17,871$1,291 ▲7.8%394,6207.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$13,200$1,055 ▲8.7%260,2995.7%ETFSPYSPDR S&P 500 ETF Trust$9,088$74 ▲0.8%15,5073.9%FinanceNOWServiceNow$8,522$1,748 ▼-17.0%8,0393.7%Computer and TechnologyRYCEYRolls-Royce Holdings plc$8,489$8,489 ▲New Holding1,193,1633.7%AerospaceCCitigroup$8,428$32 ▲0.4%119,7393.7%FinanceKGCKinross Gold$7,908$135 ▲1.7%853,1053.4%Basic MaterialsBABAAlibaba Group$7,667$146 ▲1.9%90,4283.3%Retail/WholesaleBACBank of America$7,573$29 ▲0.4%172,3143.3%FinancePFEPfizer$7,150$1,135 ▲18.9%269,4923.1%MedicalCRWDCrowdStrike$6,690$1,566 ▼-19.0%19,5522.9%Computer and TechnologyMETAMeta Platforms$6,683$37 ▼-0.5%11,4132.9%Computer and TechnologySHOPShopify$6,199$891 ▼-12.6%58,2992.7%Computer and TechnologyCVXChevron$6,046$347 ▲6.1%41,7462.6%Oils/EnergyGOOGLAlphabet$5,881$18 ▼-0.3%31,0652.6%Computer and TechnologyXBISPDR S&P Biotech ETF$5,750$2 ▲0.0%63,8422.5%ETFDVNDevon Energy$5,330$1,422 ▲36.4%162,8582.3%Oils/EnergyCMCSAComcast$5,165$8 ▲0.1%137,6182.2%Consumer DiscretionaryBDJBlackRock Enhanced Equity Dividend Trust$4,726$354 ▲8.1%570,8062.1%Financial ServicesAMDAdvanced Micro Devices$4,706$16 ▲0.3%38,9612.0%Computer and TechnologyUBERUber Technologies$3,636$2 ▲0.1%60,2831.6%Computer and TechnologyXOMExxon Mobil$3,324$327 ▲10.9%30,9041.4%Oils/EnergyFANGDiamondback Energy$3,292$823 ▲33.3%20,0971.4%Oils/EnergyPGXInvesco Preferred ETF$2,565$103 ▲4.2%222,4201.1%ETFBXPBoston Properties$2,392$186 ▲8.5%32,1671.0%FinanceCSCOCisco Systems$2,358$73 ▲3.2%39,8281.0%Computer and TechnologyIBMInternational Business Machines$2,219$130 ▼-5.5%10,0961.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,065$32 ▲1.6%11,7860.9%ETFEWGiShares MSCI Germany ETF$1,633$61 ▲3.9%51,3250.7%ETFSYKStryker$1,460$49 ▲3.5%4,0560.6%MedicalBRK.ABerkshire Hathaway$1,3620.0%20.6%FinanceVZVerizon Communications$995$73 ▲7.9%24,8790.4%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$773$6 ▲0.8%18,4910.3%FinanceMFCManulife Financial$5360.0%17,4500.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$5020.0%5,0000.2%ETFSUSAiShares MSCI USA ESG Select ETF$312$28 ▲10.0%2,5640.1%ETFAAPLApple$0$552 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$501 ▼-100.0%00.0%Computer and TechnologyINVZInnoviz Technologies$0$17 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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