Boothe Investment Group, Inc. Portfolio Holdings

Boothe Investment Group, Inc.

  • $222 Million
  • Q4 2024

Boothe Investment Group, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victory Portfolios Ii with a value of $26.7M, Rbb Fd Inc Us Treas 2 Yr Nt Et with a value of $21.1M, Doubleline ETF Tr Opportunisti with a value of $17.9M, Jp Morgan Ultra Short Mun Inco with a value of $13.2M, and Spdr S&P 500 ETF Trust with a value of $9.09M.

Examining the 13F form we can see an increase of $48.8M in the current position value, from $173M to 222M.

Boothe Investment Group, Inc. is based out at Dover, DE

Below you can find more details about Boothe Investment Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $53.8 Million
Technology: $34.3 Million
Financial Services: $22.6 Million
Communication Services: $18.7 Million
Energy: $18 Million
Healthcare: $8.61 Million
Basic Materials: $7.91 Million
Consumer Cyclical: $7.67 Million
Other: $2.39 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $222 Million
  • Prior Value $173 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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