Loading…
CIK 0001749798 • 6 13F filings • Apr 17, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("boothe-investment-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $6.9M | 2.5%Prev: 2.5% | 30,333 SH | Increased+870 SH |
| ADVANCED MICRO DEVICES INC | COM | $10.8M | 3.9%Prev: 3.0% | 50,519 SH | Increased+308 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.5%Prev: 0.6% | 2 SH | Increased |
| BLACKROCK ENHANCED EQUITY DI | COM | $5.0M | 1.8%Prev: 1.7% | 527,966 SH | Increased+31,298 SH |
| BXP INC | COM | $1.9M | 0.7%Prev: 0.7% | 28,888 SH | Decreased+2,575 SH |
| CHEVRON CORP NEW | COM | $3.7M | 1.3%Prev: 1.4% | 24,579 SH | Increased+795 SH |
| CISCO SYS INC | COM | $2.4M | 0.8%Prev: 0.7% | 30,706 SH | Increased+2,516 SH |
| CITIGROUP INC | COM NEW | $10.7M | 3.8%Prev: 3.3% | 91,677 SH | Increased+3,061 SH |
| CROWDSTRIKE HLDGS INC | CL A | $5.1M | 1.8%Prev: 1.9% | 10,811 SH | Decreased+74 SH |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $29.9M | 10.7%Prev: 10.9% | 645,479 SH | Increased+8,713 SH |
| EXXON MOBIL CORP | COM | $2.4M | 0.9%Prev: 0.8% | 20,087 SH | Increased+254 SH |
| GLOBAL X FDS | GBL X FTSE ETF | $13.8M | 4.9%Prev: 4.6% | 751,426 SH | Increased+20,554 SH |
| GLOBAL X FDS | INDIA ACTIVE ETF | $11.9M | 4.3%Prev: 4.1% | 400,931 SH | Increased+12,246 SH |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $2.7M | 1.0%Prev: 0.9% | 76,366 SH | Increased+4,082 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.2M | 0.8%Prev: 0.7% | 7,309 SH | Increased+633 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.4%Prev: 0.4% | 5,677 SH | Decreased-616 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $502K | 0.2%Prev: 0.2% | 5,000 SH | Decreased |
| ISHARES TR | ESG OPTIMIZED | $246K | 0.1%Prev: 0.1% | 1,767 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $13.6M | 4.9%Prev: 4.8% | 266,990 SH | Increased+9,638 SH |
| MANULIFE FINL CORP | COM | $692K | 0.2%Prev: 0.2% | 19,076 SH | Increased |
| META PLATFORMS INC | CL A | $6.5M | 2.3%Prev: 2.6% | 9,896 SH | Decreased+389 SH |
| NEXTERA ENERGY INC | COM | $722K | 0.3%Prev: 0.2% | 8,993 SH | Increased+733 SH |
| PFIZER INC | COM | $8.6M | 3.1%Prev: 3.1% | 343,910 SH | Increased+13,960 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.2M | 0.4% | 8,098 SH | New |
| SERVICENOW INC | COM | $9.4M | 3.4%Prev: 2.9% | 61,249 SH | Increased+52,701 SH |
| SHARKNINJA INC | COM SHS | $7.7M | 2.8%Prev: 1.2% | 68,993 SH | Increased+37,327 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | $47.1M | 16.9%Prev: 16.1% | 1,728,504 SH | Increased+156,382 SH |
| SLB LIMITED | COM STK | $6.1M | 2.2% | 157,839 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $803K | 0.3%Prev: 0.3% | 1,177 SH | Increased-25 SH |
| TEXAS CAPITAL FUNDS TRUST | GOVT MONEY MKT | $650K | 0.2% | 6,484 SH | New |
| UBER TECHNOLOGIES INC | COM | $4.0M | 1.4%Prev: 1.7% | 48,974 SH | Decreased+990 SH |
| ULTA BEAUTY INC | COM | $12.6M | 4.5%Prev: 4.1% | 20,837 SH | Increased+507 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 0.5%Prev: 0.4% | 30,911 SH | Increased+4,277 SH |
| VERTIV HOLDINGS CO | COM CL A | $4.6M | 1.7%Prev: 1.5% | 28,544 SH | Increased+658 SH |
| VICTORY PORTFOLIOS II | VICTORYSHARES SM | $17.9M | 6.4%Prev: 6.4% | 606,248 SH | Increased+9,673 SH |
| WISDOMTREE TR | EUROPE HEDGED EQ | $23.2M | 8.3%Prev: 7.8% | 437,997 SH | Increased+14,183 SH |
| 13F-HR |
| 0002063364-26-000197 |
| $317.4M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000156 | $262.4M | View |
| May 20, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000160 | $310.7M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000029 | $219.3M | View |