Boothe Investment Group, Inc. Portfolio Holdings

Boothe Investment Group, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $239 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Simplify Exch Traded Fds Simpl with a value of $44M, Doubleline ETF Tr Opportunisti with a value of $29.6M, Wisdomtree Europe Hedged Equit with a value of $21.4M, Jp Morgan Ultra Short Mun Inco with a value of $13.1M, and Global X Funds Global X Ftse S with a value of $12.5M.

Examining the 13F form we can see an increase of $8.53M in the current position value, from $231M to 239M.

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.