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Boothe Investment Group, Inc.

Q2 2024 · 13F-HR

Boothe Investment Group, Inc.holdings as filed

Filed 2024-07-23 · accession 0001749798-24-000007

$215,771
Reported value
42
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74933W486UTWORBB FD INC$22,33710.4%468,032CommonNONE
69374H857CALFPACER FDS TR$20,7409.61%478,647CommonNONE
25861R105DBNDDOUBLELINE ETF TRUST$16,1897.50%360,314CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$12,2505.68%242,051CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$9,0034.17%16,509CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$8,7764.07%183,866CommonNONE
166764100CVXCHEVRON CORP NEW$8,6123.99%55,021CommonNONE
81762P102NOWSERVICENOW INC$7,6883.56%9,744CommonNONE
496902404KGCKINROSS GOLD CORP$6,8823.19%835,160CommonNONE
808513105SCHWSCHWAB CHARLES CORP$6,8243.16%92,944CommonNONE
060505104BACBANK AMERICA CORP$6,8133.16%170,293CommonNONE
775781206RYCEYROLLS ROYCE HOLDING PLC SPONSORED ADR$6,6803.10%1,178,141CommonNONE
902973304USBUS BANCORP DEL$6,5343.03%166,504CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$6,3542.94%88,028CommonNONE
78464A870XBISPDR SER TR$6,0182.79%64,685CommonNONE
30303M102METAMETA PLATFORMS INC$5,8512.71%11,593CommonNONE
02079K305GOOGLALPHABET INC$5,7372.66%31,352CommonNONE
34959E109FTNTFORTINET INC$5,5262.56%92,330CommonNONE
20030N101CMCSACOMCAST CORP NEW$5,2872.45%138,512CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$4,0871.89%500,898CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$4,0601.88%57,096CommonNONE
82509L107SHOPSHOPIFY INC$4,0111.86%62,055CommonNONE
532457108LLYELI LILLY & CO$3,8861.80%4,250CommonNONE
833445109SNOWSNOWFLAKE INC$3,6911.71%25,854CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3,4451.60%21,849CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$2,2791.06%197,859CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1,8660.86%11,450CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1,7510.81%10,001CommonNONE
17275R102CSCOCISCO SYS INC$1,7020.79%35,823CommonNONE
101121101BXPBOSTON PROPERTIES INC$1,6870.78%27,804CommonNONE
464286806EWGISHARES INC$1,4070.65%45,744CommonNONE
717081103PFEPFIZER INC$1,3520.63%47,911CommonNONE
863667101SYKSTRYKER CORPORATION$1,2230.57%3,633CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1,2210.57%2CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$8640.40%20,701CommonNONE
464287234EEMISHARES TR$7650.35%17,926CommonNONE
594918104MSFTMICROSOFT CORP$6240.29%1,366CommonNONE
037833100AAPLAPPLE INC$5390.25%2,486CommonNONE
46436E718SGOVISHARES TR$5020.23%5,000CommonNONE
56501R106MFCMANULIFE FINL CORP$4590.21%17,450CommonNONE
464288802SUSAISHARES TR$2400.11%2,140CommonNONE
M5R635108INVZINNOVIZ TECHNOLOGIES LTD$90.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.