Tarbox Family Office, Inc. Incresed Positions in Q4 2024

Tarbox Family Office, Inc.

  • $606 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
125K
+ 147.92%
$46.07 - $48.17 $5.76M - $6.02M
210K $9.65M
AVUV
American Centy ETF Tr Avantis

ETFs
1.98K
+ 0.93%
$94.37 - $106.41 $187K - $210K
215K $20.7M
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 6.64%
$213.65 - $479.86 $15.4K - $34.5K
1.16K $467K
NVDA
Nvidia Corp

Technology
149
+ 1.36%
$117.0 - $148.88 $17.4K - $22.2K
11.1K $1.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$370.24 - $418.94 $370 - $419
5.45K $2.19M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.02K
+ 13.24%
$45.07 - $47.1 $181K - $189K
34.4K $1.55M
AVGO
Broadcom Inc.

Technology
27
+ 1.39%
$159.67 - $250.0 $4.31K - $6.75K
1.97K $456K
USB
Us Bancorp \De\

Financial Services
34
+ 0.07%
$43.98 - $53.66 $1.5K - $1.82K
49.7K $2.38M
GOOG
Alphabet Inc.

Communication Services
39
+ 1.28%
$163.08 - $198.16 $6.36K - $7.73K
3.09K $588K
LUV
Southwest Airlines CO

Industrials
32
+ 0.19%
$28.99 - $34.84 $928 - $1.11K
16.5K $555K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.05%
$94.43 - $105.47 $472 - $527
9.7K $985K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.47K
+ 16.31%
$49.87 - $52.46 $73.3K - $77.1K
10.5K $523K
EMR
Emerson Electric CO

Industrials
5
+ 0.16%
$108.13 - $134.33 $541 - $672
3.23K $400K
DE
Deere & CO

Industrials
3
+ 0.05%
$389.45 - $466.0 $1.17K - $1.4K
6.6K $2.8M
C
Citigroup Inc

Financial Services
33
+ 0.74%
$61.31 - $72.5 $2.02K - $2.39K
4.47K $314K
V
Visa Inc.

Financial Services
12
+ 1.6%
$273.87 - $320.91 $3.29K - $3.85K
764 $241K
IWM
Ishares Russell 2000 ETF

ETFs
115
+ 0.1%
$216.13 - $242.4 $24.9K - $27.9K
113K $25M
WMT
Walmart Inc.

Consumer Defensive
22
+ 0.66%
$79.1 - $95.7 $1.74K - $2.11K
3.38K $305K
CSCO
Cisco Systems, Inc.

Technology
28
+ 0.53%
$52.45 - $60.02 $1.47K - $1.68K
5.29K $312K
VO
Vanguard Mid Cap ETF

ETFs
47
+ 0.08%
$261.5 - $284.63 $12.3K - $13.4K
61.1K $16.1M
GILD
Gilead Sciences, Inc.

Healthcare
11
+ 0.34%
$83.95 - $97.9 $923 - $1.08K
3.29K $303K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.34%
$873.59 - $994.69 $2.62K - $2.98K
897 $821K
BAC
Bank Of America Corp

Financial Services
51
+ 0.9%
$39.22 - $47.77 $2K - $2.44K
5.72K $251K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.1%
$124.61 - $133.96 $1.12K - $1.21K
8.84K $1.14M
ZBRA
Zebra Technologies Corp

Technology
3
+ 0.25%
$360.09 - $411.94 $1.08K - $1.24K
1.22K $472K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.39K
+ 6.76%
$42.39 - $44.29 $58.8K - $61.4K
21.9K $929K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.12%
$567.81 - $607.81 $568 - $608
821 $481K
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.52%
$49.06 - $57.74 $1.28K - $1.5K
5.05K $263K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
18
+ 0.27%
$41.09 - $45.94 $740 - $827
6.7K $281K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
49
+ 0.49%
$50.67 - $50.9 $2.48K - $2.49K
9.96K $504K
XJR
Ishares Tresg Screened S&P Sma

ETFs
20
+ 0.3%
$40.62 - $45.4 $812 - $908
6.77K $278K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.42%
$385.02 - $431.37 $1.16K - $1.29K
722 $280K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.54%
$161.05 - $179.7 $2.58K - $2.88K
3K $503K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
61
+ 0.77%
$33.39 - $37.66 $2.04K - $2.3K
7.99K $266K
AVSD
American Centy ETF Tr Avantis

ETFs
34
+ 0.62%
$55.57 - $59.89 $1.89K - $2.04K
5.5K $306K
AVSE
American Centy ETF Tr Avantis

ETFs
51
+ 0.84%
$50.47 - $56.52 $2.57K - $2.88K
6.13K $309K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
22
+ 0.63%
$75.65 - $83.47 $1.66K - $1.84K
3.53K $268K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10
+ 0.02%
$40.38 - $44.35 $404 - $444
42.3K $1.73M
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.17%
$189.5 - $206.17 $1.9K - $2.06K
5.8K $1.11M
CAT
Caterpillar Inc

Industrials
4
+ 0.19%
$360.37 - $416.88 $1.44K - $1.67K
2.07K $751K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.13%
$244.52 - $284.07 $978 - $1.14K
3.07K $757K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
668
+ 0.68%
$113.92 - $127.38 $76.1K - $85.1K
99.5K $11.5M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.02%
$164.99 - $203.87 $1.65K - $2.04K
44.4K $7.89M
VEA
Vanguard Ftse Developed Market

ETFs
262
+ 0.14%
$47.57 - $52.44 $12.5K - $13.7K
182K $8.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.53K
+ 0.91%
$44.04 - $49.49 $112K - $125K
282K $12.4M
AVDE
American Centy ETF Tr Avantis

ETFs
10.3K
+ 3.4%
$60.9 - $66.69 $624K - $684K
311K $19.1M
AVEM
American Centy ETF Tr Avantis

ETFs
6.04K
+ 1.12%
$58.59 - $66.14 $354K - $399K
545K $32.1M
IEFA
Ishares Tr

ETFs
2K
+ 0.53%
$70.06 - $77.43 $140K - $155K
383K $26.9M
Activity Summary
Buys All Purchases 50 New Holdings 1 Increased Positions 49 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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