Tarbox Family Office, Inc. Incresed Positions in Q3 2025

Tarbox Family Office, Inc.

  • $675 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
173K
+ 42.21%
$46.37 - $47.77 $8.01M - $8.25M
582K $27.7M
AVUV
American Centy ETF Tr Avantis

ETFs
2.48K
+ 1.2%
$90.37 - $102.12 $224K - $253K
209K $20.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.57K
+ 9.49%
$108.46 - $120.63 $1.04M - $1.15M
110K $13.1M
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.01%
$56.02 - $60.3 $1.12K - $1.21K
171K $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
938
+ 4.93%
$303.93 - $329.86 $285K - $309K
20K $6.55M
MSFT
Microsoft Corp

Technology
4
+ 0.04%
$491.09 - $535.64 $1.96K - $2.14K
9.11K $4.72M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.0%
$184.85 - $231.54 $185 - $232
44.4K $10.3M
NVDA
Nvidia Corp

Technology
207
+ 1.95%
$153.3 - $186.58 $31.7K - $38.6K
10.8K $2.02M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.9K
+ 34.61%
$134.94 - $145.86 $391K - $423K
11.3K $1.64M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.06%
$174.36 - $254.72 $523 - $764
5.33K $1.3M
VTV
Vanguard Value ETF

ETFs
1.56K
+ 42.52%
$175.51 - $186.57 $274K - $292K
5.24K $977K
CAT
Caterpillar Inc

Industrials
7
+ 0.34%
$390.92 - $477.15 $2.74K - $3.34K
2.08K $990K
AMZN
Amazon Com Inc

Consumer Cyclical
33
+ 0.33%
$211.65 - $238.24 $6.98K - $7.86K
10K $2.2M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.45%
$695.21 - $791.73 $4.17K - $4.75K
1.34K $982K
IAU
Ishares Gold Trust

ETFs
77
+ 0.51%
$61.62 - $72.77 $4.74K - $5.6K
15.1K $1.1M
GLD
Spdr Gold Trust

ETFs
29
+ 1.42%
$300.96 - $355.47 $8.73K - $10.3K
2.07K $737K
C
Citigroup Inc

Financial Services
58
+ 1.31%
$85.57 - $103.49 $4.96K - $6K
4.5K $456K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.03%
$77.05 - $85.16 $231 - $255
11.2K $942K
AOA
Ishares Tr Core Aggressive All

ETFs
26
+ 0.49%
$82.71 - $88.14 $2.15K - $2.29K
5.38K $473K
HSY
Hershey CO

Consumer Defensive
1
+ 0.03%
$161.95 - $193.45 $162 - $193
3.31K $619K
MO
Altria Group, Inc.

Consumer Defensive
31
+ 0.61%
$57.75 - $67.68 $1.79K - $2.1K
5.09K $336K
PSX
Phillips 66

Energy
21
+ 1.05%
$118.37 - $139.46 $2.49K - $2.93K
2.01K $273K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.05%
$103.66 - $114.59 $207 - $229
4.27K $489K
Ishares Bitcoin Trust ETF
17.6K
+ 117.34%
N/A
32.6K $0
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 0.12%
$108.22 - $120.47 $433 - $482
3.28K $363K
KO
Coca Cola CO

Consumer Defensive
19
+ 0.19%
$65.67 - $71.67 $1.25K - $1.36K
9.79K $649K
DE
Deere & CO

Industrials
15
+ 0.23%
$457.26 - $524.37 $6.86K - $7.87K
6.61K $3.02M
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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