Tarbox Family Office, Inc. Reduced Holdings in Q1 2025

Tarbox Family Office, Inc.

  • $601 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-4.86K
- 1.29%
$554.06 - $615.85 $2.69M - $2.99M
371K $209M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.3K
- 0.91%
$57.21 - $65.8 $588K - $676K
1.12M $65.2M
AVUV
American Centy ETF Tr Avantis

ETFs
-8.5K
- 3.96%
$84.95 - $100.62 $722K - $855K
206K $18M
IWM
Ishares Russell 2000 ETF

ETFs
-1.04K
- 0.92%
$198.1 - $229.79 $207K - $240K
112K $22.4M
AAPL
Apple Inc.

Technology
-258
- 0.78%
$209.68 - $247.1 $54.1K - $63.8K
32.8K $7.28M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.1K
- 29.52%
$44.72 - $46.25 $454K - $469K
24.2K $1.12M
MSFT
Microsoft Corp

Technology
-38
- 0.42%
$375.39 - $447.2 $14.3K - $17K
9.11K $3.42M
NVDA
Nvidia Corp

Technology
-427
- 3.86%
$106.98 - $149.43 $45.7K - $63.8K
10.6K $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
-53
- 0.53%
$190.26 - $242.06 $10.1K - $12.8K
9.97K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 0.11%
$271.18 - $303.12 $5.69K - $6.37K
19K $5.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.38K
- 14.21%
$92.45 - $106.69 $127K - $147K
8.32K $772K
GOOGL
Alphabet Inc.

Communication Services
-55
- 1.02%
$154.33 - $206.19 $8.49K - $11.3K
5.33K $823K
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 1.73%
$222.15 - $428.22 $4.44K - $8.56K
1.14K $294K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-855
- 11.31%
$120.29 - $134.6 $103K - $115K
6.71K $818K
IEMG
Ishares Inc

ETFs
-2.85K
- 1.0%
N/A
282K $15.1M
GOOG
Alphabet Inc.

Communication Services
-135
- 4.37%
$156.06 - $207.71 $21.1K - $28K
2.96K $461K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-465
- 5.26%
$120.24 - $134.3 $55.9K - $62.4K
8.38K $1.02M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.73K
- 17.4%
$50.72 - $50.92 $87.8K - $88.2K
8.22K $418K
CAT
Caterpillar Inc

Industrials
-4
- 0.19%
$326.75 - $407.63 $1.31K - $1.63K
2.07K $682K
NKE
Nike, Inc.

Consumer Cyclical
-104
- 2.17%
$63.29 - $81.72 $6.58K - $8.5K
4.7K $298K
EMR
Emerson Electric CO

Industrials
-6
- 0.19%
$108.64 - $131.17 $652 - $787
3.22K $353K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.13%
$222.66 - $268.42 $891 - $1.07K
3.07K $715K
VEA
Vanguard Ftse Developed Market

ETFs
-11.4K
- 6.26%
$47.4 - $52.99 $540K - $604K
171K $8.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.73%
$551.42 - $612.93 $3.31K - $3.68K
815 $455K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 1.52%
$347.25 - $424.87 $3.82K - $4.67K
711 $260K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.22%
$576.36 - $736.67 $1.73K - $2.21K
1.33K $767K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-510
- 1.67%
$50.39 - $50.66 $25.7K - $25.8K
30.1K $1.52M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-378
- 10.72%
$75.32 - $84.77 $28.5K - $32K
3.15K $257K
WMT
Walmart Inc.

Consumer Defensive
-22
- 0.65%
$84.5 - $105.05 $1.86K - $2.31K
3.36K $294K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-588
- 7.36%
$32.74 - $36.2 $19.3K - $21.3K
7.4K $258K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-472
- 1.12%
$39.96 - $43.3 $18.9K - $20.4K
41.8K $1.72M
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.04%
N/A
12.9K $2.35M
C
Citigroup Inc

Financial Services
-22
- 0.49%
$67.23 - $84.63 $1.48K - $1.86K
4.44K $315K
AVSE
American Centy ETF Tr Avantis

ETFs
-19
- 0.31%
$48.73 - $53.38 $926 - $1.01K
6.11K $313K
DFIV
Dimensional ETF Tr

ETFs
-1.15K
- 8.91%
$35.33 - $40.77 $40.7K - $47K
11.8K $464K
PG
Procter & Gamble CO

Consumer Defensive
-17
- 0.57%
$158.56 - $176.26 $2.7K - $3K
2.99K $508K
CSCO
Cisco Systems, Inc.

Technology
-28
- 0.53%
$58.74 - $64.87 $1.64K - $1.82K
5.26K $324K
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.08%
$225.19 - $279.95 $450 - $560
2.62K $643K
WFC
Wells Fargo & Company

Financial Services
-11
- 0.1%
$66.78 - $81.42 $735 - $896
11.2K $806K
AVSD
American Centy ETF Tr Avantis

ETFs
-17
- 0.31%
$54.89 - $62.11 $933 - $1.06K
5.48K $328K
V
Visa Inc.

Financial Services
-12
- 1.57%
$306.92 - $362.71 $3.68K - $4.35K
752 $263K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.33%
$890.62 - $1076.86 $2.67K - $3.23K
894 $845K
MA
Mastercard Inc

Financial Services
-5
- 0.29%
$504.67 - $576.31 $2.52K - $2.88K
1.71K $934K
O
Realty Income Corp

Real Estate
-283
- 2.51%
$51.67 - $58.49 $14.6K - $16.6K
11K $637K
XOM
Exxon Mobil Corp

Energy
-355
- 4.98%
$105.44 - $118.93 $37.4K - $42.2K
6.77K $804K
GILD
Gilead Sciences, Inc.

Healthcare
-11
- 0.33%
$89.14 - $117.41 $981 - $1.29K
3.27K $366K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.89%
$442.66 - $534.52 $8.85K - $10.7K
2.23K $1.19M
AVEM
American Centy ETF Tr Avantis

ETFs
-9.27K
- 1.7%
$57.11 - $62.4 $529K - $578K
536K $32.3M
JNJ
Johnson & Johnson

Healthcare
-25
- 0.23%
$142.06 - $167.7 $3.55K - $4.19K
10.6K $1.76M
Activity Summary
Buys All Purchases 19 New Holdings 3 Increased Positions 16 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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