Tarbox Family Office, Inc. Portfolio Holdings
Tarbox Family Office, Inc.
- $601 Million
- Q1 2025
Tarbox Family Office, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $601 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $209M, Ishares Core S&P Mid Cap ETF with a value of $65.2M, American Centy ETF Tr Avantis with a value of $32.3M, Ishares Tr with a value of $28.7M, and Ishares Russell 2000 ETF with a value of $22.4M.
Examining the 13F form we can see an decrease of $5.65M in the current position value, from $606M to 601M.
Below you can find more details about Tarbox Family Office, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$601 Million
ETFs: $532 Million
Healthcare: $20.3 Million
Technology: $13.1 Million
Financial Services: $10.8 Million
Industrials: $6.55 Million
Consumer Cyclical: $4.97 Million
Consumer Defensive: $4.63 Million
Basic Materials: $3.19 Million
Other: $4.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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