Tarbox Family Office, Inc. Portfolio Holdings
Tarbox Family Office, Inc.
- $609 Million
- Q3 2024
Tarbox Family Office, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $609 Million distributed in 109 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 $219M, Ishares Core S&P Mid Cap ETF with a value of $70.3M, American Centy ETF Tr Avantis with a value of $34.8M, Ishares Tr with a value of $29.7M, and Ishares Russell 2000 ETF with a value of $25M.
Examining the 13F form we can see an increase of $42M in the current position value, from $567M to 609M.
Below you can find more details about Tarbox Family Office, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$609 Million
ETFs: $543 Million
Healthcare: $19.3 Million
Technology: $14.5 Million
Financial Services: $6.63 Million
Industrials: $6.16 Million
Consumer Cyclical: $5.3 Million
Consumer Defensive: $4.69 Million
Basic Materials: $3.79 Million
Other: $4.42 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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