Tarbox Family Office, Inc. Portfolio Holdings
Tarbox Family Office, Inc.
- $606 Million
- Q4 2024
Tarbox Family Office, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $606 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 $221M, Ishares Core S&P Mid Cap ETF with a value of $70.3M, American Centy ETF Tr Avantis with a value of $32.1M, Ishares Tr with a value of $26.9M, and Ishares Russell 2000 ETF with a value of $25M.
Examining the 13F form we can see an decrease of $2.59M in the current position value, from $609M to 606M.
Below you can find more details about Tarbox Family Office, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$606 Million
ETFs: $541 Million
Healthcare: $17.8 Million
Technology: $15.1 Million
Financial Services: $6.93 Million
Industrials: $6.33 Million
Consumer Cyclical: $5.65 Million
Consumer Defensive: $4.47 Million
Basic Materials: $3.44 Million
Other: $4.39 Million