Tarbox Family Office, Inc. Sells in Q4 2025

Tarbox Family Office, Inc.

  • $609 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-35.1K
- 10.0%
$656.2 - $690.71 $23M - $24.2M
316K $213M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-84.1K
- 7.76%
$63.25 - $66.24 $5.32M - $5.57M
1M $64.2M
IEFA
Ishares Tr

ETFs
-69K
- 18.77%
$86.09 - $89.88 $5.94M - $6.2M
299K $26.5M
IEMG
Ishares Inc

ETFs
-97.9K
- 36.3%
N/A
172K $9.22M
VTI
Vanguard Total Stock Market Et

ETFs
-15.3K
- 76.51%
$321.8 - $337.95 $4.91M - $5.16M
4.69K $1.55M
VV
Vanguard Large Cap ETF

ETFs
-16.5K
- 30.08%
$301.9 - $317.98 $4.99M - $5.25M
38.4K $11.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30.5K
- 27.66%
$114.27 - $121.15 $3.49M - $3.7M
79.9K $9.34M
VO
Vanguard Mid Cap ETF

ETFs
-10.4K
- 16.3%
$286.27 - $296.23 $2.96M - $3.07M
53.2K $15.3M
IWM
Ishares Russell 2000 ETF

ETFs
-10.6K
- 10.48%
$236.79 - $250.33 $2.5M - $2.64M
90.2K $21.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-7.42K
- 65.83%
$142.82 - $150.36 $1.06M - $1.12M
3.85K $566K
VIG
Vanguard Dividend Appreciation

ETFs
-5.07K
- 40.46%
N/A
7.46K $1.36M
VTV
Vanguard Value ETF

ETFs
-3.56K
- 67.97%
$182.87 - $189.72 $651K - $676K
1.68K $314K
AAPL
Apple Inc.

Technology
-3.82K
- 11.66%
$245.27 - $275.25 $936K - $1.05M
28.9K $7.73M
JNJ
Johnson & Johnson

Healthcare
-2.45K
- 23.47%
$185.98 - $199.58 $455K - $488K
7.97K $1.59M
MSFT
Microsoft Corp

Technology
-478
- 5.25%
$496.82 - $542.07 $237K - $259K
8.64K $4.38M
CCK
Crown Holdings Inc

Consumer Cyclical
-3.02K
- 58.97%
$90.21 - $100.97 $272K - $305K
2.1K $199K
NVDA
Nvidia Corp

Technology
-1.35K
- 12.42%
$179.83 - $207.04 $242K - $279K
9.5K $1.77M
VEA
Vanguard Ftse Developed Market

ETFs
-7.73K
- 4.53%
$59.18 - $62.09 $457K - $480K
163K $9.99M
ABT
Abbott Laboratories

Healthcare
-37
- 0.07%
$123.62 - $134.59 $4.57K - $4.98K
52.2K $6.78M
META
Meta Platforms, Inc.

Communication Services
-34
- 2.54%
$609.01 - $751.67 $20.7K - $25.6K
1.3K $794K
PPG
Ppg Industries Inc

Basic Materials
-1
- -0.0%
$94.92 - $105.45 $94.9 - $105
21.2K $2.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-374
- 6.86%
$459.47 - $491.71 $172K - $184K
5.08K $2.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
-232
- 30.09%
$653.02 - $687.39 $152K - $159K
539 $358K
WFC
Wells Fargo & Company

Financial Services
-1.74K
- 15.44%
$77.62 - $87.3 $135K - $152K
9.51K $792K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.1K
- 18.52%
$46.57 - $47.16 $144K - $146K
13.6K $634K
BA
Boeing CO

Industrials
-11
- 0.18%
$191.81 - $225.32 $2.11K - $2.48K
5.97K $1.14M
USB
Us Bancorp \De\

Financial Services
-44
- 0.09%
$45.28 - $48.26 $1.99K - $2.12K
49.5K $2.25M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.22K
- 12.19%
$213.04 - $254.0 $260K - $310K
8.78K $2.06M
VB
Vanguard Small Cap ETF

ETFs
-305
- 4.06%
$248.1 - $260.08 $75.7K - $79.3K
7.21K $1.8M
O
Realty Income Corp

Real Estate
-1.16K
- 11.3%
$56.12 - $60.64 $65K - $70.2K
9.09K $516K
TSLA
Tesla, Inc.

Consumer Cyclical
-182
- 20.75%
$401.99 - $468.37 $73.2K - $85.2K
695 $284K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.87K
- 7.73%
$50.57 - $50.77 $94.3K - $94.7K
22.3K $1.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-164
- 13.5%
$600.51 - $631.95 $98.5K - $104K
1.05K $649K
IP
International Paper CO

Consumer Cyclical
-47
- 0.46%
$36.32 - $49.1 $1.71K - $2.31K
10.2K $379K
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 4.55%
$294.11 - $320.41 $35K - $38.1K
2.5K $749K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-454
- 8.79%
$142.79 - $150.05 $64.8K - $68.1K
4.71K $689K
HD
Home Depot, Inc.

Consumer Cyclical
-74
- 10.54%
$358.03 - $397.02 $26.5K - $29.4K
628 $224K
MRK
Merck & Co., Inc.

Healthcare
-999
- 24.47%
$82.49 - $92.93 $82.4K - $92.8K
3.08K $286K
MA
Mastercard Inc

Financial Services
-2
- 0.12%
$536.85 - $580.45 $1.07K - $1.16K
1.7K $914K
MO
Altria Group, Inc.

Consumer Defensive
-183
- 3.6%
$56.38 - $66.65 $10.3K - $12.2K
4.9K $285K
KMB
Kimberly Clark Corp

Consumer Defensive
-28
- 1.27%
$100.05 - $123.23 $2.8K - $3.45K
2.17K $225K
PG
Procter & Gamble CO

Consumer Defensive
-130
- 4.36%
$145.5 - $153.18 $18.9K - $19.9K
2.86K $416K
NKE
Nike, Inc.

Consumer Cyclical
-144
- 3.09%
$60.8 - $74.57 $8.76K - $10.7K
4.51K $283K
V
Visa Inc.

Financial Services
-80
- 10.64%
$325.75 - $352.42 $26.1K - $28.2K
672 $218K
PIPR
Piper Sandler Companies

Financial Services
-24
- 1.77%
$319.26 - $351.19 $7.66K - $8.43K
1.33K $436K
C
Citigroup Inc

Financial Services
-168
- 3.73%
$93.93 - $102.87 $15.8K - $17.3K
4.33K $425K
AVGO
Broadcom Inc.

Technology
-164
- 8.34%
$324.63 - $385.98 $53.2K - $63.3K
1.8K $617K
HSY
Hershey CO

Consumer Defensive
-22
- 0.66%
$162.31 - $195.56 $3.57K - $4.3K
3.29K $589K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 2.13%
$910.94 - $954.99 $17.3K - $18.1K
874 $797K
Activity Summary
Buys All Purchases 11 New Holdings 1 Increased Positions 10 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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