Tarbox Family Office, Inc. Sells in Q4 2024

Tarbox Family Office, Inc.

  • $606 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-72
- 0.09%
$75.1 - $82.99 $5.41K - $5.98K
79.2K $5.99M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.77K
- 38.7%
$124.26 - $134.12 $593K - $640K
7.56K $972K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.27K
- 19.2%
$50.37 - $50.6 $366K - $368K
30.6K $1.54M
VB
Vanguard Small Cap ETF

ETFs
-737
- 9.07%
$233.76 - $261.58 $172K - $193K
7.39K $1.78M
O
Realty Income Corp

Real Estate
-414
- 3.54%
$51.76 - $64.71 $21.4K - $26.8K
11.3K $602K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.41%
$727.2 - $932.06 $2.91K - $3.73K
964 $744K
IEMG
Ishares Inc

ETFs
-1.88K
- 0.66%
N/A
285K $15.3M
MSFT
Microsoft Corp

Technology
-36
- 0.39%
$406.35 - $454.46 $14.6K - $16.4K
9.15K $3.86M
PFE
Pfizer Inc

Healthcare
-99
- 0.33%
$24.8 - $30.19 $2.46K - $2.99K
29.6K $786K
XOM
Exxon Mobil Corp

Energy
-38
- 0.53%
$105.51 - $125.37 $4.01K - $4.76K
7.12K $766K
NKE
Nike, Inc.

Consumer Cyclical
-20
- 0.41%
$73.36 - $89.13 $1.47K - $1.78K
4.8K $363K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-160
- 0.9%
$176.42 - $186.91 $28.2K - $29.9K
17.6K $3.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-287
- 0.03%
$61.68 - $67.87 $17.7K - $19.5K
1.13M $70.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.31%
$442.29 - $483.08 $3.1K - $3.38K
2.25K $1.02M
VIG
Vanguard Dividend Appreciation

ETFs
-104
- 0.8%
N/A
12.9K $2.35M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-108
- 1.35%
$41.64 - $45.75 $4.5K - $4.94K
7.86K $329K
ORCL
Oracle Corp

Technology
-11
- 0.67%
$165.41 - $192.43 $1.82K - $2.12K
1.63K $271K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-376
- 1.98%
$43.67 - $47.04 $16.4K - $17.7K
18.6K $844K
VV
Vanguard Large Cap ETF

ETFs
-893
- 1.77%
$260.27 - $280.65 $232K - $251K
49.5K $13.3M
VTI
Vanguard Total Stock Market Et

ETFs
-57
- 0.3%
$280.04 - $302.45 $16K - $17.2K
19K $5.52M
GOOGL
Alphabet Inc.

Communication Services
-21
- 0.39%
$161.86 - $196.66 $3.4K - $4.13K
5.38K $1.02M
BA
Boeing CO

Industrials
-8
- 0.16%
$138.14 - $180.72 $1.11K - $1.45K
5.02K $888K
WFC
Wells Fargo & Company

Financial Services
-107
- 0.94%
$54.98 - $77.35 $5.88K - $8.28K
11.3K $790K
AMZN
Amazon Com Inc

Consumer Cyclical
-8
- 0.08%
$180.88 - $232.93 $1.45K - $1.86K
10K $2.2M
AAPL
Apple Inc.

Technology
-838
- 2.48%
$221.69 - $259.02 $186K - $217K
33K $8.27M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.94K
- 0.77%
$570.51 - $610.59 $1.68M - $1.79M
376K $221M
Activity Summary
Buys All Purchases 50 New Holdings 1 Increased Positions 49 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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