$478 Million is the total value of Tarbox Family Office, Inc.'s 1156 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 42.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $131,970,000 | +12.0% | 351,554 | +0.3% | 27.58% | -3.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $47,182,000 | +24.7% | 205,292 | +0.6% | 9.86% | +7.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $37,408,000 | +32.5% | 541,445 | +15.6% | 7.82% | +13.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $31,731,000 | +24.2% | 511,454 | +5.7% | 6.63% | +6.7% |
| O | Buy | REALTY INCOME CORP | $9,470,000 | +6.3% | 152,318 | +3.9% | 1.98% | -8.8% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $5,947,000 | +12.4% | 33,842 | +0.0% | 1.24% | -3.5% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,258,000 | +9.1% | 83,835 | +9.1% | 0.89% | -6.3% |
| MSFT | Buy | MICROSOFT CORP | $2,042,000 | +6.4% | 9,179 | +0.6% | 0.43% | -8.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,398,000 | +5.8% | 8,886 | +0.1% | 0.29% | -9.3% |
| PFE | Buy | PFIZER INC | $1,338,000 | +0.7% | 36,342 | +0.3% | 0.28% | -13.3% |
| FB | Buy | FACEBOOK INCcl a | $1,316,000 | +5.2% | 4,817 | +0.8% | 0.28% | -9.8% |
| DE | Buy | DEERE & CO | $1,267,000 | +21.6% | 4,710 | +0.2% | 0.26% | +4.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,048,000 | +31.5% | 598 | +9.9% | 0.22% | +12.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,012,000 | +29.6% | 11,734 | +13.4% | 0.21% | +11.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $906,000 | -8.8% | 14,196 | +230.2% | 0.19% | -21.9% |
| ESGU | Buy | ISHARES TResg awr msci usa | $877,000 | +18.7% | 10,195 | +5.2% | 0.18% | +1.7% |
| LUV | Buy | SOUTHWEST AIRLS CO | $772,000 | +24.5% | 16,564 | +0.2% | 0.16% | +6.6% |
| HD | Buy | HOME DEPOT INC | $751,000 | -3.3% | 2,827 | +1.0% | 0.16% | -16.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $741,000 | +6.8% | 1,591 | +1.3% | 0.16% | -8.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $552,000 | +8.7% | 1,547 | +2.9% | 0.12% | -7.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $524,000 | -19.0% | 2,250 | +2.3% | 0.11% | -29.9% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $469,000 | +52.3% | 1,220 | +0.1% | 0.10% | +30.7% |
| USO | New | UNITED STS OIL FD LPunits | $462,000 | – | 14,000 | +100.0% | 0.10% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $454,000 | +60.4% | 6,039 | +0.3% | 0.10% | +37.7% |
| KO | Buy | COCA COLA CO | $452,000 | +13.0% | 8,235 | +1.7% | 0.09% | -3.1% |
| WEC | Buy | WEC ENERGY GROUP INC | $394,000 | -4.8% | 4,281 | +0.1% | 0.08% | -18.8% |
| BA | Buy | BOEING CO | $389,000 | +34.1% | 1,817 | +3.7% | 0.08% | +14.1% |
| IUSB | Buy | ISHARES TRcore total usd | $382,000 | +28.6% | 7,000 | +28.0% | 0.08% | +11.1% |
| IXUS | Buy | ISHARES TRcore msci total | $336,000 | +32.3% | 5,007 | +14.8% | 0.07% | +12.9% |
| C | Buy | CITIGROUP INC | $323,000 | +47.5% | 5,233 | +2.8% | 0.07% | +28.3% |
| AOA | Buy | ISHARES TRaggres alloc etf | $315,000 | +16.7% | 4,910 | +5.5% | 0.07% | 0.0% |
| MRK | Buy | MERCK & CO. INC | $282,000 | +0.7% | 3,442 | +2.1% | 0.06% | -13.2% |
| TSLA | Buy | TESLA INC | $260,000 | +828.6% | 368 | +466.2% | 0.05% | +671.4% |
| INTU | Buy | INTUIT | $247,000 | +19.9% | 649 | +2.9% | 0.05% | +4.0% |
| V | Buy | VISA INC | $229,000 | +15.1% | 1,049 | +5.5% | 0.05% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $220,000 | +6.8% | 5,354 | +0.4% | 0.05% | -8.0% |
| PSX | Buy | PHILLIPS 66 | $145,000 | +40.8% | 2,075 | +4.9% | 0.03% | +20.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $138,000 | +13.1% | 2,643 | +0.1% | 0.03% | -3.3% |
| WMT | Buy | WALMART INC | $132,000 | +10.0% | 916 | +7.0% | 0.03% | -3.4% |
| DOW | Buy | DOW INC | $135,000 | +18.4% | 2,441 | +0.8% | 0.03% | 0.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $124,000 | +22.8% | 2,198 | +21.5% | 0.03% | +4.0% |
| CVX | Buy | CHEVRON CORP NEW | $115,000 | +64.3% | 1,366 | +41.3% | 0.02% | +41.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $113,000 | +21.5% | 1,560 | +300.0% | 0.02% | +4.3% |
| BAX | Buy | BAXTER INTL INC | $109,000 | +1.9% | 1,360 | +2.3% | 0.02% | -11.5% |
| TXN | Buy | TEXAS INSTRS INC | $105,000 | +15.4% | 638 | +0.5% | 0.02% | 0.0% |
| MCD | Buy | MCDONALDS CORP | $101,000 | +2.0% | 473 | +4.9% | 0.02% | -12.5% |
| QCOM | Buy | QUALCOMM INC | $95,000 | +33.8% | 626 | +3.8% | 0.02% | +17.6% |
| NEE | Buy | NEXTERA ENERGY INC | $98,000 | +10.1% | 1,276 | +300.0% | 0.02% | -9.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $87,000 | +13.0% | 945 | +0.7% | 0.02% | -5.3% |
| VTRS | New | VIATRIS INC | $85,000 | – | 4,526 | +100.0% | 0.02% | – |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $82,000 | +28.1% | 954 | +100.0% | 0.02% | +6.2% |
| LIN | Buy | LINDE PLC | $73,000 | +12.3% | 277 | +1.5% | 0.02% | -6.2% |
| MS | Buy | MORGAN STANLEY | $61,000 | +48.8% | 884 | +5.4% | 0.01% | +30.0% |
| TJX | Buy | TJX COS INC NEW | $55,000 | +25.0% | 811 | +3.2% | 0.01% | 0.0% |
| CVS | Buy | CVS HEALTH CORP | $51,000 | +54.5% | 750 | +34.2% | 0.01% | +37.5% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $51,000 | +27.5% | 190 | +3.3% | 0.01% | +10.0% |
| ZTS | Buy | ZOETIS INCcl a | $52,000 | +6.1% | 313 | +6.1% | 0.01% | -8.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $48,000 | +54.8% | 910 | +7.1% | 0.01% | +25.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $46,000 | +17.9% | 500 | +13.1% | 0.01% | +11.1% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $49,000 | +19.5% | 476 | +100.0% | 0.01% | 0.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $41,000 | +51.9% | 278 | +43.3% | 0.01% | +28.6% |
| ANTM | Buy | ANTHEM INC | $37,000 | +27.6% | 114 | +5.6% | 0.01% | +14.3% |
| BDX | Buy | BECTON DICKINSON & CO | $40,000 | +8.1% | 160 | +0.6% | 0.01% | -11.1% |
| PAYX | Buy | PAYCHEX INC | $33,000 | +65.0% | 354 | +39.4% | 0.01% | +40.0% |
| GE | Buy | GENERAL ELECTRIC CO | $31,000 | +106.7% | 2,827 | +16.4% | 0.01% | +50.0% |
| ADI | Buy | ANALOG DEVICES INC | $27,000 | +35.0% | 182 | +7.1% | 0.01% | +20.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $28,000 | +12.0% | 482 | +5.9% | 0.01% | 0.0% |
| APA | Buy | APACHE CORP | $25,000 | +47.1% | 1,785 | +0.7% | 0.01% | +25.0% |
| OKE | Buy | ONEOK INC NEW | $25,000 | +66.7% | 640 | +9.6% | 0.01% | +25.0% |
| GOEV | New | CANOO INC | $25,000 | – | 1,825 | +100.0% | 0.01% | – |
| APTV | Buy | APTIV PLC | $23,000 | +53.3% | 178 | +10.6% | 0.01% | +25.0% |
| SLB | Buy | SCHLUMBERGER LTD | $25,000 | +56.2% | 1,142 | +13.6% | 0.01% | +25.0% |
| VIAC | Buy | VIACOMCBS INCcl b | $25,000 | +38.9% | 672 | +6.3% | 0.01% | +25.0% |
| F | Buy | FORD MTR CO DEL | $22,000 | +37.5% | 2,532 | +7.1% | 0.01% | +25.0% |
| KR | Buy | KROGER CO | $20,000 | 0.0% | 639 | +6.1% | 0.00% | -20.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $20,000 | +66.7% | 400 | +0.8% | 0.00% | +33.3% |
| HPQ | Buy | HP INC | $19,000 | +58.3% | 785 | +29.5% | 0.00% | +33.3% |
| CB | Buy | CHUBB LIMITED | $19,000 | +216.7% | 122 | +121.8% | 0.00% | +300.0% |
| COP | Buy | CONOCOPHILLIPS | $21,000 | +162.5% | 519 | +118.1% | 0.00% | +100.0% |
| PXD | Buy | PIONEER NAT RES CO | $17,000 | +30.8% | 153 | +2.0% | 0.00% | +33.3% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $12,000 | +50.0% | 905 | +13.7% | 0.00% | +50.0% |
| PSA | Buy | PUBLIC STORAGE | $14,000 | +16.7% | 61 | +10.9% | 0.00% | 0.0% |
| RMD | Buy | RESMED INC | $13,000 | +44.4% | 61 | +13.0% | 0.00% | +50.0% |
| SEE | New | SEALED AIR CORP NEW | $15,000 | – | 320 | +100.0% | 0.00% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $12,000 | +140.0% | 140 | +77.2% | 0.00% | +200.0% |
| TIF | Buy | TIFFANY & CO NEW | $16,000 | +23.1% | 119 | +10.2% | 0.00% | 0.0% |
| TSN | Buy | TYSON FOODS INCcl a | $14,000 | +16.7% | 219 | +7.4% | 0.00% | 0.0% |
| VAR | Buy | VARIAN MED SYS INC | $16,000 | +33.3% | 90 | +30.4% | 0.00% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $16,000 | +45.5% | 367 | +14.0% | 0.00% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $12,000 | +50.0% | 295 | +13.0% | 0.00% | +50.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $12,000 | +140.0% | 73 | +102.8% | 0.00% | +200.0% |
| IDXX | Buy | IDEXX LABS INC | $12,000 | +50.0% | 24 | +14.3% | 0.00% | +50.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $15,000 | +25.0% | 392 | +1.6% | 0.00% | 0.0% |
| LLNW | New | LIMELIGHT NETWORKS INC | $15,000 | – | 3,850 | +100.0% | 0.00% | – |
| NTAP | Buy | NETAPP INC | $12,000 | +50.0% | 176 | +1.7% | 0.00% | +50.0% |
| VLO | Buy | VALERO ENERGY CORP | $8,000 | +166.7% | 150 | +123.9% | 0.00% | +100.0% |
| DLTR | Buy | DOLLAR TREE INC | $10,000 | +11.1% | 95 | +1.1% | 0.00% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC | $10,000 | 0.0% | 108 | +100.0% | 0.00% | 0.0% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $8,000 | +60.0% | 52 | +20.9% | 0.00% | +100.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $9,000 | +28.6% | 82 | +100.0% | 0.00% | 0.0% |
| DOCU | Buy | DOCUSIGN INC | $8,000 | +100.0% | 34 | +78.9% | 0.00% | +100.0% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $10,000 | +66.7% | 469 | +1.1% | 0.00% | +100.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $11,000 | +57.1% | 287 | +49.5% | 0.00% | 0.0% |
| ALL | Buy | ALLSTATE CORP | $9,000 | +50.0% | 79 | +25.4% | 0.00% | +100.0% |
| KSS | Buy | KOHLS CORP | $8,000 | +166.7% | 188 | +30.6% | 0.00% | +100.0% |
| BWA | Buy | BORGWARNER INC | $6,000 | +100.0% | 168 | +102.4% | 0.00% | 0.0% |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $6,000 | – | 200 | +100.0% | 0.00% | – |
| HP | Buy | HELMERICH & PAYNE INC | $4,000 | +300.0% | 190 | +146.8% | 0.00% | – |
| AGR | New | AVANGRID INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $5,000 | – | 13 | +100.0% | 0.00% | – |
| TDOC | Buy | TELADOC HEALTH INC | $5,000 | +400.0% | 25 | +525.0% | 0.00% | – |
| TMHC | New | TAYLOR MORRISON HOME CORP | $3,000 | – | 99 | +100.0% | 0.00% | – |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $7,000 | +40.0% | 88 | +100.0% | 0.00% | 0.0% |
| SQ | New | SQUARE INCcl a | $5,000 | – | 24 | +100.0% | 0.00% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $3,000 | – | 161 | +1138.5% | 0.00% | – |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $7,000 | +133.3% | 42 | +100.0% | 0.00% | 0.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $5,000 | +150.0% | 470 | +96.7% | 0.00% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $6,000 | +500.0% | 26 | +160.0% | 0.00% | – |
| ARRY | New | ARRAY TECHNOLOGIES INC | $5,000 | – | 122 | +100.0% | 0.00% | – |
| ED | Buy | CONSOLIDATED EDISON INC | $7,000 | +16.7% | 94 | +22.1% | 0.00% | 0.0% |
| MRNA | Buy | MODERNA INC | $7,000 | +600.0% | 69 | +263.2% | 0.00% | – |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $4,000 | +100.0% | 97 | +64.4% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $6,000 | – | 70 | +100.0% | 0.00% | – |
| FLIR | Buy | FLIR SYS INC | $3,000 | +50.0% | 69 | +4.5% | 0.00% | – |
| XRX | Buy | XEROX HOLDINGS CORP | $7,000 | +40.0% | 297 | +1.7% | 0.00% | 0.0% |
| PTON | New | PELOTON INTERACTIVE INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| XPER | Buy | XPERI HOLDING CORP | $3,000 | +200.0% | 138 | +8.7% | 0.00% | – |
| XEL | Buy | XCEL ENERGY INC | $7,000 | +16.7% | 111 | +24.7% | 0.00% | 0.0% |
| WDC | Buy | WESTERN DIGITAL CORP. | $4,000 | +33.3% | 79 | +3.9% | 0.00% | 0.0% |
| WELL | Buy | WELLTOWER INC | $7,000 | +133.3% | 114 | +103.6% | 0.00% | 0.0% |
| VNO | Buy | VORNADO RLTY TRsh ben int | $4,000 | 0.0% | 114 | +2.7% | 0.00% | 0.0% |
| AIV | New | APARTMENT INVT & MGMT COcl a | $0 | – | 58 | +100.0% | 0.00% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $2,000 | – | 58 | +100.0% | 0.00% | – |
| BZH | New | BEAZER HOMES USA INC | $1,000 | – | 74 | +100.0% | 0.00% | – |
| BKD | New | BROOKDALE SR LIVING INC | $1,000 | – | 320 | +100.0% | 0.00% | – |
| CPE | New | CALLON PETE CO DEL | $1,000 | – | 108 | +100.0% | 0.00% | – |
| CSR | New | CENTERSPACE | $0 | – | 6 | +100.0% | 0.00% | – |
| CPK | New | CHESAPEAKE UTILS CORP | $2,000 | – | 20 | +100.0% | 0.00% | – |
| DBI | New | DESIGNER BRANDS INCcl a | $1,000 | – | 153 | +100.0% | 0.00% | – |
| DRE | New | DUKE REALTY CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| EGHT | New | 8X8 INC NEW | $2,000 | – | 44 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| GCO | Buy | GENESCO INC | $2,000 | +100.0% | 70 | +52.2% | 0.00% | – |
| AJX | New | GREAT AJAX CORP | $1,000 | – | 125 | +100.0% | 0.00% | – |
| HWM | Buy | HOWMET AEROSPACE INC | $2,000 | +100.0% | 55 | +12.2% | 0.00% | – |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $1,000 | – | 50 | +8.7% | 0.00% | – |
| TILE | New | INTERFACE INC | $1,000 | – | 63 | +100.0% | 0.00% | – |
| KBH | New | KB HOME | $1,000 | – | 26 | +100.0% | 0.00% | – |
| LGIH | Buy | LGI HOMES INC | $2,000 | -33.3% | 23 | +4.5% | 0.00% | -100.0% |
| LPI | New | LAREDO PETROLEUM INC | $1,000 | – | 53 | +100.0% | 0.00% | – |
| LEG | Buy | LEGGETT & PLATT INC | $2,000 | +100.0% | 50 | +212.5% | 0.00% | – |
| MHO | New | M/I HOMES INC | $1,000 | – | 33 | +100.0% | 0.00% | – |
| MXIM | Buy | MAXIM INTEGRATED PRODS INC | $2,000 | +100.0% | 28 | +211.1% | 0.00% | – |
| OFIX | New | ORTHOFIX MED INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| POLY | New | PLANTRONICS INC NEW | $1,000 | – | 39 | +100.0% | 0.00% | – |
| PFS | New | PROVIDENT FINL SVCS INC | $1,000 | – | 33 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
| RPT | New | RPT REALTYsh ben int | $0 | – | 55 | +100.0% | 0.00% | – |
| REG | Buy | REGENCY CTRS CORP | $2,000 | +100.0% | 47 | +235.7% | 0.00% | – |
| RGNX | New | REGENXBIO INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $1,000 | – | 82 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SBSI | New | SOUTHSIDE BANCSHARES INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| STL | New | STERLING BANCORP DEL | $1,000 | – | 74 | +100.0% | 0.00% | – |
| TRTX | New | TPG RE FIN TR INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| TGI | New | TRIUMPH GROUP INC NEW | $1,000 | – | 63 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| USCR | New | U S CONCRETE INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| USPH | New | U S PHYSICAL THERAPY INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $1,000 | – | 28 | +100.0% | 0.00% | – |
| VNT | New | VONTIER CORPORATION | $1,000 | – | 44 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| XHR | New | XENIA HOTELS & RESORTS INC | $1,000 | – | 82 | +100.0% | 0.00% | – |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $1,000 | 0.0% | 19 | +18.8% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 33.4% |
| ISHARES TR | 40 | Q3 2023 | 18.9% |
| ISHARES TR | 40 | Q3 2023 | 9.7% |
| VANGUARD TAX-MANAGED INTL FD | 40 | Q3 2023 | 11.6% |
| ISHARES TR | 40 | Q3 2023 | 7.4% |
| REALTY INCOME CORP Total | 40 | Q3 2023 | 4.4% |
| APPLE INC COM | 40 | Q3 2023 | 7.4% |
| VANGUARD SPECIALIZED FUNDS | 40 | Q3 2023 | 7.2% |
| ABBVIE INC COM Total | 40 | Q3 2023 | 5.5% |
| PPG INDUSTRIES Total | 40 | Q3 2023 | 6.9% |
View Tarbox Family Office, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-06 |
View Tarbox Family Office, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.