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Mary Sigler

@Tarbox Family Office, Inc.

Latest period2024 - Q4ReportedManaged Assets$606.287MTotal holdings107
Assets growth rate-0.64%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tarbox Family Office, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Tarbox Family Office, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 606.287M in assets, with a quarterly growth rate of -0.64% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Mary Sigler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.13%
0.08%
$481,214
821 shares@ $586.14 avg price
ZBRAZebra Technologies Corporati
Recent Activity
Increased 0.25%
0.08%
$472,347
1,223 shares@ $386.22 avg price
TSLATesla Inc
Recent Activity
Increased 6.64%
0.08%
$467,243
1,157 shares@ $403.85 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.4%
0.08%
$456,029
1,967 shares@ $231.84 avg price
EMREmerson Elec Co
Recent Activity
Increased 0.16%
0.07%
$400,185
3,229 shares@ $123.94 avg price
CCitigroup Inc
Recent Activity
Increased 0.75%
0.06%
$314,325
4,465 shares@ $70.4 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.54%
0.06%
$312,931
5,286 shares@ $59.2 avg price
AVSEAmerican Centy Etf Tr
Recent Activity
Increased 0.84%
0.06%
$309,070
6,129 shares@ $50.43 avg price
AVSDAmerican Centy Etf Tr
Recent Activity
Increased 0.63%
0.06%
$306,127
5,498 shares@ $55.68 avg price
WMTWalmart Inc
Recent Activity
Increased 0.66%
0.06%
$305,293
3,379 shares@ $90.36 avg price