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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
MAMastercard Incorporated
Recent Activity
Increased 0.3%
0.15%
$900,435
1,710 shares@ $526.58 avg price
BABoeing Co
Recent Activity
Decreased -0.15%
0.15%
$888,540
5,020 shares@ $177.0 avg price
XVVIshares Tr
Recent Activity
Decreased -1.97%
0.14%
$844,728
18,648 shares@ $45.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.34%
0.14%
$821,894
897 shares@ $916.27 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.94%
0.14%
$790,202
11,250 shares@ $70.25 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.33%
0.13%
$786,107
29,631 shares@ $26.53 avg price
METAMeta Platforms Inc
Recent Activity
0.13%
$781,656
1,335 shares@ $585.52 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.53%
0.13%
$766,094
7,122 shares@ $107.57 avg price
PEPPepsico Inc
Recent Activity
0.13%
$758,475
4,988 shares@ $152.06 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.14%
0.13%
$757,923
3,071 shares@ $246.81 avg price