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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
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
DFIVDimensional Etf Trust
Recent Activity
0.08%
$459,165
12,942 shares@ $35.48 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.4%
0.08%
$456,029
1,967 shares@ $231.84 avg price
IWNIshares Tr
Recent Activity
0.08%
$443,173
2,699 shares@ $164.2 avg price
CCKCrown Hldgs Inc
Recent Activity
0.07%
$423,207
5,118 shares@ $82.69 avg price
AOAIshares Tr
Recent Activity
Decreased -11.52%
0.07%
$409,867
5,350 shares@ $76.62 avg price
MRKMerck & Co Inc
Recent Activity
0.07%
$406,189
4,083 shares@ $99.49 avg price
PIPRPiper Sandler Companies
Recent Activity
0.07%
$405,864
1,353 shares@ $299.98 avg price
WECWec Energy Group Inc
Recent Activity
0.07%
$401,199
4,266 shares@ $94.05 avg price