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Sandbox Financial Partners

Latest statistics and disclosures from Sandbox Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VUG, MSFT, AMZN, JEPI, and represent 36.32% of Sandbox Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$8.4M), ACWX (+$5.4M), SHY, GLD, TSLA, JEPI, JEPQ, GRNY, FBTC, VGSH.
Started 10 new stock positions in VGSH, ACWX, D, UBER, PACB, PDSB, IAUX, SHY, SGOV, GRNY.
Reduced shares in these 10 stocks: IJH (-$7.9M), ACWI (-$5.5M), IWM, ITB, AAPL, LLY, MSFT, ESML, VIG, ETN.
Sold out of its positions in ETHE, ISRG, IWM, ITB, ESML, MPB, BTCL, ETN.
Sandbox Financial Partners was a net seller of stock by $-429k.
Sandbox Financial Partners has $283M in assets under management (AUM), dropping by -5.55%.
Central Index Key (CIK): 0001844892

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Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	11.8	$34M		151k	222.13	View chart
Vanguard Index Fds Growth Etf (VUG)	10.3	$29M		79k	370.82	View chart
Microsoft Corporation (MSFT)	5.3	$15M	-2%	40k	375.39	View chart
Amazon (AMZN)	4.7	$13M	-2%	70k	190.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.2	$12M	+5%	208k	57.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.1	$12M		21k	559.40	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$11M		63k	172.74	View chart
Snowflake Cl A (SNOW)	3.5	$9.9M	-2%	68k	146.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$9.0M	-3%	46k	193.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.0	$8.5M		168k	50.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.0	$8.4M	NEW	83k	100.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.4	$6.9M	+7%	132k	51.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$6.5M		14k	468.92	View chart
Select Sector Spdr Tr Indl (XLI)	1.9	$5.4M		41k	131.07	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.9	$5.4M	NEW	97k	55.45	View chart
NVIDIA Corporation (NVDA)	1.9	$5.3M		49k	108.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$4.2M	NEW	51k	82.73	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$3.7M	+811%	13k	288.14	View chart
Texas Pacific Land Corp (TPL)	1.3	$3.7M	+2%	2.8k	1324.76	View chart
Eli Lilly & Co. (LLY)	1.2	$3.5M	-12%	4.2k	825.99	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.2	$3.3M		71k	46.93	View chart
Exxon Mobil Corporation (XOM)	1.1	$3.2M		27k	118.93	View chart
Meta Platforms Cl A (META)	1.0	$3.0M	-2%	5.2k	576.35	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	1.0	$2.7M		40k	68.94	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$2.7M	-2%	43k	63.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$2.7M	+3%	49k	54.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$2.6M		53k	49.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$2.5M	+2%	49k	50.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.5M		16k	154.64	View chart
International Business Machines (IBM)	0.8	$2.2M		9.0k	248.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.2M	-7%	4.1k	532.56	View chart
Visa Com Cl A (V)	0.7	$2.1M		6.0k	350.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.0M	+3%	3.8k	513.97	View chart
Costco Wholesale Corporation (COST)	0.7	$1.9M		2.0k	946.01	View chart
Tesla Motors (TSLA)	0.6	$1.7M	+804%	6.7k	259.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.7M	+2%	11k	156.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$1.7M		12k	139.77	View chart
Broadcom (AVGO)	0.6	$1.6M	-2%	9.6k	167.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.5	$1.6M	+2%	21k	72.53	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.5M	+4%	5.9k	245.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.3M		14k	92.83	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.2M		2.2k	548.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.2M	-6%	6.9k	173.24	View chart
Nextera Energy (NEE)	0.4	$1.0M	-2%	15k	70.89	View chart
Chevron Corporation (CVX)	0.3	$976k		5.8k	167.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$933k		1.7k	561.97	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$887k	-8%	19k	46.67	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.3	$878k	-13%	20k	43.32	View chart
Ge Aerospace Com New (GE)	0.3	$864k	-2%	4.3k	200.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$855k		12k	73.45	View chart
Abbvie (ABBV)	0.3	$809k	+19%	3.9k	209.52	View chart
Boeing Company (BA)	0.3	$766k	-7%	4.5k	170.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$705k	-3%	2.6k	274.86	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$696k	-19%	8.9k	78.28	View chart
Landbridge Company Cl A (LB)	0.2	$656k	-7%	9.1k	71.94	View chart
Servicenow (NOW)	0.2	$646k	+9%	812.00	795.86	View chart
Verizon Communications (VZ)	0.2	$635k	-9%	14k	45.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$602k		4.7k	128.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$601k		2.9k	206.51	View chart
Home Depot (HD)	0.2	$527k	+2%	1.4k	366.61	View chart
McDonald's Corporation (MCD)	0.2	$525k		1.7k	312.39	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$510k	-4%	4.8k	105.43	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$505k	-14%	34k	15.10	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$496k	+136%	6.9k	71.97	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$489k	+8%	10k	46.81	View chart
Procter & Gamble Company (PG)	0.2	$484k	-4%	2.8k	170.43	View chart
Ge Vernova (GEV)	0.2	$465k	+6%	1.5k	305.20	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$430k		4.8k	88.99	View chart
Duke Energy Corp Com New (DUK)	0.1	$420k		3.4k	121.97	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$417k	-17%	10k	40.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$414k	+12%	2.4k	172.22	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$413k	-2%	19k	22.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$410k	+10%	1.6k	256.97	View chart
Johnson & Johnson (JNJ)	0.1	$407k	+51%	2.5k	165.83	View chart
Tidal Etf Tr Fundstrat Granny (GRNY)	0.1	$398k	NEW	22k	18.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$388k	-5%	1.1k	361.24	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$382k	-4%	5.9k	65.17	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$373k	-7%	7.9k	47.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$362k	-95%	6.2k	58.35	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.1	$358k		6.3k	56.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$350k		784.00	446.69	View chart
Netflix (NFLX)	0.1	$342k	+8%	367.00	932.64	View chart
American Electric Power Company (AEP)	0.1	$337k	+3%	3.1k	109.27	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$329k	+40%	5.7k	57.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$328k	-11%	1.5k	211.41	View chart
Enterprise Products Partners (EPD)	0.1	$326k	-5%	9.5k	34.14	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$317k	-94%	2.7k	116.39	View chart
Wal-Mart Stores (WMT)	0.1	$310k		3.5k	87.78	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$305k	+2%	7.7k	39.49	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$299k		6.7k	44.26	View chart
Csw Industrials (CSWI)	0.1	$292k		1.0k	291.52	View chart
Bank of New York Mellon Corporation (BK)	0.1	$278k		3.3k	83.86	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$267k	-45%	7.0k	38.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$263k	-12%	2.8k	93.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$261k	NEW	4.4k	58.69	View chart
Gilead Sciences (GILD)	0.1	$256k		2.3k	112.07	View chart
UnitedHealth (UNH)	0.1	$247k	-11%	471.00	524.30	View chart
Pepsi (PEP)	0.1	$243k	-10%	1.6k	149.91	View chart
Uber Technologies (UBER)	0.1	$235k	NEW	3.2k	72.86	View chart
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY)	0.1	$231k		14k	16.69	View chart
American Express Company (AXP)	0.1	$231k		858.00	268.98	View chart
Realty Income (O)	0.1	$230k		4.0k	58.02	View chart
Emerson Electric (EMR)	0.1	$211k		1.9k	109.66	View chart
Dominion Resources (D)	0.1	$205k	NEW	3.7k	56.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$202k	-16%	1.9k	104.57	View chart
Pacific Biosciences of California (PACB)	0.0	$33k	NEW	28k	1.18	View chart
I-80 Gold Corp (IAUX)	0.0	$18k	NEW	30k	0.58	View chart
Sangamo Biosciences (SGMO)	0.0	$16k		25k	0.66	View chart
Pds Biotechnology Ord (PDSB)	0.0	$15k	NEW	13k	1.19	View chart

Past Filings by Sandbox Financial Partners

SEC 13F filings are viewable for Sandbox Financial Partners going back to 2020

Sandbox Financial Partners 2025 Q1 filed April 11, 2025
Sandbox Financial Partners 2024 Q4 filed Jan. 15, 2025
Sandbox Financial Partners 2024 Q3 filed Oct. 7, 2024
Sandbox Financial Partners 2024 Q2 filed July 15, 2024
Sandbox Financial Partners 2024 Q1 filed April 15, 2024
Sandbox Financial Partners 2023 Q4 filed Jan. 18, 2024
Sandbox Financial Partners 2023 Q3 filed Oct. 10, 2023
Sandbox Financial Partners 2023 Q2 filed July 14, 2023
Sandbox Financial Partners 2023 Q1 filed April 21, 2023
Sandbox Financial Partners 2022 Q4 filed Jan. 25, 2023
Sandbox Financial Partners 2022 Q3 filed Nov. 14, 2022
Sandbox Financial Partners 2022 Q2 filed Aug. 11, 2022
Sandbox Financial Partners 2022 Q1 filed April 13, 2022
Sandbox Financial Partners 2021 Q4 filed Feb. 11, 2022
Sandbox Financial Partners 2021 Q3 filed Nov. 12, 2021
Sandbox Financial Partners 2021 Q2 filed Aug. 16, 2021

View all past filings

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