Sandbox Financial Partners

Sandbox Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 107 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.8 $38M 153k 250.42
Vanguard Index Fds Growth Etf (VUG) 10.8 $33M 79k 410.44
Microsoft Corporation (MSFT) 5.8 $17M 41k 421.50
Amazon (AMZN) 5.2 $16M 71k 219.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $12M 20k 586.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.8 $11M 197k 57.53
Snowflake Cl A (SNOW) 3.6 $11M 70k 154.41
Vanguard Index Fds Value Etf (VTV) 3.5 $11M 62k 169.30
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $9.4M 48k 195.83
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $8.8M 141k 62.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.8 $8.5M 168k 50.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $7.3M 14k 511.23
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.3 $7.0M 123k 56.38
NVIDIA Corporation (NVDA) 2.2 $6.7M 50k 134.29
Ishares Tr Msci Acwi Etf (ACWI) 2.0 $5.9M 50k 117.50
Select Sector Spdr Tr Indl (XLI) 1.8 $5.5M 42k 131.76
Ishares Tr Russell 2000 Etf (IWM) 1.6 $4.7M 21k 220.96
Eli Lilly & Co. (LLY) 1.2 $3.7M 4.8k 772.04
Invesco Actively Managed Exc Total Return (GTO) 1.1 $3.2M 70k 46.40
Ishares Tr Us Home Cons Etf (ITB) 1.0 $3.1M 30k 103.39
Meta Platforms Cl A (META) 1.0 $3.1M 5.3k 585.50
Alphabet Cap Stk Cl A (GOOGL) 1.0 $3.0M 16k 189.31
Texas Pacific Land Corp (TPL) 1.0 $3.0M 2.7k 1105.96
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 1.0 $2.9M 40k 73.34
Exxon Mobil Corporation (XOM) 1.0 $2.9M 27k 107.57
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $2.8M 44k 63.45
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $2.6M 47k 56.48
Select Sector Spdr Tr Financial (XLF) 0.8 $2.5M 52k 48.33
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.4M 48k 50.71
Broadcom (AVGO) 0.8 $2.3M 9.9k 231.84
Blackstone Group Inc Com Cl A (BX) 0.7 $2.1M 12k 172.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.0M 4.5k 453.29
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.0M 11k 190.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.0M 3.7k 538.77
International Business Machines (IBM) 0.7 $2.0M 8.9k 219.83
Visa Com Cl A (V) 0.6 $1.9M 5.9k 316.03
Costco Wholesale Corporation (COST) 0.6 $1.8M 2.0k 916.15
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.5 $1.5M 21k 72.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.4M 14k 101.53
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 5.7k 239.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.3M 7.4k 175.22
Mastercard Incorporated Cl A (MA) 0.4 $1.2M 2.2k 526.48
Nextera Energy (NEE) 0.4 $1.1M 15k 71.69
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $1.0M 21k 49.72
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.3 $995k 23k 42.48
Ishares Tr Core S&p500 Etf (IVV) 0.3 $974k 1.7k 588.59
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $944k 11k 85.84
Boeing Company (BA) 0.3 $857k 4.8k 176.98
Chevron Corporation (CVX) 0.3 $831k 5.7k 144.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $825k 12k 71.91
Servicenow (NOW) 0.3 $787k 742.00 1060.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $768k 2.6k 289.81
Ge Aerospace Com New (GE) 0.2 $736k 4.4k 166.78
Select Sector Spdr Tr Technology (XLK) 0.2 $676k 2.9k 232.50
Landbridge Company Cl A (LB) 0.2 $637k 9.9k 64.60
Global X Fds Russell 2000 (RYLD) 0.2 $637k 39k 16.34
Verizon Communications (VZ) 0.2 $621k 16k 39.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $589k 4.6k 127.58
Abbvie (ABBV) 0.2 $574k 3.2k 177.69
Home Depot (HD) 0.2 $547k 1.4k 389.02
Ishares Tr National Mun Etf (MUB) 0.2 $539k 5.1k 106.56
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $535k 13k 41.88
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $509k 9.6k 53.05
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $503k 13k 40.34
Procter & Gamble Company (PG) 0.2 $501k 3.0k 167.64
Ishares Tr Expanded Tech (IGV) 0.2 $484k 4.8k 100.12
McDonald's Corporation (MCD) 0.2 $481k 1.7k 289.85
Ge Vernova (GEV) 0.2 $471k 1.4k 328.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $457k 1.1k 401.55
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $453k 6.1k 74.02
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $425k 1.8k 242.19
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $417k 19k 21.78
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $405k 2.1k 189.99
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $395k 8.5k 46.44
Vanguard Index Fds Large Cap Etf (VV) 0.1 $388k 1.4k 269.63
Lockheed Martin Corporation (LMT) 0.1 $379k 780.00 485.64
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.1 $374k 6.3k 59.41
Duke Energy Corp Com New (DUK) 0.1 $370k 3.4k 107.75
Ishares Tr Esg Aware Msci (ESML) 0.1 $364k 8.7k 42.05
Csw Industrials (CSW) 0.1 $353k 1.0k 352.80
Spdr Gold Tr Gold Shs (GLD) 0.1 $344k 1.4k 242.10
Eaton Corp SHS (ETN) 0.1 $320k 964.00 331.82
Enterprise Products Partners (EPD) 0.1 $317k 10k 31.36
Wal-Mart Stores (WMT) 0.1 $316k 3.5k 90.36
Global X Fds S&p 500 Covered (XYLD) 0.1 $316k 7.5k 41.90
Netflix (NFLX) 0.1 $302k 339.00 890.35
Tesla Motors (TSLA) 0.1 $298k 739.00 403.65
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $292k 6.7k 43.24
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $286k 3.2k 88.79
Pepsi (PEP) 0.1 $276k 1.8k 152.04
American Electric Power Company (AEP) 0.1 $274k 3.0k 92.23
UnitedHealth (UNH) 0.1 $271k 535.00 506.00
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $268k 2.3k 115.24
American Express Company (AXP) 0.1 $254k 857.00 296.84
Bank of New York Mellon Corporation (BK) 0.1 $254k 3.3k 76.83
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.1 $248k 14k 17.91
Emerson Electric (EMR) 0.1 $241k 1.9k 123.94
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $238k 2.9k 81.58
Johnson & Johnson (JNJ) 0.1 $234k 1.6k 144.61
World Fds Tr T Rex Target Etf (BTCL) 0.1 $232k 4.8k 48.63
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.1 $223k 4.0k 55.18
Mid Penn Ban (MPB) 0.1 $213k 7.4k 28.84
Realty Income (O) 0.1 $211k 4.0k 53.41
Gilead Sciences (GILD) 0.1 $211k 2.3k 92.39
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $205k 7.3k 28.02
Intuitive Surgical Com New (ISRG) 0.1 $204k 391.00 522.23
Sangamo Biosciences (SGMO) 0.0 $25k 25k 1.02