Sandbox Financial Partners

Sandbox Financial Partners as of March 31, 2025

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