Sandbox Financial Partners

Sandbox Financial Partners as of June 30, 2025

Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.0 $35M 80k 438.40
Apple (AAPL) 9.0 $29M 140k 205.17
Microsoft Corporation (MSFT) 6.3 $20M 40k 497.41
Amazon (AMZN) 4.8 $15M 70k 219.39
Snowflake Cl A (SNOW) 4.8 $15M 68k 223.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.4 $14M 23k 617.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.7 $12M 207k 56.85
Vanguard Index Fds Value Etf (VTV) 3.5 $11M 63k 176.74
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $9.4M 46k 204.67
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $9.2M 148k 62.02
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.7 $8.7M 171k 50.68
NVIDIA Corporation (NVDA) 2.6 $8.2M 52k 157.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $7.8M 14k 551.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.4 $7.6M 140k 54.40
Select Sector Spdr Tr Indl (XLI) 1.9 $6.1M 42k 147.52
Ishares Tr Msci Acwi Ex Us (ACWX) 1.8 $5.6M 92k 60.94
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $4.3M 39k 109.29
Meta Platforms Cl A (META) 1.2 $3.9M 5.3k 738.13
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.1 $3.5M 47k 75.58
Invesco Actively Managed Exc Total Return (GTO) 1.1 $3.4M 73k 46.89
Eli Lilly & Co. (LLY) 1.0 $3.1M 4.0k 779.46
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.9 $3.0M 39k 76.54
Texas Pacific Land Corp (TPL) 0.9 $3.0M 2.8k 1056.20
Exxon Mobil Corporation (XOM) 0.9 $2.9M 27k 107.80
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $2.8M 55k 50.92
Select Sector Spdr Tr Financial (XLF) 0.9 $2.8M 54k 52.37
Broadcom (AVGO) 0.9 $2.8M 10k 275.66
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.8M 16k 176.24
International Business Machines (IBM) 0.8 $2.7M 9.0k 294.79
Spdr Gold Tr Gold Shs (GLD) 0.8 $2.6M 8.6k 304.83
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $2.6M 46k 55.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.2M 3.9k 567.99
Tesla Motors (TSLA) 0.7 $2.2M 6.8k 317.65
Visa Com Cl A (V) 0.7 $2.1M 6.0k 355.07
Costco Wholesale Corporation (COST) 0.7 $2.1M 2.1k 989.90
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.7 $2.1M 35k 59.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.0M 4.1k 485.71
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.8M 10k 177.40
Blackstone Group Inc Com Cl A (BX) 0.6 $1.8M 12k 149.58
JPMorgan Chase & Co. (JPM) 0.5 $1.7M 6.0k 289.90
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.5 $1.6M 21k 76.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.5M 14k 110.10
Mastercard Incorporated Cl A (MA) 0.4 $1.2M 2.2k 561.97
Ge Aerospace Com New (GE) 0.4 $1.1M 4.3k 257.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 6.0k 181.75
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.0M 1.7k 620.99
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $1.0M 19k 53.93
Nextera Energy (NEE) 0.3 $990k 14k 69.42
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.3 $976k 22k 43.55
Boeing Company (BA) 0.3 $941k 4.5k 209.53
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $940k 10k 93.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $861k 12k 73.63
Ge Vernova (GEV) 0.3 $856k 1.6k 529.09
Servicenow (NOW) 0.3 $839k 816.00 1027.67
Chevron Corporation (CVX) 0.3 $825k 5.8k 143.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $769k 2.5k 303.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $721k 12k 61.21
Select Sector Spdr Tr Technology (XLK) 0.2 $706k 2.8k 253.21
Landbridge Company Cl A (LB) 0.2 $688k 10k 67.58
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $614k 6.5k 93.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $610k 4.6k 133.31
Verizon Communications (VZ) 0.2 $610k 14k 43.27
Netflix (NFLX) 0.2 $608k 454.00 1339.99
Abbvie (ABBV) 0.2 $608k 3.3k 185.62
Global X Fds Russell 2000 (RYLD) 0.2 $597k 40k 14.91
Ishares Tr National Mun Etf (MUB) 0.2 $522k 5.0k 104.47
Home Depot (HD) 0.2 $516k 1.4k 366.51
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $498k 5.9k 84.83
McDonald's Corporation (MCD) 0.2 $492k 1.7k 292.19
Ishares Tr Expanded Tech (IGV) 0.2 $480k 4.4k 109.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $457k 1.1k 424.73
Procter & Gamble Company (PG) 0.1 $454k 2.9k 159.30
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.1 $439k 6.7k 65.10
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $438k 10k 42.27
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $437k 2.3k 192.73
Duke Energy Corp Com New (DUK) 0.1 $410k 3.5k 117.99
World Fds Tr T Rex Target Etf (BTCL) 0.1 $398k 7.4k 53.62
Ishares Tr Us Aer Def Etf (ITA) 0.1 $388k 2.1k 188.59
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $386k 17k 22.26
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.1 $384k 6.3k 60.70
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $369k 7.8k 47.54
Docusign (DOCU) 0.1 $350k 4.5k 77.89
Wal-Mart Stores (WMT) 0.1 $344k 3.5k 97.79
Ishares Tr Esg Aware Msci (ESML) 0.1 $344k 8.3k 41.33
Uber Technologies (UBER) 0.1 $321k 3.4k 93.29
American Electric Power Company (AEP) 0.1 $321k 3.1k 103.75
Johnson & Johnson (JNJ) 0.1 $320k 2.1k 152.77
Lockheed Martin Corporation (LMT) 0.1 $310k 669.00 462.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $306k 1.1k 278.84
Bank of New York Mellon Corporation (BK) 0.1 $302k 3.3k 91.11
Enterprise Products Partners (EPD) 0.1 $298k 9.6k 31.01
Csw Industrials (CSW) 0.1 $287k 1.0k 286.83
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.1 $286k 6.7k 42.44
Crowdstrike Hldgs Cl A (CRWD) 0.1 $281k 552.00 509.36
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $281k 2.8k 99.18
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $272k 6.7k 40.74
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $271k 2.7k 100.69
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $268k 2.9k 93.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $261k 4.4k 58.78
Gilead Sciences (GILD) 0.1 $253k 2.3k 110.88
American Express Company (AXP) 0.1 $253k 793.00 318.81
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $251k 11k 22.68
Palantir Technologies Cl A (PLTR) 0.1 $245k 1.8k 136.29
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.1 $245k 16k 15.73
Intuitive Surgical Com New (ISRG) 0.1 $244k 448.00 543.72
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $233k 2.3k 100.52
Global X Fds S&p 500 Covered (XYLD) 0.1 $229k 5.9k 38.94
Realty Income (O) 0.1 $228k 4.0k 57.61
Arista Networks Com Shs (ANET) 0.1 $220k 2.1k 102.33
Pepsi (PEP) 0.1 $215k 1.6k 132.02
Twilio Cl A (TWLO) 0.1 $213k 1.7k 124.36
Eaton Corp SHS (ETN) 0.1 $211k 591.00 357.27
Mid Penn Ban (MPB) 0.1 $211k 7.5k 28.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $210k 2.5k 82.86
3M Company (MMM) 0.1 $208k 1.4k 152.23
Raytheon Technologies Corp (RTX) 0.1 $208k 1.4k 146.04
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $206k 4.7k 43.58
Dominion Resources (D) 0.1 $206k 3.6k 56.52
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $201k 2.2k 90.17
Pacific Biosciences of California (PACB) 0.0 $34k 28k 1.24
I-80 Gold Corp (IAUX) 0.0 $24k 40k 0.60
Pds Biotechnology Ord (PDSB) 0.0 $17k 13k 1.33
Sangamo Biosciences (SGMO) 0.0 $13k 25k 0.54