The Analysis of Sandbox Financial Partners, LLC's Holdings
Currently, Sandbox Financial Partners, LLC holds 123 types of securities in its portfolio with a total value $361.4M. In the most recent quarter, they have increased their positions in OEF (+21.1K shares, valued at $7.2M), IEF (+41.5K shares, valued at $4.0M), XLF (+37.5K shares, valued at $2.1M); decreased their positions in TSLA (-1.7K shares, valued at $764.1K), COST (-722 shares, valued at $622.4K), USXF (-7.8K shares, valued at $448.9K); initiated new positions in OEF (+21.1K shares, valued at $7.2M), IEF (+41.5K shares, valued at $4.0M), TRFK (+7.3K shares, valued at $470.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS86.2K shares4.12%2025-12-312026-01-07
AAPL APPLE INC140.4K shares0.06%2025-12-312026-01-07 MSFT MICROSOFT CORP39.9K shares-0.20%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR25.5K shares5.65%2025-12-312026-01-07 AMZN AMAZON COM INC69.8K shares-0.15%2025-12-312026-01-07 SNOW SNOWFLAKE INC65.1K shares0.05%2025-12-312026-01-07 VTV VANGUARD INDEX FDS70.0K shares8.12%2025-12-312026-01-07 JEPI J P MORGAN EXCHANGE TRADED F197.7K shares-0.36%2025-12-312026-01-07 IJH ISHARES TR164.9K shares5.89%2025-12-312026-01-07 VIG VANGUARD SPECIALIZED FUNDS46.9K shares-0.64%2025-12-312026-01-07 NVDA NVIDIA CORPORATION52.6K shares1.82%2025-12-312026-01-07 JPST J P MORGAN EXCHANGE TRADED F187.5K shares4.85%2025-12-312026-01-07 JEPQ J P MORGAN EXCHANGE TRADED F140.0K shares-1.52%2025-12-312026-01-07 ACWX ISHARES TR117.9K shares15.64%2025-12-312026-01-07 OEF ISHARES TR21.1K sharesnew addition2025-12-312026-01-07 XLF SELECT SECTOR SPDR TR97.3K shares62.69%2025-12-312026-01-07 IJR ISHARES TR43.4K shares6.79%2025-12-312026-01-07 ALPHABET INC ALPHABET INC15.9K shares1.73%2025-12-312026-01-07 META META PLATFORMS INC6.7K shares6.13%2025-12-312026-01-07 GLD SPDR GOLD TR10.9K shares13.96%2025-12-312026-01-07 IEF ISHARES TR41.5K sharesnew addition2025-12-312026-01-07 BROADCOM INC BROADCOM INC11.5K shares5.60%2025-12-312026-01-07 CVLC MORGAN STANLEY ETF TRUST45.0K shares2.44%2025-12-312026-01-07 CIBR FIRST TR EXCHANGE TRADED FD49.4K shares4.03%2025-12-312026-01-07 ALPHABET INC ALPHABET INC10.4K shares0.37%2025-12-312026-01-07 XOM EXXON MOBIL CORP26.8K shares0.11%2025-12-312026-01-07 COWZ PACER FDS TR50.5K shares7.22%2025-12-312026-01-07 FEZ SPDR INDEX SHS FDS46.7K shares21.51%2025-12-312026-01-07 JMST J P MORGAN EXCHANGE TRADED F58.6K shares2.32%2025-12-312026-01-07 LLY ELI LILLY & CO2.7K shares-5.24%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS9.0K shares0.38%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.6.0K shares-0.23%2025-12-312026-01-07 V VISA INC5.5K shares-0.88%2025-12-312026-01-07 TPL TEXAS PACIFIC LAND CORPORATI6.7K shares173.21%2025-12-312026-01-07 IVW ISHARES TR13.5K shares0.48%2025-12-312026-01-07 TSLA TESLA INC3.0K shares-36.11%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE4.2K shares-1.58%2025-12-312026-01-07 USXF ISHARES TR21.3K shares-26.79%2025-12-312026-01-07 NULG NUSHARES ETF TR12.4K shares-5.63%2025-12-312026-01-07 NEE NEXTERA ENERGY INC15.0K shares-1.35%2025-12-312026-01-07 IVV ISHARES TR1.7K shares0.83%2025-12-312026-01-07 GRNY TIDAL TRUST I47.0K shares19.84%2025-12-312026-01-07 GEV GE VERNOVA INC1.8K shares8.97%2025-12-312026-01-07 MA MASTERCARD INCORPORATED1.9K shares0.16%2025-12-312026-01-07 BA BOEING CO4.5K shares-0.29%2025-12-312026-01-07 NFLX NETFLIX INC10.2K shares766.36%2025-12-312026-01-07 EUSB ISHARES TR21.8K shares-15.19%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC4.9K shares1.26%2025-12-312026-01-07 VTI VANGUARD INDEX FDS2.5K shares-10.94%2025-12-312026-01-07 CVX CHEVRON CORP NEW5.4K shares-5.99%2025-12-312026-01-07 ABBV ABBVIE INC3.1K shares-0.13%2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR5.0K shares82.17%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW826 shares-46.64%2025-12-312026-01-07 IBIT ISHARES BITCOIN TRUST ETF13.8K shares1.87%2025-12-312026-01-07 VYM VANGUARD WHITEHALL FDS4.7K shares0.56%2025-12-312026-01-07 ESML ISHARES TR14.1K shares-2.67%2025-12-312026-01-07 CVIE MORGAN STANLEY ETF TRUST8.8K shares4.40%2025-12-312026-01-07 ITA ISHARES TR2.8K shares19.51%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC14.6K shares-1.71%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares60.09%2025-12-312026-01-07 FBTC FIDELITY WISE ORIGIN BITCOIN7.1K shares-11.06%2025-12-312026-01-07 IWF ISHARES TR1.1K shares0.09%2025-12-312026-01-07 MUB ISHARES TR4.7K shares7.42%2025-12-312026-01-07 CSCO CISCO SYS INC6.6K shares4.42%2025-12-312026-01-07 MCD MCDONALDS CORP1.6K shares0.06%2025-12-312026-01-07 MINT PIMCO ETF TR4.9K shares28.90%2025-12-312026-01-07 HD HOME DEPOT INC1.4K shares-9.26%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC1.0K shares11.94%2025-12-312026-01-07 VXF VANGUARD INDEX FDS2.3K shares0.35%2025-12-312026-01-07 TRFK PACER FDS TR7.3K sharesnew addition2025-12-312026-01-07 BND VANGUARD BD INDEX FDS6.3K shares-2.64%2025-12-312026-01-07 SMH VANECK ETF TRUST1.3K shares1.46%2025-12-312026-01-07 IGV ISHARES TR4.2K shares0.10%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON2.1K shares0.20%2025-12-312026-01-07 CVMC MORGAN STANLEY ETF TRUST6.5K shares-4.66%2025-12-312026-01-07 BK BANK NEW YORK MELLON CORP3.3K shares-0.45%2025-12-312026-01-07 WMT WALMART INC3.3K shares-0.60%2025-12-312026-01-07 AEP AMERICAN ELEC PWR CO INC3.1K shares0.03%2025-12-312026-01-07 RYLD GLOBAL X FDS22.9K shares-12.35%2025-12-312026-01-07 EAGG ISHARES TR6.9K shares-7.62%2025-12-312026-01-07 SHLD GLOBAL X FDS4.8K sharesnew addition2025-12-312026-01-07 DOCU DOCUSIGN INC4.5K shares0.00%2025-12-312026-01-07 GBTC GRAYSCALE BITCOIN TRUST ETF4.5K shares-23.87%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO2.1K shares0.62%2025-12-312026-01-07 DFAC DIMENSIONAL ETF TRUST7.5K shares0.23%2025-12-312026-01-07 EPD ENTERPRISE PRODS PARTNERS L9.2K shares-2.13%2025-12-312026-01-07 CSW CSW INDUSTRIALS INC1.0K shares0.00%2025-12-312026-01-07 SPYD SPDR SERIES TRUST6.7K shares0.00%2025-12-312026-01-07 AGG ISHARES TR2.9K shares0.74%2025-12-312026-01-07 UBER UBER TECHNOLOGIES INC3.5K shares0.57%2025-12-312026-01-07 AXP AMERICAN EXPRESS CO770 shares0.13%2025-12-312026-01-07 NOW SERVICENOW INC1.8K shares139.26%2025-12-312026-01-07 USMV ISHARES TR2.9K shares-0.10%2025-12-312026-01-07 GILD GILEAD SCIENCES INC2.2K shares0.05%2025-12-312026-01-07 RTX RTX CORPORATION1.4K shares4.90%2025-12-312026-01-07 BTCL WORLD FDS TR8.6K shares13.18%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP508 shares0.40%2025-12-312026-01-07 FDVV FIDELITY COVINGTON TRUST4.3K shares14.91%2025-12-312026-01-07 MPB MID PENN BANCORP INC7.6K shares0.76%2025-12-312026-01-07 PIO INVESCO EXCH TRADED FD TR II5.3K shares-1.40%2025-12-312026-01-07 BAC BANK AMERICA CORP4.2K shares0.05%2025-12-312026-01-07 TWLO TWILIO INC1.6K sharesnew addition2025-12-312026-01-07 PAVE GLOBAL X FDS4.7K shares0.00%2025-12-312026-01-07 PEP PEPSICO INC1.5K shares-1.92%2025-12-312026-01-07 MMM 3M CO1.4K shares0.15%2025-12-312026-01-07 O REALTY INCOME CORP3.8K shares0.00%2025-12-312026-01-07 TDIV FIRST TR EXCHANGE TRADED FD2.2K shares0.00%2025-12-312026-01-07 IYW ISHARES TR1.1K shares0.00%2025-12-312026-01-07 PFF ISHARES TR6.8K shares0.00%2025-12-312026-01-07 D DOMINION ENERGY INC3.5K shares-2.37%2025-12-312026-01-07 XYLD GLOBAL X FDS5.0K shares-12.59%2025-12-312026-01-07 IAUX I-80 GOLD CORP40.0K shares0.00%2025-12-312026-01-07 NIO NIO INC10.1K sharesnew addition2025-12-312026-01-07 PACB PACIFIC BIOSCIENCES CALIF IN27.5K shares0.00%2025-12-312026-01-07 SGMO SANGAMO THERAPEUTICS INC24.8K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available