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The Analysis of Sandbox Financial Partners, LLC's Holdings & P&L

Currently, Sandbox Financial Partners, LLC holds 117 types of securities in its portfolio with a total value $355.6M. In the most recent quarter, they have increased their positions in ACWX (+106.1K shares, valued at $7.3M), VUG (+4.1K shares, valued at $1.8M), SPY (+2.2K shares, valued at $1.4M); decreased their positions in AAPL (-5.0K shares, valued at $1.3M), MSFT (-1.3K shares, valued at $484.5K), CIBR (-5.3K shares, valued at $332.5K); initiated new positions in AIRR (+6.2K shares, valued at $691.7K), ONCY (+400.0K shares, valued at $339.5K), MLPX (+3.8K shares, valued at $283.4K).

1M P&L

+15.2M+4.40%

3M P&L

-187.9M-34.23%

HY P&L

-191.5M-34.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A206.3M

63.3%

2Consumer Electronics34.4M

10.5%

3Software - Infrastructure15.5M

4.8%

Top Industries by Stock Count

1N/A57 stocks

54.3%

2Drug Manufacturers - General4 stocks

3.8%

3Software - Infrastructure4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS90.3K shares4.81%2026-03-312026-04-08

AAPL APPLE INC135.4K shares-3.56%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T27.8K shares8.67%2026-03-312026-04-08

ACWX ISHARES TR223.9K shares89.98%2026-03-312026-04-08

VTV VANGUARD INDEX FDS76.3K shares8.91%2026-03-312026-04-08

AMZN AMAZON COM INC70.4K shares0.83%2026-03-312026-04-08

MSFT MICROSOFT CORP38.6K shares-3.28%2026-03-312026-04-08

IJH ISHARES TR178.4K shares8.17%2026-03-312026-04-08

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F198.2K shares0.27%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F202.0K shares7.71%2026-03-312026-04-08

SNOW SNOWFLAKE INC65.1K shares-0.05%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS45.4K shares-3.21%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR16.2K shares5.86%2026-03-312026-04-08

NVDA NVIDIA CORPORATION52.5K shares-0.28%2026-03-312026-04-08

JEPQ J P MORGAN EXCHANGE TRADED F145.7K shares4.12%2026-03-312026-04-08

OEF ISHARES TR23.1K shares9.61%2026-03-312026-04-08

Sponsored

IJR ISHARES TR49.6K shares14.35%2026-03-312026-04-08

GLD SPDR GOLD TR12.2K shares12.38%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR103.9K shares6.78%2026-03-312026-04-08

IEF ISHARES TR48.9K shares17.80%2026-03-312026-04-08

ALPHABET INC ALPHABET INC15.9K shares-0.11%2026-03-312026-04-08

XOM EXXON MOBIL CORP26.8K shares0.06%2026-03-312026-04-08

META META PLATFORMS INC6.7K shares0.09%2026-03-312026-04-08

ALPHABET INC ALPHABET INC13.0K shares25.03%2026-03-312026-04-08

Sponsored

COWZ PACER FDS TR58.0K shares14.70%2026-03-312026-04-08

BROADCOM INC BROADCOM INC11.4K shares-0.93%2026-03-312026-04-08

CVLC MORGAN STANLEY ETF TRUST44.1K shares-1.80%2026-03-312026-04-08

FEZ SPDR INDEX SHS FDS52.9K shares13.21%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F61.1K shares4.32%2026-03-312026-04-08

TPL TEXAS PACIFIC LAND CORPORATI6.2K shares-7.23%2026-03-312026-04-08

CIBR FIRST TR EXCHANGE-TRADED FD44.1K shares-10.74%2026-03-312026-04-08

LLY ELI LILLY & CO2.7K shares0.90%2026-03-312026-04-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares0.13%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS8.6K shares-3.74%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares-1.32%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO5.8K shares-4.79%2026-03-312026-04-08

V VISA INC5.4K shares-1.56%2026-03-312026-04-08

GEV GE VERNOVA INC1.9K shares4.91%2026-03-312026-04-08

IVW ISHARES TR13.6K shares0.94%2026-03-312026-04-08

NEE NEXTERA ENERGY INC15.3K shares1.91%2026-03-312026-04-08

Sponsored

GRNY TIDAL TRUST I54.7K shares16.57%2026-03-312026-04-08

EUSB ISHARES TR27.8K shares27.39%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE4.2K shares0.07%2026-03-312026-04-08

TSLA TESLA INC3.2K shares6.79%2026-03-312026-04-08

CVX CHEVRON CORPORATION5.5K shares0.89%2026-03-312026-04-08

USXF ISHARES TR20.2K shares-5.36%2026-03-312026-04-08

IVV ISHARES TR1.7K shares-1.41%2026-03-312026-04-08

NULG NUSHARES ETF TR11.9K shares-4.40%2026-03-312026-04-08

Sponsored

BLACKSTONE INC BLACKSTONE INC9.0K shares-21.87%2026-03-312026-04-08

CVMC MORGAN STANLEY ETF TRUST15.2K shares134.32%2026-03-312026-04-08

MA MASTERCARD INCORPORATED1.8K shares-2.49%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.7K shares-0.95%2026-03-312026-04-08

BA BOEING CO4.5K shares-1.09%2026-03-312026-04-08

CVIE MORGAN STANLEY ETF TRUST12.2K shares37.67%2026-03-312026-04-08

ESML ISHARES TR18.1K shares28.32%2026-03-312026-04-08

VTI VANGUARD INDEX FDS2.6K shares0.12%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION817 shares-1.09%2026-03-312026-04-08

NFLX NETFLIX INC.7.6K shares-25.84%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS4.8K shares1.34%2026-03-312026-04-08

MINT PIMCO ETF TR6.9K shares41.09%2026-03-312026-04-08

AIRR FIRST TR EXCHANGE TRADED FD6.2K sharesnew addition2026-03-312026-04-08

ABBV ABBVIE INC3.2K shares0.80%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR4.9K shares-0.79%2026-03-312026-04-08

ITA ISHARES TR2.9K shares0.67%2026-03-312026-04-08

Sponsored

VZ VERIZON COMMUNICATIONS INC12.3K shares-15.24%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares-0.71%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC4.1K shares-15.94%2026-03-312026-04-08

SHLD GLOBAL X FDS7.9K shares62.53%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON2.1K shares3.80%2026-03-312026-04-08

CSCO CISCO SYS INC6.6K shares1.26%2026-03-312026-04-08

MUB ISHARES TR4.8K shares0.78%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF12.8K shares-7.06%2026-03-312026-04-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares-0.19%2026-03-312026-04-08

MCD MCDONALDS CORP1.6K shares-3.37%2026-03-312026-04-08

SMH VANECK ETF TRUST1.3K shares-0.24%2026-03-312026-04-08

VXF VANGUARD INDEX FDS2.3K shares0.04%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS6.3K shares0.05%2026-03-312026-04-08

TRFK PACER FDS TR7.3K shares0.01%2026-03-312026-04-08

IWF ISHARES TR1.1K shares-0.56%2026-03-312026-04-08

HD HOME DEPOT INC1.4K shares-3.40%2026-03-312026-04-08

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.1K shares6.16%2026-03-312026-04-08

WMT WALMART INC3.3K shares0.15%2026-03-312026-04-08

IGV ISHARES TR5.1K shares22.52%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC3.1K shares0.03%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.1K shares-12.05%2026-03-312026-04-08

BK BANK NEW YORK MELLON CORP3.3K shares-0.09%2026-03-312026-04-08

RYLD GLOBAL X FDS22.9K shares0.00%2026-03-312026-04-08

ONCY ONCOLYTICS BIOTECH INC400.0K sharesnew addition2026-03-312026-04-08

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN5.7K shares-19.03%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L8.9K shares-3.27%2026-03-312026-04-08

SPYD SPDR SERIES TRUST6.7K shares0.00%2026-03-312026-04-08

GILD GILEAD SCIENCES INC2.1K shares-2.37%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST7.5K shares0.25%2026-03-312026-04-08

AGG ISHARES TR2.9K shares0.35%2026-03-312026-04-08

MLPX GLOBAL X FDS3.8K sharesnew addition2026-03-312026-04-08

RTX RTX CORPORATION1.5K shares2.44%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO2.0K shares-7.02%2026-03-312026-04-08

USMV ISHARES TR2.9K shares0.28%2026-03-312026-04-08

CSW CSW INDUSTRIALS INC1.0K shares0.00%2026-03-312026-04-08

PIO INVESCO EXCH TRADED FD TR II5.7K shares8.21%2026-03-312026-04-08

VSGX VANGUARD WORLD FD3.5K sharesnew addition2026-03-312026-04-08

MPB MID PENN BANCORP INC7.6K shares0.80%2026-03-312026-04-08

PAVE GLOBAL X FDS4.8K shares0.30%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares-1.85%2026-03-312026-04-08

Sponsored

LMT LOCKHEED MARTIN CORP398 shares-21.65%2026-03-312026-04-08

GBTC GRAYSCALE BITCOIN TRUST ETF4.5K shares0.00%2026-03-312026-04-08

O REALTY INCOME CORP3.8K shares0.00%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO770 shares0.00%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR7.2K sharesnew addition2026-03-312026-04-08

D DOMINION ENERGY INC3.5K shares-0.14%2026-03-312026-04-08

TDIV FIRST TR EXCHANGE TRADED FD2.2K shares0.00%2026-03-312026-04-08

TWLO TWILIO INC1.6K shares0.00%2026-03-312026-04-08

Sponsored

SCHF SCHWAB STRATEGIC TR8.1K sharesnew addition2026-03-312026-04-08

NIO NIO INC11.1K shares9.90%2026-03-312026-04-08

IAUX I-80 GOLD CORP40.0K shares0.00%2026-03-312026-04-08

PACB PACIFIC BIOSCIENCES CALIF IN27.5K shares0.00%2026-03-312026-04-08

SGMO SANGAMO THERAPEUTICS INC24.8K shares0.00%2026-03-312026-04-08

VUG

VANGUARD INDEX FDS

4.81%

Shares90.3K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-3.56%

Shares135.4K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

8.67%

Shares27.8K

Event2026-03-31

Filed2026-04-08

ACWX

ISHARES TR

89.98%

Shares223.9K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

8.91%

Shares76.3K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.83%

Shares70.4K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-3.28%

Shares38.6K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

8.17%

Shares178.4K

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

0.27%

Shares198.2K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

7.71%

Shares202.0K

Event2026-03-31

Filed2026-04-08

SNOW

SNOWFLAKE INC

-0.05%

Shares65.1K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-3.21%

Shares45.4K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

5.86%

Shares16.2K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-0.28%

Shares52.5K

Event2026-03-31

Filed2026-04-08

JEPQ

J P MORGAN EXCHANGE TRADED F

4.12%

Shares145.7K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

9.61%

Shares23.1K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

14.35%

Shares49.6K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

12.38%

Shares12.2K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

6.78%

Shares103.9K

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

17.80%

Shares48.9K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.11%

Shares15.9K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

0.06%

Shares26.8K

Event2026-03-31

Filed2026-04-08