The Analysis of Sandbox Financial Partners, LLC's Holdings


Currently, Sandbox Financial Partners, LLC holds 128 types of securities in its portfolio with a total value $349.2M. In the most recent quarter, they have increased their positions in VUG (+2.9K shares, valued at $1.4M), SPY (+1.6K shares, valued at $1.1M), NFLX (+729 shares, valued at $873.8K); decreased their positions in TSLA (-2.1K shares, valued at $952.6K), LLY (-1.1K shares, valued at $877.4K), SNOW (-2.9K shares, valued at $649.6K); initiated new positions in CSCO (+6.3K shares, valued at $430.2K), TSM (+1.1K shares, valued at $319.9K), DFAC (+7.5K shares, valued at $288.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS82.8K shares3.65%2025-09-302025-10-17history
AAPL APPLE INC140.3K shares0.54%2025-09-302025-10-17history
MSFT MICROSOFT CORP40.0K shares0.29%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR24.2K shares7.32%2025-09-302025-10-17history
AMZN AMAZON COM INC69.9K shares0.08%2025-09-302025-10-17history
SNOW SNOWFLAKE INC65.1K shares-4.24%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS64.8K shares3.06%2025-09-302025-10-17history
JEPI J P MORGAN EXCHANGE TRADED F198.4K shares-3.99%2025-09-302025-10-17history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS47.2K shares2.65%2025-09-302025-10-17history
IJH ISHARES TR155.8K shares5.40%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION51.7K shares-0.66%2025-09-302025-10-17history
JPST J P MORGAN EXCHANGE TRADED F178.9K shares4.41%2025-09-302025-10-17history
QQQ INVESCO QQQ TR14.6K shares2.73%2025-09-302025-10-17history
JEPQ J P MORGAN EXCHANGE TRADED F142.1K shares1.90%2025-09-302025-10-17history
ACWX ISHARES TR101.9K shares11.33%2025-09-302025-10-17history
XLI SELECT SECTOR SPDR TR42.3K shares1.79%2025-09-302025-10-17history
Sponsored
IJR ISHARES TR40.6K shares3.74%2025-09-302025-10-17history
META META PLATFORMS INC6.3K shares18.84%2025-09-302025-10-17history
GOOGL ALPHABET INC15.7K shares-0.35%2025-09-302025-10-17history
GTO INVESCO ACTIVELY MANAGED EXC80.0K shares9.52%2025-09-302025-10-17history
CIBR FIRST TR EXCHANGE TRADED FD47.5K shares1.67%2025-09-302025-10-17history
AVGO BROADCOM INC10.9K shares8.08%2025-09-302025-10-17history
CVLC MORGAN STANLEY ETF TRUST43.9K shares11.84%2025-09-302025-10-17history
GLD SPDR GOLD TR9.5K shares10.46%2025-09-302025-10-17history
Sponsored
XLF SELECT SECTOR SPDR TR59.8K shares11.89%2025-09-302025-10-17history
XOM EXXON MOBIL CORP26.8K shares-0.77%2025-09-302025-10-17history
JMST J P MORGAN EXCHANGE TRADED F57.2K shares3.84%2025-09-302025-10-17history
COWZ PACER FDS TR47.1K shares1.48%2025-09-302025-10-17history
GOOG ALPHABET INC10.4K shares0.09%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS8.9K shares-0.76%2025-09-302025-10-17history
FEZ SPDR INDEX SHS FDS38.4K shares11.40%2025-09-302025-10-17history
TPL TEXAS PACIFIC LAND CORPORATI2.4K shares-13.90%2025-09-302025-10-17history
Sponsored
LLY ELI LILLY & CO2.8K shares-29.08%2025-09-302025-10-17history
VOO VANGUARD INDEX FDS3.4K shares-12.53%2025-09-302025-10-17history
TSLA TESLA INC4.7K shares-31.28%2025-09-302025-10-17history
BX BLACKSTONE INC12.0K shares-0.36%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL4.1K shares-1.24%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.6.1K shares0.98%2025-09-302025-10-17history
V VISA INC5.6K shares-7.00%2025-09-302025-10-17history
RSPF INVESCO EXCHANGE TRADED FD T21.6K shares1.61%2025-09-302025-10-17history
Sponsored
USXF ISHARES TR29.1K shares52.96%2025-09-302025-10-17history
IVW ISHARES TR13.4K shares-2.06%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW1.5K shares-26.36%2025-09-302025-10-17history
NFLX NETFLIX INC1.2K shares160.57%2025-09-302025-10-17history
NULG NUSHARES ETF TR13.1K shares31.33%2025-09-302025-10-17history
GE GE AEROSPACE4.3K shares-0.65%2025-09-302025-10-17history
NEE NEXTERA ENERGY INC15.2K shares6.55%2025-09-302025-10-17history
EUSB ISHARES TR25.7K shares14.82%2025-09-302025-10-17history
Sponsored
IVV ISHARES TR1.7K shares1.50%2025-09-302025-10-17history
RSP INVESCO EXCHANGE TRADED FD T5.9K shares-2.50%2025-09-302025-10-17history
MA MASTERCARD INCORPORATED1.9K shares-14.09%2025-09-302025-10-17history
GEV GE VERNOVA INC1.6K shares0.56%2025-09-302025-10-17history
GRNY TIDAL TRUST I39.2K shares254.37%2025-09-302025-10-17history
BA BOEING CO4.5K shares0.53%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS2.9K shares13.17%2025-09-302025-10-17history
CVX CHEVRON CORP NEW5.8K shares-0.14%2025-09-302025-10-17history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC4.8K shares169.59%2025-09-302025-10-17history
IBIT ISHARES BITCOIN TRUST ETF13.6K shares15.12%2025-09-302025-10-17history
FBTC FIDELITY WISE ORIGIN BITCOIN7.9K shares21.48%2025-09-302025-10-17history
XLK SELECT SECTOR SPDR TR2.7K shares-2.47%2025-09-302025-10-17history
ABBV ABBVIE INC3.1K shares-4.27%2025-09-302025-10-17history
NOW SERVICENOW INC754 shares-7.60%2025-09-302025-10-17history
VYM VANGUARD WHITEHALL FDS4.7K shares1.95%2025-09-302025-10-17history
ESML ISHARES TR14.5K shares73.83%2025-09-302025-10-17history
Sponsored
VZ VERIZON COMMUNICATIONS INC14.8K shares5.20%2025-09-302025-10-17history
HD HOME DEPOT INC1.6K shares10.36%2025-09-302025-10-17history
CVIE MORGAN STANLEY ETF TRUST8.5K shares25.72%2025-09-302025-10-17history
GBTC GRAYSCALE BITCOIN TRUST ETF5.9K shares-0.07%2025-09-302025-10-17history
IWF ISHARES TR1.1K shares0.09%2025-09-302025-10-17history
ITA ISHARES TR2.4K shares15.74%2025-09-302025-10-17history
MCD MCDONALDS CORP1.6K shares-2.97%2025-09-302025-10-17history
BND VANGUARD BD INDEX FDS6.5K shares-44.72%2025-09-302025-10-17history
Sponsored
IGV ISHARES TR4.1K shares-5.38%2025-09-302025-10-17history
VXF VANGUARD INDEX FDS2.3K shares0.04%2025-09-302025-10-17history
PRF INVESCO EXCHANGE TRADED FD T10.4K shares0.24%2025-09-302025-10-17history
MUB ISHARES TR4.4K shares-12.04%2025-09-302025-10-17history
CRWD CROWDSTRIKE HLDGS INC913 shares65.40%2025-09-302025-10-17history
DUK DUKE ENERGY CORP NEW3.5K shares1.47%2025-09-302025-10-17history
CVMC MORGAN STANLEY ETF TRUST6.8K shares7.46%2025-09-302025-10-17history
CSCO CISCO SYS INC6.3K sharesnew addition2025-09-302025-10-17history
Sponsored
BTCL WORLD FDS TR7.6K shares1.80%2025-09-302025-10-17history
SMH VANECK ETF TRUST1.2K shares12.37%2025-09-302025-10-17history
RYLD GLOBAL X FDS26.1K shares-34.77%2025-09-302025-10-17history
MINT PIMCO ETF TR3.8K shares63.84%2025-09-302025-10-17history
JNJ JOHNSON & JOHNSON2.1K shares-2.19%2025-09-302025-10-17history
BK BANK NEW YORK MELLON CORP3.3K shares0.21%2025-09-302025-10-17history
EAGG ISHARES TR7.5K shares-4.11%2025-09-302025-10-17history
AEP AMERICAN ELEC PWR CO INC3.1K shares0.00%2025-09-302025-10-17history
Sponsored
WMT WALMART INC3.3K shares-4.89%2025-09-302025-10-17history
UBER UBER TECHNOLOGIES INC3.5K shares1.31%2025-09-302025-10-17history
DOCU DOCUSIGN INC4.5K shares0.00%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO2.1K shares-26.51%2025-09-302025-10-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-10-17history
ANET ARISTA NETWORKS INC2.1K shares-3.26%2025-09-302025-10-17history
SPYD SPDR SERIES TRUST6.7K shares0.00%2025-09-302025-10-17history
EPD ENTERPRISE PRODS PARTNERS L9.4K shares-2.29%2025-09-302025-10-17history
Sponsored
DFAC DIMENSIONAL ETF TRUST7.5K sharesnew addition2025-09-302025-10-17history
AGG ISHARES TR2.8K shares0.53%2025-09-302025-10-17history
ORCL ORACLE CORP974 sharesnew addition2025-09-302025-10-17history
USMV ISHARES TR2.9K shares0.25%2025-09-302025-10-17history
SGOV ISHARES TR2.7K shares-1.37%2025-09-302025-10-17history
VGSH VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-09-302025-10-17history
AXP AMERICAN EXPRESS CO769 shares-3.03%2025-09-302025-10-17history
LMT LOCKHEED MARTIN CORP506 shares-24.36%2025-09-302025-10-17history
Sponsored
CSW CSW INDUSTRIALS INC1.0K shares0.00%2025-09-302025-10-17history
PIO INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2025-09-302025-10-17history
GILD GILEAD SCIENCES INC2.2K shares-5.61%2025-09-302025-10-17history
O REALTY INCOME CORP3.8K shares-2.81%2025-09-302025-10-17history
RTX RTX CORPORATION1.4K shares-3.87%2025-09-302025-10-17history
IREN IREN LIMITED4.8K sharesnew addition2025-09-302025-10-17history
PAVE GLOBAL X FDS4.7K shares0.19%2025-09-302025-10-17history
XYLD GLOBAL X FDS5.7K shares-3.06%2025-09-302025-10-17history
Sponsored
ETN EATON CORP PLC593 shares0.34%2025-09-302025-10-17history
GDLC GRAYSCALE COINDESK CRYPTO3.9K sharesnew addition2025-09-302025-10-17history
TDIV FIRST TR EXCHANGE TRADED FD2.2K shares0.00%2025-09-302025-10-17history
PEP PEPSICO INC1.6K shares-4.30%2025-09-302025-10-17history
D DOMINION ENERGY INC3.6K shares-1.84%2025-09-302025-10-17history
BAC BANK AMERICA CORP4.2K sharesnew addition2025-09-302025-10-17history
MPB MID PENN BANCORP INC7.5K shares0.67%2025-09-302025-10-17history
PFF ISHARES TR6.8K sharesnew addition2025-09-302025-10-17history
Sponsored
MMM 3M CO1.4K shares-0.22%2025-09-302025-10-17history
VOOG VANGUARD ADMIRAL FDS INC477 sharesnew addition2025-09-302025-10-17history
FDVV FIDELITY COVINGTON TRUST3.7K sharesnew addition2025-09-302025-10-17history
IYW ISHARES TR1.1K sharesnew addition2025-09-302025-10-17history
LB LANDBRIDGE COMPANY LLC3.8K shares-62.64%2025-09-302025-10-17history
IAUX I-80 GOLD CORP40.0K shares0.00%2025-09-302025-10-17history
PACB PACIFIC BIOSCIENCES CALIF IN27.5K shares0.00%2025-09-302025-10-17history
SGMO SANGAMO THERAPEUTICS INC24.8K shares0.00%2025-09-302025-10-17history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available