Sandbox Financial Partners, LLC Top Holdings and 13F Report (2025) About Sandbox Financial Partners, LLCInvestment ActivitySandbox Financial Partners, LLC has $299.87 million in total holdings as of December 31, 2024.Sandbox Financial Partners, LLC owns shares of 107 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.49% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Sandbox Financial Partners, LLC has purchased 108 new stocks and bought additional shares in 58 stocks.Sandbox Financial Partners, LLC sold shares of 38 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $38,339,036Vanguard Growth ETF $32,491,887Microsoft $17,356,108Amazon.com $15,661,531SPDR S&P 500 ETF Trust $11,841,499 Largest New Holdings this Quarter iShares U.S. Home Construction ETF $3,094,347 HoldingLANDBRIDGE COMPANY LLC $637,420 HoldingEaton $319,873 HoldingFIDELITY WISE ORIGIN BITCOIN $237,720 HoldingWORLD FDS TR $231,460 Holding Largest Purchases this Quarter iShares U.S. Home Construction ETF 29,929 shares (about $3.09M)Vanguard Growth ETF 3,529 shares (about $1.45M)SPDR S&P 500 ETF Trust 2,275 shares (about $1.33M)LANDBRIDGE COMPANY LLC 9,867 shares (about $637.42K)Invesco QQQ 1,124 shares (about $574.62K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 42,577 shares (about $2.65M)Apple 3,905 shares (about $977.89K)Vanguard Dividend Appreciation ETF 2,140 shares (about $419.07K)Amazon.com 1,598 shares (about $350.58K)General Electric 1,439 shares (about $240.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSandbox Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$38,339,036$977,890 ▼-2.5%153,09912.8%Computer and TechnologyVUGVanguard Growth ETF$32,491,887$1,448,435 ▲4.7%79,16410.8%ETFMSFTMicrosoft$17,356,108$194,733 ▲1.1%41,1775.8%Computer and TechnologyAMZNAmazon.com$15,661,531$350,584 ▼-2.2%71,3875.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$11,841,499$1,333,304 ▲12.7%20,2053.9%FinanceJEPIJPMorgan Equity Premium Income ETF$11,312,888$430,267 ▲4.0%196,6433.8%ETFSNOWSnowflake$10,742,458$772 ▲0.0%69,5713.6%Computer and TechnologyVTVVanguard Value ETF$10,567,640$476,069 ▲4.7%62,4203.5%ETFVIGVanguard Dividend Appreciation ETF$9,388,197$419,072 ▼-4.3%47,9413.1%ETFIJHiShares Core S&P Mid-Cap ETF$8,781,763$2,652,966 ▼-23.2%140,9372.9%ETFJPSTJPMorgan Ultra-Short Income ETF$8,458,941$15,766 ▼-0.2%167,9362.8%ETFQQQInvesco QQQ$7,253,835$574,622 ▲8.6%14,1892.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,953,499$423,018 ▲6.5%123,3332.3%ETFNVDANVIDIA$6,677,808$48,210 ▲0.7%49,7272.2%Computer and TechnologyACWIiShares MSCI ACWI ETF$5,889,232$475,994 ▲8.8%50,1212.0%ManufacturingXLIIndustrial Select Sector SPDR Fund$5,472,878$500,026 ▲10.1%41,5371.8%ETFIWMiShares Russell 2000 ETF$4,735,941$323,051 ▲7.3%21,4331.6%FinanceLLYEli Lilly and Company$3,710,419$15,441 ▼-0.4%4,8061.2%MedicalGTOInvesco Total Return Bond ETF$3,246,811$292,554 ▲9.9%69,9741.1%ETFITBiShares U.S. Home Construction ETF$3,094,347$3,094,347 ▲New Holding29,9291.0%ETFMETAMeta Platforms$3,092,049$111,831 ▲3.8%5,2811.0%Computer and TechnologyGOOGLAlphabet$3,045,362$179,273 ▼-5.6%16,0871.0%Computer and TechnologyTPLTexas Pacific Land$3,010,431$446,809 ▲17.4%2,7221.0%EnergyCVLCCalvert US Large-Cap Core Responsible Index ETF$2,928,952$4,034 ▲0.1%39,9361.0%ETFXOMExxon Mobil$2,911,805$139,733 ▼-4.6%27,0691.0%EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$2,778,735$190 ▲0.0%43,7940.9%ManufacturingCOWZPacer US Cash Cows 100 ETF$2,644,774$201,689 ▲8.3%46,8270.9%ETFXLFFinancial Select Sector SPDR Fund$2,532,791$218,646 ▲9.4%52,4060.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,428,238$101,318 ▼-4.0%47,8850.8%ETFAVGOBroadcom$2,284,355$207,500 ▼-8.3%9,8530.8%Computer and TechnologyBXBlackstone$2,084,943$2,931 ▼-0.1%12,0920.7%FinanceBRK.BBerkshire Hathaway$2,024,838$177,236 ▲9.6%4,4670.7%FinanceGOOGAlphabet$1,998,884$5,142 ▼-0.3%10,4960.7%Computer and TechnologyVOOVanguard S&P 500 ETF$1,976,758$51,722 ▲2.7%3,6690.7%ETFIBMInternational Business Machines$1,954,751$5,056 ▲0.3%8,8920.7%Computer and TechnologyVVisa$1,878,139$1,896 ▼-0.1%5,9430.6%Business ServicesCOSTCostco Wholesale$1,820,392$123,680 ▲7.3%1,9870.6%Retail/WholesaleRSPFInvesco S&P 500 Equal Weight Financials ETF$1,506,614$146,985 ▲10.8%20,8180.5%ETFIVWiShares S&P 500 Growth ETF$1,400,702$7,818 ▼-0.6%13,7960.5%ETFJPMJPMorgan Chase & Co.$1,361,365$40,033 ▲3.0%5,6790.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,304,897$135,449 ▼-9.4%7,4470.4%ETFMAMastercard$1,155,101$4,738 ▲0.4%2,1940.4%Business ServicesNEENextEra Energy$1,066,352$62,802 ▼-5.6%14,8740.4%UtilitiesUSXFiShares ESG Advanced MSCI USA ETF$1,034,865$82,187 ▼-7.4%20,8140.3%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$995,006$36,320 ▲3.8%23,4230.3%ETFIVViShares Core S&P 500 ETF$973,525$10,595 ▲1.1%1,6540.3%ETFNULGNuveen ESG Large-Cap Growth ETF$944,276$69,791 ▲8.0%11,0000.3%ETFBABoeing$856,949$4,425 ▼-0.5%4,8420.3%AerospaceCVXChevron$831,279$3,621 ▲0.4%5,7390.3%EnergyBNDVanguard Total Bond Market ETF$825,037$44,297 ▲5.7%11,4730.3%ETFNOWServiceNow$786,833$10,604 ▼-1.3%7420.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$767,711$17,679 ▼-2.3%2,6490.3%ETFGEGeneral Electric$735,847$240,001 ▼-24.6%4,4120.2%TransportationXLKTechnology Select Sector SPDR Fund$675,881$27,900 ▲4.3%2,9070.2%ETFLANDBRIDGE COMPANY LLC$637,420$637,420 ▲New Holding9,8670.2%CL ARYLDGlobal X Russell 2000 Covered Call ETF$637,009$202,238 ▼-24.1%38,9850.2%ETFVZVerizon Communications$620,494$50,508 ▼-7.5%15,5160.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$588,930$38,148 ▲6.9%4,6160.2%ETFABBVAbbVie$573,569$19,723 ▲3.6%3,2280.2%MedicalHDHome Depot$546,956$389 ▲0.1%1,4060.2%Retail/WholesaleMUBiShares National Muni Bond ETF$539,075$34,205 ▼-6.0%5,0590.2%ETFNUSCNuveen ESG Small-Cap ETF$534,718$23,077 ▼-4.1%12,7670.2%ETFISHARES BITCOIN TRUST ETF$509,054$71,085 ▲16.2%9,5960.2%SHS BEN INTPRFInvesco FTSE RAFI US 1000 ETF$503,078$1,533 ▲0.3%12,4710.2%ETFPGProcter & Gamble$501,415$10,394 ▲2.1%2,9910.2%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$483,786$15,919 ▲3.4%4,8320.2%ETFMCDMcDonald's$481,148$78,549 ▼-14.0%1,6600.2%Retail/WholesaleGE VERNOVA INC$471,016$2,960 ▼-0.6%1,4320.2%COMIWFiShares Russell 1000 Growth ETF$457,371$402 ▲0.1%1,1390.2%ETFGRAYSCALE BITCOIN TRUST ETF$452,854$740 ▲0.2%6,1180.2%SHS REP COM UTSMHVanEck Semiconductor ETF$424,551$39,718 ▼-8.6%1,7530.1%ManufacturingNUBDNuveen ESG U.S. Aggregate Bond ETF$416,498$4,029 ▲1.0%19,1230.1%ETFVXFVanguard Extended Market ETF$405,438$380 ▲0.1%2,1340.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$395,283$9,752 ▲2.5%8,5120.1%ETFVVVanguard Large-Cap ETF$387,464$2,966 ▼-0.8%1,4370.1%ETFLMTLockheed Martin$378,803$1,943 ▲0.5%7800.1%AerospaceCVMCCalvert US Mid-Cap Core Responsible Index ETF$373,786$1,366 ▲0.4%6,2920.1%ETFDUKDuke Energy$370,448$1,509 ▼-0.4%3,4380.1%UtilitiesESMLiShares ESG Aware MSCI USA Small-Cap ETF$363,822$37,173 ▲11.4%8,6520.1%ETFCSWICSW Industrials$352,8000.0%1,0000.1%Basic MaterialsGLDSPDR Gold Shares$344,019$68,271 ▼-16.6%1,4210.1%FinanceETNEaton$319,873$319,873 ▲New Holding9640.1%IndustrialsEPDEnterprise Products Partners$316,822$9,690 ▲3.2%10,1030.1%EnergyWMTWalmart$315,907$4,789 ▼-1.5%3,4960.1%Retail/WholesaleXYLDGlobal X S&P 500 Covered Call ETF$315,493$4,525 ▼-1.4%7,5300.1%ETFNFLXNetflix$301,828$34,724 ▼-10.3%3390.1%Consumer DiscretionaryTSLATesla$298,300$93,648 ▼-23.9%7390.1%Auto/Tires/TrucksSPYDSPDR Portfolio S&P 500 High Dividend ETF$291,7400.0%6,7470.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$286,256$444 ▲0.2%3,2240.1%ETFPEPPepsiCo$276,110$7,602 ▲2.8%1,8160.1%Consumer StaplesAEPAmerican Electric Power$273,9230.0%2,9700.1%UtilitiesUNHUnitedHealth Group$270,708$8,602 ▲3.3%5350.1%MedicalIJRiShares Core S&P Small-Cap ETF$267,585$1,729 ▲0.7%2,3220.1%ETFAXPAmerican Express$254,394$7,421 ▲3.0%8570.1%FinanceBKBank of New York Mellon$253,610$1,306 ▼-0.5%3,3010.1%FinanceKBWYInvesco KBW Premium Yield Equity REIT ETF$248,188$1,343 ▲0.5%13,8570.1%ETFEMREmerson Electric$240,695$12,022 ▲5.3%1,9420.1%IndustrialsFIDELITY WISE ORIGIN BITCOIN$237,720$237,720 ▲New Holding2,9140.1%SHSJNJJohnson & Johnson$234,127$5,640 ▼-2.4%1,6190.1%MedicalWORLD FDS TR$231,460$231,460 ▲New Holding4,7600.1%T REX TARGET ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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