SF
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Sandbox Financial Partners, LLC13F | |
| Sandbox Financial Partners, LLC | |
| Last update 2025-07-09 | 123 Stocks (18 new) |
| Value $317.00 Mil | Turnover 8 % |
Sandbox Financial Partners, LL... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 79,870 | 35,014.9 | +1.41% | 11.040 | +0.15% | 0.020 | +27.35% | +9.24% | 164,247.8 | ||
AAPL | Apple Inc | 139,523 | 28,626.0 | -7.50% | 9.030 | -0.89% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 39,867 | 19,830.2 | -0.19% | 6.250 | -0.01% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 69,872 | 15,329.2 | +0.02% | 4.840 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
SNOW | Snowflake Inc | 67,956 | 15,206.5 | -0.01% | 4.800 | 0% | 0.020 | +51.36% | +37.46% | 70,818.9 | Software | |
SPY | SPDR S&P 500 ETF Trust | 22,533 | 13,922.3 | +9.45% | 4.390 | +0.38% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
JEPI | JPMorgan Equity Premium Income ETF | 206,648 | 11,747.9 | -0.50% | 3.710 | -0.02% | 0.030 | +8.92% | +3.79% | 41,268.0 | ||
VTV | Vanguard Value ETF | 62,864 | 11,110.7 | +0.40% | 3.500 | +0.01% | 0.010 | +10.79% | +6.85% | 134,245.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 45,959 | 9,406.4 | -0.61% | 2.970 | -0.02% | 0.010 | +12.73% | +6.65% | 89,713.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 147,781 | 9,165.4 | +2,282.03% | 2.890 | +2.77% | 0.010 | +16.64% | +3.13% | 97,920.0 |
Sandbox Financial Partners, LLC's Historical Top Holdings Breakdowns
Sandbox Financial Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -2.86% | 100.35 ($100.53) 100.71 | $100.62 | 0.09% | Reduce -96.77% | 2,691 | -80,646 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +2.77% | 51.16 ($58.7) 62.02 | $63.88 | 8.82% | Add 2282.03% | 147,781 | 141,577 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -1.41% | 82.21 ($82.56) 83.12 | $82.64 | 0.10% | Reduce -94.99% | 2,531 | -47,987 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +1.28% | 90.56 ($103.39) 109.49 | $112.83 | 9.13% | Add 1924.34% | 39,171 | 37,236 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.89% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Reduce -7.5% | 139,523 | -11,306 | |
FEZ | SPDR EURO Stoxx 50 ETF | 2025-06-30 | New Buy New Buy | +0.65% | 48.22 ($57.09) 60.41 | $59.44 | 4.12% | New holding | 34,514 | 34,514 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Reduce Reduce | -0.44% | 273.71 ($302.58) 316.29 | $316.10 | 4.47% | Reduce -33.41% | 8,626 | -4,328 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.38% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 9.45% | 22,533 | 1,945 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.15% | 94.31 ($125.57) 157.99 | $167.03 | 33.02% | Add 6.16% | 52,016 | 3,019 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.15% | 329.49 ($394.63) 438.4 | $447.28 | 13.34% | Add 1.41% | 79,870 | 1,108 |
Sandbox Financial Partners, LLC Total Holding History ($B)
Sandbox Financial Partners, LLC's Asset Allocation
Sandbox Financial Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sandbox Financial Partners, LLC's Hypothetical Growth since 2025-06-30
Sandbox Financial Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sandbox Financial Partners, LLC's Holdings Heat Map
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Sandbox Financial Partners, LLC's Holdings Bubble Chart
Sandbox Financial Partners, LLC News
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