SF

Sandbox Financial Partners, LLC

13F
Sandbox Financial Partners, LLC
Last update 2025-04-11 109 Stocks (10 new)
Value $283.00 Mil Turnover 9 %
Countries:
Top Holdings: AAPL(11.83%)VUG(10.31%)MSFT(5.29%)AMZN(4.69%)JEPI(4.19%)
Summary Stock Picks Current Portfolio
Sandbox Financial Partners, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
150,829
33,503.6
-1.48%
11.830
-0.19%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
VUG 		Vanguard Growth ETF
78,762
29,206.5
-0.51%
10.310
-0.06%
0.020
+1.96%
+0.79%
147,910.7
 
MSFT 		Microsoft Corp
39,943
14,994.4
-3.00%
5.290
-0.17%
0.000
+16.18%
+9.64%
3,421,645.9
Software
AMZN 		Amazon.com Inc
69,858
13,291.1
-2.14%
4.690
-0.11%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
JEPI 		JPMorgan Equity Premium Income ETF
207,685
11,867.1
+5.62%
4.190
+0.22%
0.030
-3.54%
+0.17%
39,455.1
 
SPY 		SPDR S&P 500 ETF Trust
20,588
11,516.9
+1.90%
4.070
+0.08%
0.000
-0.51%
+0.87%
603,465.9
 
VTV 		Vanguard Value ETF
62,611
10,815.5
+0.31%
3.820
+0.01%
0.010
-3.22%
+1.83%
136,284.5
 
SNOW 		Snowflake Inc
67,961
9,933.2
-2.31%
3.510
-0.08%
0.020
+16.13%
+33.20%
68,623.4
Software
VIG 		Vanguard Dividend Appreciation FTF
46,241
8,970.2
-3.55%
3.170
-0.11%
0.010
-2.09%
+1.56%
88,208.2
 
JPST 		JPMorgan Ultra-Short Income ETF
167,656
8,488.4
-0.17%
3.000
0%
0.030
+1.05%
+2.01%
30,926.3
 

Sandbox Financial Partners, LLC's Historical Top Holdings Breakdowns

Sandbox Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31New Buy
+2.96%
●
100.34 ($100.51) 100.68
$100.71
0.20%
New holding
83,337
83,337
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Reduce
-2.80%
●
57.21 ($62.1) 65.8
$60.04
-3.32%
Reduce -95.6%
6,204
-134,733
ACWX 		iShares MSCI ACWI Ex US Index Fund2025-03-31New Buy
+1.90%
●
51.39 ($54.91) 57.43
$59.48
8.32%
New holding
96,838
96,838
ACWI 		iShares MSCI ACWI Index Fund2025-03-31Reduce
-1.85%
●
115.16 ($119.81) 124.13
$123.65
3.21%
Reduce -94.56%
2,726
-47,395
IWM 		iShares Russell 2000 ETF2025-03-31Sold Out
-1.58%
●
198.1 ($216.92) 229.79
$205.07
-5.46%
Sold Out
0
-21,433
SHY 		iShares 1-3 Year Treasury Bond ETF2025-03-31New Buy
+1.48%
●
81.83 ($82.24) 82.73
$82.65
0.50%
New holding
50,518
50,518
GLD 		SPDR Gold Shares ETF2025-03-31Add
+1.18%
●
243.19 ($264.45) 288.14
$303.60
14.80%
Add 811.61%
12,954
11,533
ITB 		iShares U.S. Home Construction ETF2025-03-31Sold Out
-1.03%
●
93.86 ($101.66) 111.45
$89.48
-11.98%
Sold Out
0
-29,929
TSLA 		Tesla Inc2025-03-31Add
+0.54%
●
222.15 ($333.26) 428.22
$346.46
3.96%
Add 804.33%
6,683
5,944
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Add
+0.22%
●
56.17 ($58.26) 59.71
$56.09
-3.72%
Add 5.62%
207,685
11,042

Sandbox Financial Partners, LLC Total Holding History ($B)

To

Sandbox Financial Partners, LLC's Asset Allocation

To

Sandbox Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sandbox Financial Partners, LLC's Hypothetical Growth since 2025-03-31

Sandbox Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sandbox Financial Partners, LLC's Holdings Heat Map

Size field:

Sandbox Financial Partners, LLC's Holdings Bubble Chart

Sandbox Financial Partners, LLC News

  • 1

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