Sandbox Financial Partners, LLC Purchases in Q1 2025

Sandbox Financial Partners, LLC

  • $275 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
83.3K
New
$100.34 - $100.68 $8.36M - $8.39M
83.3K $8.39M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
96.8K
New
$51.39 - $57.43 $4.98M - $5.56M
96.8K $5.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
50.5K
New
$81.83 - $82.73 $4.13M - $4.18M
50.5K $4.18M
GLD
Spdr Gold Trust

ETFs
11.5K
+ 811.61%
$243.19 - $288.14 $2.8M - $3.32M
13K $3.73M
TSLA
Tesla, Inc.

Consumer Cyclical
5.94K
+ 804.33%
$222.15 - $428.22 $1.32M - $2.55M
6.68K $1.73M
TPL
Texas Pacific Land Corp

Energy
68
+ 2.5%
$1180.08 - $1431.01 $80.2K - $97.3K
2.79K $3.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11K
+ 5.62%
$56.17 - $59.71 $620K - $659K
208K $11.8M
XOM
Exxon Mobil Corp

Energy
128
+ 0.47%
$105.44 - $118.93 $13.5K - $15.2K
27.2K $3.23M
IBM
International Business Machines Corp

Technology
88
+ 0.99%
$217.4 - $264.74 $19.1K - $23.3K
8.98K $2.23M
VGSH
Vanguard

ETFs
4.44K
New
$58.07 - $58.68 $258K - $260K
4.44K $260K
UBER
Uber Technologies, Inc

Technology
3.22K
New
$63.17 - $81.49 $203K - $262K
3.22K $234K
V
Visa Inc.

Financial Services
45
+ 0.76%
$306.92 - $362.71 $13.8K - $16.3K
5.99K $2.1M
D
Dominion Energy, Inc

Utilities
3.66K
New
$52.85 - $57.43 $193K - $210K
3.66K $204K
JNJ
Johnson & Johnson

Healthcare
834
+ 51.51%
$142.06 - $167.7 $118K - $140K
2.45K $406K
CVX
Chevron Corp

Energy
98
+ 1.71%
$146.71 - $167.97 $14.4K - $16.5K
5.84K $976K
VTV
Vanguard Value ETF

ETFs
191
+ 0.31%
$167.73 - $179.21 $32K - $34.2K
62.6K $10.7M
JPM
Jpmorgan Chase & CO

Financial Services
267
+ 4.7%
$225.19 - $279.95 $60.1K - $74.7K
5.95K $1.46M
GTO
Invesco Actively Managed ETF T

ETFs
1.11K
+ 1.58%
$45.9 - $47.37 $50.8K - $52.4K
71.1K $3.33M
XLF
Financial Sector Spdr

ETFs
593
+ 1.13%
$47.32 - $52.19 $28.1K - $30.9K
53K $2.61M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.75%
$890.62 - $1076.86 $13.4K - $16.2K
2K $1.89M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.3K
+ 2.72%
$50.72 - $50.92 $66.1K - $66.4K
49.2K $2.5M
AEP
American Electric Power CO Inc

Utilities
118
+ 3.97%
$90.32 - $109.27 $10.7K - $12.9K
3.09K $337K
DUK
Duke Energy Corp

Utilities
9
+ 0.26%
$105.87 - $121.97 $953 - $1.1K
3.45K $420K
MA
Mastercard Inc

Financial Services
1
+ 0.05%
$504.67 - $576.31 $505 - $576
2.2K $1.2M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.09%
$89.14 - $117.41 $178 - $235
2.28K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 1.27%
$279.74 - $321.29 $5.87K - $6.75K
1.68K $525K
NFLX
Netflix Inc

Communication Services
28
+ 8.26%
$828.4 - $1058.6 $23.2K - $29.6K
367 $342K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
27.5K
New
$1.14 - $2.1 $31.4K - $57.8K
27.5K $31K
BND
Vanguard Bd Index Fd Inc Total

ETFs
163
+ 1.42%
$71.17 - $73.66 $11.6K - $12K
11.6K $853K
BK
Bank Of New York Mellon Corp

Financial Services
8
+ 0.24%
$75.42 - $88.95 $603 - $712
3.31K $277K
VV
Vanguard Large Cap ETF

ETFs
157
+ 10.93%
$253.32 - $282.66 $39.8K - $44.4K
1.59K $407K
O
Realty Income Corp

Real Estate
1
+ 0.03%
$51.67 - $58.49 $51.7 - $58.5
3.96K $229K
IAUX
I 80 Gold Corp.
30K
New
$0.53 - $0.83 $15.9K - $24.9K
30K $18K
PDSB
Pds Biotechnology Corp

Healthcare
12.7K
New
$1.18 - $1.8 $14.9K - $22.8K
12.7K $15K
VXF
Vanguard Extended Market ETF

ETFs
268
+ 12.56%
$170.36 - $201.04 $45.7K - $53.9K
2.4K $415K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 1.1%
$126.11 - $135.06 $6.43K - $6.89K
4.67K $595K
Ishares Bitcoin Trust ETF
842
+ 8.77%
N/A
10.4K $0
Tidal ETF Tr
21.9K
New
N/A
21.9K $0
Fidelity Wise Origin Bitcoin
3.97K
+ 136.31%
N/A
6.89K $0
Ge Vernova Inc
91
+ 6.35%
N/A
1.52K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
583
+ 2.8%
N/A
21.4K $0
Morgan Stanley ETF Trust
17
+ 0.27%
N/A
6.31K $0
Morgan Stanley ETF Trust
1.63K
+ 40.33%
N/A
5.68K $0
WMT
Walmart Inc.

Consumer Defensive
38
+ 1.09%
$84.5 - $105.05 $3.21K - $3.99K
3.53K $310K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.67K
+ 3.57%
$53.6 - $58.97 $89.7K - $98.7K
48.5K $2.64M
XYLD
Global X Fds S&P 500 Covered C

ETFs
186
+ 2.47%
$39.02 - $42.89 $7.26K - $7.98K
7.72K $303K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 2.2%
$347.25 - $424.87 $10.8K - $13.2K
1.44K $526K
AXP
American Express CO

Financial Services
1
+ 0.12%
$255.39 - $325.87 $255 - $326
858 $230K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.51%
$423.19 - $506.29 $1.69K - $2.03K
784 $350K
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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