Sandbox Financial Partners, LLC Incresed Positions in Q2 2025

Sandbox Financial Partners, LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
142K
+ 2282.03%
$51.16 - $62.02 $7.24M - $8.78M
148K $9.17M
VUG
Vanguard Growth ETF

ETFs
1.11K
+ 1.41%
$329.49 - $438.4 $365K - $486K
79.9K $35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37.2K
+ 1924.34%
$90.56 - $109.49 $3.37M - $4.08M
39.2K $4.28M
NVDA
Nvidia Corp

Technology
3.02K
+ 6.16%
$94.31 - $157.99 $285K - $477K
52K $8.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.95K
+ 9.45%
$496.48 - $617.85 $966K - $1.2M
22.5K $13.9M
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.02%
$167.32 - $223.3 $2.34K - $3.13K
69.9K $15.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
279
+ 2.0%
$416.06 - $551.64 $116K - $154K
14.2K $7.83M
AVGO
Broadcom Inc.

Technology
541
+ 5.66%
$146.29 - $275.65 $79.1K - $149K
10.1K $2.79M
META
Meta Platforms, Inc.

Communication Services
150
+ 2.91%
$484.66 - $738.09 $72.7K - $111K
5.3K $3.91M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.78K
+ 8.82%
$57.46 - $75.58 $217K - $286K
46.7K $3.53M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.06K
+ 5.33%
$45.88 - $54.4 $324K - $384K
139K $7.59M
TSLA
Tesla, Inc.

Consumer Cyclical
164
+ 2.45%
$221.86 - $362.89 $36.4K - $59.5K
6.85K $2.18M
IBM
International Business Machines Corp

Technology
23
+ 0.26%
$221.03 - $294.78 $5.08K - $6.78K
9K $2.65M
VTV
Vanguard Value ETF

ETFs
253
+ 0.4%
$153.67 - $176.74 $38.9K - $44.7K
62.9K $11.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.94K
+ 12.08%
$50.52 - $50.92 $300K - $302K
55.1K $2.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 3.66%
$456.74 - $568.03 $63.5K - $79K
3.94K $2.24M
JPM
Jpmorgan Chase & CO

Financial Services
48
+ 0.81%
$210.28 - $289.91 $10.1K - $13.9K
5.99K $1.74M
NFLX
Netflix Inc

Communication Services
87
+ 23.71%
$855.86 - $1339.13 $74.5K - $117K
454 $607K
GE
General Electric CO

Industrials
4
+ 0.09%
$166.81 - $257.39 $667 - $1.03K
4.32K $1.11M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.12K
+ 12.58%
$70.54 - $93.95 $78.9K - $105K
10K $940K
IVW
Ishares S&P 500 Growth ETF

ETFs
16
+ 0.12%
$82.96 - $110.1 $1.33K - $1.76K
13.7K $1.51M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.66K
+ 2.18%
$50.36 - $50.68 $184K - $185K
171K $8.68M
XLF
Financial Sector Spdr

ETFs
467
+ 0.88%
$43.92 - $52.37 $20.5K - $24.5K
53.5K $2.8M
NOW
Service Now, Inc.

Technology
4
+ 0.49%
$721.65 - $1040.18 $2.89K - $4.16K
816 $838K
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 5.0%
$908.13 - $1056.85 $90.8K - $106K
2.1K $2.08M
USXF
Ishares Esg Advanced Msci Usa

Technology
25
+ 0.13%
$41.54 - $53.93 $1.04K - $1.35K
19K $1.03M
BX
Blackstone Inc.

Financial Services
83
+ 0.69%
$120.07 - $151.11 $9.97K - $12.5K
12K $1.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.18%
$498.8 - $620.9 $1.5K - $1.86K
1.66K $1.03M
GTO
Invesco Actively Managed ETF T

ETFs
2.01K
+ 2.83%
$45.73 - $47.2 $92.1K - $95K
73.1K $3.43M
EUSB
Ishares Tr Esg Advanced Total

Technology
2.13K
+ 10.48%
$42.54 - $43.56 $90.4K - $92.6K
22.4K $975K
RYLD
Global X Fds Russell 2000 Cove

ETFs
6.54K
+ 19.54%
$13.37 - $15.25 $87.4K - $99.7K
40K $596K
UBER
Uber Technologies, Inc

Technology
219
+ 6.81%
$64.62 - $93.3 $14.2K - $20.4K
3.44K $320K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$320.42 - $424.58 $320 - $425
1.08K $453K
BK
Bank Of New York Mellon Corp

Financial Services
8
+ 0.24%
$73.31 - $91.62 $586 - $733
3.32K $302K
PRF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.22%
$35.77 - $42.27 $823 - $972
10.4K $437K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1.7K
+ 12.27%
$14.41 - $16.7 $24.5K - $28.4K
15.6K $244K
MUB
Ishares National Muni Bond ETF

ETFs
159
+ 3.29%
$102.31 - $105.8 $16.3K - $16.8K
5K $522K
BND
Vanguard Bd Index Fd Inc Total

ETFs
62
+ 0.53%
$72.02 - $73.82 $4.47K - $4.58K
11.7K $861K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
41
+ 1.46%
$85.42 - $94.39 $3.5K - $3.87K
2.85K $267K
IAUX
I 80 Gold Corp.
10K
+ 33.33%
$0.49 - $0.72 $4.9K - $7.2K
40K $24K
Landbridge Company LLC
1.07K
+ 11.71%
N/A
10.2K $0
Ge Vernova Inc
95
+ 6.24%
N/A
1.62K $0
Morgan Stanley ETF Trust
1.06K
+ 18.57%
N/A
6.74K $0
Morgan Stanley ETF Trust
17
+ 0.27%
N/A
6.33K $0
Ishares Bitcoin Trust ETF
1.35K
+ 12.9%
N/A
11.8K $0
O
Realty Income Corp

Real Estate
2
+ 0.05%
$52.27 - $58.52 $105 - $117
3.96K $227K
DUK
Duke Energy Corp

Utilities
25
+ 0.73%
$112.46 - $124.05 $2.81K - $3.1K
3.47K $409K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.03%
$98.59 - $109.11 $98.6 - $109
3.09K $320K
VZ
Verizon Communications Inc

Communication Services
82
+ 0.59%
$41.67 - $45.62 $3.42K - $3.74K
14.1K $609K
Activity Summary
Buys All Purchases 73 New Holdings 18 Increased Positions 55 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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