Sandbox Financial Partners, LLC Incresed Positions in Q3 2025

Sandbox Financial Partners, LLC

  • $337 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
749
+ 0.54%
$202.38 - $256.87 $152K - $192K
140K $35.7M
VUG
Vanguard Growth ETF

ETFs
2.92K
+ 3.65%
$433.97 - $484.08 $1.27M - $1.41M
82.8K $39.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.65K
+ 7.32%
$617.65 - $666.84 $1.02M - $1.1M
24.2K $16.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10.4K
+ 11.33%
$60.01 - $65.01 $622K - $674K
102K $6.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.98K
+ 5.4%
$62.09 - $66.51 $496K - $531K
156K $10.2M
VTV
Vanguard Value ETF

ETFs
1.93K
+ 3.06%
$175.51 - $186.57 $338K - $359K
64.8K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
387
+ 2.73%
$546.99 - $602.2 $212K - $233K
14.6K $8.76M
MSFT
Microsoft Corp

Technology
115
+ 0.29%
$491.09 - $535.64 $56.5K - $61.6K
40K $20.7M
AVGO
Broadcom Inc.

Technology
816
+ 8.08%
$264.74 - $369.57 $216K - $302K
10.9K $3.6M
NFLX
Netflix Inc

Communication Services
729
+ 160.57%
$1147.87 - $1297.18 $837K - $946K
1.18K $1.42M
META
Meta Platforms, Inc.

Communication Services
999
+ 18.84%
$695.21 - $791.73 $695K - $791K
6.3K $4.63M
GOOG
Alphabet Inc.

Communication Services
9
+ 0.09%
$175.16 - $255.24 $1.58K - $2.3K
10.4K $2.52M
USXF
Ishares Esg Advanced Msci Usa

Technology
10.1K
+ 52.96%
$53.69 - $57.31 $541K - $577K
29.1K $1.67M
PLTR
Palantir Technologies Inc.

Technology
3.05K
+ 169.59%
$130.68 - $186.97 $399K - $570K
4.85K $884K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.65K
+ 1.9%
$53.81 - $57.52 $142K - $152K
142K $8.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.47K
+ 3.74%
$108.46 - $120.63 $159K - $177K
40.6K $4.83M
XLF
Financial Sector Spdr

ETFs
6.36K
+ 11.89%
$51.37 - $54.25 $327K - $345K
59.8K $3.22M
XLI
Industrial Sector Spdr

ETFs
744
+ 1.79%
$147.94 - $154.99 $110K - $115K
42.3K $6.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.55K
+ 4.41%
$50.47 - $50.74 $381K - $383K
179K $9.07M
GTO
Invesco Actively Managed ETF T

ETFs
6.96K
+ 9.52%
$46.43 - $47.91 $323K - $333K
80K $3.8M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.14K
+ 31.33%
$92.97 - $100.18 $292K - $314K
13.1K $1.31M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.94K
+ 11.4%
$57.15 - $62.12 $225K - $244K
38.4K $2.39M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6.14K
+ 73.83%
$41.34 - $45.65 $254K - $280K
14.5K $651K
VIG
Vanguard Dividend Appreciation

ETFs
1.22K
+ 2.65%
N/A
47.2K $8.59M
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 0.98%
$282.78 - $316.06 $16.7K - $18.6K
6.05K $1.91M
VTI
Vanguard Total Stock Market Et

ETFs
333
+ 13.17%
$303.93 - $329.86 $101K - $110K
2.86K $939K
CRWD
Crowd Strike Holdings, Inc.

Technology
361
+ 65.4%
$412.46 - $514.1 $149K - $186K
913 $447K
NEE
Nextera Energy Inc

Utilities
934
+ 6.55%
$69.77 - $77.54 $65.2K - $72.4K
15.2K $1.15M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.32K
+ 14.82%
$42.97 - $44.2 $143K - $147K
25.7K $1.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
687
+ 1.48%
$55.15 - $58.11 $37.9K - $39.9K
47.1K $2.71M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.48K
+ 63.84%
$100.16 - $100.7 $148K - $149K
3.79K $381K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.12K
+ 3.84%
$50.81 - $51.07 $107K - $108K
57.2K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
146
+ 10.36%
$357.4 - $423.42 $52.2K - $61.8K
1.56K $630K
ITA
Ishares Tr

ETFs
324
+ 15.74%
$184.73 - $209.26 $59.9K - $67.8K
2.38K $498K
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 1.5%
$620.67 - $670.08 $15.5K - $16.8K
1.69K $1.13M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
136
+ 12.37%
$275.84 - $326.36 $37.5K - $44.4K
1.24K $403K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
781
+ 1.67%
$70.85 - $76.96 $55.3K - $60.1K
47.5K $3.61M
BK
Bank Of New York Mellon Corp

Financial Services
7
+ 0.21%
$90.65 - $109.75 $635 - $768
3.32K $362K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$420.11 - $472.68 $420 - $473
1.08K $504K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
89
+ 1.95%
$132.9 - $142.03 $11.8K - $12.6K
4.66K $656K
VZ
Verizon Communications Inc

Communication Services
733
+ 5.2%
$40.84 - $45.06 $29.9K - $33K
14.8K $651K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.04%
$193.58 - $213.07 $194 - $213
2.27K $474K
BA
Boeing CO

Industrials
24
+ 0.53%
$209.79 - $237.38 $5.03K - $5.7K
4.52K $974K
PRF
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.24%
$42.04 - $45.23 $1.05K - $1.13K
10.4K $469K
DUK
Duke Energy Corp

Utilities
51
+ 1.47%
$116.31 - $125.93 $5.93K - $6.42K
3.52K $435K
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 0.08%
$211.65 - $238.24 $11.9K - $13.3K
69.9K $15.4M
UBER
Uber Technologies, Inc

Technology
45
+ 1.31%
$86.91 - $99.57 $3.91K - $4.48K
3.48K $341K
PAVE
Global X Fds Us Infrastructure

ETFs
9
+ 0.19%
$44.02 - $47.63 $396 - $429
4.75K $226K
ETN
Eaton Corp PLC

Industrials
2
+ 0.34%
$342.99 - $392.76 $686 - $786
593 $221K
Activity Summary
Buys All Purchases 74 New Holdings 12 Increased Positions 62 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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