Sandbox Financial Partners, LLC Incresed Positions in Q4 2024

Sandbox Financial Partners, LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.53K
+ 4.67%
$378.79 - $428.11 $1.34M - $1.51M
79.2K $32.5M
SNOW
Snowflake Inc.

Technology
5
+ 0.01%
$109.65 - $186.51 $548 - $933
69.6K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.28K
+ 12.69%
$567.81 - $607.81 $1.29M - $1.38M
20.2K $11.8M
TPL
Texas Pacific Land Corp

Energy
404
+ 17.43%
$915.49 - $1730.0 $370K - $699K
2.72K $3.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 8.6%
$481.22 - $538.17 $541K - $605K
14.2K $7.25M
NVDA
Nvidia Corp

Technology
359
+ 0.73%
$117.0 - $148.88 $42K - $53.4K
49.7K $6.68M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.5K
+ 6.48%
$53.94 - $58.15 $405K - $436K
123K $6.95M
ACWI
Ishares Msci Acwi ETF

ETFs
4.05K
+ 8.79%
$117.05 - $123.03 $474K - $498K
50.1K $5.89M
XLF
Financial Sector Spdr

ETFs
4.52K
+ 9.45%
$44.89 - $51.34 $203K - $232K
52.4K $2.53M
XLI
Industrial Sector Spdr

ETFs
3.8K
+ 10.06%
$131.76 - $143.99 $500K - $546K
41.5K $5.47M
META
Meta Platforms, Inc.

Communication Services
191
+ 3.75%
$554.08 - $632.68 $106K - $121K
5.28K $3.11M
JPM
Jpmorgan Chase & CO

Financial Services
167
+ 3.03%
$205.18 - $250.29 $34.3K - $41.8K
5.68K $1.36M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.01%
$58.39 - $67.04 $175 - $201
43.8K $2.78M
COST
Costco Wholesale Corp

Consumer Defensive
135
+ 7.29%
$873.59 - $994.69 $118K - $134K
1.99K $1.82M
GTO
Invesco Actively Managed ETF T

ETFs
6.31K
+ 9.9%
$46.33 - $48.41 $292K - $305K
70K $3.25M
VTV
Vanguard Value ETF

ETFs
2.81K
+ 4.72%
$168.32 - $181.87 $473K - $511K
62.4K $10.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
391
+ 9.59%
$442.29 - $483.08 $173K - $189K
4.47K $2.02M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10
+ 0.16%
$47.29 - $84.74 $473 - $847
6.12K $455K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.57K
+ 8.26%
$56.06 - $61.35 $200K - $219K
46.8K $2.64M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
813
+ 7.98%
$81.6 - $90.89 $66.3K - $73.9K
11K $944K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 2.69%
$521.84 - $558.82 $50.1K - $53.6K
3.67K $1.98M
MA
Mastercard Inc

Financial Services
9
+ 0.41%
$491.3 - $536.15 $4.42K - $4.83K
2.19K $1.16M
IGV
Ishares Expanded Tech Software

ETFs
159
+ 3.4%
$87.5 - $110.17 $13.9K - $17.5K
4.83K $483K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.48K
+ 3.95%
$57.53 - $60.83 $430K - $455K
197K $11.3M
XLK
Technology Sector Spdr

ETFs
120
+ 4.31%
$220.26 - $241.44 $26.4K - $29K
2.91K $675K
EMR
Emerson Electric CO

Industrials
97
+ 5.26%
$108.13 - $134.33 $10.5K - $13K
1.94K $240K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
884
+ 11.38%
$41.09 - $45.94 $36.3K - $40.6K
8.65K $363K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
299
+ 6.93%
$126.68 - $134.74 $37.9K - $40.3K
4.62K $588K
EPD
Enterprise Products Partners L.P.

Energy
309
+ 3.15%
$28.66 - $34.43 $8.86K - $10.6K
10.1K $316K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 1.1%
$570.51 - $610.59 $10.3K - $11K
1.65K $973K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$370.24 - $418.94 $370 - $419
1.14K $457K
AXP
American Express CO

Financial Services
25
+ 3.0%
$267.35 - $305.57 $6.68K - $7.64K
857 $254K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.09%
$179.17 - $207.15 $358 - $414
2.13K $405K
BND
Vanguard Bd Index Fd Inc Total

ETFs
616
+ 5.67%
$71.75 - $75.11 $44.2K - $46.3K
11.5K $825K
Ishares Bitcoin Trust ETF
1.34K
+ 16.23%
N/A
9.6K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
2.03K
+ 10.81%
N/A
20.8K $0
Morgan Stanley ETF Trust
23
+ 0.37%
N/A
6.29K $0
Morgan Stanley ETF Trust
55
+ 0.14%
N/A
39.9K $0
Morgan Stanley ETF Trust
402
+ 11.02%
N/A
4.05K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15
+ 0.65%
$113.92 - $127.38 $1.71K - $1.91K
2.32K $267K
PRF
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.31%
$40.15 - $42.9 $1.53K - $1.63K
12.5K $503K
EUSB
Ishares Tr Esg Advanced Total

Technology
855
+ 3.79%
$42.39 - $44.29 $36.2K - $37.9K
23.4K $995K
PG
Procter & Gamble CO

Consumer Defensive
62
+ 2.12%
$161.05 - $179.7 $9.99K - $11.1K
2.99K $501K
MPB
Mid Penn Bancorp Inc

Financial Services
46
+ 0.63%
$28.76 - $33.02 $1.32K - $1.52K
7.37K $212K
IBM
International Business Machines Corp

Technology
23
+ 0.26%
$204.9 - $238.04 $4.71K - $5.47K
8.89K $1.95M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.16%
$88.59 - $94.57 $443 - $473
3.22K $286K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
210
+ 2.53%
$46.33 - $48.6 $9.73K - $10.2K
8.51K $395K
CVX
Chevron Corp

Energy
25
+ 0.44%
$141.15 - $162.53 $3.53K - $4.06K
5.74K $831K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
185
+ 0.98%
$21.66 - $22.69 $4.01K - $4.2K
19.1K $416K
Activity Summary
Buys All Purchases 65 New Holdings 7 Increased Positions 58 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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