Sandbox Financial Partners, LLC Reduced Holdings in Q1 2025

Sandbox Financial Partners, LLC

  • $275 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-135K
- 95.6%
$57.21 - $65.8 $7.71M - $8.87M
6.2K $361K
ACWI
Ishares Msci Acwi ETF

ETFs
-47.4K
- 94.56%
$115.16 - $124.13 $5.46M - $5.88M
2.73K $316K
AAPL
Apple Inc.

Technology
-2.27K
- 1.48%
$209.68 - $247.1 $476K - $561K
151K $33.5M
VUG
Vanguard Growth ETF

ETFs
-402
- 0.51%
$369.1 - $427.61 $148K - $172K
78.8K $29.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.53K
- 2.14%
$190.26 - $242.06 $291K - $370K
69.9K $13.3M
MSFT
Microsoft Corp

Technology
-1.23K
- 3.0%
$375.39 - $447.2 $463K - $552K
39.9K $15M
NVDA
Nvidia Corp

Technology
-730
- 1.47%
$106.98 - $149.43 $78.1K - $109K
49K $5.31M
SNOW
Snowflake Inc.

Technology
-1.61K
- 2.31%
$146.16 - $192.78 $235K - $310K
68K $9.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-270
- 1.9%
$468.34 - $539.52 $126K - $146K
13.9K $6.53M
AVGO
Broadcom Inc.

Technology
-289
- 2.93%
$167.43 - $244.7 $48.4K - $70.7K
9.56K $1.6M
VIG
Vanguard Dividend Appreciation

ETFs
-1.7K
- 3.55%
N/A
46.2K $8.42M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.81K
- 45.52%
$37.9 - $43.9 $220K - $255K
6.96K $267K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.11K
- 19.18%
$77.67 - $90.15 $164K - $190K
8.89K $695K
LLY
Eli Lilly & CO

Healthcare
-581
- 12.09%
$725.72 - $929.72 $422K - $540K
4.23K $3.49M
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.82K
- 8.72%
$46.38 - $52.65 $84.2K - $95.6K
19K $883K
META
Meta Platforms, Inc.

Communication Services
-129
- 2.44%
$576.74 - $736.67 $74.4K - $95K
5.15K $2.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
-137
- 0.99%
$92.45 - $106.69 $12.7K - $14.6K
13.7K $1.26M
XLI
Industrial Sector Spdr

ETFs
-503
- 1.21%
$128.78 - $141.67 $64.8K - $71.3K
41K $5.34M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-5.52K
- 14.15%
$14.93 - $16.85 $82.4K - $93K
33.5K $507K
EUSB
Ishares Tr Esg Advanced Total

Technology
-3.15K
- 13.44%
$42.05 - $43.43 $132K - $137K
20.3K $877K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-514
- 6.9%
$169.43 - $182.84 $87.1K - $94K
6.93K $1.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-204
- 11.64%
$212.17 - $267.17 $43.3K - $54.5K
1.55K $328K
BA
Boeing CO

Industrials
-350
- 7.23%
$148.15 - $186.25 $51.9K - $65.2K
4.49K $766K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.14K
- 17.18%
$39.4 - $42.61 $84.4K - $91.3K
10.3K $413K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-65
- 5.71%
$360.07 - $417.26 $23.4K - $27.1K
1.07K $387K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-250
- 4.09%
$62.43 - $84.12 $15.6K - $21K
5.87K $388K
VTI
Vanguard Total Stock Market Et

ETFs
-84
- 3.17%
$271.18 - $303.12 $22.8K - $25.5K
2.57K $701K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-387
- 16.67%
$102.49 - $119.96 $39.7K - $46.4K
1.94K $201K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-894
- 2.04%
$62.72 - $71.92 $56.1K - $64.3K
42.9K $2.72M
IGV
Ishares Expanded Tech Software

ETFs
-2
- 0.04%
$88.3 - $107.83 $177 - $216
4.83K $434K
NEE
Nextera Energy Inc

Utilities
-398
- 2.68%
$66.96 - $76.16 $26.7K - $30.3K
14.5K $1.03M
PEP
Pepsico Inc

Consumer Defensive
-198
- 10.9%
$142.64 - $156.42 $28.2K - $31K
1.62K $242K
MUB
Ishares National Muni Bond ETF

ETFs
-220
- 4.35%
$104.71 - $107.69 $23K - $23.7K
4.84K $509K
EMR
Emerson Electric CO

Industrials
-17
- 0.88%
$108.64 - $131.17 $1.85K - $2.23K
1.93K $211K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-413
- 12.81%
$87.68 - $94.52 $36.2K - $39K
2.81K $260K
UNH
Unitedhealth Group Inc

Healthcare
-64
- 11.96%
$461.52 - $548.18 $29.5K - $35.1K
471 $246K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-657
- 7.72%
$45.92 - $47.58 $30.2K - $31.3K
7.86K $372K
PG
Procter & Gamble CO

Consumer Defensive
-149
- 4.98%
$158.56 - $176.26 $23.6K - $26.3K
2.84K $484K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-523
- 2.73%
$21.49 - $22.24 $11.2K - $11.6K
18.6K $411K
Landbridge Company LLC
-750
- 7.6%
N/A
9.12K $0
Morgan Stanley ETF Trust
-304
- 0.76%
N/A
39.6K $0
EPD
Enterprise Products Partners L.P.

Energy
-555
- 5.49%
$31.75 - $34.14 $17.6K - $18.9K
9.55K $325K
VZ
Verizon Communications Inc

Communication Services
-1.51K
- 9.75%
$37.81 - $46.49 $57.2K - $70.3K
14K $635K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-280
- 0.17%
$50.39 - $50.66 $14.1K - $14.2K
168K $8.49M
GE
General Electric CO

Industrials
-95
- 2.15%
$168.59 - $212.13 $16K - $20.2K
4.32K $864K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-325
- 7.28%
$442.66 - $534.52 $144K - $174K
4.14K $2.17M
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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