Sandbox Financial Partners, LLC Reduced Holdings in Q3 2025

Sandbox Financial Partners, LLC

  • $337 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.15K
- 29.08%
$625.65 - $812.69 $719K - $935K
2.8K $2.14M
TPL
Texas Pacific Land Corp

Energy
-394
- 13.9%
$854.83 - $1075.97 $337K - $424K
2.44K $2.28M
COST
Costco Wholesale Corp

Consumer Defensive
-554
- 26.36%
$915.95 - $994.57 $507K - $551K
1.55K $1.43M
SNOW
Snowflake Inc.

Technology
-2.88K
- 4.24%
$191.73 - $241.0 $552K - $694K
65.1K $14.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.25K
- 3.99%
$55.61 - $57.37 $459K - $473K
198K $11.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.23K
- 44.72%
$72.57 - $74.72 $380K - $391K
6.47K $480K
V
Visa Inc.

Financial Services
-418
- 7.0%
$332.09 - $358.86 $139K - $150K
5.55K $1.9M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-13.9K
- 34.77%
$14.46 - $15.29 $201K - $213K
26.1K $392K
MA
Mastercard Inc

Financial Services
-309
- 14.09%
$550.18 - $598.96 $170K - $185K
1.88K $1.07M
NOW
Service Now, Inc.

Technology
-62
- 7.6%
$850.86 - $1044.69 $52.8K - $64.8K
754 $693K
IBM
International Business Machines Corp

Technology
-68
- 0.76%
$234.77 - $292.47 $16K - $19.9K
8.94K $2.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-493
- 12.53%
$567.77 - $614.76 $280K - $303K
3.44K $2.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.14K
- 31.28%
$293.94 - $444.72 $630K - $953K
4.71K $2.09M
LMT
Lockheed Martin Corp

Industrials
-163
- 24.36%
$410.74 - $499.21 $67K - $81.4K
506 $252K
MUB
Ishares National Muni Bond ETF

ETFs
-602
- 12.04%
$103.24 - $106.68 $62.2K - $64.2K
4.4K $468K
GILD
Gilead Sciences, Inc.

Healthcare
-128
- 5.61%
$108.22 - $120.47 $13.9K - $15.4K
2.15K $239K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-319
- 4.11%
$46.86 - $48.27 $14.9K - $15.4K
7.45K $357K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-180
- 3.06%
$38.52 - $39.39 $6.93K - $7.09K
5.71K $223K
EPD
Enterprise Products Partners L.P.

Energy
-220
- 2.29%
$30.74 - $32.14 $6.76K - $7.07K
9.38K $293K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-37
- 1.37%
$100.37 - $100.74 $3.71K - $3.73K
2.65K $267K
IGV
Ishares Expanded Tech Software

ETFs
-236
- 5.38%
$105.96 - $117.79 $25K - $27.8K
4.15K $477K
Arista Networks Inc
-70
- 3.26%
N/A
2.08K $0
Landbridge Company LLC
-6.38K
- 62.64%
N/A
3.81K $0
WMT
Walmart Inc.

Consumer Defensive
-172
- 4.89%
$94.4 - $104.27 $16.2K - $17.9K
3.35K $344K
PEP
Pepsico Inc

Consumer Defensive
-70
- 4.3%
$133.81 - $152.16 $9.37K - $10.7K
1.56K $218K
MMM
3 M CO

Industrials
-3
- 0.22%
$144.41 - $160.2 $433 - $481
1.37K $211K
AXP
American Express CO

Financial Services
-24
- 3.03%
$294.27 - $342.31 $7.06K - $8.22K
769 $255K
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 2.97%
$291.67 - $316.99 $14.6K - $15.8K
1.63K $495K
O
Realty Income Corp

Real Estate
-111
- 2.81%
$56.13 - $60.79 $6.23K - $6.75K
3.85K $233K
D
Dominion Energy, Inc

Utilities
-67
- 1.84%
$56.32 - $62.1 $3.77K - $4.16K
3.58K $218K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-151
- 2.5%
$181.56 - $190.33 $27.4K - $28.7K
5.88K $1.12M
RTX
Raytheon Technologies Corp

Industrials
-55
- 3.87%
$144.19 - $167.33 $7.93K - $9.2K
1.37K $228K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4
- 0.07%
$82.96 - $95.7 $332 - $383
5.86K $526K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-51
- 1.24%
$459.11 - $506.91 $23.4K - $25.9K
4.06K $2.04M
JNJ
Johnson & Johnson

Healthcare
-46
- 2.19%
$155.17 - $185.42 $7.14K - $8.53K
2.05K $380K
XLK
Technology Sector Spdr

ETFs
-69
- 2.47%
$250.97 - $282.66 $17.3K - $19.5K
2.72K $766K
CVX
Chevron Corp

Energy
-8
- 0.14%
$145.57 - $161.83 $1.16K - $1.29K
5.76K $893K
XOM
Exxon Mobil Corp

Energy
-208
- 0.77%
$105.83 - $117.22 $22K - $24.4K
26.8K $3.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
-282
- 2.06%
$108.97 - $121.65 $30.7K - $34.3K
13.4K $1.62M
ABBV
Abb Vie Inc.

Healthcare
-140
- 4.27%
$184.85 - $231.54 $25.9K - $32.4K
3.14K $725K
GE
General Electric CO

Industrials
-28
- 0.65%
$244.75 - $305.63 $6.85K - $8.56K
4.29K $1.29M
BX
Blackstone Inc.

Financial Services
-43
- 0.36%
$152.77 - $188.68 $6.57K - $8.11K
12K $2.05M
GOOGL
Alphabet Inc.

Communication Services
-55
- 0.35%
$174.36 - $254.72 $9.59K - $14K
15.7K $3.81M
NVDA
Nvidia Corp

Technology
-342
- 0.66%
$153.3 - $186.58 $52.4K - $63.8K
51.7K $9.64M
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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