Sandbox Financial Partners, LLC Reduced Holdings in Q4 2024

Sandbox Financial Partners, LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-42.6K
- 23.2%
$61.68 - $67.87 $2.63M - $2.89M
141K $8.78M
LLY
Eli Lilly & CO

Healthcare
-20
- 0.41%
$727.2 - $932.06 $14.5K - $18.6K
4.81K $3.71M
XOM
Exxon Mobil Corp

Energy
-1.3K
- 4.58%
$105.51 - $125.37 $137K - $163K
27.1K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
-2.14K
- 4.27%
N/A
47.9K $8.73M
GE
General Electric CO

Industrials
-1.44K
- 24.59%
$159.95 - $194.23 $230K - $279K
4.41K $735K
NEE
Nextera Energy Inc

Utilities
-876
- 5.56%
$69.77 - $85.43 $61.1K - $74.8K
14.9K $1.07M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-12.4K
- 24.1%
$15.97 - $16.79 $198K - $208K
39K $637K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-773
- 9.4%
$174.22 - $187.62 $135K - $145K
7.45K $1.3M
VZ
Verizon Communications Inc

Communication Services
-1.26K
- 7.53%
$39.6 - $45.21 $50K - $57.1K
15.5K $620K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2K
- 4.01%
$50.67 - $50.9 $101K - $102K
47.9K $2.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-313
- 0.19%
$50.37 - $50.6 $15.8K - $15.8K
168K $8.46M
GLD
Spdr Gold Trust

ETFs
-282
- 16.56%
$236.59 - $257.5 $66.7K - $72.6K
1.42K $344K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.65K
- 7.36%
$48.45 - $52.57 $80.1K - $86.9K
20.8K $1.03M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-164
- 8.56%
$238.25 - $261.28 $39.1K - $42.8K
1.75K $424K
MUB
Ishares National Muni Bond ETF

ETFs
-321
- 5.97%
$105.78 - $108.7 $34K - $34.9K
5.06K $539K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-551
- 4.14%
$41.74 - $46.2 $23K - $25.5K
12.8K $535K
JNJ
Johnson & Johnson

Healthcare
-39
- 2.35%
$143.34 - $165.86 $5.59K - $6.47K
1.62K $234K
DUK
Duke Energy Corp

Utilities
-14
- 0.41%
$105.76 - $120.76 $1.48K - $1.69K
3.44K $370K
ISRG
Intuitive Surgical Inc

Healthcare
-44
- 10.11%
$471.27 - $550.62 $20.7K - $24.2K
391 $204K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-108
- 1.41%
$40.86 - $43.42 $4.41K - $4.69K
7.53K $315K
VTI
Vanguard Total Stock Market Et

ETFs
-61
- 2.25%
$280.04 - $302.45 $17.1K - $18.4K
2.65K $767K
Ge Vernova Inc
-9
- 0.62%
N/A
1.43K $0
VV
Vanguard Large Cap ETF

ETFs
-11
- 0.76%
$260.27 - $280.65 $2.86K - $3.09K
1.44K $387K
BK
Bank Of New York Mellon Corp

Financial Services
-17
- 0.51%
$70.82 - $81.87 $1.2K - $1.39K
3.3K $253K
WMT
Walmart Inc.

Consumer Defensive
-53
- 1.49%
$79.1 - $95.7 $4.19K - $5.07K
3.5K $315K
NFLX
Netflix Inc

Communication Services
-39
- 10.32%
$687.65 - $936.56 $26.8K - $36.5K
339 $302K
TSLA
Tesla, Inc.

Consumer Cyclical
-232
- 23.89%
$213.65 - $479.86 $49.6K - $111K
739 $298K
IVW
Ishares S&P 500 Growth ETF

ETFs
-77
- 0.56%
$94.43 - $105.47 $7.27K - $8.12K
13.8K $1.4M
NOW
Service Now, Inc.

Technology
-10
- 1.33%
$867.18 - $1148.42 $8.67K - $11.5K
742 $786K
BA
Boeing CO

Industrials
-25
- 0.51%
$138.14 - $180.72 $3.45K - $4.52K
4.84K $857K
GOOGL
Alphabet Inc.

Communication Services
-947
- 5.56%
$161.86 - $196.66 $153K - $186K
16.1K $3.05M
BX
Blackstone Inc.

Financial Services
-17
- 0.14%
$148.45 - $199.05 $2.52K - $3.38K
12.1K $2.08M
GOOG
Alphabet Inc.

Communication Services
-27
- 0.26%
$163.08 - $198.16 $4.4K - $5.35K
10.5K $2M
V
Visa Inc.

Financial Services
-6
- 0.1%
$273.87 - $320.91 $1.64K - $1.93K
5.94K $1.88M
AVGO
Broadcom Inc.

Technology
-895
- 8.33%
$159.67 - $250.0 $143K - $224K
9.85K $2.28M
AAPL
Apple Inc.

Technology
-3.91K
- 2.49%
$221.69 - $259.02 $866K - $1.01M
153K $38.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 2.19%
$180.88 - $232.93 $289K - $372K
71.4K $15.7M
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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