Sandbox Financial Partners, LLC Sells in Q3 2024

Sandbox Financial Partners, LLC

  • $276 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-3K
- 3.95%
$161.02 - $200.0 $483K - $600K
73K $13.6M
MSFT
Microsoft Corp

Technology
-430
- 1.05%
$395.15 - $467.56 $170K - $201K
40.7K $17.5M
GOOGL
Alphabet Inc.

Communication Services
-1.38K
- 7.51%
$148.65 - $191.18 $206K - $264K
17K $2.83M
NVO
Novo Nordisk A S

Healthcare
-1.59K
- 26.55%
$119.07 - $145.42 $189K - $231K
4.39K $523K
BA
Boeing CO

Industrials
-443
- 8.34%
$152.04 - $190.6 $67.4K - $84.4K
4.87K $739K
GOOG
Alphabet Inc.

Communication Services
-288
- 2.66%
$149.54 - $192.66 $43.1K - $55.5K
10.5K $1.76M
VIG
Vanguard Dividend Appreciation

ETFs
-970
- 1.9%
$182.15 - $182.15 $177K - $177K
50.1K $9.12M
VV
Vanguard Large Cap ETF

ETFs
-453
- 23.83%
$236.92 - $263.4 $107K - $119K
1.45K $381K
CVX
Chevron Corp

Energy
-162
- 2.76%
$137.88 - $161.97 $22.3K - $26.2K
5.71K $841K
NFLX
Netflix Inc

Communication Services
-85
- 18.36%
$598.55 - $722.26 $50.9K - $61.4K
378 $268K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.08K
- 7.49%
$38.89 - $42.97 $41.9K - $46.3K
13.3K $570K
UBER
Uber Technologies, Inc

Technology
-43
- 1.31%
$58.48 - $77.47 $2.51K - $3.33K
3.24K $243K
PEP
Pepsico Inc

Consumer Defensive
-15
- 0.84%
$161.9 - $179.3 $2.43K - $2.69K
1.77K $300K
IGV
Ishares Expanded Tech Software

ETFs
-36
- 0.76%
$77.94 - $89.37 $2.81K - $3.22K
4.67K $417K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-190
- 2.24%
$46.18 - $48.92 $8.77K - $9.29K
8.3K $403K
UNH
Unitedhealth Group Inc

Healthcare
-54
- 9.44%
$488.01 - $604.18 $26.4K - $32.6K
518 $302K
V
Visa Inc.

Financial Services
-172
- 2.81%
$253.74 - $291.56 $43.6K - $50.1K
5.95K $1.64M
JPM
Jpmorgan Chase & CO

Financial Services
-54
- 0.97%
$194.9 - $224.8 $10.5K - $12.1K
5.51K $1.16M
IVW
Ishares S&P 500 Growth ETF

ETFs
-35
- 0.25%
$84.77 - $97.13 $2.97K - $3.4K
13.9K $1.33M
MCD
Mcdonalds Corp

Consumer Cyclical
-138
- 6.67%
$245.82 - $304.51 $33.9K - $42K
1.93K $588K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-993
- 2.22%
$52.1 - $59.66 $51.7K - $59.2K
43.8K $2.59M
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 2.36%
$333.64 - $405.2 $11.3K - $13.8K
1.41K $569K
MA
Mastercard Inc

Financial Services
-30
- 1.35%
$429.6 - $500.99 $12.9K - $15K
2.19K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-47
- 0.57%
$162.83 - $179.16 $7.65K - $8.42K
8.22K $1.47M
META
Meta Platforms, Inc.

Communication Services
-439
- 7.94%
$453.41 - $572.44 $199K - $251K
5.09K $2.91M
AAPL
Apple Inc.

Technology
-3.26K
- 2.04%
$207.23 - $234.82 $676K - $766K
157K $36.6M
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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