Sandbox Financial Partners, LLC Sells in Q2 2025

Sandbox Financial Partners, LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-80.6K
- 96.77%
$100.35 - $100.71 $8.09M - $8.12M
2.69K $270K
AAPL
Apple Inc.

Technology
-11.3K
- 7.5%
$172.42 - $223.89 $1.95M - $2.53M
140K $28.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-48K
- 94.99%
$82.21 - $83.12 $3.95M - $3.99M
2.53K $209K
GLD
Spdr Gold Trust

ETFs
-4.33K
- 33.41%
$273.71 - $316.29 $1.18M - $1.37M
8.63K $2.63M
LLY
Eli Lilly & CO

Healthcare
-271
- 6.41%
$713.71 - $898.95 $193K - $244K
3.95K $3.08M
XOM
Exxon Mobil Corp

Energy
-194
- 0.71%
$99.93 - $119.04 $19.4K - $23.1K
27K $2.91M
ABBV
Abb Vie Inc.

Healthcare
-586
- 15.18%
$170.16 - $206.27 $99.7K - $121K
3.28K $607K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 0.68%
$483.48 - $539.8 $13.5K - $15.1K
4.11K $2M
CVX
Chevron Corp

Energy
-73
- 1.25%
$133.73 - $168.51 $9.76K - $12.3K
5.76K $825K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-899
- 12.97%
$152.93 - $181.74 $137K - $163K
6.03K $1.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.07K
- 4.26%
$47.46 - $55.3 $98K - $114K
46.4K $2.56M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.83K
- 23.73%
$35.62 - $39.64 $65.2K - $72.6K
5.89K $229K
VIG
Vanguard Dividend Appreciation

ETFs
-282
- 0.61%
N/A
46K $8.37M
LMT
Lockheed Martin Corp

Industrials
-115
- 14.67%
$430.82 - $486.45 $49.5K - $55.9K
669 $309K
NEE
Nextera Energy Inc

Utilities
-215
- 1.49%
$64.11 - $75.0 $13.8K - $16.1K
14.3K $989K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.25K
- 6.7%
$21.71 - $22.3 $27.1K - $27.8K
17.4K $384K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.04K
- 0.5%
$51.14 - $57.0 $53K - $59.1K
207K $11.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-450
- 29.05%
$179.95 - $278.88 $81K - $125K
1.1K $306K
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 1.95%
$335.24 - $380.78 $9.39K - $10.7K
1.41K $516K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-84
- 1.07%
$46.41 - $47.7 $3.9K - $4.01K
7.77K $369K
GILD
Gilead Sciences, Inc.

Healthcare
-1
- 0.04%
$96.91 - $113.0 $96.9 - $113
2.28K $253K
Tidal Trust I
-10.9K
- 49.56%
N/A
11.1K $0
Fidelity Wise Origin Bitcoin
-359
- 5.21%
N/A
6.53K $0
Morgan Stanley ETF Trust
-390
- 0.98%
N/A
39.2K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-130
- 0.61%
N/A
21.3K $0
D
Dominion Energy, Inc

Utilities
-10
- 0.27%
$49.66 - $58.0 $497 - $580
3.65K $206K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-274
- 3.94%
$33.38 - $40.81 $9.15K - $11.2K
6.68K $272K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-95
- 2.04%
$114.78 - $133.31 $10.9K - $12.7K
4.57K $609K
VXF
Vanguard Extended Market ETF

ETFs
-135
- 5.62%
$150.43 - $192.71 $20.3K - $26K
2.27K $436K
V
Visa Inc.

Financial Services
-18
- 0.3%
$308.27 - $373.31 $5.55K - $6.72K
5.97K $2.12M
AXP
American Express CO

Financial Services
-65
- 7.58%
$231.39 - $318.98 $15K - $20.7K
793 $252K
MA
Mastercard Inc

Financial Services
-2
- 0.09%
$479.92 - $590.74 $960 - $1.18K
2.19K $1.23M
WMT
Walmart Inc.

Consumer Defensive
-17
- 0.48%
$81.79 - $99.98 $1.39K - $1.7K
3.52K $343K
IGV
Ishares Expanded Tech Software

ETFs
-446
- 9.23%
$80.15 - $109.5 $35.7K - $48.8K
4.38K $480K
VTI
Vanguard Total Stock Market Et

ETFs
-36
- 1.4%
$243.75 - $303.93 $8.78K - $10.9K
2.53K $768K
XLK
Technology Sector Spdr

ETFs
-121
- 4.16%
$179.73 - $253.23 $21.7K - $30.6K
2.79K $706K
GOOG
Alphabet Inc.

Communication Services
-464
- 4.29%
$146.58 - $180.01 $68K - $83.5K
10.3K $1.83M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-5.28K
- 5.46%
$49.48 - $61.22 $261K - $323K
91.6K $5.58M
GOOGL
Alphabet Inc.

Communication Services
-451
- 2.79%
$144.7 - $178.6 $65.3K - $80.5K
15.7K $2.77M
MSFT
Microsoft Corp

Technology
-76
- 0.19%
$354.56 - $497.45 $26.9K - $37.8K
39.9K $19.8M
SNOW
Snowflake Inc.

Technology
-5
- 0.01%
$130.53 - $223.77 $653 - $1.12K
68K $15.2M
Activity Summary
Buys All Purchases 73 New Holdings 18 Increased Positions 55 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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