Sandbox Financial Partners, LLC Portfolio Holdings

Sandbox Financial Partners, LLC

  • $275 Million
  • Q1 2025

Sandbox Financial Partners, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $275 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.5M, Vanguard Growth ETF with a value of $29.2M, Microsoft Corp with a value of $15M, Amazon Com Inc with a value of $13.3M, and J P Morgan Exchange Traded Fd with a value of $11.8M.

Examining the 13F form we can see an decrease of $17.1M in the current position value, from $292M to 275M.

Sandbox Financial Partners, LLC is based out at Bethesda, MD

Below you can find more details about Sandbox Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $275 Million
ETFs: $150 Million
Technology: $68.5 Million
Consumer Cyclical: $16.1 Million
Financial Services: $9.11 Million
Energy: $8.23 Million
Communication Services: $8.13 Million
Healthcare: $5.27 Million
Consumer Defensive: $2.93 Million
Other: $4.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$297M
$31,000 0.01% of portfolio
27,517
Q1 2025 New
$117M
$20,000 0.01% of portfolio
24,833
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $275 Million
  • Prior Value $292 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
Track This Portfolio

Track Sandbox Financial Partners, LLC Portfolio

Follow Sandbox Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandbox Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sandbox Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email