Sandbox Financial Partners, LLC Portfolio Holdings

Sandbox Financial Partners, LLC

  • $292 Million
  • Q4 2024

Sandbox Financial Partners, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $292 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.3M, Vanguard Growth ETF with a value of $32.5M, Microsoft Corp with a value of $17.4M, Amazon Com Inc with a value of $15.7M, and Spdr S&P 500 ETF Trust with a value of $11.8M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $276M to 292M.

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 $292 Million
ETFs: $156 Million
Technology: $78.1 Million
Consumer Cyclical: $17 Million
Financial Services: $9.22 Million
Communication Services: $9.08 Million
Energy: $7.07 Million
Healthcare: $5.23 Million
Consumer Defensive: $2.91 Million
Other: $4.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$461M
$212,000 0.07% of portfolio
7,371
Q4 2024 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $292 Million
  • Prior Value $276 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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