Sandbox Financial Partners, LLC Top Holdings and 13F Report (2024) → 4 coins to be the “Next Bitcoin” (From True Market Insiders) (Ad) About Sandbox Financial Partners, LLCInvestment ActivitySandbox Financial Partners, LLC has $238.08 million in total holdings as of March 31, 2024.Sandbox Financial Partners, LLC owns shares of 97 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 14.05% of the portfolio was purchased this quarter.About 3.92% of the portfolio was sold this quarter.This quarter, Sandbox Financial Partners, LLC has purchased 88 new stocks and bought additional shares in 53 stocks.Sandbox Financial Partners, LLC sold shares of 23 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $31,831,800Vanguard Growth ETF $23,778,144Microsoft $15,695,072Amazon.com $13,835,306iShares Core S&P Mid-Cap ETF $10,087,211 Largest New Holdings this Quarter Invesco Total Return Bond ETF $2,670,430 HoldingFinancial Select Sector SPDR Fund $1,825,716 HoldingFirst Trust Nasdaq Cybersecurity ETF $1,466,424 HoldingInvesco S&P 500 Equal Weight Financials ETF $1,092,066 HoldingGlobal X Russell 2000 Covered Call ETF $590,381 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 133,416 shares (about $8.10M)Invesco Total Return Bond ETF 57,048 shares (about $2.67M)JPMorgan Nasdaq Equity Premium Income ETF 43,494 shares (about $2.36M)Financial Select Sector SPDR Fund 43,346 shares (about $1.83M)NVIDIA 1,866 shares (about $1.69M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 56,433 shares (about $2.85M)Apple 8,721 shares (about $1.50M)Calvert US Large-Cap Core Responsible Index ETF 5,219 shares (about $342.53K)iShares National Muni Bond ETF 2,625 shares (about $282.43K)iShares ESG Aware U.S. Aggregate Bond ETF 4,314 shares (about $203.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSandbox Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,831,800$1,495,476 ▼-4.5%185,63013.4%Computer and TechnologyVUGVanguard Growth ETF$23,778,144$1,346,173 ▲6.0%69,08210.0%ETFMSFTMicrosoft$15,695,072$821,251 ▲5.5%37,3056.6%Computer and TechnologyAMZNAmazon.com$13,835,306$270,389 ▲2.0%76,7015.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$10,087,211$8,103,686 ▲408.5%166,0724.2%ETFJEPIJPMorgan Equity Premium Income ETF$10,011,911$343,746 ▲3.6%173,0374.2%ETFVTVVanguard Value ETF$9,185,309$58,141 ▲0.6%56,4003.9%ETFVIGVanguard Dividend Appreciation ETF$8,954,424$579,784 ▲6.9%49,0363.8%ETFJPSTJPMorgan Ultra-Short Income ETF$8,082,453$2,847,048 ▼-26.0%160,2073.4%ETFSPYSPDR S&P 500 ETF Trust$7,890,449$503,189 ▲6.8%15,0853.3%FinanceSNOWSnowflake$6,186,258$2,747 ▲0.0%38,2812.6%Computer and TechnologyQQQInvesco QQQ$5,054,248$250,870 ▲5.2%11,3832.1%FinanceACWIiShares MSCI ACWI ETF$4,539,314$41,849 ▲0.9%41,2181.9%ManufacturingXLIIndustrial Select Sector SPDR Fund$4,263,230$233,151 ▲5.8%33,8461.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,121,484$2,359,116 ▲133.9%75,9861.7%ETFIWMiShares Russell 2000 ETF$3,833,609$27,760 ▼-0.7%18,2291.6%FinanceNVDANVIDIA$3,764,826$1,685,905 ▲81.1%4,1671.6%Computer and TechnologyXOMExxon Mobil$3,265,234$1,046 ▼0.0%28,0901.4%Oils/EnergyGTOInvesco Total Return Bond ETF$2,670,430$2,670,430 ▲New Holding57,0481.1%ETFGOOGLAlphabet$2,669,913$38,939 ▲1.5%17,6901.1%Computer and TechnologyLLYEli Lilly and Company$2,665,744$943,550 ▲54.8%3,4271.1%MedicalCVLCCalvert US Large-Cap Core Responsible Index ETF$2,483,973$342,533 ▼-12.1%37,8471.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,398,230$44,195 ▲1.9%47,2651.0%ETFMETAMeta Platforms$2,229,877$802,212 ▲56.2%4,5920.9%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,936,985$422,867 ▲27.9%33,3330.8%ETFXLFFinancial Select Sector SPDR Fund$1,825,716$1,825,716 ▲New Holding43,3460.8%ETFBRK.BBerkshire Hathaway$1,802,051$531,153 ▲41.8%4,2850.8%FinanceVVisa$1,676,178$129,216 ▼-7.2%6,0060.7%Business ServicesIBMInternational Business Machines$1,636,802$32,083 ▼-1.9%8,5710.7%Computer and TechnologyVOOVanguard S&P 500 ETF$1,564,320$579,769 ▲58.9%3,2540.7%ETFBXBlackstone$1,546,610$55,306 ▼-3.5%11,7730.6%FinanceGOOGAlphabet$1,498,142$3,807 ▲0.3%9,8390.6%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$1,466,424$1,466,424 ▲New Holding26,0050.6%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$1,348,597$295,397 ▲28.0%7,9620.6%ETFAVGOBroadcom$1,288,367$119,293 ▲10.2%9720.5%Computer and TechnologyTPLTexas Pacific Land$1,261,563$803,444 ▲175.4%2,1810.5%EnergyIVWiShares S&P 500 Growth ETF$1,167,621$20,350 ▼-1.7%13,8280.5%ETFJPMJPMorgan Chase & Co.$1,109,800$14,621 ▲1.3%5,5410.5%FinanceRSPFInvesco S&P 500 Equal Weight Financials ETF$1,092,066$1,092,066 ▲New Holding17,0000.5%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,088,334$59,598 ▼-5.2%24,1050.5%ManufacturingBABoeing$1,071,892$6,369 ▼-0.6%5,5540.5%AerospaceMAMastercard$1,054,918$6,259 ▲0.6%2,1910.4%Business ServicesCVXChevron$1,035,793$23,978 ▼-2.3%6,5660.4%Oils/EnergyEUSBiShares ESG Advanced Total USD Bond Market ETF$959,477$263,233 ▲37.8%22,4020.4%ETFNEENextEra Energy$905,493$37,196 ▼-3.9%14,1680.4%UtilitiesIVViShares Core S&P 500 ETF$843,036$5,781 ▲0.7%1,6040.4%ETFVTIVanguard Total Stock Market ETF$720,679$3,898 ▲0.5%2,7730.3%ETFNOWServiceNow$700,512$64,029 ▲10.1%9190.3%Computer and TechnologyVZVerizon Communications$646,560$15,609 ▲2.5%15,4090.3%Computer and TechnologyGEGeneral Electric$635,526$336,806 ▲112.7%3,6210.3%TransportationNUSCNuveen ESG Small-Cap ETF$620,423$195,925 ▼-24.0%14,9180.3%ETFMCDMcDonald's$601,321$40,596 ▲7.2%2,1330.3%Retail/WholesaleBNDVanguard Total Bond Market ETF$597,060$300,382 ▲101.2%8,2210.3%ETFRYLDGlobal X Russell 2000 Covered Call ETF$590,381$590,381 ▲New Holding34,9130.2%ETFHDHome Depot$577,952$2,301 ▲0.4%1,5070.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$577,014$2,915 ▼-0.5%2,7710.2%ETFABBVAbbVie$574,764$2,185 ▲0.4%3,1560.2%MedicalMUBiShares National Muni Bond ETF$514,937$282,430 ▼-35.4%4,7860.2%ETFCOSTCostco Wholesale$510,632$13,187 ▲2.7%6970.2%Retail/WholesaleNULGNuveen ESG Large-Cap Growth ETF$505,398$505,398 ▲New Holding6,6260.2%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$476,143$968 ▼-0.2%3,9350.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$475,610$1,231 ▲0.3%12,3630.2%ETFPGProcter & Gamble$473,089$1,947 ▲0.4%2,9160.2%Consumer StaplesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$454,753$203,022 ▼-30.9%9,6630.2%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$431,181$25,595 ▼-5.6%19,6260.2%ETFUNHUnitedHealth Group$423,247$87,023 ▼-17.1%8560.2%MedicalIGViShares Expanded Tech-Software Sector ETF$418,504$344,234 ▲463.5%4,9080.2%ETFCVMCCalvert US Mid-Cap Core Responsible Index ETF$393,163$51,858 ▼-11.7%6,7930.2%ETFSMHVanEck Semiconductor ETF$374,451$62,559 ▲20.1%1,6640.2%ManufacturingVXFVanguard Extended Market ETF$373,454$175 ▲0.0%2,1310.2%ETFIWFiShares Russell 1000 Growth ETF$366,111$337 ▲0.1%1,0860.2%ETFJNJJohnson & Johnson$329,036$1,107 ▲0.3%2,0800.1%MedicalDUKDuke Energy$328,252$4,255 ▲1.3%3,3940.1%UtilitiesPEPPepsiCo$310,629$1,925 ▲0.6%1,7750.1%Consumer StaplesBABAAlibaba Group$301,3790.0%4,1650.1%Retail/WholesaleLMTLockheed Martin$298,421$96,441 ▲47.7%6560.1%AerospaceADBEAdobe$293,420$37,877 ▲14.8%5810.1%Computer and TechnologyNVONovo Nordisk A/S$286,995$286,995 ▲New Holding2,2350.1%MedicalXYLDGlobal X S&P 500 Covered Call ETF$285,826$285,826 ▲New Holding7,0070.1%ETFEPDEnterprise Products Partners$282,594$350 ▼-0.1%9,6850.1%Oils/EnergyUBERUber Technologies$275,679$275,679 ▲New Holding3,5810.1%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$274,6700.0%6,7470.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$268,383$8,024 ▲3.1%3,2110.1%ETFBIZDVanEck BDC Income ETF$259,973$259,973 ▲New Holding15,3830.1%ETFAEPAmerican Electric Power$255,717$40,467 ▲18.8%2,9700.1%UtilitiesNFLXNetflix$248,652$248,652 ▲New Holding4090.1%Consumer DiscretionaryPAVEGlobal X U.S. Infrastructure Development ETF$240,905$240,905 ▲New Holding6,0510.1%ETFIJRiShares Core S&P Small-Cap ETF$235,049$17,902 ▲8.2%2,1270.1%ETFCSWICSW Industrials$234,6000.0%1,0000.1%Basic MaterialsANETArista Networks$231,666$231,666 ▲New Holding7990.1%Computer and TechnologyTSLATesla$209,934$49,934 ▼-19.2%1,1940.1%Auto/Tires/TrucksORealty Income$209,739$54 ▲0.0%3,8770.1%FinanceCRMSalesforce$208,019$208,019 ▲New Holding6910.1%Computer and TechnologyEMREmerson Electric$204,588$204,588 ▲New Holding1,8040.1%Industrial ProductsKBWYInvesco KBW Premium Yield Equity REIT ETF$191,547$191,547 ▲New Holding10,6120.1%ETFPACBPacific Biosciences of California$90,0000.0%24,0000.0%MedicalSGMOSangamo Therapeutics$16,6430.0%24,8330.0%MedicalXLEEnergy Select Sector SPDR Fund$0$966,674 ▼-100.0%00.0%ETFOIHVanEck Oil Services ETF$0$896,415 ▼-100.0%00.0%ETFNULVNuveen ESG Large-Cap Value ETF$0$559,262 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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