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CIK: 0001844892
Total reported value
$355.6M
$355.6M
97 檔
26.8%
As reported in its official Q1 2024 Form 13F filing, Sandbox Financial Partners, LLC's tracked investment portfolio stood at $355.6M with 97 total positions.
During Q1 2024, Sandbox Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.37% | -0.90% | -4.49% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.99% | -0.54% | +6.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.59% | -1.32% | +5.52% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.81% | -0.34% | +1.99% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.24% | +0.38% | +408.55% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.21% | +0.03% | +3.56% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.86% | +0.51% | +0.64% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.76% | -0.11% | +6.92% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.39% | +0.24% | -26.05% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.31% | +0.26% | +6.81% | |
| 11 | SNOW | Snowflake Inc | Stock-Tech | 2.60% | -1.19% | +0.04% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.12% | +0.03% | +5.22% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.91% | — | +0.93% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.79% | — | +5.79% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.73% | +0.03% | +133.86% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.61% | — | -0.72% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | -0.15% | +81.10% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | +0.39% | -0.03% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.12% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.09% | +1.48% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | -0.10% | +54.79% | |
| 22 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.04% | -0.06% | -12.12% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.01% | +0.05% | +1.88% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.14% | +56.19% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.81% | +0.18% | +27.93% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.77% | -0.04% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.02% | +41.79% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.07% | -7.16% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | -0.15% | -1.92% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.02% | +58.89% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.20% | -3.45% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.15% | +0.25% | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.62% | -0.20% | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | — | +28.05% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.11% | +10.20% | |
| 36 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.53% | +0.30% | +175.38% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | -0.03% | -1.71% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.06% | +1.33% | |
| 39 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | — | — | |
| 40 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.46% | -0.03% | -5.19% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.45% | -0.02% | -0.59% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.04% | +0.60% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.44% | +0.09% | -2.26% | |
| 44 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.40% | +0.08% | +37.81% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | +0.07% | -3.95% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +0.69% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.01% | +0.54% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.29% | -0.08% | EXIT | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | +0.01% | +2.47% | |
| 50 | GE | General Electric | Stock-Industrials | 0.27% | -0.02% | +112.75% |
According to official SEC Form 13F filings, Sandbox Financial Partners, LLC reported a total U.S. public equity portfolio value of $355.6M across 97 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, MSFT) accounted for 26.8% of total reported equity market value during Q1 2024.
During Q1 2024, Sandbox Financial Partners, LLC's top holdings by market value included AAPL (13.4%)、VUG (10.0%)、MSFT (6.6%). The largest single position, AAPL, represented 13.4% of total portfolio value.
In Q1 2024, Sandbox Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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