SF

Sandbox Financial Partners, LLC

13F
Sandbox Financial Partners, LLC
Last update 2024-10-07 108 Stocks (13 new)
Value $283.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(12.95%)VUG(10.28%)MSFT(6.20%)AMZN(4.81%)IJH(4.05%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sandbox Financial Partners, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
157,004
36581.930
-2.04%
12.950
-0.26%
0.000
+5.31%
+20.00%
3499384.173
Hardware
VUG 		Vanguard Growth ETF
75,635
29038.360
+3.06%
10.280
+0.30%
0.020
+9.97%
+26.82%
133090.766
 
MSFT 		Microsoft Corp
40,715
17519.730
-1.05%
6.200
-0.07%
0.000
+2.46%
+15.65%
3215616.771
Software
AMZN 		Amazon.com Inc
72,985
13599.330
-3.95%
4.810
-0.22%
0.000
+6.06%
+26.85%
2022810.608
Retail - Cyclical
IJH 		iShares Core S&P Mid-Cap ETF
183,514
11436.590
+4.82%
4.050
+0.19%
0.010
+1.82%
+13.15%
92381.459
 
JEPI 		JPMorgan Equity Premium Income ETF
189,164
11257.140
+1.15%
3.980
+0.05%
0.030
+3.70%
+7.58%
35912.918
 
VTV 		Vanguard Value ETF
59,608
10405.680
+4.51%
3.680
+0.16%
0.010
+3.73%
+15.92%
121768.126
 
SPY 		S&P 500 ETF TRUST ETF
17,930
10287.620
+8.19%
3.640
+0.28%
0.000
+7.00%
+22.01%
601198.992
 
VIG 		Vanguard Dividend Appreciation FTF
50,081
9919.000
-1.90%
3.510
-0.07%
0.010
+4.64%
+15.60%
82137.529
 
JPST 		JPMorgan Ultra-Short Income ETF
168,249
8536.970
+2.19%
3.020
+0.06%
0.030
-0.04%
+0.68%
26809.685
 

Sandbox Financial Partners, LLC's Historical Top Holdings Breakdowns

Sandbox Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SNOW 		Snowflake Inc2024-09-30Add
+1.28%
●
108.56 ($122.97) 143.02
$118.99
-3.24%
Add 82.11%
69,566
31,365
VUG 		Vanguard Growth ETF2024-09-30Add
+0.30%
●
341.08 ($371.89) 391.94
$394.25
6.01%
Add 3.06%
75,635
2,244
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.28%
●
517.38 ($552.93) 573.76
$580.01
4.90%
Add 8.19%
17,930
1,357
CMG 		Chipotle Mexican Grill Inc2024-09-30Sold Out
-0.28%
●
49.83 ($55.35) 62.75
$55.73
0.69%
Sold Out
0
-11,806
AAPL 		Apple Inc2024-09-30Reduce
-0.26%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Reduce -2.04%
157,004
-3,263
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.22%
●
161.02 ($182.46) 200
$192.80
5.67%
Reduce -3.95%
72,985
-3,000
COST 		Costco Wholesale Corp2024-09-30Add
+0.19%
●
801.83 ($867.9) 917.08
$879.30
1.31%
Add 47.92%
1,852
600
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.19%
●
57.32 ($60.3) 62.65
$62.72
4.01%
Add 4.82%
183,514
8,432
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2024-09-30Add
+0.19%
●
49.7 ($53.63) 56.11
$55.61
3.69%
Add 9.43%
115,830
9,983
VTV 		Vanguard Value ETF2024-09-30Add
+0.16%
●
159.75 ($167.43) 174.57
$173.30
3.51%
Add 4.51%
59,608
2,573

Sandbox Financial Partners, LLC Total Holding History ($B)

To

Sandbox Financial Partners, LLC's Asset Allocation

To

Sandbox Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sandbox Financial Partners, LLC's Hypothetical Growth since 2024-09-30

Sandbox Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sandbox Financial Partners, LLC's Holdings Heat Map

Size field:

Sandbox Financial Partners, LLC's Holdings Bubble Chart

Sandbox Financial Partners, LLC News

  • 1

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