Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $213,097
At 09/30/2023: $189,158

Sandbox Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sandbox Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

Sandbox Financial Partners LLC Top Holdings
As of  12/31/2023, below is a summary of the Sandbox Financial Partners LLC top holdings by largest position size, as per the latest 13f filing made by Sandbox Financial Partners LLC. In the Sandbox Financial Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sandbox Financial Partners LLC in that top holding, then the share count change between reporting periods, and finally the Sandbox Financial Partners LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
APPLE INC 194,351 +721 $37,418
     AAPL194,351+721$37,418
VANGUARD INDEX FDS (VUG) 65,171 +2,099 $20,260
     VUG65,171+2,099$20,260
MICROSOFT CORP 35,353 +1,126 $13,294
     MSFT35,353+1,126$13,294
AMAZON COM INC 75,202 -2,057 $11,426
     AMZN75,202-2,057$11,426
J P MORGAN EXCHANGE TRADED F (JPST) 216,640 +989 $10,882
     JPST216,640+989$10,882
J P MORGAN EXCHANGE TRADED F (JEPI) 167,096 -198 $9,187
     JEPI167,096-198$9,187
ISHARES TR (IJH) 32,656 +420 $9,051
     IJH32,656+420$9,051
VANGUARD INDEX FDS (VTV) 56,043 -2,768 $8,378
     VTV56,043-2,768$8,378
VANGUARD SPECIALIZED FUNDS (VIG) 45,861 -188 $7,815
     VIG45,861-188$7,815
SNOWFLAKE INC 38,264 -11 $7,615
     SNOW38,264-11$7,615
SPDR S&P 500 ETF TR (SPY) 14,123 +1,276 $6,713
     SPY14,123+1,276$6,713
INVESCO QQQ TR 10,818 +9,297 $4,430
     QQQ10,818+9,297$4,430
ISHARES TR (ACWI) 40,838 +1,915 $4,156
     ACWI40,838+1,915$4,156
ISHARES TR (IWM) 18,361 +1,312 $3,685
     IWM18,361+1,312$3,685
SELECT SECTOR SPDR TR (XLI) 31,995 +31,995 $3,647
     XLI31,995+31,995$3,647
EXXON MOBIL CORP 28,099 +151 $2,809
     XOM28,099+151$2,809
MORGAN STANLEY ETF TRUST (CVLC) 43,066 -3,729 $2,571
     CVLC43,066-3,729$2,571
ALPHABET INC 17,432 +1,651 $2,435
     GOOGL17,432+1,651$2,435
J P MORGAN EXCHANGE TRADED F (JMST) 46,394 -12 $2,354
     JMST46,394-12$2,354
VISA INC 6,469 -14 $1,684
     V6,469-14$1,684
J P MORGAN EXCHANGE TRADED F (JEPQ) 32,492 +32,492 $1,622
     JEPQ32,492+32,492$1,622
BLACKSTONE INC 12,194 -239 $1,596
     BX12,194-239$1,596
BOEING CO 5,587 +255 $1,456
     BA5,587+255$1,456
INTERNATIONAL BUSINESS MACHS 8,739 +3 $1,429
     IBM8,739+3$1,429
ALPHABET INC 9,814 +2 $1,383
     GOOG9,814+2$1,383
PACER FDS TR 26,056 +1,516 $1,355
     COWZ26,056+1,516$1,355
ELI LILLY & CO 2,214 +682 $1,290
     LLY2,214+682$1,290
TEXAS PACIFIC LAND CORPORATI 792 +45 $1,246
     TPL792+45$1,246
NVIDIA CORPORATION 2,301 +564 $1,140
     NVDA2,301+564$1,140
BERKSHIRE HATHAWAY INC DEL      $1,078
     BRK.B3,022-21$1,078
ISHARES TR (IVW) 14,069 -193 $1,057
     IVW14,069-193$1,057
META PLATFORMS INC 2,940 +971 $1,041
     META2,940+971$1,041
ISHARES TR (USXF) 25,425 +13,881 $1,012
     USXF25,425+13,881$1,012
CHEVRON CORP NEW 6,718 -69 $1,002
     CVX6,718-69$1,002
BROADCOM INC 882 +42 $985
     AVGO882+42$985
INVESCO EXCHANGE TRADED FD T (RSP) 6,218 -1,157 $981
     RSP6,218-1,157$981
SELECT SECTOR SPDR TR (XLE) 11,530 -1,244 $967
     XLE11,530-1,244$967
JPMORGAN CHASE & CO 5,468 +30 $930
     JPM5,468+30$930
MASTERCARD INCORPORATED 2,178 -15 $929
     MA2,178-15$929
NEXTERA ENERGY INC 14,750 -5,790 $896
     NEE14,750-5,790$896
VANECK ETF TRUST (OIH) 2,896 -66 $896
     OIH2,896-66$896
VANGUARD INDEX FDS (VOO) 2,048 +122 $894
     VOO2,048+122$894
ISHARES TR (MUB) 7,411 -2,147 $803
     MUB7,411-2,147$803
NUSHARES ETF TR (NUSC) 19,629 -2,990 $767
     NUSC19,629-2,990$767
ISHARES TR (IVV) 1,593 -129 $761
     IVV1,593-129$761
ISHARES TR (EUSB) 16,256 +4,989 $703
     EUSB16,256+4,989$703
ISHARES TR (EAGG) 13,977 +1,258 $667
     EAGG13,977+1,258$667
VANGUARD INDEX FDS (VTI) 2,758 +910 $654
     VTI2,758+910$654
MCDONALDS CORP 1,989 -120 $590
     MCD1,989-120$590
SERVICENOW INC 835 +66 $590
     NOW835+66$590

See Full List: All Stocks Held By Sandbox Financial Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sandbox Financial Partners LLC

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