Sandbox Financial Partners, LLC Incresed Positions in Q3 2024

Sandbox Financial Partners, LLC

  • $276 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
31.4K
+ 82.11%
$108.56 - $143.02 $3.4M - $4.49M
69.6K $7.99M
VUG
Vanguard Growth ETF

ETFs
2.24K
+ 3.06%
$341.08 - $391.94 $765K - $880K
75.6K $29M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.36K
+ 8.19%
$517.38 - $573.86 $702K - $779K
17.9K $10.3M
VTV
Vanguard Value ETF

ETFs
2.57K
+ 4.51%
$159.75 - $174.57 $411K - $449K
59.6K $10.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.43K
+ 4.82%
$57.32 - $62.65 $483K - $528K
184K $11.4M
XLI
Industrial Sector Spdr

ETFs
1.54K
+ 4.25%
$120.56 - $135.44 $185K - $208K
37.7K $5.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.15K
+ 1.15%
$54.98 - $59.51 $118K - $128K
189K $11.3M
IWM
Ishares Russell 2000 ETF

ETFs
1.39K
+ 7.46%
$200.87 - $224.6 $279K - $312K
20K $4.41M
ACWI
Ishares Msci Acwi ETF

ETFs
2.65K
+ 6.09%
$107.24 - $119.84 $284K - $317K
46.1K $5.51M
COST
Costco Wholesale Corp

Consumer Defensive
600
+ 47.92%
$801.83 - $917.05 $481K - $550K
1.85K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
766
+ 6.23%
$434.77 - $502.96 $333K - $385K
13.1K $6.38M
IBM
International Business Machines Corp

Technology
1
+ 0.01%
$175.1 - $223.38 $175 - $223
8.87K $1.96M
TPL
Texas Pacific Land Corp

Energy
109
+ 4.93%
$724.86 - $952.13 $79K - $104K
2.32K $2.05M
BX
Blackstone Inc.

Financial Services
229
+ 1.93%
$120.77 - $159.66 $27.7K - $36.6K
12.1K $1.85M
GE
General Electric CO

Industrials
1.02K
+ 21.21%
$156.66 - $189.66 $160K - $194K
5.85K $1.1M
NVDA
Nvidia Corp

Technology
3.52K
+ 7.67%
$98.91 - $134.91 $348K - $474K
49.4K $5.99M
GTO
Invesco Actively Managed ETF T

ETFs
4.11K
+ 6.9%
$46.22 - $48.77 $190K - $200K
63.7K $3.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.94K
+ 7.29%
$53.41 - $57.9 $157K - $170K
43.3K $2.5M
NEE
Nextera Energy Inc

Utilities
1.12K
+ 7.62%
$69.9 - $84.97 $77.9K - $94.7K
15.8K $1.33M
XLF
Financial Sector Spdr

ETFs
1.06K
+ 2.27%
$40.84 - $45.74 $43.5K - $48.7K
47.9K $2.17M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.83K
+ 38.43%
$73.86 - $84.2 $209K - $238K
10.2K $841K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 1.04%
$405.19 - $478.57 $17K - $20.1K
4.08K $1.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.6K
+ 2.19%
$50.25 - $50.74 $181K - $183K
168K $8.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.58K
+ 31.14%
$71.45 - $75.64 $184K - $195K
10.9K $815K
AVGO
Broadcom Inc.

Technology
9.69K
+ 913.96%
$136.27 - $1745.86 $1.32M - $16.9M
10.7K $1.85M
RYLD
Global X Fds Russell 2000 Cove

ETFs
7.68K
+ 17.58%
$15.22 - $16.33 $117K - $125K
51.4K $830K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.9%
$475.2 - $527.7 $15.2K - $16.9K
3.57K $1.89M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.78K
+ 3.71%
$50.61 - $50.96 $90.2K - $90.9K
49.9K $2.54M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.52%
$460.3 - $584.56 $1.84K - $2.34K
776 $453K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.32%
$163.84 - $199.33 $1.64K - $1.99K
3.12K $615K
NOW
Service Now, Inc.

Technology
2
+ 0.27%
$730.87 - $937.36 $1.46K - $1.87K
752 $672K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
2.03K
+ 17.24%
$17.55 - $21.54 $35.6K - $43.7K
13.8K $290K
WMT
Walmart Inc.

Consumer Defensive
486
+ 15.87%
$66.91 - $81.4 $32.5K - $39.6K
3.55K $286K
XOM
Exxon Mobil Corp

Energy
75
+ 0.27%
$109.72 - $119.0 $8.23K - $8.93K
28.4K $3.33M
VZ
Verizon Communications Inc

Communication Services
120
+ 0.72%
$38.89 - $45.0 $4.67K - $5.4K
16.8K $753K
LLY
Eli Lilly & CO

Healthcare
169
+ 3.63%
$772.14 - $960.02 $130K - $162K
4.83K $4.28M
MUB
Ishares National Muni Bond ETF

ETFs
432
+ 8.73%
$106.13 - $108.7 $45.8K - $47K
5.38K $584K
DUK
Duke Energy Corp

Utilities
5
+ 0.15%
$99.35 - $117.71 $497 - $589
3.45K $398K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
84
+ 1.98%
$117.9 - $128.2 $9.9K - $10.8K
4.32K $553K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.18%
$520.18 - $576.82 $1.56K - $1.73K
1.64K $943K
EUSB
Ishares Tr Esg Advanced Total

Technology
221
+ 0.99%
$42.09 - $44.64 $9.3K - $9.87K
22.6K $999K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.15%
$255.18 - $283.2 $1.02K - $1.13K
2.71K $767K
O
Realty Income Corp

Real Estate
1
+ 0.03%
$52.36 - $63.42 $52.4 - $63.4
3.88K $245K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
262
+ 15.83%
$211.47 - $281.27 $55.4K - $73.7K
1.92K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105
+ 4.77%
$105.53 - $118.34 $11.1K - $12.4K
2.31K $269K
PRF
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.28%
$37.33 - $40.63 $1.31K - $1.42K
12.4K $505K
IWF
Ishares Russell 1000 Gr ETF

ETFs
51
+ 4.69%
$332.02 - $382.76 $16.9K - $19.5K
1.14K $427K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.05%
$163.98 - $182.92 $164 - $183
2.13K $388K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.36%
$145.48 - $167.38 $873 - $1K
1.66K $268K
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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