Sandbox Financial Partners, LLC Sells in Q4 2025

Sandbox Financial Partners, LLC

  • $354 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-1.7K
- 36.11%
$401.99 - $468.37 $683K - $796K
3.01K $1.23M
COST
Costco Wholesale Corp

Consumer Defensive
-722
- 46.64%
$910.94 - $954.99 $658K - $690K
826 $753K
MSFT
Microsoft Corp

Technology
-78
- 0.2%
$496.82 - $542.07 $38.8K - $42.3K
39.9K $20.3M
USXF
Ishares Esg Advanced Msci Usa

Technology
-7.8K
- 26.79%
$56.25 - $59.38 $439K - $463K
21.3K $1.21M
BX
Blackstone Inc.

Financial Services
-437
- 3.64%
$138.42 - $168.45 $60.5K - $73.6K
11.6K $1.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.16K
- 19.63%
$185.12 - $192.11 $214K - $222K
4.73K $885K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.4K
- 23.87%
$73.78 - $98.43 $103K - $138K
4.46K $329K
EUSB
Ishares Tr Esg Advanced Total

Technology
-3.91K
- 15.19%
$43.82 - $44.38 $171K - $173K
21.8K $956K
HD
Home Depot, Inc.

Consumer Cyclical
-144
- 9.26%
$358.03 - $397.02 $51.6K - $57.2K
1.41K $505K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-724
- 0.36%
$56.0 - $57.6 $40.5K - $41.7K
198K $11.2M
V
Visa Inc.

Financial Services
-49
- 0.88%
$325.75 - $352.42 $16K - $17.3K
5.5K $1.79M
VTI
Vanguard Total Stock Market Et

ETFs
-313
- 10.94%
$321.8 - $337.95 $101K - $106K
2.55K $840K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-740
- 5.63%
$97.52 - $102.52 $72.2K - $75.9K
12.4K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.23%
$294.11 - $320.41 $4.12K - $4.49K
6.04K $1.81M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.16K
- 1.52%
$56.33 - $59.22 $122K - $128K
140K $8.09M
CVX
Chevron Corp

Energy
-345
- 5.99%
$148.9 - $157.72 $51.4K - $54.4K
5.41K $837K
VIG
Vanguard Dividend Appreciation

ETFs
-303
- 0.64%
N/A
46.9K $8.54M
VZ
Verizon Communications Inc

Communication Services
-254
- 1.71%
$38.4 - $43.83 $9.75K - $11.1K
14.6K $597K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-3.22K
- 12.35%
$14.94 - $15.49 $48.2K - $49.9K
22.9K $348K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-111
- 2.73%
$475.68 - $513.11 $52.8K - $57K
3.95K $2.01M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-568
- 7.62%
$47.89 - $48.53 $27.2K - $27.6K
6.88K $329K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-386
- 2.67%
$43.95 - $46.24 $17K - $17.8K
14.1K $623K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-718
- 12.59%
$38.94 - $40.08 $28K - $28.8K
4.99K $199K
GE
General Electric CO

Industrials
-68
- 1.58%
$291.49 - $314.28 $19.8K - $21.4K
4.23K $1.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-171
- 2.64%
$74.09 - $75.1 $12.7K - $12.8K
6.3K $466K
D
Dominion Energy, Inc

Utilities
-85
- 2.37%
$58.49 - $61.69 $4.97K - $5.24K
3.49K $211K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3
- 0.1%
$92.34 - $95.43 $277 - $286
2.86K $269K
WMT
Walmart Inc.

Consumer Defensive
-20
- 0.6%
$101.18 - $109.03 $2.02K - $2.18K
3.33K $342K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-75
- 1.4%
$44.61 - $46.11 $3.35K - $3.46K
5.3K $239K
Fidelity Wise Origin Bitcoin
-877
- 11.06%
N/A
7.05K $0
Morgan Stanley ETF Trust
-317
- 4.66%
N/A
6.48K $0
Arista Networks Inc
-80
- 3.85%
N/A
2K $0
DUK
Duke Energy Corp

Utilities
-28
- 0.79%
$121.57 - $129.03 $3.4K - $3.61K
3.5K $437K
BK
Bank Of New York Mellon Corp

Financial Services
-15
- 0.45%
$104.54 - $112.64 $1.57K - $1.69K
3.31K $365K
EPD
Enterprise Products Partners L.P.

Energy
-200
- 2.13%
$30.19 - $32.26 $6.04K - $6.45K
9.18K $296K
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.13%
$211.96 - $244.38 $848 - $978
3.13K $732K
PEP
Pepsico Inc

Consumer Defensive
-30
- 1.92%
$138.84 - $153.71 $4.17K - $4.61K
1.53K $226K
NEE
Nextera Energy Inc

Utilities
-205
- 1.35%
$78.18 - $86.03 $16K - $17.6K
15K $1.29M
LLY
Eli Lilly & CO

Healthcare
-147
- 5.24%
$799.57 - $1025.28 $118K - $151K
2.66K $2.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-102
- 0.15%
$213.04 - $254.0 $21.7K - $25.9K
69.8K $16.4M
Activity Summary
Buys All Purchases 71 New Holdings 6 Increased Positions 65 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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