Sandbox Financial Partners, LLC
Q1 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
109
- Value ($000)
$283,227
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001844892
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $33.50M | 12 % | 150,829 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $29.21M | 10 % | 78,762 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.99M | 5 % | 39,943 | ||
AMZN AMAZON COM INC | COM | 023135106 | $13.29M | 5 % | 69,858 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $11.87M | 4 % | 207,685 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.52M | 4 % | 20,588 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.82M | 4 % | 62,611 | ||
SNOW SNOWFLAKE INC | CL A | 833445109 | $9.93M | 4 % | 67,961 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.97M | 3 % | 46,241 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $8.49M | 3 % | 167,656 |
Rows Per Page
10
- 10
- 50
- 100