HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
185,630 | -8,721 | $31,832 |
| AAPL | 185,630 | -8,721 | $31,832 |
| VANGUARD INDEX FDS (VUG) |
69,082 | +3,911 | $23,778 |
| VUG | 69,082 | +3,911 | $23,778 |
| MICROSOFT CORP |
37,305 | +1,952 | $15,695 |
| MSFT | 37,305 | +1,952 | $15,695 |
| AMAZON COM INC |
76,701 | +1,499 | $13,835 |
| AMZN | 76,701 | +1,499 | $13,835 |
| ISHARES TR (IJH) |
166,072 | +133,416 | $10,087 |
| IJH | 166,072 | +133,416 | $10,087 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
173,037 | +5,941 | $10,012 |
| JEPI | 173,037 | +5,941 | $10,012 |
| VANGUARD INDEX FDS (VTV) |
56,400 | +357 | $9,185 |
| VTV | 56,400 | +357 | $9,185 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
49,036 | +3,175 | $8,954 |
| VIG | 49,036 | +3,175 | $8,954 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
160,207 | -56,433 | $8,082 |
| JPST | 160,207 | -56,433 | $8,082 |
| SPDR S&P 500 ETF TR (SPY) |
15,085 | +962 | $7,890 |
| SPY | 15,085 | +962 | $7,890 |
| SNOWFLAKE INC |
38,281 | +17 | $6,186 |
| SNOW | 38,281 | +17 | $6,186 |
| INVESCO QQQ TR |
11,383 | +565 | $5,054 |
| QQQ | 11,383 | +565 | $5,054 |
| ISHARES TR (ACWI) |
41,218 | +380 | $4,539 |
| ACWI | 41,218 | +380 | $4,539 |
| SELECT SECTOR SPDR TR (XLI) |
33,846 | +1,851 | $4,263 |
| XLI | 33,846 | +1,851 | $4,263 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
75,986 | +43,494 | $4,121 |
| JEPQ | 75,986 | +43,494 | $4,121 |
| ISHARES TR (IWM) |
18,229 | -132 | $3,834 |
| IWM | 18,229 | -132 | $3,834 |
| NVIDIA CORPORATION |
4,167 | +1,866 | $3,765 |
| NVDA | 4,167 | +1,866 | $3,765 |
| EXXON MOBIL CORP |
28,090 | -9 | $3,265 |
| XOM | 28,090 | -9 | $3,265 |
| ALPHABET INC |
17,690 | +258 | $2,670 |
| GOOGL | 17,690 | +258 | $2,670 |
| INVESCO ACTIVELY MANAGED ETF (GTO) |
57,048 | +57,048 | $2,670 |
| GTO | 57,048 | +57,048 | $2,670 |
| ELI LILLY & CO |
3,427 | +1,213 | $2,666 |
| LLY | 3,427 | +1,213 | $2,666 |
| MORGAN STANLEY ETF TRUST (CVLC) |
37,847 | -5,219 | $2,484 |
| CVLC | 37,847 | -5,219 | $2,484 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
47,265 | +871 | $2,398 |
| JMST | 47,265 | +871 | $2,398 |
| META PLATFORMS INC |
4,592 | +1,652 | $2,230 |
| META | 4,592 | +1,652 | $2,230 |
| PACER FDS TR |
33,333 | +7,277 | $1,937 |
| COWZ | 33,333 | +7,277 | $1,937 |
| SELECT SECTOR SPDR TR (XLF) |
43,346 | +43,346 | $1,826 |
| XLF | 43,346 | +43,346 | $1,826 |
 BERKSHIRE HATHAWAY INC DEL |
$1,802 | ||
| BRK.B | 4,285 | +1,263 | $1,802 |
| VISA INC |
6,006 | -463 | $1,676 |
| V | 6,006 | -463 | $1,676 |
| INTERNATIONAL BUSINESS MACHS |
8,571 | -168 | $1,637 |
| IBM | 8,571 | -168 | $1,637 |
| VANGUARD INDEX FDS (VOO) |
3,254 | +1,206 | $1,564 |
| VOO | 3,254 | +1,206 | $1,564 |
| BLACKSTONE INC |
11,773 | -421 | $1,547 |
| BX | 11,773 | -421 | $1,547 |
| ALPHABET INC |
9,839 | +25 | $1,498 |
| GOOG | 9,839 | +25 | $1,498 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
26,005 | +26,005 | $1,466 |
| CIBR | 26,005 | +26,005 | $1,466 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
7,962 | +1,744 | $1,349 |
| RSP | 7,962 | +1,744 | $1,349 |
| BROADCOM INC |
972 | +90 | $1,288 |
| AVGO | 972 | +90 | $1,288 |
| TEXAS PACIFIC LAND CORPORATI |
2,181 | +1,389 | $1,262 |
| TPL | 2,181 | +1,389 | $1,262 |
| ISHARES TR (IVW) |
13,828 | -241 | $1,168 |
| IVW | 13,828 | -241 | $1,168 |
| JPMORGAN CHASE & CO |
5,541 | +73 | $1,110 |
| JPM | 5,541 | +73 | $1,110 |
| INVESCO EXCHANGE TRADED FD T (RSPF) |
17,000 | +17,000 | $1,092 |
| RSPF | 17,000 | +17,000 | $1,092 |
| ISHARES TR (USXF) |
24,105 | -1,320 | $1,088 |
| USXF | 24,105 | -1,320 | $1,088 |
| BOEING CO |
5,554 | -33 | $1,072 |
| BA | 5,554 | -33 | $1,072 |
| MASTERCARD INCORPORATED |
2,191 | +13 | $1,055 |
| MA | 2,191 | +13 | $1,055 |
| CHEVRON CORP NEW |
6,566 | -152 | $1,036 |
| CVX | 6,566 | -152 | $1,036 |
| ISHARES TR (EUSB) |
22,402 | +6,146 | $959 |
| EUSB | 22,402 | +6,146 | $959 |
| NEXTERA ENERGY INC |
14,168 | -582 | $905 |
| NEE | 14,168 | -582 | $905 |
| ISHARES TR (IVV) |
1,604 | +11 | $843 |
| IVV | 1,604 | +11 | $843 |
| VANGUARD INDEX FDS (VTI) |
2,773 | +15 | $721 |
| VTI | 2,773 | +15 | $721 |
| SERVICENOW INC |
919 | +84 | $701 |
| NOW | 919 | +84 | $701 |
| VERIZON COMMUNICATIONS INC |
15,409 | +372 | $647 |
| VZ | 15,409 | +372 | $647 |
| GENERAL ELECTRIC CO |
3,621 | +1,919 | $636 |
| GE | 3,621 | +1,919 | $636 |
See Full List: All Stocks Held By Sandbox Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sandbox Financial Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $238,083 At 12/31/2023: $213,097 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 |
