Sandbox Financial Partners, LLC
Q4 2024 13F Holdings
- Locationbethesda, MD
- Num holdings
107
- Value ($000)
$299,873
- Date Filed01/15/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $38.34M | 13 % | 153,099 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $32.49M | 11 % | 79,164 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.36M | 6 % | 41,177 | ||
AMZN AMAZON COM INC | COM | 023135106 | $15.66M | 5 % | 71,387 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.84M | 4 % | 20,205 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $11.31M | 4 % | 196,643 | ||
SNOW SNOWFLAKE INC | CL A | 833445109 | $10.74M | 4 % | 69,571 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.57M | 4 % | 62,420 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.39M | 3 % | 47,941 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.78M | 3 % | 140,937 |
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