Sandbox Financial Partners, LLC Portfolio Holdings
Q3 2025•127 long positions•$348.3M portfolio value
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Holding134 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $39.7M 11.4% | +$1.4M Bought | — 82.8K shares | 79.9K → 82.8K +$1.4M | +3.65% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $35.7M 10.26% | +$190.7K Bought | 0.001% 140.3K shares | 139.5K → 140.3K +$190.7K | +0.54% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $20.7M 5.95% | +$59.6K Bought | 0.001% 40.0K shares | 39.9K → 40.0K +$59.6K | +0.29% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.1M 4.63% | +$1.1M Bought | — 24.2K shares | 22.5K → 24.2K +$1.1M | +7.32% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $15.4M 4.41% | +$12.3K Bought | 0.001% 69.9K shares | 69.9K → 69.9K +$12.3K | +0.08% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Application Technology | $14.7M 4.21% | -$649.6K Sold | 0.019% 65.1K shares | 68.0K → 65.1K −$649.6K | -4.24% | $76.4B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $12.1M 3.47% | +$359.0K Bought | — 64.8K shares | 62.9K → 64.8K +$359.0K | +3.06% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $11.3M 3.25% | -$471.1K Sold | — 198.4K shares | 206.6K → 198.4K −$471.1K | -3.99% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $10.2M 2.92% | +$263.0K Bought | — 47.2K shares | 46.0K → 47.2K +$263.0K | +2.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.2M 2.92% | +$521.0K Bought | — 155.8K shares | 147.8K → 155.8K +$521.0K | +5.4% | — — | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $9.6M 2.77% | -$63.8K Sold | 0.0% 51.7K shares | 52.0K → 51.7K −$63.8K | -0.66% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.1M 2.61% | +$382.9K Bought | — 178.9K shares | 171.3K → 178.9K +$382.9K | +4.41% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.8M 2.51% | +$232.3K Bought | — 14.6K shares | 14.2K → 14.6K +$232.3K | +2.73% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.2M 2.35% | +$152.3K Bought | — 142.1K shares | 139.5K → 142.1K +$152.3K | +1.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.6M 1.9% | +$674.2K Bought | — 101.9K shares | 91.6K → 101.9K +$674.2K | +11.33% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.5M 1.88% | +$114.7K Bought | — 42.3K shares | 41.6K → 42.3K +$114.7K | +1.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 1.39% | +$174.2K Bought | — 40.6K shares | 39.2K → 40.6K +$174.2K | +3.74% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $4.6M 1.33% | +$733.6K Bought | 0.0% 6.3K shares | 5.3K → 6.3K +$733.6K | +18.84% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $3.8M 1.09% | -$13.4K Sold | 0.0% 15.7K shares | 15.7K → 15.7K −$13.4K | -0.35% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.8M 1.09% | +$330.5K Bought | — 80.0K shares | 73.1K → 80.0K +$330.5K | +9.52% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.6M 1.04% | +$59.4K Bought | — 47.5K shares | 46.7K → 47.5K +$59.4K | +1.67% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $3.6M 1.03% | +$269.2K Bought | 0.0% 10.9K shares | 10.1K → 10.9K +$269.2K | +8.08% | $1.56T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $3.6M 1.03% | +$380.4K Bought | — 43.9K shares | 39.2K → 43.9K +$380.4K | +11.84% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $3.4M 0.972% | +$320.6K Bought | — 9.5K shares | 8.6K → 9.5K +$320.6K | +10.46% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.2M 0.925% | +$342.6K Bought | — 59.8K shares | 53.5K → 59.8K +$342.6K | +11.89% | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $3.0M 0.867% | -$23.5K Sold | 0.001% 26.8K shares | 27.0K → 26.8K −$23.5K | -0.77% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.9M 0.839% | +$107.9K Bought | — 57.2K shares | 55.1K → 57.2K +$107.9K | +3.84% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 0.778% | +$39.5K Bought | — 47.1K shares | 46.4K → 47.1K +$39.5K | +1.48% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $2.5M 0.724% | +$2.2K Bought | 0.0% 10.4K shares | 10.3K → 10.4K +$2.2K | +0.09% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $2.5M 0.724% | -$19.2K Sold | 0.001% 8.9K shares | 9.0K → 8.9K −$19.2K | -0.76% | $262.84B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 0.686% | +$244.4K Bought | — 38.4K shares | 34.5K → 38.4K +$244.4K | +11.4% | — — | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $2.3M 0.654% | -$367.9K Sold | 0.011% 2.4K shares | 2.8K → 2.4K −$367.9K | -13.9% | $21.5B Large Cap | Q3 2021 Held for 4y 2m | |
Drug Manufacturers - General Healthcare | $2.1M 0.614% | -$877.4K Sold | 0.0% 2.8K shares | 4.0K → 2.8K −$877.4K | -29.08% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.605% | -$301.9K Sold | — 3.4K shares | 3.9K → 3.4K −$301.9K | -12.53% | — — | Q4 2020 Held for 4y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.1M 0.601% | -$952.6K Sold | 0.0% 4.7K shares | 6.8K → 4.7K −$952.6K | -31.28% | $1.48T Mega Cap | Q2 2023 Held for 2y 5m | |
Asset Management Financial Services | $2.0M 0.589% | -$7.3K Sold | 0.002% 12.0K shares | 12.0K → 12.0K −$7.3K | -0.36% | $133.37B Large Cap | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $2.0M 0.587% | -$25.6K Sold | 0.0% 4.1K shares | 4.1K → 4.1K −$25.6K | -1.24% | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $1.9M 0.548% | +$18.6K Bought | 0.0% 6.1K shares | 6.0K → 6.1K +$18.6K | +0.98% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $1.9M 0.544% | -$142.7K Sold | 0.0% 5.6K shares | 6.0K → 5.6K −$142.7K | -7.0% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 0.483% | +$26.6K Bought | — 21.6K shares | 21.3K → 21.6K +$26.6K | +1.61% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.7M 0.479% | +$577.4K Bought | — 29.1K shares | 19.0K → 29.1K +$577.4K | +52.96% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.6M 0.464% | -$34.0K Sold | — 13.4K shares | 13.7K → 13.4K −$34.0K | -2.06% | — — | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $1.4M 0.412% | -$512.9K Sold | 0.0% 1.5K shares | 2.1K → 1.5K −$512.9K | -26.36% | $410.27B Mega Cap | Q3 2021 Held for 4y 2m | |
Entertainment Communication Services | $1.4M 0.407% | +$873.8K Bought | 0.0% 1.2K shares | 454.0 → 1.2K +$873.8K | +160.57% | $509.45B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.375% | +$311.9K Bought | — 13.1K shares | 10.0K → 13.1K +$311.9K | +31.33% | — — | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $1.3M 0.371% | -$8.4K Sold | 0.0% 4.3K shares | 4.3K → 4.3K −$8.4K | -0.65% | $319.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $1.1M 0.329% | +$70.5K Bought | 0.001% 15.2K shares | 14.3K → 15.2K +$70.5K | +6.55% | $155.46B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.324% | +$145.8K Bought | — 25.7K shares | 22.4K → 25.7K +$145.8K | +14.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.324% | +$16.7K Bought | — 1.7K shares | 1.7K → 1.7K +$16.7K | +1.5% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.1M 0.32% | -$28.6K Sold | — 5.9K shares | 6.0K → 5.9K −$28.6K | -2.5% | — — | Q1 2023 Held for 2y 8m |
