Sandbox-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "SNOW",
  null,
  "ABBV",
  null,
  null,
  "GOOGL",
  "AXP",
  "AVGO",
  "DUK",
  "D",
  null,
  "SGMO",
  "GILD",
  "HD",
  "MCD",
  null,
  "EMR",
  "MUB",
  "META",
  null,
  "IVW",
  "PDSB",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  null,
  "BX",
  "IJR",
  null,
  "IWF",
  "PEP",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "VZ",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "O",
  "GLD",
  "IBM",
  "UBER",
  "VXF",
  "VV",
  "PRF",
  "VIG",
  null,
  "VYM",
  null,
  null,
  "AEP",
  "IAUX",
  null,
  "LB",
  "AMZN",
  null,
  "TPL",
  null,
  null,
  "VUG",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  "PACB",
  null,
  null,
  "GEV",
  "BK",
  "BRK-B",
  "BA",
  "CVX",
  "COST",
  "CSWI",
  "RSP",
  "USMV",
  "NEE",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 109
Total Value: 283227097
Accession Number: 0001951757-25-000323
Form Type: 13F-HR
CIK: sandbox-financial-partners
Manager Name: Sandbox-Financial-Partners

Data Enrichment

70% identified

76 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

109 positions • $283.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46090A804

Shares:71.1K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$283.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:27.2K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$283.2M)

Meta Platforms, Inc.

META|30303M102

Shares:5.2K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$283.2M)

61774R205

Shares:39.6K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$283.2M)

33734X846

Shares:42.9K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$283.2M)

69374H881

Shares:48.5K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$283.2M)

81369Y605

Shares:53.0K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$283.2M)

46641Q654

Shares:49.2K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$283.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:16.2K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$283.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:9.0K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$283.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$283.2M)

VISA INC.

V|92826C839

Shares:6.0K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$283.2M)

922908363

VOO|922908363

Shares:3.8K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$283.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$283.2M)

Tesla, Inc.

TSLA|88160R101

Shares:6.7K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$283.2M)

Alphabet Inc.

GOOG|02079K107

Shares:10.8K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$283.2M)

Blackstone Inc.

BX|09260D107

Shares:12.0K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$283.2M)

Broadcom Inc.

AVGO|11135F101

Shares:9.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$283.2M)

46137V340

Shares:21.4K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$283.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$283.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46090A804)✕	71.1K	QoQ +1.58% (+1.1K) YoY +24.59% (+14.0K)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$283.2M)	QoQ +2.73% (+$89.0K) YoY +24.91% (+$665.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	27.2K	QoQ +0.47% (+128) YoY -3.17% (-893)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$283.2M)	QoQ +11.08% (+$322.7K) YoY -0.94% (-$30.7K)
Meta Platforms, Inc.(METAcusip30303M102)	5.2K	QoQ -2.44% (-129) YoY +12.19% (+560)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$283.2M)	QoQ -3.96% (-$122.7K) YoY +33.16% (+$739.5K)
(cusip61774R205)✕	39.6K	QoQ -0.76% (-304) YoY +4.71% (+1.8K)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$283.2M)	QoQ -6.71% (-$196.7K) YoY +9.99% (+$248.3K)
(cusip33734X846)✕	42.9K	QoQ -2.04% (-894) YoY +64.96% (+16.9K)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$283.2M)	QoQ -2.73% (-$76.0K) YoY +84.30% (+$1.2M)
(cusip69374H881)✕	48.5K	QoQ +3.57% (+1.7K) YoY +45.50% (+15.2K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$283.2M)	QoQ +0.41% (+$11.1K) YoY +37.11% (+$718.9K)
(cusip81369Y605)✕	53.0K	QoQ +1.13% (+593) YoY +22.26% (+9.7K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$283.2M)	QoQ +4.22% (+$107.1K) YoY +44.59% (+$814.1K)
(cusip46641Q654)✕	49.2K	QoQ +2.72% (+1.3K) YoY +4.07% (+1.9K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$283.2M)	QoQ +3.00% (+$73.0K) YoY +4.29% (+$103.0K)
Alphabet Inc.(GOOGLcusip02079K305)	16.2K	QoQ +0.45% (-73) YoY -8.64% (-1.5K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$283.2M)	QoQ -17.94% (-$546.4K) YoY -6.40% (-$170.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	9.0K	QoQ +0.98% (+88) YoY +4.77% (+409)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$283.2M)	QoQ +14.22% (+$278.1K) YoY +36.41% (+$596.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.1K	QoQ -7.27% (-325) YoY -3.33% (-143)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$283.2M)	QoQ +8.93% (-$181.0K) YoY +22.40% (-$403.8K)
VISA INC.(Vcusip92826C839)	6.0K	QoQ +0.75% (+45) YoY -0.29% (-18)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$283.2M)	QoQ +11.72% (+$220.3K) YoY +25.19% (-$422.2K)
(VOOcusip922908363)	3.8K	QoQ +3.48% (-128) YoY +16.68% (+543)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$283.2M)	QoQ -1.27% (-$25.2K) YoY +24.75% (+$387.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.0K	QoQ +0.75% (+15) YoY +187.23% (+1.3K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$283.2M)	QoQ +4.03% (+$73.5K) YoY +270.89% (+$1.4M)
Tesla, Inc.(TSLAcusip88160R101)	6.7K	QoQ +804.33% (+5.9K) YoY +459.71% (+5.5K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$283.2M)	QoQ +480.61% (+$1.4M) YoY +725.01% (+$1.5M)
Alphabet Inc.(GOOGcusip02079K107)	10.8K	QoQ +2.97% (-312) YoY +9.84% (+969)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$283.2M)	QoQ -15.52% (-$310.4K) YoY +12.70% (+$190.4K)
Blackstone Inc.(BXcusip09260D107)	12.0K	QoQ -1.09% (-133) YoY +1.57% (+186)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$283.2M)	QoQ -19.82% (-$413.4K) YoY +8.07% (+$125.0K)
Broadcom Inc.(AVGOcusip11135F101)	9.6K	QoQ -2.93% (-289) YoY +883.95% (+8.6K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$283.2M)	QoQ -29.90% (-$683.1K) YoY +24.28% (+$312.9K)
(cusip46137V340)✕	21.4K	QoQ +2.80% (+583) YoY +25.88% (+4.4K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$283.2M)	QoQ +3.02% (+$45.6K) YoY +42.13% (+$460.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.9K	QoQ +4.70% (+267) YoY +7.30% (+405)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$283.2M)	QoQ +7.14% (+$97.3K) YoY +31.43% (+$348.8K)