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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464287309

IVW|464287309

Shares:13.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$283.2M)

Mastercard Inc

MA|57636Q104

Shares:2.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$283.2M)

46137V357

RSP|46137V357

Shares:6.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$283.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:14.5K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$283.2M)

CHEVRON CORP

CVX|166764100

Shares:5.8K

Value:$976.4K

% of Portfolio:0.3% ($976.4K/$283.2M)

464287200

IVV|464287200

Shares:1.7K

Value:$932.9K

% of Portfolio:0.3% ($932.9K/$283.2M)

46436E767

Shares:19.0K

Value:$886.7K

% of Portfolio:0.3% ($886.7K/$283.2M)

46436E619

Shares:20.3K

Value:$878.4K

% of Portfolio:0.3% ($878.4K/$283.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.3K

Value:$864.0K

% of Portfolio:0.3% ($864.0K/$283.2M)

921937835

BND|921937835

Shares:11.6K

Value:$854.6K

% of Portfolio:0.3% ($854.6K/$283.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.9K

Value:$809.0K

% of Portfolio:0.3% ($809.0K/$283.2M)

BOEING CO

BA|097023105

Shares:4.5K

Value:$766.1K

% of Portfolio:0.3% ($766.1K/$283.2M)

922908769

VTI|922908769

Shares:2.6K

Value:$705.0K

% of Portfolio:0.2% ($705.0K/$283.2M)

67092P201

Shares:8.9K

Value:$695.9K

% of Portfolio:0.2% ($695.9K/$283.2M)

LandBridge Co LLC

LB|514952100

Shares:9.1K

Value:$655.9K

% of Portfolio:0.2% ($655.9K/$283.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:812

Value:$646.2K

% of Portfolio:0.2% ($646.2K/$283.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:14.0K

Value:$635.2K

% of Portfolio:0.2% ($635.2K/$283.2M)

921946406

VYM|921946406

Shares:4.7K

Value:$601.8K

% of Portfolio:0.2% ($601.8K/$283.2M)

81369Y803

XLK|81369Y803

Shares:2.9K

Value:$600.9K

% of Portfolio:0.2% ($600.9K/$283.2M)

HOME DEPOT, INC.

HD|437076102

Shares:1.4K

Value:$526.8K

% of Portfolio:0.2% ($526.8K/$283.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	13.7K	QoQ -0.99% (-137) YoY -1.22% (-169)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$283.2M)	QoQ -9.47% (-$132.7K) YoY +8.59% (-$100.3K)
Mastercard Inc(MAcusip57636Q104)	2.2K	QoQ +0.04% (+1) YoY +0.18% (+4)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$283.2M)	QoQ +4.17% (+$48.2K) YoY +14.06% (+$148.4K)
(RSPcusip46137V357)	6.9K	QoQ -6.90% (-514) YoY -12.92% (-1.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$283.2M)	QoQ -7.95% (-$103.8K) YoY -10.93% (-$147.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	14.5K	QoQ -2.67% (-398) YoY +2.17% (+308)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$283.2M)	QoQ -3.76% (-$40.1K) YoY +13.33% (+$120.7K)
CHEVRON CORP(CVXcusip166764100)	5.8K	QoQ +1.70% (+98) YoY -11.10% (-729)	All Managers (Combined)	$976.4K	0.3% ($976.4K/$283.2M)	QoQ +17.46% (+$145.2K) YoY -5.73% (-$59.4K)
(IVVcusip464287200)	1.7K	QoQ +0.36% (-6) YoY +3.49% (+56)	All Managers (Combined)	$932.9K	0.3% ($932.9K/$283.2M)	QoQ -4.17% (-$40.7K) YoY +10.65% (+$89.8K)
(cusip46436E767)✕	19.0K	QoQ -8.72% (-1.8K) YoY -21.18% (-5.1K)	All Managers (Combined)	$886.7K	0.3% ($886.7K/$283.2M)	QoQ -14.31% (-$148.2K) YoY -18.52% (-$201.6K)
(cusip46436E619)✕	20.3K	QoQ -13.43% (-3.1K) YoY -9.49% (-2.1K)	All Managers (Combined)	$878.4K	0.3% ($878.4K/$283.2M)	QoQ -11.72% (-$116.7K) YoY -8.45% (-$81.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.3K	QoQ -2.15% (-95) YoY +19.22% (+696)	All Managers (Combined)	$864.0K	0.3% ($864.0K/$283.2M)	QoQ +17.41% (-$128.2K) YoY +35.95% (+$228.5K)
(BNDcusip921937835)	11.6K	QoQ +1.42% (+163) YoY +41.53% (+3.4K)	All Managers (Combined)	$854.6K	0.3% ($854.6K/$283.2M)	QoQ +3.58% (+$29.6K) YoY +43.14% (+$257.6K)
AbbVie Inc.(ABBVcusip00287Y109)	3.9K	QoQ +19.60% (+633) YoY +22.33% (+705)	All Managers (Combined)	$809.0K	0.3% ($809.0K/$283.2M)	QoQ +41.04% (+$235.4K) YoY +40.74% (+$234.2K)
BOEING CO(BAcusip097023105)	4.5K	QoQ -7.22% (-350) YoY -19.12% (-1.1K)	All Managers (Combined)	$766.1K	0.3% ($766.1K/$283.2M)	QoQ -10.59% (-$90.8K) YoY -28.52% (-$305.8K)
(VTIcusip922908769)	2.6K	QoQ -3.17% (-84) YoY -7.50% (-208)	All Managers (Combined)	$705.0K	0.2% ($705.0K/$283.2M)	QoQ -8.16% (-$62.7K) YoY -2.17% (-$15.7K)
(cusip67092P201)✕	8.9K	QoQ -19.18% (-2.1K) YoY +34.16% (+2.3K)	All Managers (Combined)	$695.9K	0.2% ($695.9K/$283.2M)	QoQ -26.30% (-$248.4K) YoY +37.69% (+$190.5K)
LandBridge Co LLC(LBcusip514952100)	9.1K	QoQ -7.60% (-750) YoY NEW(+9.1K)	All Managers (Combined)	$655.9K	0.2% ($655.9K/$283.2M)	QoQ +2.89% (-$18.5K) YoY NEW(+$655.9K)
ServiceNow, Inc.(NOWcusip81762P102)	812	QoQ +9.43% (-70) YoY -11.64% (-107)	All Managers (Combined)	$646.2K	0.2% ($646.2K/$283.2M)	QoQ -17.86% (-$140.6K) YoY -7.74% (-$54.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	14.0K	QoQ -9.75% (-1.5K) YoY -9.12% (-1.4K)	All Managers (Combined)	$635.2K	0.2% ($635.2K/$283.2M)	QoQ +2.36% (-$14.7K) YoY -1.75% (-$11.4K)
(VYMcusip921946406)	4.7K	QoQ +1.10% (+51) YoY +18.60% (+732)	All Managers (Combined)	$601.8K	0.2% ($601.8K/$283.2M)	QoQ +2.18% (+$12.9K) YoY +26.38% (+$125.7K)
(XLKcusip81369Y803)	2.9K	QoQ +0.10% (-3) YoY +5.01% (+139)	All Managers (Combined)	$600.9K	0.2% ($600.9K/$283.2M)	QoQ -11.08% (-$74.9K) YoY +4.14% (+$23.9K)
HOME DEPOT, INC.(HDcusip437076102)	1.4K	QoQ +2.20% (-31) YoY -4.64% (-70)	All Managers (Combined)	$526.8K	0.2% ($526.8K/$283.2M)	QoQ -3.68% (-$20.1K) YoY -8.84% (-$51.1K)