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Disclosery

13F-HR filed by Sandbox Financial Partners, LLC

Sandbox Financial Partners, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-21, with 91 holding rows worth $165,689,770.

Accession
0001951757-23-000208
Filer
CIK 1844892
Filed
2023-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 91 entries on the cover page, a total value of $165,689,770 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,689,770 with VALUE read as dollars as filed, 13F file number 028-20767. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM198,833$32,787,486dollars as filed
Vanguard Growth922908736COM55,144$13,755,163dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF208,044$10,468,769dollars as filed
Microsoft Corp594918104COM33,060$9,531,121dollars as filed
Amazon.com, Inc023135106COM79,577$8,219,521dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF143,661$7,843,876dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS46,384$7,143,557dollars as filed
Vanguard Value ETF922908744SHS50,061$6,913,897dollars as filed
IJH464287507COM26,802$6,704,786dollars as filed
SNOWFLAKE INC COM SHS833445109Stock38,271$5,904,806dollars as filed
iShares Core Dividend Growth ETF46434V621SHS110,040$5,500,909dollars as filed
SPY78462F103SHS8,812$3,607,667dollars as filed
EXXON MOBIL CORP30231G102COM26,706$2,928,606dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF47,756$2,425,504dollars as filed
NextEra Energy,Inc.65339F101COM25,675$1,979,044dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM15,082$1,564,404dollars as filed
Visa Inc92826C839COM6,606$1,489,377dollars as filed
Chevron Corporation166764100COM8,195$1,337,120dollars as filed
BLACKSTONE INC09260D107COM14,103$1,238,850dollars as filed
International Business Machines Corporation459200101COM8,877$1,163,698dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM11,153$1,159,912dollars as filed
MORGAN STANLEY ETF TRUST61774R205CALVERT US LARCP22,304$1,140,580dollars as filed
Boeing Company097023105COM5,270$1,119,493dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL30,322$1,033,086dollars as filed
ISHARES TR464288414NATIONAL MUN ETF9,548$1,028,747dollars as filed
Verizon Communications Inc92343V104COM25,185$979,431dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS11,700$969,117dollars as filed
iShares S&P 500 Growth ETF464287309SHS13,821$883,051dollars as filed
Berkshire Hathaway Inc084670702COM2,856$881,736dollars as filed
AbbVie,Inc.00287Y109COM5,256$837,599dollars as filed
VANECK ETF TRUST92189H607OIL SERVICES ETF2,863$793,492dollars as filed
MasterCard, Inc57636Q104COM2,097$762,012dollars as filed
Vanguard S&P 500 ETF922908363COM1,945$731,421dollars as filed
JPMorgan Chase & Co46625H100COM5,611$731,110dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP20,379$721,612dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,699$698,558dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock384$653,377dollars as filed
NUSHARES ETF TR67092P870NUVEEN ESG US28,732$642,138dollars as filed
Johnson & Johnson478160104COM3,674$569,398dollars as filed
Duke Energy Corporation26441C204COM5,674$547,397dollars as filed
Broadcom Inc.11135F101COM847$543,245dollars as filed
Vanguard Total Bond Market ETF921937835SHS7,294$538,491dollars as filed
UnitedHealth Group Inc91324P102COM1,113$525,812dollars as filed
McDonalds Corporation580135101COM1,871$523,050dollars as filed
Bristol-Myers Squibb Company110122108COM7,209$499,638dollars as filed
PACER FDS TR69374H881US CASH COWS 10010,469$491,533dollars as filed
ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF46436E619COM11,200$484,192dollars as filed
NVIDIA Corp67066G104COM1,703$473,106dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,065$462,897dollars as filed
Eli Lilly and Company532457108COM1,341$460,382dollars as filed
Home Depot, Inc437076102COM1,526$450,237dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS8,993$432,211dollars as filed
INVESCO QQQ TR46090E103COM1,345$431,774dollars as filed
Procter & Gamble Co742718109COM2,876$427,612dollars as filed
Eaton Corp. PlcG29183103COM2,494$427,300dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS4,165$425,580dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,867$407,941dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,684$388,135dollars as filed
VTI922908769COM1,853$378,138dollars as filed
Lockheed Martin Corporation539830109COM795$375,872dollars as filed
Southern Company842587107COM5,333$371,099dollars as filed
PepsiCo,Inc.713448108COM2,015$367,370dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF2,284$358,045dollars as filed
Costco Wholesale Corporation22160K105COM676$335,753dollars as filed
META PLATFORMS INC CL A30303M102COM1,561$330,796dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,345$328,691dollars as filed
BP PLC SPONSORED ADR055622104ADR8,010$303,899dollars as filed
Vanguard Extended Market ETF922908652SHS2,126$298,022dollars as filed
ISHARES TR464288257MSCI ACWI ETF3,133$285,604dollars as filed
PACIFIC BIOSCIENCES CALIF INC COM69404D108Stock24,000$277,920dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS862$262,500dollars as filed
ServiceNow,Inc.81762P102COM559$259,994dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM9,882$255,942dollars as filed
ISHARES TR46435G532MSCI GBL SUS DEV3,119$247,010dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS4,877$245,077dollars as filed
Honeywell Technologies438516106COM1,278$244,212dollars as filed
REALTY INCOME CORP COM756109104REIT3,847$243,599dollars as filed
Merck & Co.,Inc.58933Y105COM2,279$242,453dollars as filed
DOMINION ENERGY INC COM25746U109Stock4,220$235,951dollars as filed
SHELL PLC SPON ADS780259305ADR4,040$232,448dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,500$227,475dollars as filed
SCHD808524797COM2,908$212,714dollars as filed
iShares U.S. Medical Devices ETF464288810SHS3,822$206,294dollars as filed
INVESCO MUNI OPPORTUNITY TRUST46132C107COM19,062$186,995dollars as filed
PIONEER MUNICIPAL HIGH INCOME723763108COM SHS20,626$183,362dollars as filed
INVESCO EXCH TRADED FD TR II46138E511PFD ETF15,771$181,053dollars as filed
ABRDN WORLD HEALTHCARE FUND87911L108BEN INT SHS10,401$142,916dollars as filed
SANGAMO THERAPEUTICS INC800677106COM24,833$43,706dollars as filed
AMYRIS INC03236M200COM NEW15,000$20,400dollars as filed
ATERIAN INC02156U101COM20,000$17,202dollars as filed
AUDACY INC05070N103COM20,000$2,694dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-23-000208this filing2023-04-21acceptance time not in the bulk data set