| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 15 | Q2 2024 | 23.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 11.1% |
| AMAZON COM INC COM | 15 | Q2 2024 | 12.3% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 7.2% |
| JPMORGAN ULTRA-SHORT INCOME ETF | 15 | Q2 2024 | 6.4% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 7.3% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.5% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 15 | Q2 2024 | 2.1% |
| EXXON MOBIL CORP COM | 15 | Q2 2024 | 2.0% |
| VISA INC COM CL A | 15 | Q2 2024 | 2.3% |
View Sandbox Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
View Sandbox Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.