$109 Million is the total value of Sandbox Financial Partners, LLC's 69 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 12 | Q3 2023 | 23.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 11.1% |
AMAZON COM INC COM | 12 | Q3 2023 | 12.3% |
MICROSOFT CORP COM | 12 | Q3 2023 | 7.2% |
JPMORGAN ULTRA-SHORT INCOME ETF | 12 | Q3 2023 | 6.4% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 7.3% |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 12 | Q3 2023 | 2.1% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.9% |
VISA INC COM CL A | 12 | Q3 2023 | 2.3% |
EXXON MOBIL CORP COM | 12 | Q3 2023 | 2.0% |
View Sandbox Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-13 |
13F-HR | 2022-02-11 |
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.