Portfolio (Quarterly)
Guide ↗
Sandbox Financial Partners, LLC
· CIK 0001844892| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EAGG | ISHARES TR | — | 6,884 | $329K | 0.09% | SOLD |
| 2 | DOCU | DOCUSIGN INC | Technology | 4,494 | $307K | 0.09% | SOLD |
| 3 | UBER | UBER TECHNOLOGIES INC | Technology | 3,502 | $286K | 0.08% | SOLD |
| 4 | NOW | SERVICENOW INC | Technology | 1,804 | $276K | 0.08% | SOLD |
| 5 | — | WORLD FDS TR | — | 8,560 | $248K | 0.07% | SOLD |
| 6 | FDVV | FIDELITY COVINGTON TRUST | — | 4,254 | $241K | 0.07% | SOLD |
| 7 | BAC | BANK AMERICA CORP | Financial Services | 4,220 | $232K | 0.06% | SOLD |
| 8 | PEP | PEPSICO INC | Consumer Defensive | 1,529 | $220K | 0.06% | SOLD |
| 9 | MMM | 3M CO | Industrials | 1,367 | $219K | 0.06% | SOLD |
| 10 | IYW | ISHARES TR | — | 1,050 | $210K | 0.06% | SOLD |
| 11 | PFF | ISHARES TR | — | 6,764 | $209K | 0.06% | SOLD |
| 12 | XYLD | GLOBAL X FDS | — | 4,987 | $203K | 0.06% | SOLD |
Sector Allocation
Technology
45.2%
Financial Services
23.8%
Consumer Cyclical
10.1%
Communication Services
8.2%
Energy
5.3%
Healthcare
2.4%
Utilities
2.4%
Industrials
1.6%
Consumer Defensive
0.9%
Real Estate
0.1%