Sandbox Financial Partners, LLC [Rocket]

Holdings

Sandbox Financial Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Apple Inc.	AAPL	Common	193,630	-19	33,151,391,000	-4,410,693,000	17.53		Hist	09/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	46,049	-699	7,155,127,000	-438,112,000	3.78		Hist	09/30/2023
NEXTERA ENERGY INC	FPL	common	20,540	-1,185	1,176,727,000	-435,300,000	0.62		Hist	09/30/2023
AMAZON COM INC	AMZN	Common	77,259	-493	9,821,129,000	-314,674,000	5.19		Hist	09/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	17,569	-3,594	569,427,000	-217,628,000	0.30	0.00	Hist	09/30/2023
AbbVie Inc.	ABBV	COM	3,130	-1,828	466,576,000	-201,353,000	0.25	0.00	Hist	09/30/2023
CHEVRON CORP	CVX	Common	6,787	-1,594	1,144,432,000	-174,259,000	0.61	0.00	Hist	09/30/2023
JOHNSON & JOHNSON	JNJ	Common	2,838	-651	441,986,000	-135,490,000	0.23		Hist	09/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	5,706	-1,592	398,161,000	-132,345,000	0.21		Hist	09/30/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	4,452	-1,269	258,394,000	-107,434,000	0.14	0.00	Hist	09/30/2023
MCDONALDS CORP	MCD	Common	2,109	-108	555,714,000	-105,911,000	0.29		Hist	09/30/2023
BOEING CO	BA	Common	5,332	-4	1,022,119,000	-104,578,000	0.54		Hist	09/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	9,558	-482	980,042,000	-91,524,000	0.52		Hist	09/30/2023
Broadcom Ltd	AVGO	COM	840	-63	697,539,000	-85,643,000	0.37		Hist	09/30/2023
Invesco Municipal Opportunity Trust	VMO	Common	12,569	-6,980	103,446,000	-81,484,000	0.05		Hist	09/30/2023
iSHARES TRUST	EUSB	Common	11,267	-1,382	460,252,000	-78,337,000	0.24		Hist	09/30/2023
iSHARES TRUST	IHI	Common	5,664	-504	274,699,000	-73,532,000	0.15		Hist	09/30/2023
VISA INC.	V	CL A	6,483	-98	1,491,171,000	-71,657,000	0.79		Hist	09/30/2023
iSHARES TRUST	IVV	Common	1,722	-79	739,490,000	-63,215,000	0.39		Hist	09/30/2023
PIONEER MUNICIPAL HIGH INCOME FUND, INC.	MHI	Common	13,656	-5,127	98,732,000	-61,490,000	0.05		Hist	09/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	1,926	-61	756,146,000	-53,170,000	0.40		Hist	09/30/2023
HONEYWELL INTERNATIONAL INC	HON	Common	1,147	-126	211,822,000	-52,305,000	0.11	0.00	Hist	09/30/2023
J P MORGAN EXCHANGE TRADED F	JMST	Common	46,406	-779	2,341,168,000	-48,742,000	1.24		Hist	09/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	1,011	-147	509,784,000	-46,684,000	0.27		Hist	09/30/2023
Nushares ETF Trust	NUBD	Common	26,203	-569	552,877,000	-35,708,000	0.29		Hist	09/30/2023
Merck & Co., Inc.	MRK	COM	2,382	-7	245,225,000	-30,437,000	0.13	0.00	Hist	09/30/2023
JPMORGAN CHASE & CO	JPM	Common	5,438	-154	788,689,000	-24,619,000	0.42	0.00	Hist	09/30/2023
Schwab US Dividend Equity ETF	SCHD	common	3,473	-160	245,728,000	-18,074,000	0.13		Hist	09/30/2023
VANGUARD INDEX FUNDS	VTI	Common	1,848	-5	392,589,000	-15,646,000	0.21		Hist	09/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	647	-39	365,630,000	-3,847,000	0.19		Hist	09/30/2023
Mastercard Inc	MA	CL A	2,193	-12	868,237,000	997,000	0.46		Hist	09/30/2023
ENTERPRISE PRODUCTS PARTNERS L.P.	EPD	Common	9,641	-300	263,868,000	1,911,000	0.14	0.00	Hist	09/30/2023
Blackstone Inc.	BX	Stock	12,433	-746	1,332,091,000	106,798,000	0.70	0.00	Hist	09/30/2023