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Andrew Salcetti

@Sandbox Financial Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$299.873MTotal holdings107
Assets growth rate6.12%Assets growth rate (2-Q avg)7.22%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sandbox Financial Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Sandbox Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 299.873M in assets, with a quarterly growth rate of 6.12% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Andrew Salcetti, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.48%
12.79%
$38.339M
153,099 shares@ $250.42 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4.67%
10.84%
$32.492M
79,164 shares@ $410.44 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.14%
5.79%
$17.356M
41,177 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.18%
5.23%
$15.662M
71,387 shares@ $219.39 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 12.69%
3.95%
$11.841M
20,205 shares@ $586.07 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 3.96%
3.78%
$11.313M
196,643 shares@ $57.54 avg price
SNOWSnowflake Inc
Recent Activity
Increased 0.01%
3.59%
$10.742M
69,571 shares@ $154.41 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.72%
3.53%
$10.568M
62,420 shares@ $169.3 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -4.27%
3.14%
$9.388M
47,941 shares@ $195.83 avg price
IJHIshares Tr
Recent Activity
Decreased -23.2%
2.93%
$8.782M
140,937 shares@ $62.31 avg price