Andrew Salcetti

@Sandbox Financial Partners, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$299.873M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVONovo-nordisk A S Recent Activity Exited	0%	$523,220 4,394 shares@ $119.08 avg price	Exited
UBERUber Technologies Inc Recent Activity Exited	0%	$243,579 3,241 shares@ $75.16 avg price	Exited
ADBEAdobe Inc Recent Activity Exited	0%	$237,661 459 shares@ $517.78 avg price	Exited
SLVIshares Silver Tr Recent Activity Exited	0%	$224,837 7,914 shares@ $28.42 avg price	Exited
MMM3m Co Recent Activity Exited	0%	$211,657 1,548 shares@ $136.73 avg price	Exited
TMOThermo Fisher Scientific Inc Recent Activity Exited	0%	$206,432 334 shares@ $618.06 avg price	Exited
DDominion Energy Inc Recent Activity Exited	0%	$202,337 3,501 shares@ $57.8 avg price	Exited
PACBPacific Biosciences Calif In Recent Activity Exited	0%	$40,800 24,000 shares@ $1.7 avg price	Exited