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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.18%
2.83%
$8.459M
167,936 shares@ $50.38 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 8.61%
2.42%
$7.254M
14,189 shares@ $511.23 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 6.48%
2.32%
$6.953M
123,333 shares@ $56.38 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.73%
2.23%
$6.678M
49,727 shares@ $134.29 avg price
ACWIIshares Tr
Recent Activity
Increased 8.8%
1.97%
$5.889M
50,121 shares@ $117.51 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 10.06%
1.83%
$5.473M
41,537 shares@ $131.76 avg price
IWMIshares Tr
Recent Activity
Increased 7.33%
1.58%
$4.736M
21,433 shares@ $220.97 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.41%
1.24%
$3.71M
4,806 shares@ $772.04 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Increased 9.91%
1.09%
$3.247M
69,974 shares@ $46.41 avg price
ITBIshares Tr
Recent Activity
New Position
1.04%
$3.094M
29,929 shares@ $103.39 avg price