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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
BXBlackstone Inc
Recent Activity
Decreased -0.14%
0.7%
$2.085M
12,092 shares@ $172.43 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.25%
0.67%
$1.999M
10,496 shares@ $190.45 avg price
VVisa Inc
Recent Activity
Decreased -0.1%
0.63%
$1.878M
5,943 shares@ $316.03 avg price
IVWIshares Tr
Recent Activity
Decreased -0.55%
0.47%
$1.401M
13,796 shares@ $101.53 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -9.4%
0.44%
$1.305M
7,447 shares@ $175.23 avg price
NEENextera Energy Inc
Recent Activity
Decreased -5.56%
0.36%
$1.066M
14,874 shares@ $71.7 avg price
USXFIshares Tr
Recent Activity
Decreased -7.35%
0.35%
$1.035M
20,814 shares@ $49.72 avg price
BABoeing Co
Recent Activity
Decreased -0.51%
0.29%
$856,949
4,842 shares@ $176.99 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.32%
0.27%
$786,833
742 shares@ $1060.43 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.25%
0.26%
$767,711
2,649 shares@ $289.82 avg price