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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
GEGe Aerospace
Recent Activity
Decreased -24.59%
0.25%
$735,847
4,412 shares@ $166.79 avg price
RYLDGlobal X Fds
Recent Activity
Decreased -24.09%
0.22%
$637,009
38,985 shares@ $16.34 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.52%
0.21%
$620,494
15,516 shares@ $40.0 avg price
MUBIshares Tr
Recent Activity
Decreased -5.96%
0.18%
$539,075
5,059 shares@ $106.56 avg price
NUSCNushares Etf Tr
Recent Activity
Decreased -4.13%
0.18%
$534,718
12,767 shares@ $41.89 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -14.03%
0.17%
$481,148
1,660 shares@ $289.85 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -0.62%
0.16%
$471,016
1,432 shares@ $328.93 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -8.55%
0.15%
$424,551
1,753 shares@ $242.19 avg price
VVVanguard Index Fds
Recent Activity
Decreased -0.75%
0.13%
$387,464
1,437 shares@ $269.64 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.4%
0.13%
$370,448
3,438 shares@ $107.76 avg price