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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
VOOVanguard Index Fds
Recent Activity
Increased 2.69%
0.66%
$1.977M
3,669 shares@ $538.78 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.26%
0.66%
$1.955M
8,892 shares@ $219.84 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 7.29%
0.61%
$1.82M
1,987 shares@ $916.16 avg price
RSPFInvesco Exchange Traded Fd T
Recent Activity
Increased 10.82%
0.51%
$1.507M
20,818 shares@ $72.38 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.03%
0.46%
$1.361M
5,679 shares@ $239.72 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.42%
0.39%
$1.155M
2,194 shares@ $526.49 avg price
EUSBIshares Tr
Recent Activity
Increased 3.79%
0.34%
$995,006
23,423 shares@ $42.48 avg price
IVVIshares Tr
Recent Activity
Increased 1.11%
0.33%
$973,525
1,654 shares@ $588.59 avg price
NULGNushares Etf Tr
Recent Activity
Increased 7.99%
0.32%
$944,276
11,000 shares@ $85.85 avg price
CVXChevron Corp New
Recent Activity
Increased 0.44%
0.28%
$831,279
5,739 shares@ $144.85 avg price