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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
GLDSpdr Gold Tr
Recent Activity
Decreased -16.55%
0.12%
$344,019
1,421 shares@ $242.1 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.49%
0.11%
$315,907
3,496 shares@ $90.37 avg price
XYLDGlobal X Fds
Recent Activity
Decreased -1.41%
0.11%
$315,493
7,530 shares@ $41.9 avg price
NFLXNetflix Inc
Recent Activity
Decreased -10.31%
0.11%
$301,828
339 shares@ $890.35 avg price
TSLATesla Inc
Recent Activity
Decreased -23.89%
0.1%
$298,300
739 shares@ $403.66 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -0.51%
0.09%
$253,610
3,301 shares@ $76.83 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.35%
0.08%
$234,127
1,619 shares@ $144.62 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -10.11%
0.07%
$204,190
391 shares@ $522.23 avg price