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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
BNDVanguard Bd Index Fds
Recent Activity
Increased 5.68%
0.28%
$825,037
11,473 shares@ $71.92 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 4.31%
0.23%
$675,881
2,907 shares@ $232.51 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 6.93%
0.2%
$588,930
4,616 shares@ $127.59 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.57%
0.2%
$573,569
3,228 shares@ $177.69 avg price
HDHome Depot Inc
Recent Activity
Increased 0.08%
0.19%
$546,956
1,406 shares@ $389.02 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 16.24%
0.17%
$509,054
9,596 shares@ $53.05 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 0.31%
0.17%
$503,078
12,471 shares@ $40.34 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.12%
0.17%
$501,415
2,991 shares@ $167.65 avg price
IGVIshares Tr
Recent Activity
Increased 3.41%
0.17%
$483,786
4,832 shares@ $100.13 avg price
IWFIshares Tr
Recent Activity
Increased 0.09%
0.16%
$457,371
1,139 shares@ $401.56 avg price