Chief Compliance Officer

0001951757-24-000295.txt : 20240415 0001951757-24-000295.hdr.sgml : 20240415 20240415142043 ACCESSION NUMBER: 0001951757-24-000295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sandbox Financial Partners, LLC CENTRAL INDEX KEY: 0001844892 ORGANIZATION NAME: IRS NUMBER: 821525822 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20767 FILM NUMBER: 24844233 BUSINESS ADDRESS: STREET 1: 6903 ROCKLEDGE DRIVE, SUITE 300 CITY: BETHESDA STATE: MD ZIP: 20817 BUSINESS PHONE: 301-214-4190 MAIL ADDRESS: STREET 1: 6903 ROCKLEDGE DRIVE, SUITE 300 CITY: BETHESDA STATE: MD ZIP: 20817 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844892 XXXXXXXX 03-31-2024 03-31-2024 Sandbox Financial Partners, LLC

6903 ROCKLEDGE DRIVE, SUITE 300 BETHESDA MD 20817

13F HOLDINGS REPORT 028-20767 N Andrew Salcetti Chief Compliance Officer (301) 214-4190 Andrew Salcetti Bethesda MD 04-15-2024 0 97 238083815 false INFORMATION TABLE 2 F_13F_Sandbox_Q12024.xml AMAZON COM INC COM 023135106 13835306 76701 SH SOLE 0 0 76701 AMERICAN ELEC PWR CO INC COM 025537101 255717 2970 SH SOLE 0 0 2970 APPLE INC COM 037833100 31831800 185630 SH SOLE 0 0 185630 ARISTA NETWORKS INC COM 040413106 231666 799 SH SOLE 0 0 799 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1802051 4285 SH SOLE 0 0 4285 BOEING CO COM 097023105 1071892 5554 SH SOLE 0 0 5554 CSW INDUSTRIALS INC COM 126402106 234600 1000 SH SOLE 0 0 1000 CHEVRON CORP NEW COM 166764100 1035793 6566 SH SOLE 0 0 6566 EMERSON ELEC CO COM 291011104 204588 1804 SH SOLE 0 0 1804 ENTERPRISE PRODS PARTNERS L COM 293792107 282594 9685 SH SOLE 0 0 9685 GENERAL ELECTRIC CO COM NEW 369604301 635526 3621 SH SOLE 0 0 3621 HOME DEPOT INC COM 437076102 577952 1507 SH SOLE 0 0 1507 INTERNATIONAL BUSINESS MACHS COM 459200101 1636802 8571 SH SOLE 0 0 8571 ISHARES TR CORE S&P500 ETF 464287200 843036 1604 SH SOLE 0 0 1604 ISHARES TR S&P 500 GRWT ETF 464287309 1167621 13828 SH SOLE 0 0 13828 ISHARES TR CORE S&P MCP ETF 464287507 10087211 166072 SH SOLE 0 0 166072 ISHARES TR EXPANDED TECH 464287515 418504 4908 SH SOLE 0 0 4908 ISHARES TR RUS 1000 GRW ETF 464287614 366111 1086 SH SOLE 0 0 1086 ISHARES TR RUSSELL 2000 ETF 464287655 3833609 18229 SH SOLE 0 0 18229 ISHARES TR CORE S&P SCP ETF 464287804 235049 2127 SH SOLE 0 0 2127 ISHARES TR MSCI ACWI ETF 464288257 4539314 41218 SH SOLE 0 0 41218 ISHARES TR NATIONAL MUN ETF 464288414 514937 4786 SH SOLE 0 0 4786 JOHNSON & JOHNSON COM 478160104 329036 2080 SH SOLE 0 0 2080 ELI LILLY & CO COM 532457108 2665744 3427 SH SOLE 0 0 3427 LOCKHEED MARTIN CORP COM 539830109 298421 656 SH SOLE 0 0 656 MCDONALDS CORP COM 580135101 601321 2133 SH SOLE 0 0 2133 MICROSOFT CORP COM 594918104 15695072 37305 SH SOLE 0 0 37305 NOVO-NORDISK A S ADR 670100205 286995 2235 SH SOLE 0 0 2235 PEPSICO INC COM 713448108 310629 1775 SH SOLE 0 0 1775 PROCTER AND GAMBLE CO COM 742718109 473089 2916 SH SOLE 0 0 2916 REALTY INCOME CORP COM 756109104 209739 3877 SH SOLE 0 0 3877 SANGAMO THERAPEUTICS INC COM 800677106 16643 24833 SH SOLE 0 0 24833 SNOWFLAKE INC CL A 833445109 6186258 38281 SH SOLE 0 0 38281 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8954424 49036 SH SOLE 0 0 49036 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 597060 8221 SH SOLE 0 0 8221 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 476143 3935 SH SOLE 0 0 3935 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1564320 3254 SH SOLE 0 0 3254 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 373454 2131 SH SOLE 0 0 2131 VANGUARD INDEX FDS GROWTH ETF 922908736 23778144 69082 SH SOLE 0 0 69082 VANGUARD INDEX FDS VALUE ETF 922908744 9185309 56400 SH SOLE 0 0 56400 VANGUARD INDEX FDS TOTAL STK MKT 922908769 720679 2773 SH SOLE 0 0 2773 INVESCO QQQ TR UNIT SER 1 46090E103 5054248 11383 SH SOLE 0 0 11383 ABBVIE INC COM 00287Y109 574764 3156 SH SOLE 0 0 3156 ADOBE INC COM 00724F101 293420 581 SH SOLE 0 0 581 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 301379 4165 SH SOLE 0 0 4165 ALPHABET INC CAP STK CL C 02079K107 1498142 9839 SH SOLE 0 0 9839 ALPHABET INC CAP STK CL A 02079K305 2669913 17690 SH SOLE 0 0 17690 BLACKSTONE INC COM 09260D107 1546610 11773 SH SOLE 0 0 11773 BROADCOM INC COM 11135F101 1288367 972 SH SOLE 0 0 972 COSTCO WHSL CORP NEW COM 22160K105 510632 697 SH SOLE 0 0 697 DUKE ENERGY CORP NEW COM NEW 26441C204 328252 3394 SH SOLE 0 0 3394 EXXON MOBIL CORP COM 30231G102 3265234 28090 SH SOLE 0 0 28090 META PLATFORMS INC CL A 30303M102 2229877 4592 SH SOLE 0 0 4592 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1466424 26005 SH SOLE 0 0 26005 GLOBAL X FDS RUSSELL 2000 37954Y459 590381 34913 SH SOLE 0 0 34913 GLOBAL X FDS S&P 500 COVERED 37954Y475 285826 7007 SH SOLE 0 0 7007 GLOBAL X FDS US INFR DEV ETF 37954Y673 240905 6051 SH SOLE 0 0 6051 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2670430 57048 SH SOLE 0 0 57048 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 1092066 17000 SH SOLE 0 0 17000 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1348597 7962 SH SOLE 0 0 7962 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 475610 12363 SH SOLE 0 0 12363 INVESCO EXCH TRADED FD TR II KBW PREM YIELD 46138E594 191547 10612 SH SOLE 0 0 10612 ISHARES TR MSCI USA MIN VOL 46429B697 268383 3211 SH SOLE 0 0 3211 ISHARES TR ESG AWR US AGRGT 46435U549 454753 9663 SH SOLE 0 0 9663 ISHARES TR ESG ADV TTL USD 46436E619 959477 22402 SH SOLE 0 0 22402 ISHARES TR ESG MSCI USA ETF 46436E767 1088334 24105 SH SOLE 0 0 24105 JPMORGAN CHASE & CO COM 46625H100 1109800 5541 SH SOLE 0 0 5541 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 10011911 173037 SH SOLE 0 0 173037 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 2398230 47265 SH SOLE 0 0 47265 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 8082453 160207 SH SOLE 0 0 160207 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 4121484 75986 SH SOLE 0 0 75986 MASTERCARD INCORPORATED CL A 57636Q104 1054918 2191 SH SOLE 0 0 2191 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 2483973 37847 SH SOLE 0 0 37847 MORGAN STANLEY ETF TRUST CALVERT US MDCP 61774R403 393163 6793 SH SOLE 0 0 6793 NETFLIX INC COM 64110L106 248652 409 SH SOLE 0 0 409 NEXTERA ENERGY INC COM 65339F101 905493 14168 SH SOLE 0 0 14168 NVIDIA CORPORATION COM 67066G104 3764826 4167 SH SOLE 0 0 4167 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 505398 6626 SH SOLE 0 0 6626 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 620423 14918 SH SOLE 0 0 14918 NUSHARES ETF TR NUVEEN ESG US 67092P870 431181 19626 SH SOLE 0 0 19626 PACER FDS TR US CASH COWS 100 69374H881 1936985 33333 SH SOLE 0 0 33333 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 90000 24000 SH SOLE 0 0 24000 SPDR S&P 500 ETF TR TR UNIT 78462F103 7890449 15085 SH SOLE 0 0 15085 SPDR SER TR PRTFLO S&P500 HI 78468R788 274670 6747 SH SOLE 0 0 6747 SALESFORCE INC COM 79466L302 208019 691 SH SOLE 0 0 691 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1825716 43346 SH SOLE 0 0 43346 SELECT SECTOR SPDR TR INDL 81369Y704 4263230 33846 SH SOLE 0 0 33846 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 577014 2771 SH SOLE 0 0 2771 SERVICENOW INC COM 81762P102 700512 919 SH SOLE 0 0 919 TESLA INC COM 88160R101 209934 1194 SH SOLE 0 0 1194 TEXAS PACIFIC LAND CORPORATI COM 88262P102 1261563 2181 SH SOLE 0 0 2181 UBER TECHNOLOGIES INC COM 90353T100 275679 3581 SH SOLE 0 0 3581 UNITEDHEALTH GROUP INC COM 91324P102 423247 856 SH SOLE 0 0 856 VANECK ETF TRUST BDC INCOME ETF 92189F411 259973 15383 SH SOLE 0 0 15383 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 374451 1664 SH SOLE 0 0 1664 VERIZON COMMUNICATIONS INC COM 92343V104 646560 15409 SH SOLE 0 0 15409 VISA INC COM CL A 92826C839 1676178 6006 SH SOLE 0 0 6006