0001951757-24-000975.txt : 20241007
0001951757-24-000975.hdr.sgml : 20241007
20241007082257
ACCESSION NUMBER: 0001951757-24-000975
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241007
DATE AS OF CHANGE: 20241007
EFFECTIVENESS DATE: 20241007
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: 241356229
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
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false
false
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0001844892
XXXXXXXX
09-30-2024
09-30-2024
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
10-07-2024
0
108
282587798
false
INFORMATION TABLE
2
F_13F_Sandbox_Q32024.xml
3M CO
COM
88579Y101
211657
1548
SH
SOLE
0
0
1548
ABBVIE INC
COM
00287Y109
615610
3117
SH
SOLE
0
0
3117
ADOBE INC
COM
00724F101
237661
459
SH
SOLE
0
0
459
ALPHABET INC
CAP STK CL C
02079K107
1759396
10523
SH
SOLE
0
0
10523
ALPHABET INC
CAP STK CL A
02079K305
2825056
17034
SH
SOLE
0
0
17034
AMAZON COM INC
COM
023135106
13599329
72985
SH
SOLE
0
0
72985
AMERICAN ELEC PWR CO INC
COM
025537101
304722
2970
SH
SOLE
0
0
2970
AMERICAN EXPRESS CO
COM
025816109
225731
832
SH
SOLE
0
0
832
APPLE INC
COM
037833100
36581925
157004
SH
SOLE
0
0
157004
BANK NEW YORK MELLON CORP
COM
064058100
238444
3318
SH
SOLE
0
0
3318
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1875962
4076
SH
SOLE
0
0
4076
BLACKSTONE INC
COM
09260D107
1854231
12109
SH
SOLE
0
0
12109
BOEING CO
COM
097023105
739905
4867
SH
SOLE
0
0
4867
BROADCOM INC
COM
11135F101
1853992
10748
SH
SOLE
0
0
10748
CHEVRON CORP NEW
COM
166764100
841516
5714
SH
SOLE
0
0
5714
COSTCO WHSL CORP NEW
COM
22160K105
1641511
1852
SH
SOLE
0
0
1852
CSW INDUSTRIALS INC
COM
126402106
366390
1000
SH
SOLE
0
0
1000
DOMINION ENERGY INC
COM
25746U109
202337
3501
SH
SOLE
0
0
3501
DUKE ENERGY CORP NEW
COM NEW
26441C204
398041
3452
SH
SOLE
0
0
3452
ELI LILLY & CO
COM
532457108
4275864
4826
SH
SOLE
0
0
4826
EMERSON ELEC CO
COM
291011104
201819
1845
SH
SOLE
0
0
1845
ENTERPRISE PRODS PARTNERS L
COM
293792107
285089
9794
SH
SOLE
0
0
9794
EXXON MOBIL CORP
COM
30231G102
3325332
28368
SH
SOLE
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0
28368
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
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SH
SOLE
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GE AEROSPACE
COM NEW
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1103342
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SH
SOLE
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0
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GE VERNOVA INC
COM
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GLOBAL X FDS
RUSSELL 2000
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S&P 500 COVERED
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GRAYSCALE BITCOIN TR BTC
SHS REP COM UT
389637109
308454
6108
SH
SOLE
0
0
6108
HOME DEPOT INC
COM
437076102
569348
1405
SH
SOLE
0
0
1405
INTERNATIONAL BUSINESS MACHS
COM
459200101
1960730
8869
SH
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8869
INTUITIVE SURGICAL INC
COM NEW
46120E602
213884
435
SH
SOLE
0
0
435
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
46090A804
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INVESCO EXCH TRADED FD TR II
KBW PREM YIELD
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
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INVESCO QQQ TR
UNIT SER 1
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ISHARES BITCOIN TRUST ETF
SHS BEN INT
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ISHARES SILVER TR
ISHARES
46428Q109
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ISHARES TR
CORE S&P500 ETF
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SH
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ISHARES TR
S&P 500 GRWT ETF
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SH
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ISHARES TR
CORE S&P MCP ETF
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183514
ISHARES TR
EXPANDED TECH
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SH
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ISHARES TR
RUS 1000 GRW ETF
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SH
SOLE
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1138
ISHARES TR
RUSSELL 2000 ETF
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SH
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ISHARES TR
CORE S&P SCP ETF
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ISHARES TR
MSCI ACWI ETF
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SH
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ISHARES TR
NATIONAL MUN ETF
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ISHARES TR
MSCI USA MIN VOL
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ISHARES TR
ESG AWR US AGRGT
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ISHARES TR
ESG AWARE MSCI
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ISHARES TR
ESG ADV TTL USD
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ISHARES TR
ESG MSCI USA ETF
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J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
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SH
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
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J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
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SH
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JOHNSON & JOHNSON
COM
478160104
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SH
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JPMORGAN CHASE & CO.
COM
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SH
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LOCKHEED MARTIN CORP
COM
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SH
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MASTERCARD INCORPORATED
CL A
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MCDONALDS CORP
COM
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SH
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META PLATFORMS INC
CL A
30303M102
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SH
SOLE
0
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MICROSOFT CORP
COM
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SH
SOLE
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MID PENN BANCORP INC
COM
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SH
SOLE
0
0
7325
MORGAN STANLEY ETF TRUST
CALVERT INTERNAT
61774R106
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MORGAN STANLEY ETF TRUST
CALVERT US LARCP
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MORGAN STANLEY ETF TRUST
CALVERT US MDCP
61774R403
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SH
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NETFLIX INC
COM
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SH
SOLE
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NEXTERA ENERGY INC
COM
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SH
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0
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NOVO-NORDISK A S
ADR
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NUSHARES ETF TR
NUVEEN ESG SMLCP
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NUSHARES ETF TR
NUVEEN ESG US
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NVIDIA CORPORATION
COM
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SH
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PACER FDS TR
US CASH COWS 100
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PACIFIC BIOSCIENCES CALIF IN
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PEPSICO INC
COM
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300273
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SH
SOLE
0
0
1766
PROCTER AND GAMBLE CO
COM
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SH
SOLE
0
0
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REALTY INCOME CORP
COM
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SH
SOLE
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SANGAMO THERAPEUTICS INC
COM
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21508
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SH
SOLE
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SELECT SECTOR SPDR TR
FINANCIAL
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SELECT SECTOR SPDR TR
INDL
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SH
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SERVICENOW INC
COM
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SH
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SNOWFLAKE INC
CL A
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SH
SOLE
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0
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SPDR GOLD TR
GOLD SHS
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SH
SOLE
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0
1703
SPDR S&P 500 ETF TR
TR UNIT
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SH
SOLE
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0
17930
SPDR SER TR
PRTFLO S&P500 HI
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SH
SOLE
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0
6747
TESLA INC
COM
88160R101
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SH
SOLE
0
0
971
TEXAS PACIFIC LAND CORPORATI
COM
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SH
SOLE
0
0
2318
THERMO FISHER SCIENTIFIC INC
COM
883556102
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334
SH
SOLE
0
0
334
UBER TECHNOLOGIES INC
COM
90353T100
243579
3241
SH
SOLE
0
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3241
UNITEDHEALTH GROUP INC
COM
91324P102
302875
518
SH
SOLE
0
0
518
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
470431
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SH
SOLE
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0
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VANGUARD BD INDEX FDS
TOTAL BND MRKT
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SH
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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SH
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VANGUARD INDEX FDS
LARGE CAP ETF
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SH
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VANGUARD INDEX FDS
EXTEND MKT ETF
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VANGUARD INDEX FDS
GROWTH ETF
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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SH
SOLE
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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VERIZON COMMUNICATIONS INC
COM
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SH
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0
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16779
VISA INC
COM CL A
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1635652
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SH
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WALMART INC
COM
931142103
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SH
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3549