Sandbox Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$283M
Signature - Title
Andrew Salcetti - Chief Compliance Officer
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Sandbox Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sandbox Financial Partners, LLC reported 108 stock holdings with total value $283M as of Q3 2024. Top holdings included AAPL, VUG, MSFT, AMZN, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 108 $283M +$16.3M -$4.02M +$12.3M AAPL, VUG, MSFT, AMZN, IJH 13F-HR 10/7/2024, 08:22 AM
Q2 2024 97 $261M +$22.2M -$7.84M +$14.4M AAPL, VUG, MSFT, AMZN, JEPI 13F-HR 7/15/2024, 08:12 AM
Q1 2024 97 $238M +$33.5M -$9.34M +$24.1M AAPL, VUG, MSFT, AMZN, IJH 13F-HR 4/15/2024, 02:20 PM
Q4 2023 88 $213M +$16.8M -$12.4M +$4.36M AAPL, VUG, MSFT, AMZN, JPST 13F-HR 1/18/2024, 09:06 AM
Q3 2023 85 $189M +$10.8M -$4.07M +$6.72M AAPL, VUG, JPST, MSFT, AMZN 13F-HR 10/10/2023, 01:42 PM
Q2 2023 95 $192M +$13.8M -$3.55M +$10.2M AAPL, VUG, MSFT, JPST, AMZN 13F-HR 7/14/2023, 02:01 PM
Q1 2023 91 $166M +$10.4M -$3.25M +$7.15M AAPL, VUG, JPST, MSFT, AMZN 13F-HR 4/21/2023, 02:16 PM
Q4 2022 89 $145M +$12.6M -$6.22M +$6.38M AAPL, VUG, JPST, MSFT, VIG 13F-HR 1/25/2023, 11:43 AM
Q3 2022 84 $137M +$8.18M -$4.81M +$3.37M AAPL, VUG, AMZN, JPST, MSFT 13F-HR 11/14/2022, 12:35 PM
Q2 2022 87 $140M +$14.1M -$7.3M +$6.79M AAPL, VUG, AMZN, MSFT, VIG 13F-HR 8/11/2022, 03:59 PM
Q1 2022 95 $175M +$29.2M -$6.98M +$22.3M AAPL, VUG, AMZN, MSFT, SNOW 13F-HR 4/13/2022, 04:54 PM
Q4 2021 103 $159M +$12.9M -$7.68M +$5.22M AAPL, VUG, AMZN, MSFT, VIG 13F-HR 2/11/2022, 10:45 AM
Q3 2021 95 $140M +$24.8M -$18.1M +$6.72M AAPL, VUG, AMZN, MSFT, VIG 13F-HR 11/12/2021, 01:47 PM
Q2 2021 95 $134M +$13.9M -$6.57M +$7.33M AAPL, AMZN, VIG, VUG, JPST 13F-HR 8/16/2021, 10:53 AM
Q1 2021 81 $121M +$16.4M -$6.34M +$10.1M AAPL, AMZN, VIG, JPST, VUG 13F-HR 5/7/2021, 06:37 AM
Q4 2020 69 $109M $0 $0 AAPL, AMZN, JPST, VIG, MSFT 13F-HR 2/12/2021, 03:35 PM