0001844892-21-000001.txt : 20210212 0001844892-21-000001.hdr.sgml : 20210212 20210212153549 ACCESSION NUMBER: 0001844892-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sandbox Financial Partners, LLC CENTRAL INDEX KEY: 0001844892 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: 21626593 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 13F-HR LIVE false false false 0001844892 XXXXXXXX 12-31-2020 12-31-2020 Sandbox Financial Partners, LLC
6903 ROCKLEDGE DRIVE, SUITE 300 BETHESDA MD 20817
13F HOLDINGS REPORT 028-20767 N
ANDREW J. SALCETTI Chief Compliance Officer (301) 214-4190 ANDREW J. SALCETTI Bethesda MD 02-12-2021 0 69 109489 false
INFORMATION TABLE 2 13F_Sandbox_2020Q4.xml VEEVA SYS INC CL A COM Stock 922475108 264 971 SH SOLE 0 0 971 VANGUARD S&P 500 ETF ETF 922908363 318 926 SH SOLE 0 0 926 UBER TECHNOLOGIES INC COM Stock 90353T100 338 6631 SH SOLE 0 0 6631 WALMART INC COM Stock 931142103 409 2834 SH SOLE 0 0 2833 UNITEDHEALTH GROUP INC COM Stock 91324P102 447 1276 SH SOLE 0 0 1275 THE TRADE DESK INC COM CL A Stock 88339J105 457 571 SH SOLE 0 0 571 VERIZON COMMUNICATIONS INC COM Stock 92343V104 1921 32699 SH SOLE 0 0 32698 VISA INC COM CL A Stock 92826C839 2522 11530 SH SOLE 0 0 11529 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 4972 56375 SH SOLE 0 0 56374 VANGUARD GROWTH INDEX FUND ETF 922908736 5082 20060 SH SOLE 0 0 20059 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 6218 44043 SH SOLE 0 0 44042 AETERNA ZENTARIS INC COM Stock 007975402 8 19500 SH SOLE 0 0 19500 FORTRESS BIOTECH INC COM Stock 34960Q109 46 14650 SH SOLE 0 0 14650 PARTY CITY HOLDCO INC COM Stock 702149105 88 14380 SH SOLE 0 0 14380 GENERAL ELECTRIC CO COM Stock 369604103 126 11633 SH SOLE 0 0 11633 RIO TINTO PLC SPONSORED ADR ADR 767204100 119 10337 SH SOLE 0 0 10337 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 212 10846 SH SOLE 0 0 10846 CHEVRON CORP NEW COM Stock 166764100 222 2631 SH SOLE 0 0 2630 TESLA INC COM Stock 88160R101 227 321 SH SOLE 0 0 321 ISHARES U.S. HEALTHCARE PROVIDERS ETF ETF 464288828 229 976 SH SOLE 0 0 976 TELADOC HEALTH INC COM Stock 87918A105 244 1220 SH SOLE 0 0 1220 INVESCO S&P 500 HIGH BETA ETF ETF 46138E370 255 4495 SH SOLE 0 0 4495 DOCUSIGN INC COM Stock 256163106 258 1160 SH SOLE 0 0 1160 HONEYWELL INTL INC COM Stock 438516106 259 1217 SH SOLE 0 0 1216 COUPA SOFTWARE INC COM Stock 22266L106 262 772 SH SOLE 0 0 772 ETFMG ALTERNATIVE HARVEST ETF ETF 26924G508 271 18900 SH SOLE 0 0 18899 AMERICAN TOWER CORP NEW COM REIT 03027X100 288 1284 SH SOLE 0 0 1283 AVALARA INC COM Stock 05338G106 290 1761 SH SOLE 0 0 1761 OKTA INC CL A Stock 679295105 294 1156 SH SOLE 0 0 1156 SPDR S&P 500 ETF ETF 78462F103 299 799 SH SOLE 0 0 798 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 310 4938 SH SOLE 0 0 4937 LOCKHEED MARTIN CORP COM Stock 539830109 342 963 SH SOLE 0 0 962 SOUTHERN CO COM Stock 842587107 346 5626 SH SOLE 0 0 5626 DOMINION ENERGY INC COM Stock 25746U109 346 4605 SH SOLE 0 0 4604 MCDONALDS CORP COM Stock 580135101 351 1635 SH SOLE 0 0 1635 SQUARE INC CL A Stock 852234103 351 1613 SH SOLE 0 0 1613 SALESFORCE COM INC COM Stock 79466L302 363 1629 SH SOLE 0 0 1629 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 368 2834 SH SOLE 0 0 2833 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 373 746 SH SOLE 0 0 746 BLACKSTONE GROUP INC COM CL A Stock 09260D107 387 5979 SH SOLE 0 0 5978 SERVICENOW INC COM Stock 81762P102 388 705 SH SOLE 0 0 705 ABBOTT LABS COM Stock 002824100 451 4118 SH SOLE 0 0 4117 AT&T INC COM Stock 00206R102 453 15765 SH SOLE 0 0 15765 ONCOSEC MED INC COM Stock 68234L306 484 75000 SH SOLE 0 0 75000 COSTAR GROUP INC COM Stock 22160N109 493 533 SH SOLE 0 0 533 INVESCO QQQ TRUST ETF 46090E103 495 1578 SH SOLE 0 0 1577 ABBVIE INC COM Stock 00287Y109 509 4755 SH SOLE 0 0 4754 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 529 5781 SH SOLE 0 0 5781 JPMORGAN CHASE & CO COM Stock 46625H100 560 4405 SH SOLE 0 0 4404 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 709 26010 SH SOLE 0 0 26010 ARK GENOMIC REVOLUTION ETF ETF 00214Q302 790 8473 SH SOLE 0 0 8473 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 834 6628 SH SOLE 0 0 6628 ALPHABET INC CAP STK CL A Stock 02079K305 854 487 SH SOLE 0 0 487 EXXON MOBIL CORP COM Stock 30231G102 904 21939 SH SOLE 0 0 21939 NEXTERA ENERGY INC COM Stock 65339F101 1138 14745 SH SOLE 0 0 14745 FACEBOOK INC CL A Stock 30303M102 1221 4469 SH SOLE 0 0 4469 BOEING CO COM Stock 097023105 1286 6007 SH SOLE 0 0 6006 ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515 1305 3686 SH SOLE 0 0 3686 ALPHABET INC CAP STK CL C Stock 02079K107 1365 779 SH SOLE 0 0 779 ISHARES S&P 500 GROWTH ETF ETF 464287309 1404 21992 SH SOLE 0 0 21992 MASTERCARD INCORPORATED CL A Stock 57636Q104 1490 4174 SH SOLE 0 0 4173 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1686 14261 SH SOLE 0 0 14261 JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF ETF 46641Q654 1998 39149 SH SOLE 0 0 39149 ARK NEXT GENERATION INTERNET ETF ETF 00214Q401 2157 14738 SH SOLE 0 0 14738 ARK INNOVATION ETF ETF 00214Q104 3879 31156 SH SOLE 0 0 31156 MICROSOFT CORP COM Stock 594918104 6195 27853 SH SOLE 0 0 27853 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 6727 132450 SH SOLE 0 0 132449 AMAZON COM INC COM Stock 023135106 13484 4140 SH SOLE 0 0 4140 APPLE INC COM Stock 037833100 25219 190060 SH SOLE 0 0 190059