0001951757-22-000018.txt : 20221114
0001951757-22-000018.hdr.sgml : 20221114
20221114123549
ACCESSION NUMBER: 0001951757-22-000018
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221382860
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
09-30-2022
09-30-2022
Sandbox Financial Partners, LLC
6903 ROCKLEDGE DRIVE, SUITE 300
BETHESDA
MD
20817
13F HOLDINGS REPORT
028-20767
N
ANDREW J. SALCETTI
PRINCIPAL AND CHIEF COMPLIANCE OFFICER
(301) 214-4190
ANDREW J. SALCETTI
BETHESDA
MD
11-14-2022
0
84
136693
false
INFORMATION TABLE
2
13F_Sandbox_2022Q3.xml
AMAZON COM INC
COM
023135106
10412
92145
SH
SOLE
0
0
92145
AMERICAN ELEC PWR CO INC
COM
025537101
216
2500
SH
SOLE
0
0
2500
APPLE INC
COM
037833100
28076
203153
SH
SOLE
0
0
203153
BP PLC
SPONSORED ADR
055622104
261
9155
SH
SOLE
0
0
9155
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
739
2767
SH
SOLE
0
0
2767
BOEING CO
COM
097023105
629
5194
SH
SOLE
0
0
5194
BRISTOL-MYERS SQUIBB CO
COM
110122108
234
3297
SH
SOLE
0
0
3297
CHEVRON CORP NEW
COM
166764100
895
6232
SH
SOLE
0
0
6232
ENTERPRISE PRODS PARTNERS L
COM
293792107
277
11667
SH
SOLE
0
0
11667
HOME DEPOT INC
COM
437076102
505
1830
SH
SOLE
0
0
1830
HONEYWELL INTL INC
COM
438516106
211
1262
SH
SOLE
0
0
1262
INTERNATIONAL BUSINESS MACHS
COM
459200101
1111
9353
SH
SOLE
0
0
9353
ISHARES TR
CORE S&P500 ETF
464287200
412
1149
SH
SOLE
0
0
1149
ISHARES TR
CORE US AGGBD ET
464287226
401
4161
SH
SOLE
0
0
4161
ISHARES TR
S&P 500 GRWT ETF
464287309
929
16057
SH
SOLE
0
0
16057
ISHARES TR
CORE S&P MCP ETF
464287507
5479
24987
SH
SOLE
0
0
24987
ISHARES TR
EXPANDED TECH
464287515
448
1789
SH
SOLE
0
0
1789
ISHARES TR
MSCI ACWI ETF
464288257
233
2994
SH
SOLE
0
0
2994
ISHARES TR
NATIONAL MUN ETF
464288414
606
5910
SH
SOLE
0
0
5910
ISHARES TR
U.S. MED DVC ETF
464288810
238
5041
SH
SOLE
0
0
5041
JOHNSON & JOHNSON
COM
478160104
441
2702
SH
SOLE
0
0
2702
LILLY ELI & CO
COM
532457108
239
740
SH
SOLE
0
0
740
LOCKHEED MARTIN CORP
COM
539830109
288
746
SH
SOLE
0
0
746
MCDONALDS CORP
COM
580135101
405
1756
SH
SOLE
0
0
1756
MICROSOFT CORP
COM
594918104
7913
33977
SH
SOLE
0
0
33977
PROCTER AND GAMBLE CO
COM
742718109
296
2343
SH
SOLE
0
0
2343
REALTY INCOME CORP
COM
756109104
224
3847
SH
SOLE
0
0
3847
SANGAMO THERAPEUTICS INC
COM
800677106
122
24833
SH
SOLE
0
0
24833
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
249
3748
SH
SOLE
0
0
3748
SNOWFLAKE INC
CL A
833445109
6500
38242
SH
SOLE
0
0
38242
SOUTHERN CO
COM
842587107
371
5454
SH
SOLE
0
0
5454
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6279
46458
SH
SOLE
0
0
46458
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
357
3763
SH
SOLE
0
0
3763
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
653
1988
SH
SOLE
0
0
1988
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
274
2152
SH
SOLE
0
0
2152
VANGUARD INDEX FDS
GROWTH ETF
922908736
11258
52620
SH
SOLE
0
0
52620
VANGUARD INDEX FDS
VALUE ETF
922908744
5473
44321
SH
SOLE
0
0
44321
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
325
1809
SH
SOLE
0
0
1809
INVESCO QQQ TR
UNIT SER 1
46090E103
413
1545
SH
SOLE
0
0
1545
ABBVIE INC
COM
00287Y109
682
5081
SH
SOLE
0
0
5081
ADOBE SYSTEMS INCORPORATED
COM
00724F101
223
812
SH
SOLE
0
0
812
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
333
4165
SH
SOLE
0
0
4165
ALPHABET INC
CAP STK CL C
02079K107
1451
15088
SH
SOLE
0
0
15088
ALPHABET INC
CAP STK CL A
02079K305
1860
19448
SH
SOLE
0
0
19448
ATERIAN INC
COM
02156U101
74
60000
SH
SOLE
0
0
60000
AMYRIS INC
COM NEW
03236M200
37
12800
SH
SOLE
0
0
12800
AUDACY INC
CL A
05070N103
8
20000
SH
SOLE
0
0
20000
BLACKSTONE INC
COM
09260D107
1381
16496
SH
SOLE
0
0
16496
BROADCOM INC
COM
11135F101
402
905
SH
SOLE
0
0
905
COSTCO WHSL CORP NEW
COM
22160K105
318
674
SH
SOLE
0
0
674
DOMINION ENERGY INC
COM
25746U109
334
4835
SH
SOLE
0
0
4835
DUKE ENERGY CORP NEW
COM NEW
26441C204
572
6148
SH
SOLE
0
0
6148
EXXON MOBIL CORP
COM
30231G102
2295
26285
SH
SOLE
0
0
26285
META PLATFORMS INC
CL A
30303M102
464
3419
SH
SOLE
0
0
3419
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
269
1939
SH
SOLE
0
0
1939
ISHARES TR
CORE DIV GRWTH
46434V621
4197
94375
SH
SOLE
0
0
94375
ISHARES TR
BLACKROCK ULTRA
46434V878
452
9036
SH
SOLE
0
0
9036
ISHARES TR
MSCI GBL SUS DEV
46435G532
292
4121
SH
SOLE
0
0
4121
ISHARES TR
ESG AWR US AGRGT
46435U549
311
6693
SH
SOLE
0
0
6693
JPMORGAN CHASE & CO
COM
46625H100
574
5489
SH
SOLE
0
0
5489
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
495
9653
SH
SOLE
0
0
9653
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
2101
41772
SH
SOLE
0
0
41772
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
8273
164930
SH
SOLE
0
0
164930
MASTERCARD INCORPORATED
CL A
57636Q104
747
2628
SH
SOLE
0
0
2628
NEXTERA ENERGY INC
COM
65339F101
1971
25137
SH
SOLE
0
0
25137
NVIDIA CORPORATION
COM
67066G104
229
1885
SH
SOLE
0
0
1885
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
672
21759
SH
SOLE
0
0
21759
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
559
17447
SH
SOLE
0
0
17447
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1013
46801
SH
SOLE
0
0
46801
ONCOSEC MED INC
COM
68234L306
12
25000
SH
SOLE
0
0
25000
PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
139
24000
SH
SOLE
0
0
24000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3014
8438
SH
SOLE
0
0
8438
SELECT SECTOR SPDR TR
ENERGY
81369Y506
927
12869
SH
SOLE
0
0
12869
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
400
3370
SH
SOLE
0
0
3370
SERVICENOW INC
COM
81762P102
204
540
SH
SOLE
0
0
540
TEKLA WORLD HEALTHCARE FD
BEN INT SHS
87911L108
129
10047
SH
SOLE
0
0
10047
TESLA INC
COM
88160R101
318
1199
SH
SOLE
0
0
1199
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
587
330
SH
SOLE
0
0
330
UBER TECHNOLOGIES INC
COM
90353T100
224
8443
SH
SOLE
0
0
8443
UNITEDHEALTH GROUP INC
COM
91324P102
551
1091
SH
SOLE
0
0
1091
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
572
2706
SH
SOLE
0
0
2706
VERIZON COMMUNICATIONS INC
COM
92343V104
1089
28679
SH
SOLE
0
0
28679
VISA INC
COM CL A
92826C839
1338
7531
SH
SOLE
0
0
7531
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
208
5803
SH
SOLE
0
0
5803