0001951757-23-000065.txt : 20230125 0001951757-23-000065.hdr.sgml : 20230125 20230125114353 ACCESSION NUMBER: 0001951757-23-000065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230125 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230125 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: 23551115 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 12-31-2022 12-31-2022 Sandbox Financial Partners, LLC

6903 ROCKLEDGE DRIVE, SUITE 300 BETHESDA MD 20817

13F HOLDINGS REPORT 028-20767 N ANDREW J. SALCETTI (301) 214-4190 ANDREW J. SALCETTI BETHESDA MD 01-25-2023 0 89 144521193 false INFORMATION TABLE 2 13F_Sandbox_2022Q4.xml APPLE INC COM 037833100 25912983 199438 SH SOLE 0 0 199438 VANGUARD INDEX FDS GROWTH ETF 922908736 11447640 53717 SH SOLE 0 0 53717 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 8717815 173904 SH SOLE 0 0 173904 MICROSOFT CORP COM 594918104 8064610 33628 SH SOLE 0 0 33628 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7073434 46582 SH SOLE 0 0 46582 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6994863 128370 SH SOLE 0 0 128370 AMAZON COM INC COM 023135106 6849020 81536 SH SOLE 0 0 81536 VANGUARD INDEX FDS VALUE ETF 922908744 6736260 47989 SH SOLE 0 0 47989 ISHARES TR CORE S&P MCP ETF 464287507 6200928 25635 SH SOLE 0 0 25635 SNOWFLAKE INC CL A 833445109 5493394 38271 SH SOLE 0 0 38271 ISHARES TR CORE DIV GRWTH 46434V621 5071039 101421 SH SOLE 0 0 101421 SPDR S&P 500 ETF TR TR UNIT 78462F103 3201068 8370 SH SOLE 0 0 8370 EXXON MOBIL CORP COM 30231G102 2888227 26185 SH SOLE 0 0 26185 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 2339858 46302 SH SOLE 0 0 46302 NEXTERA ENERGY INC COM 65339F101 2103055 25156 SH SOLE 0 0 25156 CHEVRON CORP NEW COM 166764100 1722616 9597 SH SOLE 0 0 9597 ALPHABET INC CAP STK CL A 02079K305 1409960 15981 SH SOLE 0 0 15981 VISA INC COM CL A 92826C839 1369934 6594 SH SOLE 0 0 6594 INTERNATIONAL BUSINESS MACHS COM 459200101 1283776 9112 SH SOLE 0 0 9112 SELECT SECTOR SPDR TR ENERGY 81369Y506 1151736 13167 SH SOLE 0 0 13167 BLACKSTONE INC COM 09260D107 1065880 14367 SH SOLE 0 0 14367 BOEING CO COM 097023105 1001812 5259 SH SOLE 0 0 5259 ALPHABET INC CAP STK CL C 02079K107 1000253 11273 SH SOLE 0 0 11273 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 920212 2979 SH SOLE 0 0 2979 VERIZON COMMUNICATIONS INC COM 92343V104 919528 23338 SH SOLE 0 0 23338 ABBVIE INC COM 00287Y109 916016 5668 SH SOLE 0 0 5668 ISHARES TR S&P 500 GRWT ETF 464287309 803959 13743 SH SOLE 0 0 13743 VANECK ETF TRUST OIL SERVICES ETF 92189H607 793877 2611 SH SOLE 0 0 2611 MASTERCARD INCORPORATED CL A 57636Q104 744132 2140 SH SOLE 0 0 2140 JPMORGAN CHASE & CO COM 46625H100 740462 5522 SH SOLE 0 0 5522 NUSHARES ETF TR NUVEEN ESG US 67092P870 731821 33616 SH SOLE 0 0 33616 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 727268 21240 SH SOLE 0 0 21240 ISHARES TR NATIONAL MUN ETF 464288414 714497 6771 SH SOLE 0 0 6771 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 698492 1988 SH SOLE 0 0 1988 TEXAS PACIFIC LAND CORPORATI COM 88262P102 668731 285 SH SOLE 0 0 285 DUKE ENERGY CORP NEW COM NEW 26441C204 582964 5660 SH SOLE 0 0 5660 JOHNSON & JOHNSON COM 478160104 575677 3259 SH SOLE 0 0 3259 UNITEDHEALTH GROUP INC COM 91324P102 569079 1073 SH SOLE 0 0 1073 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 530131 15510 SH SOLE 0 0 15510 PEPSICO INC COM 713448108 519694 2877 SH SOLE 0 0 2877 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 507818 7069 SH SOLE 0 0 7069 HOME DEPOT INC COM 437076102 472717 1497 SH SOLE 0 0 1497 BROADCOM INC COM 11135F101 472423 845 SH SOLE 0 0 845 MCDONALDS CORP COM 580135101 465080 1765 SH SOLE 0 0 1765 PROCTER AND GAMBLE CO COM 742718109 423258 2793 SH SOLE 0 0 2793 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 407194 3763 SH SOLE 0 0 3763 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 393354 3161 SH SOLE 0 0 3161 LOCKHEED MARTIN CORP COM 539830109 390024 802 SH SOLE 0 0 802 SOUTHERN CO COM 842587107 389560 5455 SH SOLE 0 0 5455 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 366895 4165 SH SOLE 0 0 4165 ISHARES TR BLACKROCK ULTRA 46434V878 366794 7330 SH SOLE 0 0 7330 VANGUARD INDEX FDS TOTAL STK MKT 922908769 357919 1872 SH SOLE 0 0 1872 LILLY ELI & CO COM 532457108 348754 953 SH SOLE 0 0 953 INVESCO QQQ TR UNIT SER 1 46090E103 334912 1258 SH SOLE 0 0 1258 ISHARES TR MSCI GBL SUS DEV 46435G532 328047 4157 SH SOLE 0 0 4157 COSTCO WHSL CORP NEW COM 22160K105 311138 682 SH SOLE 0 0 682 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 301664 1944 SH SOLE 0 0 1944 ISHARES TR RUS 1000 GRW ETF 464287614 300841 1404 SH SOLE 0 0 1404 ISHARES TR ESG AWR US AGRGT 46435U549 295963 6332 SH SOLE 0 0 6332 BP PLC SPONSORED ADR 055622104 290094 8305 SH SOLE 0 0 8305 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 274427 2066 SH SOLE 0 0 2066 HONEYWELL INTL INC COM 438516106 270868 1264 SH SOLE 0 0 1264 NVIDIA CORPORATION COM 67066G104 263659 1804 SH SOLE 0 0 1804 DOMINION ENERGY INC COM 25746U109 258595 4217 SH SOLE 0 0 4217 ISHARES TR CORE S&P500 ETF 464287200 255060 664 SH SOLE 0 0 664 BRISTOL-MYERS SQUIBB CO COM 110122108 252001 3502 SH SOLE 0 0 3502 REALTY INCOME CORP COM 756109104 244021 3847 SH SOLE 0 0 3847 ISHARES TR MSCI ACWI ETF 464288257 238094 2805 SH SOLE 0 0 2805 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 237863 3149 SH SOLE 0 0 3149 AMERICAN ELEC PWR CO INC COM 025537101 237375 2500 SH SOLE 0 0 2500 ENTERPRISE PRODS PARTNERS L COM 293792107 236953 9824 SH SOLE 0 0 9824 ISHARES TR EXPANDED TECH 464287515 223231 873 SH SOLE 0 0 873 BANK AMERICA CORP COM 060505104 216093 6525 SH SOLE 0 0 6525 PFIZER INC COM 717081103 212957 4156 SH SOLE 0 0 4156 SERVICENOW INC COM 81762P102 210799 543 SH SOLE 0 0 543 META PLATFORMS INC CL A 30303M102 208309 1731 SH SOLE 0 0 1731 EMERSON ELEC CO COM 291011104 208213 2168 SH SOLE 0 0 2168 MID PENN BANCORP INC COM 59540G107 206912 6904 SH SOLE 0 0 6904 DANAHER CORPORATION COM 235851102 204586 771 SH SOLE 0 0 771 ISHARES TR U.S. MED DVC ETF 464288810 203812 3877 SH SOLE 0 0 3877 CISCO SYS INC COM 17275R102 203065 4262 SH SOLE 0 0 4262 LOWES COS INC COM 548661107 202428 1016 SH SOLE 0 0 1016 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 196320 24000 SH SOLE 0 0 24000 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 176321 15771 SH SOLE 0 0 15771 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 149801 10225 SH SOLE 0 0 10225 SANGAMO THERAPEUTICS INC COM 800677106 77976 24833 SH SOLE 0 0 24833 ATERIAN INC COM 02156U101 46218 60000 SH SOLE 0 0 60000 AMYRIS INC COM NEW 03236M200 19584 12800 SH SOLE 0 0 12800 AUDACY INC CL A 05070N103 4502 20000 SH SOLE 0 0 20000