0001951757-23-000208.txt : 20230421
0001951757-23-000208.hdr.sgml : 20230421
20230421141612
ACCESSION NUMBER: 0001951757-23-000208
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230421
DATE AS OF CHANGE: 20230421
EFFECTIVENESS DATE: 20230421
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: 23835903
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
03-31-2023
03-31-2023
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
04-21-2023
0
91
165689770
false
INFORMATION TABLE
2
F_13F_Sandbox_Q1202.xml
AMAZON COM INC
COM
023135106
8219521
79577
SH
SOLE
0
0
79577
AMERICAN ELEC PWR CO INC
COM
025537101
227475
2500
SH
SOLE
0
0
2500
APPLE INC
COM
037833100
32787486
198833
SH
SOLE
0
0
198833
BP PLC
SPONSORED ADR
055622104
303899
8010
SH
SOLE
0
0
8010
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
881736
2856
SH
SOLE
0
0
2856
BOEING CO
COM
097023105
1119493
5270
SH
SOLE
0
0
5270
BRISTOL-MYERS SQUIBB CO
COM
110122108
499638
7209
SH
SOLE
0
0
7209
CHEVRON CORP NEW
COM
166764100
1337120
8195
SH
SOLE
0
0
8195
ENTERPRISE PRODS PARTNERS L
COM
293792107
255942
9882
SH
SOLE
0
0
9882
HOME DEPOT INC
COM
437076102
450237
1526
SH
SOLE
0
0
1526
HONEYWELL INTL INC
COM
438516106
244212
1278
SH
SOLE
0
0
1278
INTERNATIONAL BUSINESS MACHS
COM
459200101
1163698
8877
SH
SOLE
0
0
8877
ISHARES TR
CORE S&P500 ETF
464287200
698558
1699
SH
SOLE
0
0
1699
ISHARES TR
S&P 500 GRWT ETF
464287309
883051
13821
SH
SOLE
0
0
13821
ISHARES TR
CORE S&P MCP ETF
464287507
6704786
26802
SH
SOLE
0
0
26802
ISHARES TR
EXPANDED TECH
464287515
262500
862
SH
SOLE
0
0
862
ISHARES TR
RUS 1000 GRW ETF
464287614
328691
1345
SH
SOLE
0
0
1345
ISHARES TR
MSCI ACWI ETF
464288257
285604
3133
SH
SOLE
0
0
3133
ISHARES TR
NATIONAL MUN ETF
464288414
1028747
9548
SH
SOLE
0
0
9548
ISHARES TR
U.S. MED DVC ETF
464288810
206294
3822
SH
SOLE
0
0
3822
JOHNSON & JOHNSON
COM
478160104
569398
3674
SH
SOLE
0
0
3674
LILLY ELI & CO
COM
532457108
460382
1341
SH
SOLE
0
0
1341
LOCKHEED MARTIN CORP
COM
539830109
375872
795
SH
SOLE
0
0
795
MCDONALDS CORP
COM
580135101
523050
1871
SH
SOLE
0
0
1871
MICROSOFT CORP
COM
594918104
9531121
33060
SH
SOLE
0
0
33060
PEPSICO INC
COM
713448108
367370
2015
SH
SOLE
0
0
2015
PIONEER MUNICIPAL HIGH INCOM
COM SHS
723763108
183362
20626
SH
SOLE
0
0
20626
PROCTER AND GAMBLE CO
COM
742718109
427612
2876
SH
SOLE
0
0
2876
REALTY INCOME CORP
COM
756109104
243599
3847
SH
SOLE
0
0
3847
SHELL PLC
SPON ADS
780259305
232448
4040
SH
SOLE
0
0
4040
SANGAMO THERAPEUTICS INC
COM
800677106
43706
24833
SH
SOLE
0
0
24833
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
212714
2908
SH
SOLE
0
0
2908
SNOWFLAKE INC
CL A
833445109
5904806
38271
SH
SOLE
0
0
38271
SOUTHERN CO
COM
842587107
371099
5333
SH
SOLE
0
0
5333
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
7143557
46384
SH
SOLE
0
0
46384
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
538491
7294
SH
SOLE
0
0
7294
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
407941
3867
SH
SOLE
0
0
3867
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
731421
1945
SH
SOLE
0
0
1945
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
298022
2126
SH
SOLE
0
0
2126
VANGUARD INDEX FDS
GROWTH ETF
922908736
13755163
55144
SH
SOLE
0
0
55144
VANGUARD INDEX FDS
VALUE ETF
922908744
6913897
50061
SH
SOLE
0
0
50061
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
378138
1853
SH
SOLE
0
0
1853
INVESCO QQQ TR
UNIT SER 1
46090E103
431774
1345
SH
SOLE
0
0
1345
ISHARES TR
ESG ADV TTL USD
46436E619
484192
11200
SH
SOLE
0
0
11200
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
181053
15771
SH
SOLE
0
0
15771
ABBVIE INC
COM
00287Y109
837599
5256
SH
SOLE
0
0
5256
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
425580
4165
SH
SOLE
0
0
4165
ALPHABET INC
CAP STK CL C
02079K107
1159912
11153
SH
SOLE
0
0
11153
ALPHABET INC
CAP STK CL A
02079K305
1564404
15082
SH
SOLE
0
0
15082
ATERIAN INC
COM
02156U101
17202
20000
SH
SOLE
0
0
20000
AMYRIS INC
COM NEW
03236M200
20400
15000
SH
SOLE
0
0
15000
AUDACY INC
CL A
05070N103
2694
20000
SH
SOLE
0
0
20000
BLACKSTONE INC
COM
09260D107
1238850
14103
SH
SOLE
0
0
14103
BROADCOM INC
COM
11135F101
543245
847
SH
SOLE
0
0
847
COSTCO WHSL CORP NEW
COM
22160K105
335753
676
SH
SOLE
0
0
676
DOMINION ENERGY INC
COM
25746U109
235951
4220
SH
SOLE
0
0
4220
DUKE ENERGY CORP NEW
COM NEW
26441C204
547397
5674
SH
SOLE
0
0
5674
EXXON MOBIL CORP
COM
30231G102
2928606
26706
SH
SOLE
0
0
26706
META PLATFORMS INC
CL A
30303M102
330796
1561
SH
SOLE
0
0
1561
INVESCO MUN OPPORTUNITY TR
COM
46132C107
186995
19062
SH
SOLE
0
0
19062
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
388135
2684
SH
SOLE
0
0
2684
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
358045
2284
SH
SOLE
0
0
2284
ISHARES TR
CORE DIV GRWTH
46434V621
5500909
110040
SH
SOLE
0
0
110040
ISHARES TR
BLACKROCK ULTRA
46434V878
245077
4877
SH
SOLE
0
0
4877
ISHARES TR
MSCI GBL SUS DEV
46435G532
247010
3119
SH
SOLE
0
0
3119
ISHARES TR
ESG AWR US AGRGT
46435U549
432211
8993
SH
SOLE
0
0
8993
JPMORGAN CHASE & CO
COM
46625H100
731110
5611
SH
SOLE
0
0
5611
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
7843876
143661
SH
SOLE
0
0
143661
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
2425504
47756
SH
SOLE
0
0
47756
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
10468769
208044
SH
SOLE
0
0
208044
MASTERCARD INCORPORATED
CL A
57636Q104
762012
2097
SH
SOLE
0
0
2097
MERCK & CO INC
COM
58933Y105
242453
2279
SH
SOLE
0
0
2279
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
61774R205
1140580
22304
SH
SOLE
0
0
22304
NEXTERA ENERGY INC
COM
65339F101
1979044
25675
SH
SOLE
0
0
25675
NVIDIA CORPORATION
COM
67066G104
473106
1703
SH
SOLE
0
0
1703
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
1033086
30322
SH
SOLE
0
0
30322
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
721612
20379
SH
SOLE
0
0
20379
NUSHARES ETF TR
NUVEEN ESG US
67092P870
642138
28732
SH
SOLE
0
0
28732
PACER FDS TR
US CASH COWS 100
69374H881
491533
10469
SH
SOLE
0
0
10469
PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
277920
24000
SH
SOLE
0
0
24000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3607667
8812
SH
SOLE
0
0
8812
SELECT SECTOR SPDR TR
ENERGY
81369Y506
969117
11700
SH
SOLE
0
0
11700
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
462897
3065
SH
SOLE
0
0
3065
SERVICENOW INC
COM
81762P102
259994
559
SH
SOLE
0
0
559
TEKLA WORLD HEALTHCARE FD
BEN INT SHS
87911L108
142916
10401
SH
SOLE
0
0
10401
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
653377
384
SH
SOLE
0
0
384
UNITEDHEALTH GROUP INC
COM
91324P102
525812
1113
SH
SOLE
0
0
1113
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
793492
2863
SH
SOLE
0
0
2863
VERIZON COMMUNICATIONS INC
COM
92343V104
979431
25185
SH
SOLE
0
0
25185
VISA INC
COM CL A
92826C839
1489377
6606
SH
SOLE
0
0
6606
EATON CORP PLC
SHS
G29183103
427300
2494
SH
SOLE
0
0
2494