Chief Compliance Officer

0001951757-24-000062.txt : 20240118 0001951757-24-000062.hdr.sgml : 20240118 20240118090617 ACCESSION NUMBER: 0001951757-24-000062 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sandbox Financial Partners, LLC CENTRAL INDEX KEY: 0001844892 ORGANIZATION NAME: 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: 24540228 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 12-31-2023 12-31-2023 Sandbox Financial Partners, LLC

6903 ROCKLEDGE DRIVE, SUITE 300 BETHESDA MD 20817

13F HOLDINGS REPORT 028-20767 N Andrew Salcetti Chief Compliance Officer (301) 214-4190 Andrew Salcetti Bethesda MD 01-18-2024 0 88 213101940 false INFORMATION TABLE 2 F_13F_Sandbox_Q42023.xml ISHARES TR CORE S&P MCP ETF 464287507 9050507 32656 SH SOLE 0 0 32656 ISHARES TR CORE S&P SCP ETF 464287804 212694 1965 SH SOLE 0 0 1965 ISHARES TR CORE S&P500 ETF 464287200 760890 1593 SH SOLE 0 0 1593 ISHARES TR S&P 500 GRWT ETF 464287309 1056603 14069 SH SOLE 0 0 14069 ISHARES TR RUS 1000 GRW ETF 464287614 328922 1085 SH SOLE 0 0 1085 ISHARES TR RUSSELL 2000 ETF 464287655 3685272 18361 SH SOLE 0 0 18361 SPDR S&P 500 ETF TR TR UNIT 78462F103 6712578 14123 SH SOLE 0 0 14123 ADOBE INC COM 00724F101 302173 506 SH SOLE 0 0 506 AMAZON COM INC COM 023135106 11426223 75202 SH SOLE 0 0 75202 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1077653 3022 SH SOLE 0 0 3022 BOEING CO COM 097023105 1456335 5587 SH SOLE 0 0 5587 REALTY INCOME CORP COM 756109104 222585 3876 SH SOLE 0 0 3876 INVESCO QQQ TR UNIT SER 1 46090E103 4430370 10818 SH SOLE 0 0 10818 JOHNSON & JOHNSON COM 478160104 324877 2073 SH SOLE 0 0 2073 CHEVRON CORP NEW COM 166764100 1002057 6718 SH SOLE 0 0 6718 MICROSOFT CORP COM 594918104 13294063 35353 SH SOLE 0 0 35353 INTERNATIONAL BUSINESS MACHS COM 459200101 1429277 8739 SH SOLE 0 0 8739 LOCKHEED MARTIN CORP COM 539830109 201102 444 SH SOLE 0 0 444 PEPSICO INC COM 713448108 299609 1764 SH SOLE 0 0 1764 VERIZON COMMUNICATIONS INC COM 92343V104 566877 15037 SH SOLE 0 0 15037 SELECT SECTOR SPDR TR ENERGY 81369Y506 966674 11530 SH SOLE 0 0 11530 SELECT SECTOR SPDR TR INDL 81369Y704 3647108 31995 SH SOLE 0 0 31995 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 536150 2785 SH SOLE 0 0 2785 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7814776 45861 SH SOLE 0 0 45861 EXXON MOBIL CORP COM 30231G102 2809306 28099 SH SOLE 0 0 28099 COSTCO WHSL CORP NEW COM 22160K105 448140 679 SH SOLE 0 0 679 ELI LILLY & CO COM 532457108 1290412 2214 SH SOLE 0 0 2214 PROCTER AND GAMBLE CO COM 742718109 425566 2904 SH SOLE 0 0 2904 GENERAL ELECTRIC CO COM NEW 369604301 217277 1702 SH SOLE 0 0 1702 HOME DEPOT INC COM 437076102 520167 1501 SH SOLE 0 0 1501 MCDONALDS CORP COM 580135101 589799 1989 SH SOLE 0 0 1989 JPMORGAN CHASE & CO COM 46625H100 930073 5468 SH SOLE 0 0 5468 UNITEDHEALTH GROUP INC COM 91324P102 543380 1032 SH SOLE 0 0 1032 VANGUARD INDEX FDS TOTAL STK MKT 922908769 654364 2758 SH SOLE 0 0 2758 NEXTERA ENERGY INC COM 65339F101 895935 14750 SH SOLE 0 0 14750 DUKE ENERGY CORP NEW COM NEW 26441C204 325103 3350 SH SOLE 0 0 3350 APPLE INC COM 037833100 37418441 194351 SH SOLE 0 0 194351 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 350174 2130 SH SOLE 0 0 2130 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 981263 6218 SH SOLE 0 0 6218 ISHARES TR EXPANDED TECH 464287515 353363 871 SH SOLE 0 0 871 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 242335 1386 SH SOLE 0 0 1386 TEXAS PACIFIC LAND CORPORATI COM 88262P102 1245792 792 SH SOLE 0 0 792 NVIDIA CORPORATION COM 67066G104 1139504 2301 SH SOLE 0 0 2301 AMERICAN ELEC PWR CO INC COM 025537101 203050 2500 SH SOLE 0 0 2500 ENTERPRISE PRODS PARTNERS L COM 293792107 255526 9697 SH SOLE 0 0 9697 ALPHABET INC CAP STK CL A 02079K305 2435036 17432 SH SOLE 0 0 17432 VANGUARD INDEX FDS VALUE ETF 922908744 8378428 56043 SH SOLE 0 0 56043 VANGUARD INDEX FDS GROWTH ETF 922908736 20260342 65171 SH SOLE 0 0 65171 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 434040 12331 SH SOLE 0 0 12331 SANGAMO THERAPEUTICS INC COM 800677106 13492 24833 SH SOLE 0 0 24833 MASTERCARD INCORPORATED CL A 57636Q104 928887 2178 SH SOLE 0 0 2178 ISHARES TR U.S. MED DVC ETF 464288810 227824 4221 SH SOLE 0 0 4221 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 300480 4085 SH SOLE 0 0 4085 BLACKSTONE INC COM 09260D107 1596487 12194 SH SOLE 0 0 12194 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 440103 3943 SH SOLE 0 0 3943 ISHARES TR NATIONAL MUN ETF 464288414 803381 7411 SH SOLE 0 0 7411 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 230664 5470 SH SOLE 0 0 5470 VISA INC COM CL A 92826C839 1684107 6469 SH SOLE 0 0 6469 ISHARES TR MSCI ACWI ETF 464288257 4156129 40838 SH SOLE 0 0 40838 BROADCOM INC COM 11135F101 984966 882 SH SOLE 0 0 882 TESLA INC COM 88160R101 367166 1478 SH SOLE 0 0 1478 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 894401 2048 SH SOLE 0 0 2048 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 235440 24000 SH SOLE 0 0 24000 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 222218 2919 SH SOLE 0 0 2919 ISHARES TR MSCI USA MIN VOL 46429B697 243046 3115 SH SOLE 0 0 3115 VANECK ETF TRUST OIL SERVICES ETF 92189H607 896415 2896 SH SOLE 0 0 2896 META PLATFORMS INC CL A 30303M102 1040701 2940 SH SOLE 0 0 2940 SERVICENOW INC COM 81762P102 589588 835 SH SOLE 0 0 835 ABBVIE INC COM 00287Y109 487276 3144 SH SOLE 0 0 3144 ALPHABET INC CAP STK CL C 02079K107 1383138 9814 SH SOLE 0 0 9814 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 322829 4165 SH SOLE 0 0 4165 CSW INDUSTRIALS INC COM 126402106 207410 1000 SH SOLE 0 0 1000 SPDR SER TR PRTFLO S&P500 HI 78468R788 264415 6747 SH SOLE 0 0 6747 PACER FDS TR US CASH COWS 100 69374H881 1354647 26056 SH SOLE 0 0 26056 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 767477 19629 SH SOLE 0 0 19629 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 10881813 216640 SH SOLE 0 0 216640 NUSHARES ETF TR NUVEEN ESG US 67092P870 462818 20791 SH SOLE 0 0 20791 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 559262 15574 SH SOLE 0 0 15574 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 2354037 46394 SH SOLE 0 0 46394 ISHARES TR ESG AWR US AGRGT 46435U549 667278 13977 SH SOLE 0 0 13977 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 9186959 167096 SH SOLE 0 0 167096 ISHARES TR ESG MSCI USA ETF 46436E767 1012435 25425 SH SOLE 0 0 25425 ISHARES TR ESG ADV TTL USD 46436E619 703225 16256 SH SOLE 0 0 16256 SNOWFLAKE INC CL A 833445109 7614592 38264 SH SOLE 0 0 38264 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1622306 32492 SH SOLE 0 0 32492 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 2570935 43066 SH SOLE 0 0 43066 MORGAN STANLEY ETF TRUST CALVERT US MDCP 61774R403 410857 7689 SH SOLE 0 0 7689 MORGAN STANLEY ETF TRUST CALVERT ULT SHR 61774R601 260545 5185 SH SOLE 0 0 5185