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Home > Institutional Investor > Sandbox Financial Partners, Llc > Profile

Instuitional Investor - Sandbox Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Sandbox Financial Partners, Llc
Portfolio Value $299,872,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 153,099 $38,339,036 12.78%
2.
Vanguard Index Fds - GROWTH ETF
 79,164 $32,491,887 10.83%
3.
Microsoft Corp
 MSFT 41,177 $17,356,108 5.78%
4.
Amazon Com Inc
 AMZN 71,387 $15,661,531 5.22%
5.
Spdr S & P 500 Etf Trust
 SPY 20,205 $11,841,499 3.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)