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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 $283,227,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 150,829 $33,503,631 11.83%
2.
Vanguard Index Fds - GROWTH ETF
 78,762 $29,206,476 10.31%
3.
Microsoft Corp
 MSFT 39,943 $14,994,362 5.29%
4.
Amazon Com Inc
 AMZN 69,858 $13,291,112 4.69%
5.
J P Morgan Exchange Traded F
 207,685 $11,867,111 4.19%
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)