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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 $213,101,940
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 194,351 $37,418,441 17.55%
2.
Vanguard Index Fds
 65,171 $20,260,342 9.5%
3.
Microsoft Corp
 MSFT 35,353 $13,294,063 6.23%
4.
Amazon Com Inc
 AMZN 75,202 $11,426,223 5.36%
5.
J P Morgan Exchange Traded F
 216,640 $10,881,813 5.1%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)