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Blackston Financial Advisory Group, LLC

Q3 2023 · 13F-HR

Blackston Financial Advisory Group, LLCholdings as filed

Filed 2024-01-26 · accession 0001910984-24-000004

$143.6M
Reported value
88
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921910816MGKVANGUARD MEGA GRWTH IND ETF$15.0M10.4%65,981CommonNONE
922908769VTIVANGUARD TOTAL STK MKT ETF$12.1M8.39%56,738CommonNONE
921908844VIGVANGUARD DIV APP ETF$11.3M7.90%73,016CommonNONE
922908363VOOVANGUARD SP 500 ETF SHS$11.2M7.78%28,447CommonNONE
922908637VVVANGUARD LARGE CAP ETF$10.1M7.05%51,689CommonNONE
92204A207VDCVANGUARD CONSUM STP ETF$9.4M6.55%51,511CommonNONE
92206C730VONEVANGUARD VNG RUS1000IDX ETF$9.3M6.50%47,937CommonNONE
921946406VYMVANGUARD HIGH DIV YLD ETF$6.3M4.38%60,857CommonNONE
922908629VOVANGUARD MID CAP ETF$6.0M4.16%28,704CommonNONE
88160R101TSLATESLA INC COM$3.6M2.53%14,493CommonNONE
92204A702VGTVANGUARD INF TECH ETF$2.9M2.02%7,007CommonNONE
037833100AAPLAPPLE INC COM$2.8M1.93%16,200CommonNONE
594918104MSFTMICROSOFT CORP COM$2.3M1.57%7,151CommonNONE
92206C680VONGVANGUARD VNG RUS1000GRW ETF$1.9M1.35%28,282CommonNONE
92204A504VHTVANGUARD HEALTH CAR ETF$1.8M1.28%7,787CommonNONE
921932505VOOGVANGUARD 500 GRTH IDX F ETF$1.6M1.12%6,535CommonNONE
464287309IVWISHARES TRUST SP 500 GRWT ETF$1.3M0.93%19,543CommonNONE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1 ETF$1.2M0.84%3,351CommonNONE
78462F103SPYSPDR SP500 ETF TRUST TR UNIT ETF$1.2M0.82%2,770CommonNONE
742718109PGPROCTER GAMBLE CO COM$1.0M0.71%6,990CommonNONE
78467X109DIASPDR DOW JONES IND UT SER 1 ETF$1.0M0.70%3,017CommonNONE
464287465EFAISHARES TR$1.0M0.70%14,623CommonNONE
92204A884VOXVANGUARD COMM SRVC ETF$991,7120.69%9,428CommonNONE
337345102QTECFIRST TRUST PORTFOLIOS SHS ETF$953,6860.66%6,565CommonNONE
931142103WMTWALMART INC COM$952,4000.66%5,955CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$927,4080.65%10,260CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$801,5340.56%24,164CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$795,9680.55%15,862CommonNONE
464287754IYJISHARES TR$785,4220.55%7,785CommonNONE
911312106UPSUNITED PARCEL SERVICE INC COM CL B$771,1900.54%4,948CommonNONE
92189F486FLTRVANECK ETF TRUST$767,4310.53%30,345CommonNONE
922908538VOTVANGUARD MCAP GR IDXVIP ETF$711,4340.50%3,653CommonNONE
902973304USBUS BANCORP COM$672,4490.47%20,340CommonNONE
78468R812QUSSPDR MSCI USA STRTGIC ETF$659,8240.46%5,468CommonNONE
922908595VBKVANGUARD SML CP GRW ETF$617,1380.43%2,881CommonNONE
46432F396MTUMISHARES TRUST MSCI USA MOMENTUM FACTOR ETF$607,6630.42%4,350CommonNONE
023135106AMZNAMAZON COM INC COM$591,9980.41%4,657CommonNONE
464287762IYHISHARES TRUST US HLTHCARE ETF$553,9830.39%2,051CommonNONE
437076102HDHOME DEPOT INC COM$550,4980.38%1,822CommonNONE
58933Y105MRKMERCK CO INC COM$546,7160.38%5,311CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC COM CL B$531,7550.37%1,518CommonNONE
478160104JNJJOHNSON JOHNSON COM$526,2180.37%3,379CommonNONE
00287Y109ABBVABBVIE INC COM$511,1830.36%3,429CommonNONE
09260D107BXBLACKSTONE INC COM$505,1290.35%4,715CommonNONE
92343V104VZVERIZON COMMUNICATIONS COM$489,3380.34%15,098CommonNONE
237194105DRIDARDEN RESTAURANTS INC COM$487,6230.34%3,405CommonNONE
718546104PSXPHILLIPS 66 COM$467,1710.33%3,888CommonNONE
713448108PEPPEPSICO INC COM$440,5710.31%2,600CommonNONE
682680103OKEONEOK INC COM$433,8210.30%6,839CommonNONE
126650100CVSCVS HEALTH CORPORATION COM$423,2710.29%6,062CommonNONE
30231G102XOMEXXON MOBIL CORPORATION COM$379,8710.26%3,231CommonNONE
78464A581XHESPDR SERIES TRUST HLTH CR EQUIP ETF$372,6110.26%4,773CommonNONE
459200101IBMINTERNATIONAL BUS MACH CORP COM$366,2410.26%2,610CommonNONE
46625H100JPMJP MORGAN CHASE CO COM$358,9330.25%2,475CommonNONE
97717X594IHDGWISDOMTREE TRUST ITL HDG QTLY DIV ETF$354,3060.25%9,146CommonNONE
166764100CVXCHEVRON CORPORATION COM$350,6680.24%2,080CommonNONE
26441C204DUKDUKE ENERGY CORP COM$349,7910.24%3,963CommonNONE
88579Y101MMM3M COMPANY COM$347,7690.24%3,715CommonNONE
018522300AEBAALLETE INC COM$347,1010.24%6,574CommonNONE
17275R102CSCOCISCO SYSTEMS INC COM$346,7900.24%6,451CommonNONE
30303M102METAMETA PLATFORMS INC COM CL A$342,8400.24%1,142CommonNONE
907818108UNPUNION PACIFIC CORP COM$337,0350.23%1,655CommonNONE
921910873MGCVANGUARD WORLD FD$334,6100.23%2,203CommonNONE
579780206MKCMCCORMICK COMPANY INC COM$333,4210.23%4,408CommonNONE
512816109LAMRLAMAR ADVERTISING CO COM USD0 001 CL A$329,1660.23%3,944CommonNONE
747525103QCOMQUALCOMM INC COM$323,5270.23%2,913CommonNONE
00206R102TATT INC COM$319,7940.22%21,291CommonNONE
704326107PAYXPAYCHEX INC COM$315,7500.22%2,738CommonNONE
031162100AMGNAMGEN INC COM$313,5890.22%1,167CommonNONE
580135101MCDMCDONALDS CORPORATION COM$298,7110.21%1,134CommonNONE
871829107SYYSYSCO CORP COM$280,2710.20%4,243CommonNONE
855244109SBUXSTARBUCKS CORP COM$275,3010.19%3,016CommonNONE
23325P104DNPDNP SELECT INCOME FUND INC COM$270,1210.19%28,374CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO COM$267,2490.19%4,605CommonNONE
824348106SHWSHERWIN WILLIAMS CO COM$257,6010.18%1,010CommonNONE
461202103INTUINTUIT INC COM$255,4700.18%500CommonNONE
291011104EMREMERSON ELECTRIC CO COM$252,0140.18%2,610CommonNONE
253868103DLRDIGITAL RLTY TR INC$237,4830.17%1,962CommonNONE
345370860FFORD MOTOR CO COM$235,1790.16%18,936CommonNONE
67066G104NVDANVIDIA CORPORATION$232,3040.16%534CommonNONE
H2906T109GRMNGARMIN LTD COM$229,4350.16%2,181CommonNONE
94106L109WMWASTE MANAGEMENT INC COM$227,9070.16%1,495CommonNONE
494368103KMBKIMBERLY CLARK CORP COM$224,4260.16%1,857CommonNONE
92204A306VDEVANGUARD ENERGY ETF$216,9570.15%1,712CommonNONE
75513E101RTXRAYTHEON TECH CORP COM$216,7870.15%3,012CommonNONE
487836108KKELLANOVA$214,3350.15%3,602CommonNONE
651639106NEMNEWMONT CORPORATION COM$211,3880.15%5,721CommonNONE
458140100INTCINTEL CORP$204,4090.14%5,750CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.