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Blackston Financial Advisory Group, LLC

Q1 2024 · 13F-HR

Blackston Financial Advisory Group, LLCholdings as filed

Filed 2024-05-15 · accession 0001910984-24-000006

$174.3M
Reported value
213
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921910816MGKVANGUARD WORLD FD$17.9M10.3%62,357CommonNONE
922908769VTIVANGUARD INDEX FDS$14.3M8.19%54,920CommonNONE
922908363VOOVANGUARD INDEX FDS$14.2M8.15%29,566CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$13.2M7.57%72,223CommonNONE
922908637VVVANGUARD INDEX FDS$12.3M7.05%51,235CommonNONE
92204A207VDCVANGUARD WORLD FD$10.7M6.11%52,171CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$10.2M5.86%42,820CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$7.3M4.22%60,724CommonNONE
922908629VOVANGUARD INDEX FDS$7.2M4.12%28,714CommonNONE
46090E103QQQINVESCO QQQ TR$3.2M1.84%7,232CommonNONE
92204A702VGTVANGUARD WORLD FD$3.1M1.76%5,835CommonNONE
594918104MSFTMICROSOFT CORP$3.0M1.69%7,021CommonNONE
037833100AAPLAPPLE INC$2.9M1.69%17,194CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.6M1.50%30,195CommonNONE
88160R101TSLATESLA INC$2.5M1.45%14,397CommonNONE
92204A504VHTVANGUARD WORLD FD$2.3M1.33%8,577CommonNONE
464287309IVWISHARES TR$2.1M1.19%24,559CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.8M1.04%5,976CommonNONE
921910873MGCVANGUARD WORLD FD$1.4M0.82%7,664CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.75%2,499CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$1.2M0.67%6,139CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.64%6,885CommonNONE
92204A884VOXVANGUARD WORLD FD$1.1M0.64%8,465CommonNONE
931142103WMTWALMART INC$1.1M0.61%17,657CommonNONE
023135106AMZNAMAZON COM INC$953,1270.55%5,284CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$898,4060.52%4,313CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$847,2220.49%10,375CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$841,9720.48%5,699CommonNONE
902973304USBUS BANCORP DEL$832,1450.48%18,616CommonNONE
922908538VOTVANGUARD INDEX FDS$793,4820.46%3,365CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$792,0340.45%8,389CommonNONE
437076102HDHOME DEPOT INC$778,8060.45%2,030CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$757,5150.43%5,096CommonNONE
46432F396MTUMISHARES TR$744,2150.43%3,972CommonNONE
78468R812QUSSPDR SER TR$722,7810.41%4,963CommonNONE
922908595VBKVANGUARD INDEX FDS$691,4080.40%2,651CommonNONE
464287523SOXXISHARES TR$673,4670.39%2,981CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$642,5540.37%1,528CommonNONE
718546104PSXPHILLIPS 66$634,7170.36%3,885CommonNONE
58933Y105MRKMERCK & CO INC$630,6860.36%4,779CommonNONE
00287Y109ABBVABBVIE INC$617,2230.35%3,389CommonNONE
464287432TLTISHARES TR$611,7180.35%6,465CommonNONE
464287762IYHISHARES TR$603,5620.35%9,750CommonNONE
67066G104NVDANVIDIA CORPORATION$590,9680.34%654CommonNONE
30303M102METAMETA PLATFORMS INC$564,2430.32%1,162CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$530,6220.30%12,645CommonNONE
46625H100JPMJPMORGAN CHASE & CO$527,5180.30%2,633CommonNONE
237194105DRIDARDEN RESTAURANTS INC$510,5420.29%3,054CommonNONE
682680103OKEONEOK INC NEW$507,3070.29%6,327CommonNONE
126650100CVSCVS HEALTH CORP$495,5200.28%6,212CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$487,2430.28%2,551CommonNONE
78464A870XBISPDR SER TR$461,3550.26%4,862CommonNONE
713448108PEPPEPSICO INC$455,0530.26%2,600CommonNONE
478160104JNJJOHNSON & JOHNSON$449,7480.26%2,843CommonNONE
92204A306VDEVANGUARD WORLD FD$442,2840.25%3,358CommonNONE
09260D107BXBLACKSTONE INC$439,4030.25%3,344CommonNONE
921910840MGVVANGUARD WORLD FD$426,6630.24%3,570CommonNONE
464287556IBBISHARES TR$425,9300.24%3,104CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$420,6900.24%3,807CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$395,6780.23%4,091CommonNONE
747525103QCOMQUALCOMM INC$390,1460.22%2,304CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$388,3430.22%3,252CommonNONE
907818108UNPUNION PAC CORP$376,6350.22%1,531CommonNONE
78464A581XHESPDR SER TR$371,2550.21%4,221CommonNONE
97717X594IHDGWISDOMTREE TR$370,3110.21%8,060CommonNONE
30231G102XOMEXXON MOBIL CORP$366,5910.21%3,153CommonNONE
018522300AEBAALLETE INC$355,9840.20%5,968CommonNONE
824348106SHWSHERWIN WILLIAMS CO$350,8030.20%1,010CommonNONE
166764100CVXCHEVRON CORP NEW$349,6510.20%2,216CommonNONE
579780206MKCMCCORMICK & CO INC$338,5780.19%4,408CommonNONE
704326107PAYXPAYCHEX INC$315,4880.18%2,569CommonNONE
17275R102CSCOCISCO SYS INC$312,7310.18%6,265CommonNONE
00206R102TAT&T INC$311,5430.18%17,701CommonNONE
H2906T109GRMNGARMIN LTD$302,1240.17%2,029CommonNONE
94106L109WMWASTE MGMT INC DEL$301,9740.17%1,416CommonNONE
291011104EMREMERSON ELEC CO$298,1090.17%2,628CommonNONE
92204A603VISVANGUARD WORLD FD$292,6940.17%1,198CommonNONE
92204A108VCRVANGUARD WORLD FD$289,2520.17%910CommonNONE
580135101MCDMCDONALDS CORP$288,3440.17%1,022CommonNONE
88579Y101MMM3M CO$285,2710.16%2,689CommonNONE
92204A876VPUVANGUARD WORLD FD$283,6830.16%1,989CommonNONE
031162100AMGNAMGEN INC$276,6370.16%972CommonNONE
92204A405VFHVANGUARD WORLD FD$273,1440.16%2,667CommonNONE
921935706VFQYVANGUARD WELLINGTON FD$271,7910.16%1,984CommonNONE
70202L102PSNPARSONS CORP DEL$271,7440.16%3,276CommonNONE
871829107SYYSYSCO CORP$269,3240.15%3,317CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$264,5720.15%29,170CommonNONE
75513E101RTXRTX CORPORATION$263,3930.15%2,700CommonNONE
253868103DLRDIGITAL RLTY TR INC$257,6320.15%1,788CommonNONE
855244109SBUXSTARBUCKS CORP$256,1320.15%2,802CommonNONE
345370860FFORD MTR CO DEL$252,7330.15%19,031CommonNONE
494368103KMBKIMBERLY-CLARK CORP$227,6200.13%1,759CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$224,7190.13%4,143CommonNONE
337738108FISVFISERV INC$220,5510.13%1,380CommonNONE
02079K305GOOGLALPHABET INC$218,8480.13%1,450CommonNONE
00214Q104ARKKARK ETF TR$217,0470.12%4,334CommonNONE
458140100INTCINTEL CORP$212,2840.12%4,806CommonNONE
149123101CATCATERPILLAR INC$192,8400.11%526CommonNONE
126408103CSXCSX CORP$179,2700.10%4,836CommonNONE
579780107MKC/VMCCORMICK & CO INC$174,9690.10%2,260CommonNONE
651639106NEMNEWMONT CORP$169,4940.10%4,729CommonNONE
46429B655FLOTISHARES TR$137,9130.08%2,701CommonNONE
487836108KKELLANOVA$134,4660.08%2,347CommonNONE
708430103PENNS WOODS BANCORP INC$126,3000.07%6,507CommonNONE
92826C839VVISA INC$120,6530.07%432CommonNONE
68389X105ORCLORACLE CORP$109,9630.06%875CommonNONE
74736K101QRVOQORVO INC$96,1120.06%837CommonNONE
464287507IJHISHARES TR$89,4700.05%1,473CommonNONE
922907746VTEBVANGUARD MUN BD FDS$88,3130.05%1,745CommonNONE
464287408IVEISHARES TR$81,1710.05%434CommonNONE
863667101SYKSTRYKER CORPORATION$69,9290.04%195CommonNONE
20030N101CMCSACOMCAST CORP NEW$67,8860.04%1,566CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$67,1080.04%306CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$59,6950.03%1,854CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$54,0460.03%702CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$50,1140.03%863CommonNONE
464287754IYJISHARES TR$48,7340.03%387CommonNONE
78468R804LGLVSPDR SER TR$48,1230.03%309CommonNONE
969457100WMBWILLIAMS COS INC$46,7640.03%1,200CommonNONE
512807108LRCXEURLAM RESEARCH CORP$45,7540.03%47CommonNONE
78464A508SPYVSPDR SER TR$45,0900.03%900CommonNONE
45867G101IDCCINTERDIGITAL INC$39,3900.02%370CommonNONE
872590104TMUST-MOBILE US INC$39,3360.02%241CommonNONE
69351T106PPLPPL CORP$37,5550.02%1,364CommonNONE
90384S303ULTAULTA BEAUTY INC$31,3720.02%60CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$29,4880.02%1,900CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$28,3330.02%712CommonNONE
92240M108VGREURVECTOR GROUP LTD$28,1200.02%2,565CommonNONE
922908751VBVANGUARD INDEX FDS$27,6590.02%121CommonNONE
744320102PRUPRUDENTIAL FINL INC$26,6780.02%227CommonNONE
16411R208LNGCHENIERE ENERGY INC$26,1270.01%162CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$24,9400.01%198CommonNONE
92939U106WECWEC ENERGY GROUP INC$24,6360.01%300CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$24,4570.01%133CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$22,3470.01%350CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$21,8440.01%609CommonNONE
343412102FLRFLUOR CORP NEW$21,1400.01%500CommonNONE
17259U204CIONCION INVT CORP$20,6030.01%1,873CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$20,3640.01%304CommonNONE
14040H105COFCAPITAL ONE FINL CORP$19,0150.01%127CommonNONE
172967424CCITIGROUP INC$18,5650.01%293CommonNONE
58733R102MELIMERCADOLIBRE INC$18,1430.01%12CommonNONE
595112103MUMICRON TECHNOLOGY INC$17,3540.01%147CommonNONE
482480100KLACKLA CORP$16,8340.01%24CommonNONE
78409V104SPGIS&P GLOBAL INC$16,7330.01%39CommonNONE
617446448MSMORGAN STANLEY$16,4040.01%174CommonNONE
369550108GDGENERAL DYNAMICS CORP$14,7600.01%52CommonNONE
91913Y100VLOVALERO ENERGY CORP$14,4170.01%84CommonNONE
92189F676SMHVANECK ETF TRUST$13,6600.01%60CommonNONE
336433107FSLRFIRST SOLAR INC$13,5040.01%80CommonNONE
127190304CACICACI INTL INC$13,2590.01%35CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$11,9720.01%30CommonNONE
302635206FSKFS KKR CAP CORP$11,6700.01%612CommonNONE
Y1771G102CMRECOSTAMARE INC$11,3500.01%1,000CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$10,4960.01%1,770CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$10,4190.01%85CommonNONE
949746101WMT2WELLS FARGO CO NEW$10,1570.01%175CommonNONE
74255X104PGZPRINCIPAL REAL ESTATE INCOME$9,9890.01%967CommonNONE
858119100STLDSTEEL DYNAMICS INC$9,3640.01%63CommonNONE
922908553VNQVANGUARD INDEX FDS$8,8200.01%102CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$7,9380.00%54CommonNONE
099724106BWABORGWARNER INC$7,9230.00%228CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$7,6640.00%878CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$7,2720.00%125CommonNONE
460146103IPINTERNATIONAL PAPER CO$7,0230.00%180CommonNONE
670100205NVONOVO-NORDISK A S$6,4400.00%50CommonNONE
42968F108PCFHIGH INCOME SECS FD$5,5850.00%825CommonNONE
26884L109EQTEQT CORP$5,4490.00%147CommonNONE
81762P102NOWSERVICENOW INC$5,3360.00%7CommonNONE
253393102DKSDICKS SPORTING GOODS INC$5,2700.00%23CommonNONE
98980G102ZSZSCALER INC$5,0080.00%26CommonNONE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$4,7110.00%102CommonNONE
756109104OREALTY INCOME CORP$4,0570.00%75CommonNONE
701094104PHPARKER-HANNIFIN CORP$3,9400.00%7CommonNONE
464287226AGGISHARES TR$3,8190.00%39CommonNONE
615369105MCOMOODYS CORP$3,5620.00%9CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3,4180.00%8CommonNONE
235851102DHRDANAHER CORPORATION$2,9960.00%12CommonNONE
075887109BDXBECTON DICKINSON & CO$2,9690.00%12CommonNONE
33829M101FIVEFIVE BELOW INC$2,9020.00%16CommonNONE
62914V106NIONIO INC$2,7180.00%604CommonNONE
880770102TERTERADYNE INC$2,7070.00%24CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2,4960.00%34CommonNONE
690742101OCOWENS CORNING NEW$2,2100.00%13CommonNONE
60770K107MRNAMODERNA INC$2,1310.00%20CommonNONE
H1467J104CBCHUBB LIMITED$2,0980.00%8CommonNONE
88554D205DDD3-D SYS CORP DEL$1,9530.00%440CommonNONE
71880K101PHINPHINIA INC$1,7290.00%45CommonNONE
15135B101CNCCENTENE CORP DEL$1,7260.00%22CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1,6700.00%40CommonNONE
81141R100SESEA LTD$1,6650.00%31CommonNONE
N82405106STLASTELLANTIS N.V$1,6450.00%58CommonNONE
883203101TXTTEXTRON INC$1,3440.00%14CommonNONE
06738E204BCSBARCLAYS PLC$1,3170.00%139CommonNONE
227046109CROXCROCS INC$1,2940.00%9CommonNONE
031100100AMEAMETEK INC$1,2800.00%7CommonNONE
73278L105POOLPOOL CORP$1,2100.00%3CommonNONE
78464A862XSDSPDR SER TR$1,1600.00%5CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$1,1150.00%9CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1,0050.00%21CommonNONE
29364G103ETRENTERGY CORP NEW$9910.00%9CommonNONE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$8150.00%5CommonNONE
518439104ELLAUDER ESTEE COS INC$6160.00%4CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$5730.00%6CommonNONE
600544100MLKNMILLERKNOLL INC$5610.00%22CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$4450.00%6CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$4120.00%8CommonNONE
92338C103VLTOVERALTO CORP$3540.00%4CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$2930.00%3CommonNONE
921910733ESGVVANGUARD WORLD FD$1860.00%2CommonNONE
68620A203ONVOCHFORGANOVO HLDGS INC$510.00%50CommonNONE
75955J402RLMDRELMADA THERAPEUTICS INC$90.00%2CommonNONE
159610104CHARGE ENTERPRISES INC$01CommonNONE

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.