Blackston Financial Advisory Group as of Dec. 31, 2024
Portfolio Holdings for Blackston Financial Advisory Group
Blackston Financial Advisory Group holds 134 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Sp 500 Etf Shs (VOO) | 9.2 | $19M | 34k | 538.81 | |
| Vanguard World Mega Grwth Ind (MGK) | 9.0 | $18M | 53k | 343.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.5 | $13M | 45k | 289.81 | |
| Vanguard Index Fds Large Cap Etf (VV) | 6.2 | $13M | 46k | 269.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $11M | 58k | 195.83 | |
| Vanguard World Consum Stp Etf (VDC) | 5.4 | $11M | 52k | 211.38 | |
| Vanguard World Mega Cap Index (MGC) | 4.8 | $9.7M | 46k | 212.66 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.5 | $7.1M | 27k | 264.14 | |
| Apple (AAPL) | 3.3 | $6.7M | 27k | 250.42 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.9 | $5.8M | 45k | 127.59 | |
| Caterpillar (CAT) | 2.7 | $5.4M | 15k | 362.77 | |
| Microsoft Corporation (MSFT) | 2.4 | $4.7M | 11k | 421.53 | |
| NVIDIA Corporation (NVDA) | 1.6 | $3.2M | 24k | 134.29 | |
| Amazon (AMZN) | 1.3 | $2.7M | 12k | 219.39 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.2 | $2.5M | 24k | 103.30 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.2 | $2.3M | 8.8k | 266.74 | |
| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.2M | 3.5k | 621.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.0M | 3.9k | 511.32 | |
| Vanguard World Health Car Etf (VHT) | 0.8 | $1.6M | 6.3k | 253.75 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.6M | 3.5k | 453.28 | |
| Procter & Gamble Company (PG) | 0.7 | $1.5M | 9.0k | 167.63 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $1.5M | 30k | 48.91 | |
| Meta Platforms Cl A (META) | 0.7 | $1.5M | 2.5k | 585.62 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 16k | 90.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.4M | 7.4k | 189.30 | |
| Home Depot (HD) | 0.6 | $1.3M | 3.3k | 388.99 | |
| Ishares Tr Sp Mc 400vl Etf (IJJ) | 0.6 | $1.2M | 9.9k | 124.96 | |
| Broadcom (AVGO) | 0.6 | $1.2M | 5.3k | 231.85 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $1.1M | 9.0k | 124.91 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.0M | 4.3k | 239.76 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $954k | 8.9k | 107.57 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $906k | 8.3k | 108.61 | |
| Ishares Tr SP SML 600 GWT (IJT) | 0.4 | $896k | 6.6k | 135.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $891k | 4.0k | 220.96 | |
| Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY) | 0.4 | $882k | 1.5k | 569.58 | |
| Tesla Motors (TSLA) | 0.4 | $875k | 2.2k | 403.84 | |
| Abbvie (ABBV) | 0.4 | $858k | 4.8k | 177.72 | |
| Pepsi (PEP) | 0.4 | $835k | 5.5k | 152.08 | |
| Merck & Co (MRK) | 0.4 | $833k | 8.4k | 99.48 | |
| Vanguard World Energy Etf (VDE) | 0.4 | $822k | 6.8k | 121.31 | |
| Us Bancorp Del Com New (USB) | 0.4 | $812k | 17k | 47.83 | |
| McDonald's Corporation (MCD) | 0.4 | $744k | 2.6k | 290.02 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $731k | 2.0k | 366.20 | |
| Cisco Systems (CSCO) | 0.4 | $720k | 12k | 59.19 | |
| Vanguard World Financials Etf (VFH) | 0.4 | $719k | 6.1k | 118.08 | |
| Vanguard World Consum Dis Etf (VCR) | 0.4 | $716k | 1.9k | 375.38 | |
| Johnson & Johnson (JNJ) | 0.4 | $709k | 4.9k | 144.60 | |
| Visa Com Cl A (V) | 0.4 | $708k | 2.2k | 316.20 | |
| Ishares Tr Sp 500 Grwt Etf (IVW) | 0.3 | $693k | 6.8k | 101.53 | |
| Spdr Sp 500 Etf Tr Tr Unit (SPY) | 0.3 | $658k | 1.1k | 586.36 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $645k | 5.5k | 117.48 | |
| United Parcel Service CL B (UPS) | 0.3 | $616k | 4.9k | 126.09 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $594k | 6.9k | 85.65 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $577k | 9.9k | 58.28 | |
| At&t (T) | 0.3 | $555k | 24k | 22.77 | |
| Darden Restaurants (DRI) | 0.3 | $553k | 3.0k | 186.64 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $552k | 1.1k | 520.27 | |
| UnitedHealth (UNH) | 0.3 | $549k | 1.1k | 505.75 | |
| Vanguard World Industrial Etf (VIS) | 0.3 | $516k | 2.0k | 254.51 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $497k | 9.8k | 50.71 | |
| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.2 | $494k | 15k | 33.63 | |
| CSX Corporation (CSX) | 0.2 | $489k | 15k | 32.27 | |
| Invesco Exchange Traded Fd T Sp500 Eql Tec (RSPT) | 0.2 | $486k | 13k | 37.42 | |
| salesforce (CRM) | 0.2 | $484k | 1.4k | 334.45 | |
| IDEX Corporation (IEX) | 0.2 | $481k | 2.3k | 209.31 | |
| Goldman Sachs (GS) | 0.2 | $476k | 831.00 | 572.58 | |
| Intercontinental Exchange (ICE) | 0.2 | $475k | 3.2k | 149.05 | |
| Oneok (OKE) | 0.2 | $459k | 4.6k | 100.38 | |
| S&p Global (SPGI) | 0.2 | $459k | 921.00 | 498.35 | |
| Yum! Brands (YUM) | 0.2 | $441k | 3.3k | 134.17 | |
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.2 | $427k | 4.2k | 100.82 | |
| Invesco Exchange Traded Fd T Sp500 Eql Stp (RSPS) | 0.2 | $427k | 14k | 30.10 | |
| Vanguard World Utilities Etf (VPU) | 0.2 | $425k | 2.6k | 163.38 | |
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $419k | 2.2k | 188.30 | |
| TJX Companies (TJX) | 0.2 | $415k | 3.4k | 120.84 | |
| AFLAC Incorporated (AFL) | 0.2 | $415k | 4.0k | 103.43 | |
| Eli Lilly & Co. (LLY) | 0.2 | $395k | 511.00 | 772.23 | |
| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.2 | $393k | 13k | 30.42 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $391k | 2.3k | 172.39 | |
| Allete Com New (ALE) | 0.2 | $387k | 6.0k | 64.80 | |
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.2 | $373k | 12k | 30.01 | |
| Ishares Tr Sp 500 Val Etf (IVE) | 0.2 | $370k | 1.9k | 190.94 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $364k | 3.4k | 107.78 | |
| Verizon Communications (VZ) | 0.2 | $363k | 9.1k | 40.00 | |
| Exelon Corporation (EXC) | 0.2 | $356k | 9.5k | 37.64 | |
| Sherwin-Williams Company (SHW) | 0.2 | $352k | 1.0k | 339.93 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $350k | 3.5k | 100.33 | |
| International Business Machines (IBM) | 0.2 | $347k | 1.6k | 219.86 | |
| Honeywell International (HON) | 0.2 | $346k | 1.5k | 225.93 | |
| Garmin SHS (GRMN) | 0.2 | $346k | 1.7k | 206.12 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $345k | 2.2k | 155.06 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $340k | 1.4k | 242.13 | |
| Mccormick Com Non Vtg (MKC) | 0.2 | $336k | 4.4k | 76.24 | |
| Union Pacific Corporation (UNP) | 0.2 | $330k | 1.4k | 228.05 | |
| Citigroup Com New (C) | 0.2 | $326k | 4.6k | 70.39 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $324k | 2.7k | 121.74 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.2 | $322k | 9.6k | 33.73 | |
| Qualcomm (QCOM) | 0.2 | $318k | 2.1k | 153.57 | |
| 3M Company (MMM) | 0.2 | $317k | 2.5k | 129.13 | |
| Fiserv (FI) | 0.2 | $314k | 1.5k | 205.42 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $310k | 1.8k | 170.63 | |
| Chevron Corporation (CVX) | 0.2 | $306k | 2.1k | 144.77 | |
| Paychex (PAYX) | 0.1 | $298k | 2.1k | 140.18 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $297k | 5.7k | 51.99 | |
| Waste Management (WM) | 0.1 | $285k | 1.4k | 201.72 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $281k | 534.00 | 526.78 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $281k | 1.1k | 253.46 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $277k | 2.4k | 115.68 | |
| Amgen (AMGN) | 0.1 | $276k | 1.1k | 260.69 | |
| Advanced Micro Devices (AMD) | 0.1 | $273k | 2.3k | 120.79 | |
| Spdr Ser Tr Sp Cap Mkts (KCE) | 0.1 | $266k | 1.9k | 137.73 | |
| Nike CL B (NKE) | 0.1 | $265k | 3.5k | 75.69 | |
| Ishares Tr Us Utilits Etf (IDU) | 0.1 | $264k | 2.7k | 96.22 | |
| Ishares Tr Us Industrials (IYJ) | 0.1 | $263k | 2.0k | 133.55 | |
| DNP Select Income Fund (DNP) | 0.1 | $262k | 30k | 8.82 | |
| Digital Realty Trust (DLR) | 0.1 | $261k | 1.5k | 177.26 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $252k | 1.2k | 206.90 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $250k | 1.1k | 232.45 | |
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $241k | 4.9k | 49.54 | |
| Emerson Electric (EMR) | 0.1 | $237k | 1.9k | 123.94 | |
| Vistra Energy (VST) | 0.1 | $237k | 1.7k | 137.87 | |
| Intel Corporation (INTC) | 0.1 | $234k | 12k | 20.05 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $233k | 831.00 | 280.03 | |
| Starbucks Corporation (SBUX) | 0.1 | $229k | 2.5k | 91.24 | |
| Parsons Corporation (PSN) | 0.1 | $228k | 2.5k | 92.25 | |
| Bristol Myers Squibb (BMY) | 0.1 | $226k | 4.0k | 56.56 | |
| Phillips 66 (PSX) | 0.1 | $225k | 2.0k | 113.95 | |
| Vanguard Wellington Us Quality (VFQY) | 0.1 | $219k | 1.6k | 140.94 | |
| CenterPoint Energy (CNP) | 0.1 | $215k | 6.8k | 31.73 | |
| Ford Motor Company (F) | 0.1 | $210k | 21k | 9.90 | |
| Costco Wholesale Corporation (COST) | 0.1 | $207k | 226.00 | 916.27 | |
| SYSCO Corporation (SYY) | 0.1 | $206k | 2.7k | 76.45 | |
| BorgWarner (BWA) | 0.1 | $204k | 6.4k | 31.79 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $182k | 16k | 11.53 |