Blackston Financial Advisory Group, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.6M, Vanguard Mega Cap Growth ETF with a value of $15.4M, Vanguard Total Stock Market Et with a value of $11.7M, Vanguard Large Cap ETF with a value of $11.2M, and Vanguard Consumer Staples ETF with a value of $10.5M.

Examining the 13F form we can see an decrease of $7.39M in the current position value, from $197M to 189M.

Blackston Financial Advisory Group, LLC is based out at The Villages, FL

Below you can find more details about Blackston Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $126 Million
Technology: $18.8 Million
Industrials: $8.96 Million
Financial Services: $8.26 Million
Consumer Cyclical: $7.96 Million
Healthcare: $5.09 Million
Communication Services: $4.9 Million
Consumer Defensive: $4.4 Million
Other: $4.37 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $189 Million
  • Prior Value $197 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 71 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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