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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blackston's Financial Advisory Group LLC
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|---|---|
| CRD # | 291380 |
| SEC # | 801-112486 |
| CIK # | 0001910984 |
| AUM | $300.5 M (2025-03-24) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 352-633-9046 |
| Address | 8564 E County Road 466 The Villages, FL 32162 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 6.5 | |
| Apple Inc | 6.2 | |
| Caterpillar Inc | 5.8 | |
| Nvidia Corp | 4.5 | |
| Amazon Com Inc | 3.0 | |
| Facebook Inc | 2.5 | |
| Wal Mart Stores Inc | 1.6 | |
| Procter & Gamble Co | 1.5 | |
| Broadcom Inc | 1.5 | |
| J P Morgan Chase & Co | 1.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 931 | 276.5 |
| (b) Individuals (high net worth individuals) | 80 | 23.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,987 | 300.5 |
| By Discretionary | ||
| Discretionary | 2,573 | 254.7 |
| Non-Discretionary | 414 | 45.8 |
| Total | 2,987 | 300.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.5 | |
| Total | 2,987 | 300.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910984] |
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