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Institutional Investment Manager
STATON FINANCIAL ADVISORS, LLC
STATON FINANCIAL ADVISORS, LLC (CIK: 0001709719). Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 38 holdings with a total value of $105,339,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 1 205,000 0.19%
2 PARKER HANNIFIN CORP 2,752 320,000 0.30%
3 NORFOLK SOUTHERN CORP 4,235 370,000 0.35%
4 DOVER CORP 6,953 488,000 0.46%
5 ILLINOIS TOOL WKS INC 6,683 613,000 0.58%
6 SOUTHERN CO 17,628 739,000 0.70%
7 COCA COLA CO 20,090 788,000 0.75%
8 KINDER MORGAN INC DEL 23,906 918,000 0.87%
9 FRANKLIN RESOURCES INC 19,000 932,000 0.88%
10 AGL Resources Inc 23,419 1,090,000 1.03%
11 MEDTRONIC PLC 15,347 1,137,000 1.08%
12 SYSCO CORP 32,932 1,189,000 1.13%
13 ROSS STORES INC 27,098 1,317,000 1.25%
14 CATERPILLAR INC 23,882 2,026,000 1.92%
15 BECTON DICKINSON & CO 15,866 2,247,000 2.13%
16 TJX COS INC NEW 36,067 2,387,000 2.27%
17 INTEL CORP 83,135 2,529,000 2.40%
18 ALLIANCE RES PARTNER L P 102,597 2,561,000 2.43%
19 REALTY INCOME CORP 60,949 2,706,000 2.57%
20 CHEVRON CORP NEW 29,839 2,879,000 2.73%
21 BUCKEYE PARTNERS L P 39,965 2,955,000 2.81%
22 QUALCOMM INC 49,025 3,070,000 2.91%
23 EXXON MOBIL CORP 37,182 3,094,000 2.94%
24 CISCO SYS INC 115,784 3,179,000 3.02%
25 EMERSON ELEC CO 67,693 3,752,000 3.56%
26 HCP INC 104,690 3,818,000 3.62%
27 ENTERPRISE PRODS PARTNERS L 128,360 3,837,000 3.64%
28 HELMERICH & PAYNE INC 56,162 3,955,000 3.75%
29 WAL-MART STORES INC 57,865 4,104,000 3.90%
30 JOHNSON & JOHNSON 43,713 4,260,000 4.04%
31 PEPSICO INC 49,521 4,622,000 4.39%
32 AT&T INC 131,914 4,686,000 4.45%
33 BERKSHIRE HATHAWAY INC DEL 37,090 5,048,000 4.79%
34 AFLAC INC 83,106 5,169,000 4.91%
35 DIGITAL RLTY TR INC 80,360 5,358,000 5.09%
36 MCDONALDS CORP 58,091 5,523,000 5.24%
37 INTERNATIONAL BUSINESS MACHS 34,372 5,591,000 5.31%
38 MICROSOFT CORP 133,121 5,877,000 5.58%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-008777, filed 2017.07.18).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.