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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 (2016Q2)
Portfolio Summary: 40 holdings with a total value of $109,256,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 37,280 5,398,000 4.94%
2 AT&T INC 122,117 5,277,000 4.83%
3 AFLAC INC 70,939 5,119,000 4.69%
4 DIGITAL RLTY TR INC 46,111 5,026,000 4.60%
5 INTERNATIONAL BUSINESS MACHS 32,038 4,863,000 4.45%
6 MICROSOFT CORP 87,318 4,468,000 4.09%
7 MCDONALDS CORP 35,851 4,314,000 3.95%
8 WAL-MART STORES INC 58,981 4,307,000 3.94%
9 PEPSICO INC 39,382 4,172,000 3.82%
10 JOHNSON & JOHNSON 34,217 4,151,000 3.80%
11 ENTERPRISE PRODS PARTNERS L 132,690 3,883,000 3.55%
12 EMERSON ELEC CO 74,407 3,881,000 3.55%
13 UNITED TECHNOLOGIES CORP 31,914 3,273,000 3.00%
14 EXXON MOBIL CORP 34,478 3,232,000 2.96%
15 MCKESSON CORP 17,040 3,181,000 2.91%
16 QUALCOMM INC 59,054 3,164,000 2.90%
17 REALTY INCOME CORP 44,865 3,112,000 2.85%
18 CARDINAL HEALTH INC 36,894 2,878,000 2.63%
19 CISCO SYS INC 97,490 2,797,000 2.56%
20 INTEL CORP 85,228 2,795,000 2.56%
21 TIFFANY 44,468 2,697,000 2.47%
22 FRANKLIN RESOURCES INC 76,154 2,541,000 2.33%
23 BUCKEYE PARTNERS L P UNIT LTD PARTN 35,598 2,504,000 2.29%
24 ABBVIE INC 38,568 2,388,000 2.19%
25 HELMERICH & PAYNE INC 29,267 1,965,000 1.80%
26 TJX COS INC NEW 24,349 1,880,000 1.72%
27 CUMMINS INC 16,385 1,842,000 1.69%
28 BECTON DICKINSON & CO 10,858 1,841,000 1.69%
29 SONOCO PRODS CO 35,323 1,754,000 1.61%
30 CATERPILLAR INC 22,406 1,699,000 1.56%
31 POLARIS INDS INC 17,566 1,436,000 1.31%
32 ARCHER DANIELS M 31,764 1,362,000 1.25%
33 NORFOLK SOUTHN CORP 12,427 1,058,000 0.97%
34 ROSS STORES INC 18,590 1,054,000 0.96%
35 PARKER HANNIFIN CORP 8,806 951,000 0.87%
36 SOUTHERN CO 14,958 802,000 0.73%
37 ILLINOIS TOOL WKS INC 6,532 680,000 0.62%
38 DOVER CORP 9,618 667,000 0.61%
39 COCA COLA CO 13,830 627,000 0.57%
40 BERKSHIRE HATHAWAY INC DEL 1 217,000 0.20%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-007995, filed 2017.06.27).

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.