$104 Million is the total value of Staton Financial Advisors, LLC's 40 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MCK | New | McKesson Corp | $1,518,000 | – | 9,651 | +100.0% | 1.45% | – |
ABBV | New | AbbVie Inc | $1,088,000 | – | 19,040 | +100.0% | 1.04% | – |
ADM | New | Archer Daniels Midland Co | $742,000 | – | 20,440 | +100.0% | 0.71% | – |
PII | New | Polaris Inds Inc | $580,000 | – | 5,888 | +100.0% | 0.56% | – |
BRKA | New | Berkshire Hathaway Inc Delcl a | $213,000 | – | 1 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-06-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 10 | Q2 2017 | 6.6% |
BERKSHIRE HATHAWAY INC DEL | 10 | Q2 2017 | 5.1% |
MCDONALDS CORP | 10 | Q2 2017 | 6.2% |
INTERNATIONAL BUSINESS MACHS | 10 | Q2 2017 | 5.3% |
AFLAC INC | 10 | Q2 2017 | 4.9% |
DIGITAL RLTY TR INC | 10 | Q2 2017 | 5.8% |
AT&T INC | 10 | Q2 2017 | 4.8% |
PEPSICO INC | 10 | Q2 2017 | 4.7% |
WAL-MART STORES INC | 10 | Q2 2017 | 4.3% |
JOHNSON & JOHNSON | 10 | Q2 2017 | 4.4% |
View Staton Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2017-07-27 |
13F-HR | 2017-07-18 |
13F-HR | 2017-07-18 |
13F-HR | 2017-07-18 |
13F-HR | 2017-07-18 |
13F-HR | 2017-06-27 |
13F-HR | 2017-06-27 |
13F-HR | 2017-06-27 |
13F-HR | 2017-06-27 |
13F-HR | 2017-06-27 |
View Staton Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.