Staton Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2017 - Jul 27, 2017
Value $
$118M
Signature - Title
Mary T. Staton - CEO/CCO
Location
6525 Morrison Blvd, Suite 314, Charlotte, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2017 43 $118M +$1.36M -$1.6M -$248K BRKB, MCD, MSFT, AFL, UTX 13F-HR 7/27/2017, 02:02 PM
Q1 2017 42 $116M +$7.43M -$6.75M +$678K BRKB, IBM, MSFT, AFL, MCD 13F-HR 6/27/2017, 12:03 PM
Q4 2016 42 $111M +$4.75M -$4.06M +$686K BRKB, IBM, MSFT, AFL, T 13F-HR 6/27/2017, 12:00 PM
Q3 2016 40 $109M +$3.62M -$6.17M -$2.55M BRKB, IBM, AFL, T, MSFT 13F-HR 6/27/2017, 11:53 AM
Q2 2016 40 $109M +$12.2M -$12.3M -$158K BRKB, T, AFL, DLR, IBM 13F-HR 6/27/2017, 11:56 AM
Q1 2016 40 $104M +$8.02M -$7.74M +$289K MCD, MSFT, BRKB, DLR, T 13F-HR 6/27/2017, 12:00 PM
Q4 2015 35 $97.2M +$4.99M -$8.34M -$3.35M MSFT, MCD, DLR, BRKB, PEP 13F-HR 7/18/2017, 04:42 PM
Q3 2015 35 $94.4M +$2.78M -$6.09M -$3.31M MSFT, MCD, DLR, IBM, BRKB 13F-HR 7/18/2017, 04:40 PM
Q2 2015 38 $105M +$5.69M -$4.7M +$983K MSFT, IBM, MCD, DLR, AFL 13F-HR 7/18/2017, 04:38 PM
Q1 2015 39 $109M $0 $0 MCD, IBM, MDT, MSFT, BRKB 13F-HR 7/18/2017, 04:36 PM