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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
18
2
0
1
0
0
11
1
0
KEYSTONE FINANCIAL PLANNING INC

Time Period2018-09-30

Total Holdings45

Total Value ($x1000)195,764
Activities
New1

Increased22

Unchanged8

Decreased14

Sold Out1

Top 10 Stock Holdingstotal 39.39%
CSCO4.87

PFE4.45

VYM4.34

SCHD3.93

CVX3.8

 
PAYX3.68

HDV3.61

KO3.59

T3.58

XOM3.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CSCO
4.87%
COM
PFE
4.45%
COM
VYM
4.34%
HIGH DIV YLD
SCHD
3.93%
US DIVIDEND EQ
CVX
3.8%
COM
PAYX
3.68%
COM
HDV
3.61%
HIGH DIVIDND ETF
KO
3.59%
COM
T
3.58%
COM
XOM
3.54%
COM
PG
3.49%
COM
BTI
3.15%
SPONSORED ADR
UL
3.14%
SPON ADR NEW
D
3.13%
COM
PEP
3.13%
COM
AMGN
3%
COM
PM
2.9%
COM
BA
2.77%
COM
CVS
2.74%
COM
GIS
2.72%
COM
GSK
2.71%
SPONSORED ADR
CAH
2.62%
COM
MO
2.58%
COM
UPS
2.51%
CL B
IBM
2.38%
COM
JNJ
2.21%
COM
MSFT
1.92%
COM
RDS/B
1.86%
SPON ADR B
QCOM
1.52%
COM
ABB
1.32%
SPONSORED ADR
WEC
1.28%
COM
AAPL
1.25%
COM
SNY
1.04%
SPONSORED ADR
MCD
1.03%
COM
BUD
0.95%
SPONSORED ADR
BEN
0.72%
COM
LMT
0.57%
COM
XEL
0.53%
COM
QUAL
0.28%
MSCI USA QLT FAC
ABBV
0.25%
COM
VNQ
0.24%
REIT ETF
GWW
0.21%
COM
MMM
0.18%
COM
SO
0.16%
COM
CLX
0.12%
COM
TOT
0.18%
SPONSORED ADR