Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
20
1
0
1
0
0
12
1
0
KEYSTONE FINANCIAL PLANNING INC

Time Period2019-03-31

Total Holdings46

Total Value ($x1000)202,659
Activities
New1

Increased21

Unchanged8

Decreased16

Sold Out1

Top 10 Stock Holdingstotal 38.64%
VYM4.34

PFE4.19

PG4.17

SCHD3.89

PAYX3.8

 
HDV3.73

UL3.69

KO3.64

PEP3.61

CVX3.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VYM
4.34%
HIGH DIV YLD
PFE
4.19%
COM
PG
4.17%
COM
SCHD
3.89%
US DIVIDEND EQ
PAYX
3.8%
COM
HDV
3.73%
HIGH DIVIDND ETF
UL
3.69%
SPON ADR NEW
KO
3.64%
COM
PEP
3.61%
COM
CVX
3.58%
COM
T
3.52%
COM
XOM
3.38%
COM
D
3.35%
COM
GSK
3.22%
SPONSORED ADR
PM
3.14%
COM
GIS
3.08%
COM
BTI
2.95%
SPONSORED ADR
CVS
2.73%
COM
BA
2.67%
COM
MO
2.67%
COM
AEP
2.58%
COM
UPS
2.45%
CL B
CAH
2.38%
COM
JNJ
2.19%
COM
IBM
2.16%
COM
CSCO
1.99%
COM
MSFT
1.91%
COM
AMGN
1.8%
COM
RDS/B
1.59%
SPON ADR B
WEC
1.45%
COM
QCOM
1.14%
COM
MCD
1.13%
COM
ABB
1.06%
SPONSORED ADR
AAPL
1.02%
COM
BLK
0.99%
COM
SNY
0.98%
SPONSORED ADR
LMT
0.78%
COM
BEN
0.7%
COM
XEL
0.56%
COM
QUAL
0.42%
MSCI USA QLT FAC
ITW
0.4%
COM
VNQ
0.25%
REIT ETF
ABBV
0.2%
COM
SO
0.18%
COM
MMM
0.17%
COM
GWW
0.17%
COM
BUD
0.45%
SPONSORED ADR