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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 Period2018-03-31

Total Holdings47

Total Value ($x1000)179,420
Activities
New3

Increased19

Unchanged5

Decreased20

Sold Out1

Top 10 Stock Holdingstotal 39.26%
VYM4.52

CSCO4.37

BTI4.11

PFE3.99

CVX3.92

 
T3.91

SCHD3.84

KO3.57

HDV3.54

PG3.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VYM
4.52%
HIGH DIV YLD
CSCO
4.37%
COM
BTI
4.11%
SPONSORED ADR
PFE
3.99%
COM
CVX
3.92%
COM
T
3.91%
COM
SCHD
3.84%
US DIVIDEND EQ
KO
3.57%
COM
HDV
3.54%
HIGH DIVIDND ETF
PG
3.49%
COM
PM
3.47%
COM
XOM
3.35%
COM
PAYX
3.34%
COM
GIS
3.15%
COM
D
3.08%
COM
QCOM
3.08%
COM
PEP
2.94%
COM
GSK
2.84%
SPONSORED ADR
UL
2.83%
SPON ADR NEW
BA
2.67%
COM
UPS
2.59%
CL B
AMGN
2.56%
COM
JNJ
2.27%
COM
CAH
2.24%
COM
RDS/B
1.88%
SPON ADR B
MSFT
1.69%
COM
OXY
1.61%
COM
ABB
1.42%
SPONSORED ADR
CVS
1.42%
COM
WEC
1.33%
COM
GE
1.31%
COM
DEO
1.14%
SPON ADR NEW
BUD
1.09%
SPONSORED ADR
MCD
1.07%
COM
SNY
1.03%
SPONSORED ADR
AAPL
1.01%
COM
GWW
0.69%
COM
LMT
0.62%
COM
TOT
0.57%
SPONSORED ADR
CLX
0.57%
COM
XEL
0.56%
COM
QUAL
0.27%
MSCI USA QLT FAC
ABBV
0.27%
COM
VNQ
0.25%
REIT ETF
MMM
0.2%
COM
SO
0.18%
COM
TROW
0.15%
COM
EMR
3.44%
COM