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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
17
2
0
1
0
0
11
1
0
KEYSTONE FINANCIAL PLANNING INC

Time Period2018-06-30

Total Holdings45

Total Value ($x1000)181,566
Activities
New2

Increased24

Unchanged9

Decreased10

Sold Out4

Top 10 Stock Holdingstotal 39.26%
CSCO4.48

VYM4.43

CVX4.24

PFE4.06

SCHD3.87

 
XOM3.7

PAYX3.68

KO3.62

BTI3.6

HDV3.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CSCO
4.48%
COM
VYM
4.43%
HIGH DIV YLD
CVX
4.24%
COM
PFE
4.06%
COM
SCHD
3.87%
US DIVIDEND EQ
XOM
3.7%
COM
PAYX
3.68%
COM
KO
3.62%
COM
BTI
3.6%
SPONSORED ADR
HDV
3.58%
HIGH DIVIDND ETF
T
3.54%
COM
PG
3.5%
COM
D
3.22%
COM
PEP
3.22%
COM
GIS
3.2%
COM
UL
3.16%
SPON ADR NEW
QCOM
3.03%
COM
PM
2.92%
COM
GSK
2.9%
SPONSORED ADR
AMGN
2.84%
COM
BA
2.7%
COM
UPS
2.64%
CL B
IBM
2.31%
COM
CAH
2.25%
COM
CVS
2.09%
COM
JNJ
2.06%
COM
RDS/B
2.06%
SPON ADR B
MSFT
1.81%
COM
WEC
1.35%
COM
ABB
1.31%
SPONSORED ADR
AAPL
1.1%
COM
BUD
1.09%
SPONSORED ADR
MCD
1.04%
COM
SNY
1.02%
SPONSORED ADR
CLX
0.97%
COM
GWW
0.63%
COM
XEL
0.56%
COM
LMT
0.53%
COM
QUAL
0.3%
MSCI USA QLT FAC
BEN
0.29%
COM
VNQ
0.26%
REIT ETF
ABBV
0.26%
COM
TOT
0.18%
SPONSORED ADR
SO
0.18%
COM
MMM
0.18%
COM
OXY
1.61%
COM
GE
1.31%
COM
DEO
1.14%
SPON ADR NEW
TROW
0.15%
COM