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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
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Value
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Growth
19
1
0
1
0
0
12
1
0
KEYSTONE FINANCIAL PLANNING INC

Time Period2018-12-31

Total Holdings46

Total Value ($x1000)178,985
Activities
New2

Increased27

Unchanged9

Decreased8

Sold Out1

Top 10 Stock Holdingstotal 41.01%
PFE4.84

CSCO4.77

VYM4.32

PG4.3

KO4.08

 
SCHD3.91

HDV3.77

UL3.75

CVX3.7

PAYX3.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PFE
4.84%
COM
CSCO
4.77%
COM
VYM
4.32%
HIGH DIV YLD
PG
4.3%
COM
KO
4.08%
COM
SCHD
3.91%
US DIVIDEND EQ
HDV
3.77%
HIGH DIVIDND ETF
UL
3.75%
SPON ADR NEW
CVX
3.7%
COM
PAYX
3.57%
COM
D
3.54%
COM
T
3.49%
COM
PEP
3.48%
COM
XOM
3.22%
COM
AMGN
2.84%
COM
GSK
2.84%
SPONSORED ADR
PM
2.65%
COM
GIS
2.63%
COM
BA
2.56%
COM
CVS
2.49%
COM
BTI
2.49%
SPONSORED ADR
CAH
2.45%
COM
MO
2.41%
COM
UPS
2.37%
CL B
JNJ
2.29%
COM
IBM
1.96%
COM
MSFT
1.86%
COM
RDS/B
1.7%
SPON ADR B
WEC
1.45%
COM
QCOM
1.32%
COM
MCD
1.2%
COM
ABB
1.19%
SPONSORED ADR
SNY
1.1%
SPONSORED ADR
AAPL
0.95%
COM
BEN
0.74%
COM
XEL
0.6%
COM
LMT
0.6%
COM
BUD
0.45%
SPONSORED ADR
ITW
0.41%
COM
BLK
0.39%
COM
QUAL
0.32%
MSCI USA QLT FAC
ABBV
0.26%
COM
VNQ
0.24%
REIT ETF
GWW
0.18%
COM
MMM
0.18%
COM
SO
0.17%
COM
CLX
0.12%
COM