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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
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Small
Growth
17
1
0
1
0
0
11
1
0
KEYSTONE FINANCIAL PLANNING INC

Time Period2017-12-31

Total Holdings45

Total Value ($x1000)187,475
Activities
New2

Increased19

Unchanged10

Decreased14

Sold Out3

Top 10 Stock Holdingstotal 39.81%
VYM4.52

BTI4.48

CVX4.16

CSCO4.07

T3.98

 
SCHD3.84

BA3.84

PFE3.77

PG3.6

HDV3.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VYM
4.52%
HIGH DIV YLD
BTI
4.48%
SPONSORED ADR
CVX
4.16%
COM
CSCO
4.07%
COM
T
3.98%
COM
SCHD
3.84%
US DIVIDEND EQ
BA
3.84%
COM
PFE
3.77%
COM
PG
3.6%
COM
HDV
3.55%
HIGH DIVIDND ETF
QCOM
3.51%
COM
PAYX
3.46%
COM
EMR
3.44%
COM
PM
3.43%
COM
XOM
3.4%
COM
KO
3.35%
COM
GWW
3.23%
COM
D
3.03%
COM
JNJ
2.51%
COM
GSK
2.44%
SPONSORED ADR
LMT
2.42%
COM
AMGN
2.39%
COM
CAH
2.05%
COM
OXY
1.95%
COM
RDS/B
1.89%
SPON ADR B
GE
1.67%
COM
ABB
1.57%
SPONSORED ADR
MSFT
1.49%
COM
DEO
1.49%
SPON ADR NEW
WEC
1.37%
COM
QUAL
1.33%
MSCI USA QLT FAC
CVS
1.16%
COM
MCD
1.13%
COM
TROW
1.11%
COM
AAPL
0.99%
COM
BUD
0.97%
SPONSORED ADR
SNY
0.95%
SPONSORED ADR
XEL
0.57%
COM
TOT
0.53%
SPONSORED ADR
UPS
0.3%
CL B
ABBV
0.26%
COM
VNQ
0.26%
REIT ETF
MMM
0.21%
COM
SO
0.18%
COM
UL
0.13%
SPON ADR NEW
INTC
2.99%
COM
CL
0.36%
COM
VFC
0.13%
COM