Portfolio (Quarterly)
Guide ↗
Keystone Financial Planning, Inc.
· CIK 0001596906| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DEO | DIAGEO PLC | Consumer Defensive | 87,558 | $7.6M | 2.19% | SOLD |
| 2 | JNJ | JOHNSON & JOHNSON | Healthcare | 9,569 | $2.0M | 0.57% | SOLD |
| 3 | EMR | EMERSON ELEC CO | Industrials | 4,582 | $608K | 0.18% | SOLD |
| 4 | VTRS | VIATRIS INC | Healthcare | 25,402 | $316K | 0.09% | SOLD |
| 5 | VYM | VANGUARD WHITEHALL FDS | — | 2,159 | $310K | 0.09% | SOLD |
Sector Allocation
Financial Services
27.2%
Consumer Defensive
18.8%
Technology
13.3%
Healthcare
13.1%
Communication Services
9.5%
Energy
9.2%
Industrials
3.9%
Consumer Cyclical
3.8%
Utilities
1.3%