Keystone Financial Planning, Inc. 13F Holdings

CIK 0001596906 · Cleveland, OH

As of Sep 30, 2025, Keystone Financial Planning, Inc. reported 46 positions worth $344.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity6,150,754 67.9M48.80%
MICROSOFT CORPMSFTTechnology26,882 3.9M4.05%
CHEVRON CORPCHVEnergy78,550 2.2M3.54%
US BANCORPUSBFinancial Services227,520 1.0M3.20%
VERIZON COMMUNICATIONS INCBACCommunication Services244,489 0.7M3.12%
GSK PLCGSKHealthcare227,456$9.8M2.85%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive171,055$9.1M2.64%
BANK OF NOVA SCOTIABNSFinancial Services138,938$9.0M2.61%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETFSPYD—193,264$8.5M2.47%
DIAGEO PLCDEOConsumer Defensive87,055$8.3M2.41%
BRISTOL MYERS SQUIBB COBMYHealthcare164,013$7.4M2.15%
PRICE T ROWE GROUP INCTROWFinancial Services70,564$7.2M2.10%
ALTRIA GROUP INCMOEquity109,281$7.2M2.10%
PFIZER INCPFEHealthcare253,965$6.5M1.88%
EXXON MOBIL CORPXOMEnergy48,954$5.5M1.60%
QUALCOMM INCQCOMTechnology26,363$4.4M1.27%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive25,474$4.1M1.20%
UNITED PARCEL SERVICE INCUPSIndustrials47,091$3.9M1.14%
ISHARES CORE HIGH DIVIDEND ETFHDV—29,604$3.6M1.05%
CISCO SYSTEMS INCCSCOTechnology49,936$3.4M0.99%
GENUINE PARTS COGPCConsumer Cyclical20,989$2.9M0.85%
MCDONALDS CORPMCDConsumer Cyclical8,560$2.6M0.76%
FRANKLIN RESOURCES INCBENFinancial Services105,710$2.4M0.71%
COCA COLA COKOConsumer Defensive36,196$2.4M0.70%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology8,502$2.4M0.70%