13F Filings for Keystone Financial Planning, Inc. (CIK: 1596906)
View the most recent portfolio holdings disclosed by Keystone Financial Planning, Inc. in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ) | 6.34M | $168.08M | 50.81% | Increased | 854.30K (15.0%, $14.63M) |
MSFT - MICROSOFT CORP(Class: COM) | 26.88K | $13.37M | 4.04% | Decreased | 836 (3.0%, $2.97M) |
VZ - VERIZON COMMUNICATIONS INC(Class: COM) | 245.82K | $10.64M | 3.22% | Decreased | 1.14K (0.0%, $565.56K) |
USB - US BANCORP DEL(Class: COM NEW) | 228.84K | $10.35M | 3.13% | Decreased | 172 (0.0%, $686.07K) |
GSK - GSK PLC(Class: SPONSORED ADR) | 229.12K | $8.80M | 2.66% | Increased | 222 (0.0%, $69.30K) |
TD - TORONTO DOMINION BK ONT(Class: COM NEW) | 118.80K | $8.73M | 2.64% | Increased | 181 (0.0%, $1.62M) |
SPYD - SPDR SERIES TRUST(Class: PRTFLO SP500 HI) | 196.94K | $8.36M | 2.53% | Increased | 384 (0.0%, $341.43K) |
BTI - BRITISH AMERN TOB PLC(Class: SPONSORED ADR) | 171.62K | $8.12M | 2.46% | Decreased | 1.13K (0.0%, $976.26K) |
BNS - BANK NOVA SCOTIA HALIFAX(Class: COM) | 139.95K | $7.73M | 2.34% | Increased | 1.04K (0.0%, $1.15M) |
BMY - BRISTOL-MYERS SQUIBB CO(Class: COM) | 162.25K | $7.51M | 2.27% | Increased | 2.59K (1.0%, $2.23M) |
TROW - PRICE T ROWE GROUP INC(Class: COM) | 70.83K | $6.84M | 2.07% | Unchanged | |
MO - ALTRIA GROUP INC(Class: COM) | 109.69K | $6.43M | 1.94% | Unchanged | |
PFE - PFIZER INC(Class: COM) | 254.85K | $6.18M | 1.87% | Decreased | 1.33K (0.0%, $314.09K) |
XOM - EXXON MOBIL CORP(Class: COM) | 49K | $5.28M | 1.60% | Decreased | 875 (1.0%, $649.44K) |
UPS - UNITED PARCEL SERVICE INC(Class: CL B) | 47.25K | $4.77M | 1.44% | Unchanged | |
PM - PHILIP MORRIS INTL INC(Class: COM) | 25.54K | $4.65M | 1.41% | Decreased | 1.20K (4.0%, $407.71K) |
QCOM - QUALCOMM INC(Class: COM) | 26.36K | $4.20M | 1.27% | Decreased | 378 (1.0%, $90.89K) |
CVX - CHEVRON CORP NEW(Class: COM) | 24.78K | $3.55M | 1.07% | Decreased | 580 (2.0%, $694.18K) |
HDV - ISHARES TR(Class: CORE HIGH DV ETF) | 30.14K | $3.53M | 1.07% | Decreased | 998 (3.0%, $239.94K) |
CSCO - CISCO SYS INC(Class: COM) | 50.05K | $3.47M | 1.05% | Decreased | 932 (1.0%, $326.32K) |
KO - COCA COLA CO(Class: COM) | 36.20K | $2.56M | 0.77% | Decreased | 881 (2.0%, $94.59K) |
GPC - GENUINE PARTS CO(Class: COM) | 21.05K | $2.55M | 0.77% | Decreased | 1.15K (5.0%, $91.81K) |
IBM - INTERNATIONAL BUSINESS MACHS(Class: COM) | 8.58K | $2.53M | 0.76% | Decreased | 398 (4.0%, $296.56K) |
BEN - FRANKLIN RESOURCES INC(Class: COM) | 105.71K | $2.52M | 0.76% | Decreased | 2.28K (2.0%, $442.32K) |
MCD - MCDONALDS CORP(Class: COM) | 8.56K | $2.50M | 0.76% | Unchanged |