0001398344-14-004076.txt : 20140812 0001398344-14-004076.hdr.sgml : 20140812 20140811140414 ACCESSION NUMBER: 0001398344-14-004076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140811 DATE AS OF CHANGE: 20140811 EFFECTIVENESS DATE: 20140811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Planning, Inc. CENTRAL INDEX KEY: 0001596906 IRS NUMBER: 341521921 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15727 FILM NUMBER: 141029974 BUSINESS ADDRESS: STREET 1: 7261 ENGLE RD, #308 CITY: CLEVELAND STATE: OH ZIP: 44130 BUSINESS PHONE: 440-234-6323 MAIL ADDRESS: STREET 1: 7261 ENGLE RD, #308 CITY: CLEVELAND STATE: OH ZIP: 44130 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001596906 XXXXXXXX 06-30-2014 06-30-2014 false Keystone Financial Planning, Inc.

7261 Engle Rd, #308 Cleveland OH 44130

13F HOLDINGS REPORT 028-15727 N Brigitte Palumbo 440-234-6323 /s/ Brigitte Palumbo Cleveland OH 08-11-2014 0 47 132774 INFORMATION TABLE 2 fp0011263_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 4781 51450 SH SOLE 0 0 51450 ABBVIE COM 00287Y109 1434 25416 SH SOLE 0 0 25416 APPLIED MATERIALS COM 038222105 664 29464 SH SOLE 0 0 29464 BLACKROCK COM 09247X101 588 1840 SH SOLE 0 0 1840 BRISTOL-MYERS SQUIBB COM 110122108 2689 55432 SH SOLE 0 0 55432 CARDINAL HEALTH COM 14149Y108 464 6768 SH SOLE 0 0 6768 COLGATE PALMOLIVE COM 194162103 1158 16978 SH SOLE 0 0 16978 CISCO SYSTEMS COM 17275R102 5352 215390 SH SOLE 0 0 215390 CHEVRON COM 166764100 4610 35313 SH SOLE 0 0 35313 WIS TREE SMALL Div SMALLCAP DIVID 97717W604 486 6935 SH SOLE 0 0 6935 WIS TREE EM MKT SM EMG MKTS SMCAP 97717W281 306 6371 SH SOLE 0 0 6371 WIS TREE HI YLD EQ EQTY INC ETF 97717W208 4201 70776 SH SOLE 0 0 70776 WIS TREE MIDCAP DIV MIDCAP DIVI FD 97717W505 273 3344 SH SOLE 0 0 3344 WIS TREE INTL RE GLB EX US RL EST 97717W331 312 10375 SH SOLE 0 0 10375 WIS TREE DEFA HY EQ DEFA EQT INC ETF 97717W802 733 14930 SH SOLE 0 0 14930 ISHARES DJ SELCT DI SELECT DIVID ETF 464287168 1058 13744 SH SOLE 0 0 13744 EXELON COM 30161N101 356 9749 SH SOLE 0 0 9749 AGL RESOURCES COM 001204106 3777 68637 SH SOLE 0 0 68637 GENERAL MILLS COM 370334104 213 4045 SH SOLE 0 0 4045 GLAXOSMITHKLINE SPONSORED ADR 37733W105 3974 74305 SH SOLE 0 0 74305 ISHARES HI DIV EQ HIGH DIVIDND ETF 46429B663 3822 50678 SH SOLE 0 0 50678 INTEL COM 458140100 5674 183639 SH SOLE 0 0 183639 JOHNSON & JOHNSON COM 478160104 4496 42975 SH SOLE 0 0 42975 COCA-COLA COM 191216100 4800 113304 SH SOLE 0 0 113304 LOCKHEED MARTIN COM 539830109 6855 42651 SH SOLE 0 0 42651 MCDONALD'S CORP COM 580135101 4642 46079 SH SOLE 0 0 46079 3M COM 88579Y101 240 1673 SH SOLE 0 0 1673 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 1089 12956 SH SOLE 0 0 12956 MICROSOFT COM 594918104 4738 113614 SH SOLE 0 0 113614 PAYCHEX COM 704326107 1957 47097 SH SOLE 0 0 47097 PEPSICO COM 713448108 3666 41038 SH SOLE 0 0 41038 PFIZER INC COM 717081103 4606 155178 SH SOLE 0 0 155178 PROCTER & GAMBLE COM 742718109 5520 70234 SH SOLE 0 0 70234 POTASH CORP COM 73755L107 4968 130869 SH SOLE 0 0 130869 ROYAL DUTCH SHELL SPON ADR B 780259107 5020 57694 SH SOLE 0 0 57694 SCHWAB US DIVIDEND US DIVIDEND EQ 808524797 4447 116205 SH SOLE 0 0 116205 SANOFI SPONSORED ADR 80105N105 480 9037 SH SOLE 0 0 9037 SOUTHERN CO COM 842587107 782 17236 SH SOLE 0 0 17236 SYSCO CORP COM 871829107 4994 133346 SH SOLE 0 0 133346 AT&T COM 00206R102 4837 136795 SH SOLE 0 0 136795 TOTAL S.A. SPONSORED ADR 89151E109 5442 75369 SH SOLE 0 0 75369 UNILEVER PLC SPON ADR NEW 904767704 3937 86889 SH SOLE 0 0 86889 VANGUARD REIT INDEX REIT ETF 922908553 518 6925 SH SOLE 0 0 6925 VANG HIGH DIV YLD HIGH DIV YLD 921946406 3134 47255 SH SOLE 0 0 47255 WALGREEN CO COM 931422109 740 9983 SH SOLE 0 0 9983 WISCONSIN ENERGY COM 976657106 2487 53001 SH SOLE 0 0 53001 EXXON MOBIL COM 30231G102 1454 14441 SH SOLE 0 0 14441