0001398344-15-000373.txt : 20150127
0001398344-15-000373.hdr.sgml : 20150127
20150127170826
ACCESSION NUMBER: 0001398344-15-000373
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150127
DATE AS OF CHANGE: 20150127
EFFECTIVENESS DATE: 20150127
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: 15552438
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
12-31-2014
12-31-2014
false
Keystone Financial Planning, Inc.
7261 Engle Rd, #308
Cleveland
OH
44130
13F HOLDINGS REPORT
028-15727
N
Brigitte Palumbo
VICE PRESIDENT/CHIEF COMPLIANCE OFFICER
440-234-6323
/s/ Brigitte Palumbo
Cleveland
OH
01-22-2015
0
45
135587
INFORMATION TABLE
2
fp0012896_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
5657
51255
SH
SOLE
0
0
51255
ABBVIE
COM
00287Y109
332
5076
SH
SOLE
0
0
5076
BAXTER INT'L
COM
071813109
1221
16660
SH
SOLE
0
0
16660
BRIT AM TOBACCO
SPONSORED ADR
110448107
914
8477
SH
SOLE
0
0
8477
CARDINAL HEALTH
COM
14149Y108
546
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
1175
16978
SH
SOLE
0
0
16978
CONOCOPHILLIPS
COM
20825C104
5304
76809
SH
SOLE
0
0
76809
CISCO SYSTEMS
COM
17275R102
629
22609
SH
SOLE
0
0
22609
CHEVRON
COM
166764100
4438
39565
SH
SOLE
0
0
39565
DIAGEO PLC
SPON ADR NEW
25243Q205
4104
35972
SH
SOLE
0
0
35972
WIS TREE SMALL Div
SMALLCAP DIVID
97717W604
483
6810
SH
SOLE
0
0
6810
WIS TREE HI YLD EQ
EQTY INC ETF
97717W208
3222
52321
SH
SOLE
0
0
52321
WIS TREE INTL RE
GLB EX US RL EST
97717W331
225
7990
SH
SOLE
0
0
7990
WIS TREE DEFA HY EQ
DEFA EQT INC ETF
97717W802
622
14706
SH
SOLE
0
0
14706
ISHARES DJ SELCT DI
SELECT DIVID ETF
464287168
545
6867
SH
SOLE
0
0
6867
EXELON
COM
30161N101
327
8821
SH
SOLE
0
0
8821
AGL RESOURCES
COM
001204106
3753
68848
SH
SOLE
0
0
68848
GENERAL MILLS
COM
370334104
216
4045
SH
SOLE
0
0
4045
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
3168
74112
SH
SOLE
0
0
74112
ISHARES HI DIV EQ
HIGH DIVIDND ETF
46429B663
2025
26459
SH
SOLE
0
0
26459
INTEL
COM
458140100
5326
146768
SH
SOLE
0
0
146768
JOHNSON & JOHNSON
COM
478160104
3094
29590
SH
SOLE
0
0
29590
COCA-COLA
COM
191216100
4815
114039
SH
SOLE
0
0
114039
LOCKHEED MARTIN
COM
539830109
8194
42550
SH
SOLE
0
0
42550
LORILLARD
COM
544147101
2871
45612
SH
SOLE
0
0
45612
MCDONALD'S CORP
COM
580135101
4500
48026
SH
SOLE
0
0
48026
3M
COM
88579Y101
275
1673
SH
SOLE
0
0
1673
MAGELLAN MIDSTREAM
COM UNIT RP LP
559080106
1180
14279
SH
SOLE
0
0
14279
MICROSOFT
COM
594918104
5258
113191
SH
SOLE
0
0
113191
OCCIDENTAL PETROLEUM
COM
674599105
4546
56401
SH
SOLE
0
0
56401
PAYCHEX
COM
704326107
2564
55533
SH
SOLE
0
0
55533
PFIZER INC
COM
717081103
5084
163214
SH
SOLE
0
0
163214
PROCTER & GAMBLE
COM
742718109
6440
70702
SH
SOLE
0
0
70702
ROYAL DUTCH SHELL
SPON ADR B
780259107
3987
57312
SH
SOLE
0
0
57312
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
4767
119631
SH
SOLE
0
0
119631
SOUTHERN CO
COM
842587107
805
16382
SH
SOLE
0
0
16382
SYSCO CORP
COM
871829107
5410
136316
SH
SOLE
0
0
136316
AT&T
COM
00206R102
4905
146023
SH
SOLE
0
0
146023
TOTAL S.A.
SPONSORED ADR
89151E109
4052
79139
SH
SOLE
0
0
79139
UNILEVER PLC
SPON ADR NEW
904767704
4216
104141
SH
SOLE
0
0
104141
VANGUARD REIT INDEX
REIT ETF
922908553
552
6818
SH
SOLE
0
0
6818
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
3725
54184
SH
SOLE
0
0
54184
WALGREEN BOOT ALLNCE
COM
931427108
761
9983
SH
SOLE
0
0
9983
WISCONSIN ENERGY
COM
976657106
5601
106201
SH
SOLE
0
0
106201
EXXON MOBIL
COM
30231G102
3753
40592
SH
SOLE
0
0
40592