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