0001398344-16-009655.txt : 20160208
0001398344-16-009655.hdr.sgml : 20160208
20160208142600
ACCESSION NUMBER: 0001398344-16-009655
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160208
DATE AS OF CHANGE: 20160208
EFFECTIVENESS DATE: 20160208
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: 161395270
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
12-31-2015
12-31-2015
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
02-08-2016
0
43
132047
INFORMATION TABLE
2
fp0017934_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1475
14009
SH
SOLE
0
0
14009
ABB LTD
SPONSORED ADR
000375204
3036
171233
SH
SOLE
0
0
171233
ABBVIE
COM
00287Y109
301
5076
SH
SOLE
0
0
5076
BRIT AM TOBACCO
SPONSORED ADR
110448107
3686
33371
SH
SOLE
0
0
33371
CARDINAL HEALTH
COM
14149Y108
604
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
586
8800
SH
SOLE
0
0
8800
CISCO SYSTEMS
COM
17275R102
891
32812
SH
SOLE
0
0
32812
CHEVRON
COM
166764100
5351
59484
SH
SOLE
0
0
59484
DIAGEO PLC
SPON ADR NEW
25243Q205
4015
36815
SH
SOLE
0
0
36815
WIS TREE HI YLD EQ
EQTY INC ETF
97717W208
2884
48815
SH
SOLE
0
0
48815
ISHARES DJ SELCT DI
SELECT DIVID ETF
464287168
400
5327
SH
SOLE
0
0
5327
EMERSON ELECTRIC
COM
291011104
4225
88330
SH
SOLE
0
0
88330
GENERAL MILLS
COM
370334104
233
4036
SH
SOLE
0
0
4036
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
4745
117585
SH
SOLE
0
0
117585
ISHARES HI DIV EQ
HIGH DIVIDND ETF
46429B663
1632
22228
SH
SOLE
0
0
22228
INTEL
COM
458140100
4068
118092
SH
SOLE
0
0
118092
JOHNSON & JOHNSON
COM
478160104
3887
37837
SH
SOLE
0
0
37837
COCA-COLA
COM
191216100
5001
116419
SH
SOLE
0
0
116419
LOCKHEED MARTIN
COM
539830109
681
3137
SH
SOLE
0
0
3137
MCDONALD'S CORP
COM
580135101
5400
45711
SH
SOLE
0
0
45711
3M
COM
88579Y101
252
1673
SH
SOLE
0
0
1673
MAGELLAN MIDSTREAM
COM UNIT RP LP
559080106
2927
43088
SH
SOLE
0
0
43088
MICROSOFT
COM
594918104
5330
96068
SH
SOLE
0
0
96068
OGE ENERGY
COM
670837103
3938
149800
SH
SOLE
0
0
149800
OCCIDENTAL PETROLEUM
COM
674599105
4606
68131
SH
SOLE
0
0
68131
PAYCHEX
COM
704326107
2169
41018
SH
SOLE
0
0
41018
PFIZER INC
COM
717081103
5320
164811
SH
SOLE
0
0
164811
PROCTER & GAMBLE
COM
742718109
5933
74708
SH
SOLE
0
0
74708
PHILIP MORRIS INTL
COM
718172109
4695
53406
SH
SOLE
0
0
53406
QUALCOMM
COM
747525103
3080
61634
SH
SOLE
0
0
61634
ROYAL DUTCH SHELL
SPON ADR B
780259107
2591
56269
SH
SOLE
0
0
56269
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
4953
128443
SH
SOLE
0
0
128443
SOUTHERN CO
COM
842587107
335
7169
SH
SOLE
0
0
7169
SYSCO CORP
COM
871829107
1980
48303
SH
SOLE
0
0
48303
AT&T
COM
00206R102
5243
152363
SH
SOLE
0
0
152363
TOTAL S.A.
SPONSORED ADR
89151E109
3451
76774
SH
SOLE
0
0
76774
UNILEVER PLC
SPON ADR NEW
904767704
4281
99278
SH
SOLE
0
0
99278
VANGUARD REIT INDEX
REIT ETF
922908553
465
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
5629
84326
SH
SOLE
0
0
84326
WALGRN BOOT ALLIANCE
COM
931427108
842
9882
SH
SOLE
0
0
9882
WEC ENERGY GROUP
COM
92939U106
5584
108831
SH
SOLE
0
0
108831
XCEL ENERGY
COM
98389B100
797
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
4545
58303
SH
SOLE
0
0
58303