0001398344-16-011720.txt : 20160405
0001398344-16-011720.hdr.sgml : 20160405
20160405133119
ACCESSION NUMBER: 0001398344-16-011720
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160405
DATE AS OF CHANGE: 20160405
EFFECTIVENESS DATE: 20160405
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: 161553826
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
03-31-2016
03-31-2016
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
04-05-2016
0
43
139701
INFORMATION TABLE
2
fp0018949_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1416
12996
SH
SOLE
0
0
12996
ABB LTD
SPONSORED ADR
000375204
4310
221937
SH
SOLE
0
0
221937
ABBVIE
COM
00287Y109
290
5076
SH
SOLE
0
0
5076
BOEING
COM
097023105
5037
39682
SH
SOLE
0
0
39682
BRIT AM TOBACCO
SPONSORED ADR
110448107
4359
37288
SH
SOLE
0
0
37288
CARDINAL HEALTH
COM
14149Y108
555
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
622
8800
SH
SOLE
0
0
8800
CISCO SYSTEMS
COM
17275R102
4113
144479
SH
SOLE
0
0
144479
CHEVRON
COM
166764100
5740
60172
SH
SOLE
0
0
60172
DIAGEO PLC
SPON ADR NEW
25243Q205
4269
39574
SH
SOLE
0
0
39574
WIS TREE HI YLD EQ
EQTY INC ETF
97717W208
1869
29537
SH
SOLE
0
0
29537
EMERSON ELECTRIC
COM
291011104
4811
88479
SH
SOLE
0
0
88479
GENERAL MILLS
COM
370334104
256
4036
SH
SOLE
0
0
4036
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
4775
117762
SH
SOLE
0
0
117762
ISHARES HI DIV EQ
HIGH DIVIDND ETF
46429B663
3672
47066
SH
SOLE
0
0
47066
INTEL
COM
458140100
4284
132430
SH
SOLE
0
0
132430
JOHNSON & JOHNSON
COM
478160104
3549
32797
SH
SOLE
0
0
32797
COCA-COLA
COM
191216100
5011
108026
SH
SOLE
0
0
108026
LOCKHEED MARTIN
COM
539830109
3347
15112
SH
SOLE
0
0
15112
MCDONALD'S CORP
COM
580135101
1549
12328
SH
SOLE
0
0
12328
3M
COM
88579Y101
279
1673
SH
SOLE
0
0
1673
MAGELLAN MIDSTREAM
COM UNIT RP LP
559080106
3276
47609
SH
SOLE
0
0
47609
MICROSOFT
COM
594918104
1972
35700
SH
SOLE
0
0
35700
OGE ENERGY
COM
670837103
3689
128860
SH
SOLE
0
0
128860
OCCIDENTAL PETROLEUM
COM
674599105
4677
68355
SH
SOLE
0
0
68355
PAYCHEX
COM
704326107
2306
42700
SH
SOLE
0
0
42700
PFIZER INC
COM
717081103
5037
169927
SH
SOLE
0
0
169927
PROCTER & GAMBLE
COM
742718109
3072
37325
SH
SOLE
0
0
37325
PHILIP MORRIS INTL
COM
718172109
5249
53503
SH
SOLE
0
0
53503
QUALCOMM
COM
747525103
3160
61793
SH
SOLE
0
0
61793
ROYAL DUTCH SHELL
SPON ADR B
780259107
2740
55712
SH
SOLE
0
0
55712
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
5213
130032
SH
SOLE
0
0
130032
SOUTHERN CO
COM
842587107
371
7169
SH
SOLE
0
0
7169
SYSCO CORP
COM
871829107
864
18480
SH
SOLE
0
0
18480
AT&T
COM
00206R102
6013
153519
SH
SOLE
0
0
153519
TOTAL S.A.
SPONSORED ADR
89151E109
3446
75861
SH
SOLE
0
0
75861
UNILEVER PLC
SPON ADR NEW
904767704
4322
95667
SH
SOLE
0
0
95667
VANGUARD REIT INDEX
REIT ETF
922908553
489
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
6639
96161
SH
SOLE
0
0
96161
WALGRN BOOT ALLIANCE
COM
931427108
805
9554
SH
SOLE
0
0
9554
WEC ENERGY GROUP
COM
92939U106
6443
107251
SH
SOLE
0
0
107251
XCEL ENERGY
COM
98389B100
928
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
4877
58348
SH
SOLE
0
0
58348