0001398344-16-019606.txt : 20161012
0001398344-16-019606.hdr.sgml : 20161012
20161012144801
ACCESSION NUMBER: 0001398344-16-019606
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161012
DATE AS OF CHANGE: 20161012
EFFECTIVENESS DATE: 20161012
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: 161933073
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
09-30-2016
09-30-2016
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
10-11-2016
0
44
152217
INFORMATION TABLE
2
fp0022005_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1426
12617
SH
SOLE
0
0
12617
ABB LTD
SPONSORED ADR
000375204
5196
230835
SH
SOLE
0
0
230835
ABBVIE
COM
00287Y109
320
5076
SH
SOLE
0
0
5076
BOEING
COM
097023105
5612
42599
SH
SOLE
0
0
42599
BRIT AM TOBACCO
SPONSORED ADR
110448107
5080
39799
SH
SOLE
0
0
39799
CARDINAL HEALTH
COM
14149Y108
526
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
652
8800
SH
SOLE
0
0
8800
CISCO SYSTEMS
COM
17275R102
6005
189300
SH
SOLE
0
0
189300
CHEVRON
COM
166764100
6316
61370
SH
SOLE
0
0
61370
DOMINION RESOURCES
COM
25746U109
4048
54507
SH
SOLE
0
0
54507
DIAGEO PLC
SPON ADR NEW
25243Q205
4998
43074
SH
SOLE
0
0
43074
EMERSON ELECTRIC
COM
291011104
4903
89948
SH
SOLE
0
0
89948
GILEAD SCIENCES
COM
375558103
363
4582
SH
SOLE
0
0
4582
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
5206
120705
SH
SOLE
0
0
120705
ISHARES HI DIV EQ
HIGH DIVIDND ETF
46429B663
5329
65566
SH
SOLE
0
0
65566
INTEL
COM
458140100
5062
134081
SH
SOLE
0
0
134081
JOHNSON & JOHNSON
COM
478160104
3938
33332
SH
SOLE
0
0
33332
COCA-COLA
COM
191216100
4865
114955
SH
SOLE
0
0
114955
LOCKHEED MARTIN
COM
539830109
3401
14189
SH
SOLE
0
0
14189
MCDONALD'S CORP
COM
580135101
1418
12288
SH
SOLE
0
0
12288
3M
COM
88579Y101
295
1673
SH
SOLE
0
0
1673
MICROSOFT
COM
594918104
1988
34506
SH
SOLE
0
0
34506
OCCIDENTAL PETROLEUM
COM
674599105
4540
62255
SH
SOLE
0
0
62255
PAYCHEX
COM
704326107
3814
65903
SH
SOLE
0
0
65903
PFIZER INC
COM
717081103
5941
175419
SH
SOLE
0
0
175419
PROCTER & GAMBLE
COM
742718109
3363
37470
SH
SOLE
0
0
37470
PHILIP MORRIS INTL
COM
718172109
5345
54982
SH
SOLE
0
0
54982
QUALCOMM
COM
747525103
4831
70527
SH
SOLE
0
0
70527
REYNOLDS AMERICAN
COM
761713106
3086
65450
SH
SOLE
0
0
65450
ROYAL DUTCH SHELL
SPON ADR B
780259107
2955
55929
SH
SOLE
0
0
55929
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
5700
134722
SH
SOLE
0
0
134722
SANOFI
SPONSORED ADR
80105N105
1601
41917
SH
SOLE
0
0
41917
SOUTHERN CO
COM
842587107
368
7169
SH
SOLE
0
0
7169
AT&T
COM
00206R102
6427
158253
SH
SOLE
0
0
158253
TOTAL S.A.
SPONSORED ADR
89151E109
1443
30242
SH
SOLE
0
0
30242
T ROWE PRICE
COM
74144T108
3328
50044
SH
SOLE
0
0
50044
UNILEVER PLC
SPON ADR NEW
904767704
4643
97951
SH
SOLE
0
0
97951
UNITED PARCEL SVC
COM
911312106
243
2218
SH
SOLE
0
0
2218
VANGUARD REIT INDEX
REIT ETF
922908553
506
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
7324
101525
SH
SOLE
0
0
101525
WEC ENERGY GROUP
COM
92939U106
3445
57527
SH
SOLE
0
0
57527
WELLS FARGO
COM
949746101
301
6798
SH
SOLE
0
0
6798
XCEL ENERGY
COM
98389B100
913
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
5153
59045
SH
SOLE
0
0
59045