0001398344-17-001618.txt : 20170208
0001398344-17-001618.hdr.sgml : 20170208
20170208152702
ACCESSION NUMBER: 0001398344-17-001618
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170208
DATE AS OF CHANGE: 20170208
EFFECTIVENESS DATE: 20170208
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: 17582203
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
12-31-2016
12-31-2016
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
02-08-2017
0
46
153038
INFORMATION TABLE
2
fp0023917_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1404
12126
SH
SOLE
0
0
12126
ABB LTD
SPONSORED ADR
000375204
4875
231373
SH
SOLE
0
0
231373
ABBVIE
COM
00287Y109
318
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
294
2008
SH
SOLE
0
0
2008
BOEING
COM
097023105
6661
42789
SH
SOLE
0
0
42789
BRIT AM TOBACCO
SPONSORED ADR
110448107
4567
40533
SH
SOLE
0
0
40533
ANHEUSER-BUSCH
SPONSORED ADR
03524A108
911
8641
SH
SOLE
0
0
8641
CARDINAL HEALTH
COM
14149Y108
487
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
576
8800
SH
SOLE
0
0
8800
CISCO SYSTEMS
COM
17275R102
5733
189707
SH
SOLE
0
0
189707
CHEVRON
COM
166764100
7223
61370
SH
SOLE
0
0
61370
DOMINION RESOURCES
COM
25746U109
4244
55411
SH
SOLE
0
0
55411
DIAGEO PLC
SPON ADR NEW
25243Q205
4477
43074
SH
SOLE
0
0
43074
EMERSON ELECTRIC
COM
291011104
5015
89948
SH
SOLE
0
0
89948
GENERAL ELECTRIC
COM
369604103
437
13815
SH
SOLE
0
0
13815
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
4648
120705
SH
SOLE
0
0
120705
ISHARES HI DIV EQ
HIGH DIVIDND ETF
46429B663
5440
66139
SH
SOLE
0
0
66139
INTEL
COM
458140100
4863
134081
SH
SOLE
0
0
134081
JOHNSON & JOHNSON
COM
478160104
3702
32129
SH
SOLE
0
0
32129
COCA-COLA
COM
191216100
4891
117968
SH
SOLE
0
0
117968
LOCKHEED MARTIN
COM
539830109
3485
13945
SH
SOLE
0
0
13945
MCDONALD'S CORP
COM
580135101
1496
12288
SH
SOLE
0
0
12288
3M
COM
88579Y101
299
1673
SH
SOLE
0
0
1673
MICROSOFT
COM
594918104
2133
34329
SH
SOLE
0
0
34329
OCCIDENTAL PETROLEUM
COM
674599105
3945
55387
SH
SOLE
0
0
55387
PAYCHEX
COM
704326107
4081
67030
SH
SOLE
0
0
67030
PFIZER INC
COM
717081103
5804
178697
SH
SOLE
0
0
178697
PROCTER & GAMBLE
COM
742718109
1833
21795
SH
SOLE
0
0
21795
PHILIP MORRIS INTL
COM
718172109
5047
55169
SH
SOLE
0
0
55169
QUALCOMM
COM
747525103
4628
70980
SH
SOLE
0
0
70980
REYNOLDS AMERICAN
COM
761713106
3773
67320
SH
SOLE
0
0
67320
ROYAL DUTCH SHELL
SPON ADR B
780259107
3145
54258
SH
SOLE
0
0
54258
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
5900
135422
SH
SOLE
0
0
135422
SANOFI
SPONSORED ADR
80105N105
1734
42876
SH
SOLE
0
0
42876
SOUTHERN CO
COM
842587107
353
7169
SH
SOLE
0
0
7169
AT&T
COM
00206R102
6801
159900
SH
SOLE
0
0
159900
TOTAL S.A.
SPONSORED ADR
89151E109
1353
26552
SH
SOLE
0
0
26552
T ROWE PRICE
COM
74144T108
3852
51186
SH
SOLE
0
0
51186
UNILEVER PLC
SPON ADR NEW
904767704
4465
109703
SH
SOLE
0
0
109703
UNITED PARCEL SVC
COM
911312106
254
2218
SH
SOLE
0
0
2218
VANGUARD REIT INDEX
REIT ETF
922908553
482
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
7492
98873
SH
SOLE
0
0
98873
WEC ENERGY GROUP
COM
92939U106
3374
57527
SH
SOLE
0
0
57527
WELLS FARGO
COM
949746101
370
6716
SH
SOLE
0
0
6716
XCEL ENERGY
COM
98389B100
903
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
5270
58383
SH
SOLE
0
0
58383