0001398344-17-009489.txt : 20170802
0001398344-17-009489.hdr.sgml : 20170802
20170802144002
ACCESSION NUMBER: 0001398344-17-009489
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170802
DATE AS OF CHANGE: 20170802
EFFECTIVENESS DATE: 20170802
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: 17999456
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
06-30-2017
06-30-2017
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
08-02-2017
0
47
165123
INFORMATION TABLE
2
fp0027143_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1747
12133
SH
SOLE
0
0
12133
ABB LTD
SPONSORED ADR
000375204
3228
129656
SH
SOLE
0
0
129656
ABBVIE
COM
00287Y109
368
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
419
2433
SH
SOLE
0
0
2433
BOEING
COM
097023105
8569
43330
SH
SOLE
0
0
43330
BRIT AM TOBACCO
SPONSORED ADR
110448107
5621
82005
SH
SOLE
0
0
82005
ANHEUSER-BUSCH
SPONSORED ADR
03524A108
1363
12351
SH
SOLE
0
0
12351
CARDINAL HEALTH
COM
14149Y108
527
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
652
8800
SH
SOLE
0
0
8800
CISCO SYSTEMS
COM
17275R102
6083
194345
SH
SOLE
0
0
194345
CHEVRON
COM
166764100
6419
61526
SH
SOLE
0
0
61526
DOMINION RESOURCES
COM
25746U109
4480
58467
SH
SOLE
0
0
58467
DIAGEO PLC
SPON ADR NEW
25243Q205
3719
31037
SH
SOLE
0
0
31037
EMERSON ELECTRIC
COM
291011104
5501
92273
SH
SOLE
0
0
92273
GENERAL ELECTRIC
COM
369604103
2928
108416
SH
SOLE
0
0
108416
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
5649
131006
SH
SOLE
0
0
131006
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
5670
68206
SH
SOLE
0
0
68206
INTEL
COM
458140100
4599
136293
SH
SOLE
0
0
136293
JOHNSON & JOHNSON
COM
478160104
4361
32969
SH
SOLE
0
0
32969
COCA-COLA
COM
191216100
5665
126300
SH
SOLE
0
0
126300
LOCKHEED MARTIN
COM
539830109
3856
13891
SH
SOLE
0
0
13891
MCDONALD'S CORP
COM
580135101
1883
12295
SH
SOLE
0
0
12295
3M
COM
88579Y101
348
1673
SH
SOLE
0
0
1673
MICROSOFT
COM
594918104
2272
32965
SH
SOLE
0
0
32965
OCCIDENTAL PETROLEUM
COM
674599105
3218
53745
SH
SOLE
0
0
53745
PAYCHEX
COM
704326107
4001
70268
SH
SOLE
0
0
70268
PFIZER INC
COM
717081103
6300
187549
SH
SOLE
0
0
187549
PROCTER & GAMBLE
COM
742718109
4993
57292
SH
SOLE
0
0
57292
PHILIP MORRIS INTL
COM
718172109
3457
29437
SH
SOLE
0
0
29437
QUALCOMM
COM
747525103
4449
80574
SH
SOLE
0
0
80574
REYNOLDS AMERICAN
COM
761713106
5049
77633
SH
SOLE
0
0
77633
ROYAL DUTCH SHELL
SPON ADR B
780259107
2882
52955
SH
SOLE
0
0
52955
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
6228
138088
SH
SOLE
0
0
138088
SANOFI
SPONSORED ADR
80105N105
1978
41277
SH
SOLE
0
0
41277
SOUTHERN CO
COM
842587107
343
7169
SH
SOLE
0
0
7169
AT&T
COM
00206R102
6177
163710
SH
SOLE
0
0
163710
TOTAL S.A.
SPONSORED ADR
89151E109
1169
23581
SH
SOLE
0
0
23581
T ROWE PRICE
COM
74144T108
4010
54036
SH
SOLE
0
0
54036
UNILEVER PLC
SPON ADR NEW
904767704
6083
112390
SH
SOLE
0
0
112390
UNITED PARCEL SVC
CL B
911312106
554
5008
SH
SOLE
0
0
5008
V.F. CORP
COM
918204108
232
4031
SH
SOLE
0
0
4031
VANGUARD REIT INDEX
REIT ETF
922908553
486
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
7387
94509
SH
SOLE
0
0
94509
WEC ENERGY GROUP
COM
92939U106
3607
58764
SH
SOLE
0
0
58764
WELLS FARGO
COM
949746101
374
6755
SH
SOLE
0
0
6755
XCEL ENERGY
COM
98389B100
1018
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
5201
64428
SH
SOLE
0
0
64428