0001398344-18-006386.txt : 20180501 0001398344-18-006386.hdr.sgml : 20180501 20180501084003 ACCESSION NUMBER: 0001398344-18-006386 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180501 DATE AS OF CHANGE: 20180501 EFFECTIVENESS DATE: 20180501 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: 18793336 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 03-31-2018 03-31-2018 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 04-30-2018 0 47 179420
INFORMATION TABLE 2 fp0033000_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 1818 10834 SH SOLE 0 0 10834 ABB LTD SPONSORED ADR 000375204 2549 107387 SH SOLE 0 0 107387 ABBVIE COM 00287Y109 480 5076 SH SOLE 0 0 5076 AMGEN COM 031162100 4593 26942 SH SOLE 0 0 26942 BOEING COM 097023105 4795 14625 SH SOLE 0 0 14625 BRIT AM TOBACCO SPONSORED ADR 110448107 7380 127932 SH SOLE 0 0 127932 ANHEUSER-BUSCH SPONSORED ADR 03524A108 1954 17770 SH SOLE 0 0 17770 CARDINAL HEALTH COM 14149Y108 4011 63990 SH SOLE 0 0 63990 CLOROX COM 189054109 1019 7652 SH SOLE 0 0 7652 CISCO SYSTEMS COM 17275R102 7838 182753 SH SOLE 0 0 182753 CVS HEALTH COM 126650100 2542 40862 SH SOLE 0 0 40862 CHEVRON COM 166764100 7038 61711 SH SOLE 0 0 61711 DOMINION ENERGY COM 25746U109 5525 81939 SH SOLE 0 0 81939 DIAGEO PLC SPON ADR NEW 25243Q205 2048 15120 SH SOLE 0 0 15120 GENERAL ELECTRIC COM 369604103 2342 173743 SH SOLE 0 0 173743 GENERAL MILLS COM 370334104 5657 125533 SH SOLE 0 0 125533 GLAXOSMITHKLINE SPONSORED ADR 37733W105 5099 130520 SH SOLE 0 0 130520 GRAINGER W.W. COM 384802104 1234 4373 SH SOLE 0 0 4373 ISHARES HI DIV EQ CORE HIGH DV ETF 46429B663 6350 75169 SH SOLE 0 0 75169 JOHNSON & JOHNSON COM 478160104 4067 31739 SH SOLE 0 0 31739 COCA-COLA COM 191216100 6404 147458 SH SOLE 0 0 147458 LOCKHEED MARTIN COM 539830109 1111 3289 SH SOLE 0 0 3289 MCDONALD'S CORP COM 580135101 1917 12255 SH SOLE 0 0 12255 3M COM 88579Y101 367 1673 SH SOLE 0 0 1673 MICROSOFT COM 594918104 3041 33323 SH SOLE 0 0 33323 OCCIDENTAL PETROLEUM COM 674599105 2881 44345 SH SOLE 0 0 44345 PAYCHEX COM 704326107 5992 97285 SH SOLE 0 0 97285 PEPSICO COM 713448108 5279 48369 SH SOLE 0 0 48369 PFIZER INC COM 717081103 7157 201650 SH SOLE 0 0 201650 PROCTER & GAMBLE COM 742718109 6270 79088 SH SOLE 0 0 79088 PHILIP MORRIS INTL COM 718172109 6217 62542 SH SOLE 0 0 62542 QUALCOMM COM 747525103 5524 99692 SH SOLE 0 0 99692 ISHARES US QUALITY USA QUALITY FCTR 46432F339 490 5929 SH SOLE 0 0 5929 ROYAL DUTCH SHELL SPON ADR B 780259107 3372 51459 SH SOLE 0 0 51459 SCHWAB US DIVIDEND US DIVIDEND EQ 808524797 6881 140335 SH SOLE 0 0 140335 SANOFI SPONSORED ADR 80105N105 1854 46255 SH SOLE 0 0 46255 SOUTHERN CO COM 842587107 320 7169 SH SOLE 0 0 7169 AT&T COM 00206R102 7018 196852 SH SOLE 0 0 196852 TOTAL S.A. SPONSORED ADR 89151E109 1029 17831 SH SOLE 0 0 17831 T ROWE PRICE COM 74144T108 263 2434 SH SOLE 0 0 2434 UNILEVER PLC SPON ADR NEW 904767704 5085 91523 SH SOLE 0 0 91523 UNITED PARCEL SVC CL B 911312106 4644 44370 SH SOLE 0 0 44370 VANGUARD REIT INDEX REIT ETF 922908553 441 5837 SH SOLE 0 0 5837 VANG HIGH DIV YLD HIGH DIV YLD 921946406 8114 98367 SH SOLE 0 0 98367 WEC ENERGY GROUP COM 92939U106 2387 38078 SH SOLE 0 0 38078 XCEL ENERGY COM 98389B100 1009 22186 SH SOLE 0 0 22186 EXXON MOBIL COM 30231G102 6014 80613 SH SOLE 0 0 80613