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