0001398344-18-015835.txt : 20181102
0001398344-18-015835.hdr.sgml : 20181102
20181102102853
ACCESSION NUMBER: 0001398344-18-015835
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181102
DATE AS OF CHANGE: 20181102
EFFECTIVENESS DATE: 20181102
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: 181155804
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
09-30-2018
09-30-2018
false
Keystone Financial Planning, Inc.
7261 ENGLE RD, #308
CLEVELAND
OH
44130
13F HOLDINGS REPORT
028-15727
N
Brigitte Palumbo
ICE PRESIDENT/CHIEF COMPLIANCE OFFICER
440-234-6323
/s/ Brigitte Palumbo
Cleveland
OH
11-01-2018
0
45
195764
INFORMATION TABLE
2
fp0036919_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
2446
10834
SH
SOLE
0
0
10834
ABB LTD
SPONSORED ADR
000375204
2593
109725
SH
SOLE
0
0
109725
ABBVIE
COM
00287Y109
480
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
5870
28320
SH
SOLE
0
0
28320
BOEING
COM
097023105
5430
14600
SH
SOLE
0
0
14600
FRANKLIN RESOURCES
COM
354613101
1418
46620
SH
SOLE
0
0
46620
BRIT AM TOBACCO
SPONSORED ADR
110448107
6163
132167
SH
SOLE
0
0
132167
ANHEUSER-BUSCH
SPONSORED ADR
03524A108
1854
21166
SH
SOLE
0
0
21166
CARDINAL HEALTH
COM
14149Y108
5138
95139
SH
SOLE
0
0
95139
CLOROX
COM
189054109
230
1527
SH
SOLE
0
0
1527
CISCO SYSTEMS
COM
17275R102
9536
196012
SH
SOLE
0
0
196012
CVS HEALTH
COM
126650100
5360
68087
SH
SOLE
0
0
68087
CHEVRON
COM
166764100
7447
60900
SH
SOLE
0
0
60900
DOMINION ENERGY
COM
25746U109
6118
87051
SH
SOLE
0
0
87051
GENERAL MILLS
COM
370334104
5324
124049
SH
SOLE
0
0
124049
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
5307
132111
SH
SOLE
0
0
132111
GRAINGER W.W.
COM
384802104
408
1141
SH
SOLE
0
0
1141
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
7069
78080
SH
SOLE
0
0
78080
INTL BUS MACHINES
COM
459200101
4655
30786
SH
SOLE
0
0
30786
JOHNSON & JOHNSON
COM
478160104
4320
31268
SH
SOLE
0
0
31268
COCA-COLA
COM
191216100
7023
152048
SH
SOLE
0
0
152048
LOCKHEED MARTIN
COM
539830109
1125
3253
SH
SOLE
0
0
3253
MCDONALD'S CORP
COM
580135101
2024
12096
SH
SOLE
0
0
12096
3M
COM
88579Y101
353
1673
SH
SOLE
0
0
1673
ALTRIA
COM
02209S103
5054
83800
SH
SOLE
0
0
83800
MICROSOFT
COM
594918104
3756
32841
SH
SOLE
0
0
32841
PAYCHEX
COM
704326107
7196
97705
SH
SOLE
0
0
97705
PEPSICO
COM
713448108
6118
54725
SH
SOLE
0
0
54725
PFIZER INC
COM
717081103
8715
197760
SH
SOLE
0
0
197760
PROCTER & GAMBLE
COM
742718109
6835
82122
SH
SOLE
0
0
82122
PHILIP MORRIS INTL
COM
718172109
5680
69664
SH
SOLE
0
0
69664
QUALCOMM
COM
747525103
2978
41338
SH
SOLE
0
0
41338
ISHARES US QUALITY
USA QUALITY FCTR
46432F339
545
6031
SH
SOLE
0
0
6031
ROYAL DUTCH SHELL
SPON ADR B
780259107
3639
51298
SH
SOLE
0
0
51298
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
7703
145340
SH
SOLE
0
0
145340
SANOFI
SPONSORED ADR
80105N105
2040
45669
SH
SOLE
0
0
45669
SOUTHERN CO
COM
842587107
313
7169
SH
SOLE
0
0
7169
AT&T
COM
00206R102
7006
208643
SH
SOLE
0
0
208643
UNILEVER PLC
SPON ADR NEW
904767704
6146
111809
SH
SOLE
0
0
111809
UNITED PARCEL SVC
CL B
911312106
4920
42139
SH
SOLE
0
0
42139
VANGUARD REIT INDEX
REIT ETF
922908553
471
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
8500
97597
SH
SOLE
0
0
97597
WEC ENERGY GROUP
COM
92939U106
2504
37503
SH
SOLE
0
0
37503
XCEL ENERGY
COM
98389B100
1029
21804
SH
SOLE
0
0
21804
EXXON MOBIL
COM
30231G102
6925
81450
SH
SOLE
0
0
81450