0001398344-20-002280.txt : 20200206
0001398344-20-002280.hdr.sgml : 20200206
20200206120057
ACCESSION NUMBER: 0001398344-20-002280
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200206
DATE AS OF CHANGE: 20200206
EFFECTIVENESS DATE: 20200206
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: 20581862
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
12-31-2019
12-31-2019
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
02-05-2020
0
45
224083
INFORMATION TABLE
2
fp0049801_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
3181
10834
SH
SOLE
0
0
10834
ABB LTD
SPONSORED ADR
000375204
2441
101339
SH
SOLE
0
0
101339
ABBVIE
COM
00287Y109
449
5076
SH
SOLE
0
0
5076
AMERICAN ELEC POWER
COM
025537101
5646
59739
SH
SOLE
0
0
59739
AMGEN
COM
031162100
4431
18379
SH
SOLE
0
0
18379
BOEING
COM
097023105
4440
13631
SH
SOLE
0
0
13631
FRANKLIN RESOURCES
COM
354613101
5931
228283
SH
SOLE
0
0
228283
BLACKROCK
COM
09247X101
2919
5807
SH
SOLE
0
0
5807
BRIT AM TOBACCO
SPONSORED ADR
110448107
6983
164452
SH
SOLE
0
0
164452
CARDINAL HEALTH
COM
14149Y108
4920
97272
SH
SOLE
0
0
97272
CISCO SYSTEMS
COM
17275R102
3612
75304
SH
SOLE
0
0
75304
CVS HEALTH
COM
126650100
8123
109342
SH
SOLE
0
0
109342
CHEVRON
COM
166764100
7116
59050
SH
SOLE
0
0
59050
DOMINION ENERGY
COM
25746U109
7307
88232
SH
SOLE
0
0
88232
GENERAL MILLS
COM
370334104
6395
119397
SH
SOLE
0
0
119397
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
7558
160849
SH
SOLE
0
0
160849
GRAINGER W.W.
COM
384802104
351
1036
SH
SOLE
0
0
1036
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
8066
82251
SH
SOLE
0
0
82251
INTL BUS MACHINES
COM
459200101
4266
31824
SH
SOLE
0
0
31824
JOHNSON & JOHNSON
COM
478160104
4822
33057
SH
SOLE
0
0
33057
COCA-COLA
COM
191216100
8468
152992
SH
SOLE
0
0
152992
LOCKHEED MARTIN
COM
539830109
1009
2592
SH
SOLE
0
0
2592
MCDONALD'S CORP
COM
580135101
2136
10811
SH
SOLE
0
0
10811
3M
COM
88579Y101
7596
43058
SH
SOLE
0
0
43058
ALTRIA
COM
02209S103
5942
119053
SH
SOLE
0
0
119053
MICROSOFT
COM
594918104
5085
32245
SH
SOLE
0
0
32245
PAYCHEX
COM
704326107
5790
68072
SH
SOLE
0
0
68072
PEPSICO
COM
713448108
526
3847
SH
SOLE
0
0
3847
PFIZER INC
COM
717081103
8400
214402
SH
SOLE
0
0
214402
PHILIP MORRIS INTL
COM
718172109
6845
80440
SH
SOLE
0
0
80440
QUALCOMM
COM
747525103
2764
31324
SH
SOLE
0
0
31324
ROYAL DUTCH SHELL
SPON ADR B
780259107
2956
49284
SH
SOLE
0
0
49284
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
11845
204500
SH
SOLE
0
0
204500
SANOFI
SPONSORED ADR
80105N105
2367
47142
SH
SOLE
0
0
47142
SOUTHERN CO
COM
842587107
447
7010
SH
SOLE
0
0
7010
AT&T
COM
00206R102
9193
235244
SH
SOLE
0
0
235244
UNILEVER PLC
SPON ADR NEW
904767704
7573
132473
SH
SOLE
0
0
132473
UNITED PARCEL SVC
CL B
911312106
5981
51095
SH
SOLE
0
0
51095
US BANCORP
COM NEW
902973304
2577
43466
SH
SOLE
0
0
43466
VANGUARD REIT INDEX
REIT ETF
922908553
542
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
9800
104573
SH
SOLE
0
0
104573
WEC ENERGY GROUP
COM
92939U106
3228
35002
SH
SOLE
0
0
35002
WELLS FARGO
COM
949746101
6187
115003
SH
SOLE
0
0
115003
XCEL ENERGY
COM
98389B100
808
12725
SH
SOLE
0
0
12725
EXXON MOBIL
COM
30231G102
7061
101186
SH
SOLE
0
0
101186