0001596906-24-000001.txt : 20240112
0001596906-24-000001.hdr.sgml : 20240112
20240112095243
ACCESSION NUMBER: 0001596906-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240112
DATE AS OF CHANGE: 20240112
EFFECTIVENESS DATE: 20240112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Keystone Financial Planning, Inc.
CENTRAL INDEX KEY: 0001596906
ORGANIZATION NAME:
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: 24530851
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
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0001596906
XXXXXXXX
12-31-2023
12-31-2023
Keystone Financial Planning, Inc.
7261 ENGLE RD, #308
CLEVELAND
OH
44130
13F HOLDINGS REPORT
028-15727
N
Brigitte Palumbo
President / CCO
440-234-6323
/s/ Brigitte Palumbo
Cleveland
OH
01-12-2024
0
49
302683695
false
INFORMATION TABLE
2
Schedule13F.xml
3M CO
COM
88579Y101
7754680
70936
SH
SOLE
0
0
70936
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
380649
1085
SH
SOLE
0
0
1085
ALTRIA GROUP INC
COM
02209S103
4650141
115274
SH
SOLE
0
0
115274
AMERICAN ELEC PWR CO INC
COM
025537101
6790804
83610
SH
SOLE
0
0
83610
AT&T INC
COM
00206R102
4787424
285305
SH
SOLE
0
0
285305
BLACKROCK INC
COM
09247X101
299554
369
SH
SOLE
0
0
369
BRISTOL-MYERS SQUIBB CO
COM
110122108
6314670
123069
SH
SOLE
0
0
123069
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
5286526
180489
SH
SOLE
0
0
180489
CHEVRON CORP NEW
COM
166764100
4062104
27233
SH
SOLE
0
0
27233
CISCO SYS INC
COM
17275R102
2835662
56130
SH
SOLE
0
0
56130
COCA COLA CO
COM
191216100
2240118
38013
SH
SOLE
0
0
38013
COLGATE PALMOLIVE CO
COM
194162103
707426
8875
SH
SOLE
0
0
8875
CVS HEALTH CORP
COM
126650100
360926
4571
SH
SOLE
0
0
4571
EMERSON ELEC CO
COM
291011104
539890
5547
SH
SOLE
0
0
5547
EXXON MOBIL CORP
COM
30231G102
5324954
53260
SH
SOLE
0
0
53260
FRANKLIN RESOURCES INC
COM
354613101
3545695
119023
SH
SOLE
0
0
119023
GENUINE PARTS CO
COM
372460105
3348099
24174
SH
SOLE
0
0
24174
GSK PLC
SPONSORED ADR
37733W204
1713136
46226
SH
SOLE
0
0
46226
HALEON PLC
SPON ADS
405552100
1942027
235969
SH
SOLE
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0
235969
INTERNATIONAL BUSINESS MACHS
COM
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50363
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50363
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
7352400
90804
SH
SOLE
0
0
90804
ISHARES TR
CORE HIGH DV ETF
46429B663
4078335
39988
SH
SOLE
0
0
39988
JOHNSON & JOHNSON
COM
478160104
1655162
10560
SH
SOLE
0
0
10560
JPMORGAN CHASE & CO
COM
46625H100
232357
1366
SH
SOLE
0
0
1366
KELLANOVA
COM
487836108
497543
8899
SH
SOLE
0
0
8899
LOCKHEED MARTIN CORP
COM
539830109
985797
2175
SH
SOLE
0
0
2175
MCDONALDS CORP
COM
580135101
2790993
9413
SH
SOLE
0
0
9413
MICROSOFT CORP
COM
594918104
10917381
29032
SH
SOLE
0
0
29032
NEW JERSEY RES CORP
COM
646025106
306086
6866
SH
SOLE
0
0
6866
PFIZER INC
COM
717081103
7641228
265413
SH
SOLE
0
0
265413
PHILIP MORRIS INTL INC
COM
718172109
8181009
86958
SH
SOLE
0
0
86958
PINNACLE WEST CAP CORP
COM
723484101
6162047
85775
SH
SOLE
0
0
85775
PRICE T ROWE GROUP INC
COM
74144T108
7045877
65427
SH
SOLE
0
0
65427
PROCTER AND GAMBLE CO
COM
742718109
1321937
9021
SH
SOLE
0
0
9021
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
7356651
120305
SH
SOLE
0
0
120305
QUALCOMM INC
COM
747525103
4169972
28832
SH
SOLE
0
0
28832
SANOFI
SPONSORED ADR
80105N105
1151573
23156
SH
SOLE
0
0
23156
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
125825701
1652774
SH
SOLE
0
0
1652774
SOUTHERN CO
COM
842587107
386221
5508
SH
SOLE
0
0
5508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
7572237
193219
SH
SOLE
0
0
193219
TJX COS INC NEW
COM
872540109
386731
4122
SH
SOLE
0
0
4122
UNILEVER PLC
SPON ADR NEW
904767704
2078473
42873
SH
SOLE
0
0
42873
UNITED PARCEL SERVICE INC
CL B
911312106
6954692
44233
SH
SOLE
0
0
44233
US BANCORP DEL
COM NEW
902973304
2604439
60176
SH
SOLE
0
0
60176
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3012995
26943
SH
SOLE
0
0
26943
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
436675
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
9384582
248928
SH
SOLE
0
0
248928
VIATRIS INC
COM
92556V106
293688
27118
SH
SOLE
0
0
27118
WARNER BROS DISCOVERY INC
COM SER A
934423104
779576
68504
SH
SOLE
0
0
68504