0001596906-24-000002.txt : 20240410
0001596906-24-000002.hdr.sgml : 20240410
20240410122510
ACCESSION NUMBER: 0001596906-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240410
DATE AS OF CHANGE: 20240410
EFFECTIVENESS DATE: 20240410
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: 24834864
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
03-31-2024
03-31-2024
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 Plumbo
Cleveland
OH
04-10-2024
0
49
308355224
false
INFORMATION TABLE
2
Schedule13F.xml
3M CO
COM
88579Y101
7346896
69265
SH
SOLE
0
0
69265
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
375985
1085
SH
SOLE
0
0
1085
ALTRIA GROUP INC
COM
02209S103
4814588
110376
SH
SOLE
0
0
110376
AMERICAN ELEC PWR CO INC
COM
025537101
7190642
83515
SH
SOLE
0
0
83515
AT&T INC
COM
00206R102
4924293
279789
SH
SOLE
0
0
279789
BANK AMERICA CORP
COM
060505104
222995
5881
SH
SOLE
0
0
5881
BRISTOL-MYERS SQUIBB CO
COM
110122108
7262861
133927
SH
SOLE
0
0
133927
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
5298951
173736
SH
SOLE
0
0
173736
CHEVRON CORP NEW
COM
166764100
4037071
25593
SH
SOLE
0
0
25593
CISCO SYS INC
COM
17275R102
2657383
53244
SH
SOLE
0
0
53244
COCA COLA CO
COM
191216100
2320509
37929
SH
SOLE
0
0
37929
COLGATE PALMOLIVE CO
COM
194162103
799194
8875
SH
SOLE
0
0
8875
CVS HEALTH CORP
COM
126650100
364583
4571
SH
SOLE
0
0
4571
EMERSON ELEC CO
COM
291011104
613716
5411
SH
SOLE
0
0
5411
EXXON MOBIL CORP
COM
30231G102
5851424
50339
SH
SOLE
0
0
50339
FRANKLIN RESOURCES INC
COM
354613101
3154729
112228
SH
SOLE
0
0
112228
GENUINE PARTS CO
COM
372460105
3511024
22662
SH
SOLE
0
0
22662
GSK PLC
SPONSORED ADR
37733W204
1645265
38378
SH
SOLE
0
0
38378
HALEON PLC
SPON ADS
405552100
1967543
231748
SH
SOLE
0
0
231748
INTERNATIONAL BUSINESS MACHS
COM
459200101
2187924
11458
SH
SOLE
0
0
11458
ISHARES TR
CORE HIGH DV ETF
46429B663
10430230
94640
SH
SOLE
0
0
94640
JOHNSON & JOHNSON
COM
478160104
1604825
10145
SH
SOLE
0
0
10145
JPMORGAN CHASE & CO
COM
46625H100
273410
1365
SH
SOLE
0
0
1365
KELLANOVA
COM
487836108
503522
8789
SH
SOLE
0
0
8789
LOCKHEED MARTIN CORP
COM
539830109
881538
1938
SH
SOLE
0
0
1938
MCDONALDS CORP
COM
580135101
2428382
8613
SH
SOLE
0
0
8613
MICROSOFT CORP
COM
594918104
11661307
27718
SH
SOLE
0
0
27718
NEW JERSEY RES CORP
COM
646025106
501060
11677
SH
SOLE
0
0
11677
PFIZER INC
COM
717081103
7136595
257175
SH
SOLE
0
0
257175
PHILIP MORRIS INTL INC
COM
718172109
7663463
83644
SH
SOLE
0
0
83644
PINNACLE WEST CAP CORP
COM
723484101
6288350
84148
SH
SOLE
0
0
84148
PRICE T ROWE GROUP INC
COM
74144T108
7836823
64278
SH
SOLE
0
0
64278
PROCTER AND GAMBLE CO
COM
742718109
1463657
9021
SH
SOLE
0
0
9021
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
8309970
124438
SH
SOLE
0
0
124438
QUALCOMM INC
COM
747525103
4579226
27048
SH
SOLE
0
0
27048
SANOFI
SPONSORED ADR
80105N105
1125406
23156
SH
SOLE
0
0
23156
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
123038020
1525958
SH
SOLE
0
0
1525958
SOUTHERN CO
COM
842587107
395144
5508
SH
SOLE
0
0
5508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
7735209
190008
SH
SOLE
0
0
190008
TJX COS INC NEW
COM
872540109
419544
4137
SH
SOLE
0
0
4137
UNILEVER PLC
SPON ADR NEW
904767704
6457184
128655
SH
SOLE
0
0
128655
UNITED PARCEL SERVICE INC
CL B
911312106
6877942
46276
SH
SOLE
0
0
46276
US BANCORP DEL
COM NEW
902973304
2521505
56410
SH
SOLE
0
0
56410
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3074260
25409
SH
SOLE
0
0
25409
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
427384
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
10157756
242082
SH
SOLE
0
0
242082
VIATRIS INC
COM
92556V106
313389
26247
SH
SOLE
0
0
26247
WARNER BROS DISCOVERY INC
COM SER A
934423104
586438
67175
SH
SOLE
0
0
67175
WEC ENERGY GROUP INC
COM
92939U106
7116109
86655
SH
SOLE
0
0
86655