0001398344-19-002079.txt : 20190205
0001398344-19-002079.hdr.sgml : 20190205
20190205134120
ACCESSION NUMBER: 0001398344-19-002079
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190205
DATE AS OF CHANGE: 20190205
EFFECTIVENESS DATE: 20190205
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: 19567225
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
12-31-2018
12-31-2018
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
02-05-2019
0
46
178985
INFORMATION TABLE
2
fp0039806_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1709
10834
SH
SOLE
0
0
10834
ABB LTD
SPONSORED ADR
000375204
2128
111956
SH
SOLE
0
0
111956
ABBVIE
COM
00287Y109
468
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
5080
26095
SH
SOLE
0
0
26095
BOEING
COM
097023105
4582
14208
SH
SOLE
0
0
14208
FRANKLIN RESOURCES
COM
354613101
1333
44951
SH
SOLE
0
0
44951
BLACKROCK
COM
09247X101
702
1788
SH
SOLE
0
0
1788
BRIT AM TOBACCO
SPONSORED ADR
110448107
4448
139616
SH
SOLE
0
0
139616
ANHEUSER-BUSCH
SPONSORED ADR
03524A108
802
12181
SH
SOLE
0
0
12181
CARDINAL HEALTH
COM
14149Y108
4384
98293
SH
SOLE
0
0
98293
CISCO SYSTEMS
COM
17275R102
8536
197007
SH
SOLE
0
0
197007
CVS HEALTH
COM
126650100
4463
68118
SH
SOLE
0
0
68118
CHEVRON
COM
166764100
6629
60938
SH
SOLE
0
0
60938
DOMINION ENERGY
COM
25746U109
6329
88573
SH
SOLE
0
0
88573
GENERAL MILLS
COM
370334104
4706
120860
SH
SOLE
0
0
120860
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
5080
132940
SH
SOLE
0
0
132940
GRAINGER W.W.
COM
384802104
322
1141
SH
SOLE
0
0
1141
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
6743
79916
SH
SOLE
0
0
79916
INTL BUS MACHINES
COM
459200101
3500
30787
SH
SOLE
0
0
30787
ILLINOIS TOOL WORKS
COM
452308109
725
5721
SH
SOLE
0
0
5721
JOHNSON & JOHNSON
COM
478160104
4099
31761
SH
SOLE
0
0
31761
COCA-COLA
COM
191216100
7294
154037
SH
SOLE
0
0
154037
LOCKHEED MARTIN
COM
539830109
1071
4089
SH
SOLE
0
0
4089
MCDONALD'S CORP
COM
580135101
2148
12096
SH
SOLE
0
0
12096
3M
COM
88579Y101
319
1673
SH
SOLE
0
0
1673
ALTRIA
COM
02209S103
4305
87160
SH
SOLE
0
0
87160
MICROSOFT
COM
594918104
3336
32841
SH
SOLE
0
0
32841
PAYCHEX
COM
704326107
6392
98115
SH
SOLE
0
0
98115
PEPSICO
COM
713448108
6220
56304
SH
SOLE
0
0
56304
PFIZER INC
COM
717081103
8657
198332
SH
SOLE
0
0
198332
PROCTER & GAMBLE
COM
742718109
7702
83790
SH
SOLE
0
0
83790
PHILIP MORRIS INTL
COM
718172109
4751
71168
SH
SOLE
0
0
71168
QUALCOMM
COM
747525103
2358
41438
SH
SOLE
0
0
41438
ISHARES US QUALITY
USA QUALITY FCTR
46432F339
564
7347
SH
SOLE
0
0
7347
ROYAL DUTCH SHELL
SPON ADR B
780259107
3040
50712
SH
SOLE
0
0
50712
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
6992
148852
SH
SOLE
0
0
148852
SANOFI
SPONSORED ADR
80105N105
1977
45547
SH
SOLE
0
0
45547
SOUTHERN CO
COM
842587107
308
7010
SH
SOLE
0
0
7010
AT&T
COM
00206R102
6240
218638
SH
SOLE
0
0
218638
UNILEVER PLC
SPON ADR NEW
904767704
6716
128536
SH
SOLE
0
0
128536
UNITED PARCEL SVC
CL B
911312106
4237
43438
SH
SOLE
0
0
43438
VANGUARD REIT INDEX
REIT ETF
922908553
435
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
7727
99076
SH
SOLE
0
0
99076
WEC ENERGY GROUP
COM
92939U106
2597
37503
SH
SOLE
0
0
37503
XCEL ENERGY
COM
98389B100
1074
21804
SH
SOLE
0
0
21804
EXXON MOBIL
COM
30231G102
5757
84426
SH
SOLE
0
0
84426