0001398344-19-013467.txt : 20190805
0001398344-19-013467.hdr.sgml : 20190805
20190805131008
ACCESSION NUMBER: 0001398344-19-013467
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190805
DATE AS OF CHANGE: 20190805
EFFECTIVENESS DATE: 20190805
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: 19998133
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
06-30-2019
06-30-2019
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
08-05-2019
0
47
204392
INFORMATION TABLE
2
fp0044115_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
2144
10834
SH
SOLE
0
0
10834
ABB LTD
SPONSORED ADR
000375204
2085
104112
SH
SOLE
0
0
104112
ABBVIE
COM
00287Y109
369
5076
SH
SOLE
0
0
5076
AMERICAN ELEC POWER
COM
025537101
5254
59694
SH
SOLE
0
0
59694
AMGEN
COM
031162100
3489
18932
SH
SOLE
0
0
18932
BOEING
COM
097023105
5164
14187
SH
SOLE
0
0
14187
FRANKLIN RESOURCES
COM
354613101
729
20956
SH
SOLE
0
0
20956
BANK OF NEW YORK
COM
064058100
463
10485
SH
SOLE
0
0
10485
BLACKROCK
COM
09247X101
2386
5084
SH
SOLE
0
0
5084
BRIT AM TOBACCO
SPONSORED ADR
110448107
5454
156412
SH
SOLE
0
0
156412
CARDINAL HEALTH
COM
14149Y108
4656
98852
SH
SOLE
0
0
98852
CISCO SYSTEMS
COM
17275R102
3643
66559
SH
SOLE
0
0
66559
CVS HEALTH
COM
126650100
6137
112619
SH
SOLE
0
0
112619
CHEVRON
COM
166764100
7334
58936
SH
SOLE
0
0
58936
DOMINION ENERGY
COM
25746U109
6796
87900
SH
SOLE
0
0
87900
GENERAL MILLS
COM
370334104
6292
119805
SH
SOLE
0
0
119805
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
6282
156968
SH
SOLE
0
0
156968
GRAINGER W.W.
COM
384802104
299
1116
SH
SOLE
0
0
1116
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
7668
81139
SH
SOLE
0
0
81139
INTL BUS MACHINES
COM
459200101
4293
31131
SH
SOLE
0
0
31131
JOHNSON & JOHNSON
COM
478160104
4390
31517
SH
SOLE
0
0
31517
COCA-COLA
COM
191216100
8002
157152
SH
SOLE
0
0
157152
LOCKHEED MARTIN
COM
539830109
1333
3668
SH
SOLE
0
0
3668
MCDONALD'S CORP
COM
580135101
2408
11594
SH
SOLE
0
0
11594
3M
COM
88579Y101
5933
34225
SH
SOLE
0
0
34225
ALTRIA
COM
02209S103
4768
100687
SH
SOLE
0
0
100687
MICROSOFT
COM
594918104
4389
32761
SH
SOLE
0
0
32761
PAYCHEX
COM
704326107
5222
63457
SH
SOLE
0
0
63457
PEPSICO
COM
713448108
6868
52374
SH
SOLE
0
0
52374
PFIZER INC
COM
717081103
8645
199568
SH
SOLE
0
0
199568
PROCTER & GAMBLE
COM
742718109
1515
13818
SH
SOLE
0
0
13818
PHILIP MORRIS INTL
COM
718172109
5922
75407
SH
SOLE
0
0
75407
QUALCOMM
COM
747525103
2684
35279
SH
SOLE
0
0
35279
ISHARES US QUALITY
USA QUALITY FCTR
46432F339
893
9759
SH
SOLE
0
0
9759
ROYAL DUTCH SHELL
SPON ADR B
780259107
3255
49513
SH
SOLE
0
0
49513
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
8792
165674
SH
SOLE
0
0
165674
SANOFI
SPONSORED ADR
80105N105
1934
44704
SH
SOLE
0
0
44704
SOUTHERN CO
COM
842587107
388
7010
SH
SOLE
0
0
7010
AT&T
COM
00206R102
7734
230784
SH
SOLE
0
0
230784
UNILEVER PLC
SPON ADR NEW
904767704
8056
129996
SH
SOLE
0
0
129996
UNITED PARCEL SVC
CL B
911312106
5078
49171
SH
SOLE
0
0
49171
VANGUARD REIT INDEX
REIT ETF
922908553
510
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
9024
103277
SH
SOLE
0
0
103277
WEC ENERGY GROUP
COM
92939U106
3036
36412
SH
SOLE
0
0
36412
WELLS FARGO
COM
949746101
5280
111588
SH
SOLE
0
0
111588
XCEL ENERGY
COM
98389B100
778
13080
SH
SOLE
0
0
13080
EXXON MOBIL
COM
30231G102
6618
86365
SH
SOLE
0
0
86365