0001398344-19-017653.txt : 20191008
0001398344-19-017653.hdr.sgml : 20191008
20191008143245
ACCESSION NUMBER: 0001398344-19-017653
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191008
DATE AS OF CHANGE: 20191008
EFFECTIVENESS DATE: 20191008
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: 191142531
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
09-30-2019
09-30-2019
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
10-08-2019
0
46
209489
INFORMATION TABLE
2
fp0046611_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
2426
10834
SH
SOLE
0
0
10834
ABB LTD
SPONSORED ADR
000375204
2039
103682
SH
SOLE
0
0
103682
ABBVIE
COM
00287Y109
384
5076
SH
SOLE
0
0
5076
AMERICAN ELEC POWER
COM
025537101
5550
59236
SH
SOLE
0
0
59236
AMGEN
COM
031162100
3607
18640
SH
SOLE
0
0
18640
BOEING
COM
097023105
5362
14093
SH
SOLE
0
0
14093
FRANKLIN RESOURCES
COM
354613101
599
20755
SH
SOLE
0
0
20755
BANK OF NEW YORK
COM
064058100
957
21167
SH
SOLE
0
0
21167
BLACKROCK
COM
09247X101
5680
12745
SH
SOLE
0
0
12745
BRIT AM TOBACCO
SPONSORED ADR
110448107
5960
161526
SH
SOLE
0
0
161526
CARDINAL HEALTH
COM
14149Y108
4600
97480
SH
SOLE
0
0
97480
CISCO SYSTEMS
COM
17275R102
3286
66504
SH
SOLE
0
0
66504
CVS HEALTH
COM
126650100
7237
114746
SH
SOLE
0
0
114746
CHEVRON
COM
166764100
6967
58743
SH
SOLE
0
0
58743
DOMINION ENERGY
COM
25746U109
7114
87789
SH
SOLE
0
0
87789
GENERAL MILLS
COM
370334104
6532
118502
SH
SOLE
0
0
118502
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
6811
159574
SH
SOLE
0
0
159574
GRAINGER W.W.
COM
384802104
332
1116
SH
SOLE
0
0
1116
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
7635
81085
SH
SOLE
0
0
81085
INTL BUS MACHINES
COM
459200101
4623
31790
SH
SOLE
0
0
31790
JOHNSON & JOHNSON
COM
478160104
4336
33511
SH
SOLE
0
0
33511
COCA-COLA
COM
191216100
8345
153296
SH
SOLE
0
0
153296
LOCKHEED MARTIN
COM
539830109
1136
2913
SH
SOLE
0
0
2913
MCDONALD'S CORP
COM
580135101
2321
10811
SH
SOLE
0
0
10811
3M
COM
88579Y101
6900
41971
SH
SOLE
0
0
41971
ALTRIA
COM
02209S103
4493
109848
SH
SOLE
0
0
109848
MICROSOFT
COM
594918104
4555
32761
SH
SOLE
0
0
32761
PAYCHEX
COM
704326107
5541
66942
SH
SOLE
0
0
66942
PEPSICO
COM
713448108
549
4004
SH
SOLE
0
0
4004
PFIZER INC
COM
717081103
7454
207451
SH
SOLE
0
0
207451
PHILIP MORRIS INTL
COM
718172109
5986
78833
SH
SOLE
0
0
78833
QUALCOMM
COM
747525103
2664
34931
SH
SOLE
0
0
34931
ROYAL DUTCH SHELL
SPON ADR B
780259107
2963
49471
SH
SOLE
0
0
49471
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
10607
193623
SH
SOLE
0
0
193623
SANOFI
SPONSORED ADR
80105N105
2184
47142
SH
SOLE
0
0
47142
SOUTHERN CO
COM
842587107
433
7010
SH
SOLE
0
0
7010
AT&T
COM
00206R102
8721
230467
SH
SOLE
0
0
230467
UNILEVER PLC
SPON ADR NEW
904767704
7815
130033
SH
SOLE
0
0
130033
UNITED PARCEL SVC
CL B
911312106
5901
49246
SH
SOLE
0
0
49246
US BANCORP
COM NEW
902973304
2405
43465
SH
SOLE
0
0
43465
VANGUARD REIT INDEX
REIT ETF
922908553
544
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
9153
103151
SH
SOLE
0
0
103151
WEC ENERGY GROUP
COM
92939U106
3343
35152
SH
SOLE
0
0
35152
WELLS FARGO
COM
949746101
5778
114555
SH
SOLE
0
0
114555
XCEL ENERGY
COM
98389B100
848
13065
SH
SOLE
0
0
13065
EXXON MOBIL
COM
30231G102
6813
96487
SH
SOLE
0
0
96487