0001398344-20-021396.txt : 20201105
0001398344-20-021396.hdr.sgml : 20201105
20201104175333
ACCESSION NUMBER: 0001398344-20-021396
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201105
DATE AS OF CHANGE: 20201104
EFFECTIVENESS DATE: 20201105
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: 201287980
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
09-30-2020
09-30-2020
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
11-04-2020
0
44
206976
INFORMATION TABLE
2
fp0058575_13fhr-table.xml
13F INFORMATION TABLE
ABBVIE
COM
00287Y109
445
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
222
874
SH
SOLE
0
0
874
FRANKLIN RESOURCES
COM
354613101
6924
340250
SH
SOLE
0
0
340250
BLACKROCK
COM
09247X101
211
374
SH
SOLE
0
0
374
BRIT AM TOBACCO
SPONSORED ADR
110448107
6909
191109
SH
SOLE
0
0
191109
CARDINAL HEALTH
COM
14149Y108
320
6817
SH
SOLE
0
0
6817
CISCO SYSTEMS
COM
17275R102
2441
61967
SH
SOLE
0
0
61967
CVS HEALTH
COM
126650100
326
5583
SH
SOLE
0
0
5583
CHEVRON
COM
166764100
6385
88683
SH
SOLE
0
0
88683
DOMINION ENERGY
COM
25746U109
401
5081
SH
SOLE
0
0
5081
EMERSON ELECTRIC
COM
291011104
390
5954
SH
SOLE
0
0
5954
GENUINE PARTS
COM
372460105
3036
31901
SH
SOLE
0
0
31901
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
7298
193878
SH
SOLE
0
0
193878
GRAINGER W.W.
COM
384802104
352
988
SH
SOLE
0
0
988
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
7507
93273
SH
SOLE
0
0
93273
INTL BUS MACHINES
COM
459200101
7547
62028
SH
SOLE
0
0
62028
JOHNSON & JOHNSON
COM
478160104
2086
14009
SH
SOLE
0
0
14009
JPMORGAN CHASE
COM
46625H100
1104
11465
SH
SOLE
0
0
11465
COCA-COLA
COM
191216100
2276
46092
SH
SOLE
0
0
46092
LOCKHEED MARTIN
COM
539830109
887
2314
SH
SOLE
0
0
2314
MCDONALD'S CORP
COM
580135101
2306
10507
SH
SOLE
0
0
10507
3M
COM
88579Y101
5964
37233
SH
SOLE
0
0
37233
ALTRIA
COM
02209S103
4598
119008
SH
SOLE
0
0
119008
MICROSOFT
COM
594918104
6690
31806
SH
SOLE
0
0
31806
NEW JERSEY RES
COM
646025106
4902
181436
SH
SOLE
0
0
181436
PAYCHEX
COM
704326107
2378
29806
SH
SOLE
0
0
29806
PS ENTERPRISE GRP
COM
744573106
5740
104537
SH
SOLE
0
0
104537
PFIZER INC
COM
717081103
8385
228480
SH
SOLE
0
0
228480
PHILIP MORRIS INTL
COM
718172109
6840
91210
SH
SOLE
0
0
91210
PINNACLE WEST
COM
723484101
6325
84843
SH
SOLE
0
0
84843
QUALCOMM
COM
747525103
3635
30887
SH
SOLE
0
0
30887
ROYAL DUTCH SHELL
SPON ADR B
780259107
927
38275
SH
SOLE
0
0
38275
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
51120
924408
SH
SOLE
0
0
924408
SANOFI
SPONSORED ADR
80105N105
1246
24842
SH
SOLE
0
0
24842
SOUTHERN CO
COM
842587107
372
6860
SH
SOLE
0
0
6860
SYSCO CORP
COM
871829107
639
10269
SH
SOLE
0
0
10269
AT&T
COM
00206R102
7462
261740
SH
SOLE
0
0
261740
UNILEVER PLC
SPON ADR NEW
904767704
347
5625
SH
SOLE
0
0
5625
UNITED PARCEL SVC
CL B
911312106
1848
11088
SH
SOLE
0
0
11088
US BANCORP
COM NEW
902973304
6493
181118
SH
SOLE
0
0
181118
VANGUARD REIT INDEX
REIT ETF
922908553
461
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
7364
90990
SH
SOLE
0
0
90990
VERIZON
COM
92343V104
7876
132398
SH
SOLE
0
0
132398
EXXONMOBIL
COM
30231G102
5991
174515
SH
SOLE
0
0
174515