0001596906-22-000005.txt : 20220719
0001596906-22-000005.hdr.sgml : 20220719
20220719101320
ACCESSION NUMBER: 0001596906-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220719
DATE AS OF CHANGE: 20220719
EFFECTIVENESS DATE: 20220719
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: 221090609
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
true
false
0001596906
XXXXXXXX
06-30-2022
06-30-2022
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
07-19-2022
0
46
284556
false
INFORMATION TABLE
2
Schedule13F.xml
3M CO
COM
88579Y101
7166
55371
SH
SOLE
0
0
55371
ALTRIA GROUP INC
COM
02209S103
4787
114606
SH
SOLE
0
0
114606
AMERICAN ELEC PWR CO INC
COM
025537101
6346
66141
SH
SOLE
0
0
66141
AMGEN INC
COM
031162100
8196
33685
SH
SOLE
0
0
33685
AT&T INC
COM
00206R102
5984
285509
SH
SOLE
0
0
285509
BLACKROCK INC
COM
09247X101
216
354
SH
SOLE
0
0
354
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
7806
181906
SH
SOLE
0
0
181906
CARDINAL HEALTH INC
COM
14149Y108
354
6773
SH
SOLE
0
0
6773
CHEVRON CORP NEW
COM
166764100
3943
27237
SH
SOLE
0
0
27237
CISCO SYS INC
COM
17275R102
10012
234811
SH
SOLE
0
0
234811
COCA COLA CO
COM
191216100
2394
38050
SH
SOLE
0
0
38050
CVS HEALTH CORP
COM
126650100
492
5305
SH
SOLE
0
0
5305
EMERSON ELEC CO
COM
291011104
409
5143
SH
SOLE
0
0
5143
EXXON MOBIL CORP
COM
30231G102
11921
139200
SH
SOLE
0
0
139200
FRANKLIN RESOURCES INC
COM
354613101
2637
113125
SH
SOLE
0
0
113125
GENUINE PARTS CO
COM
372460105
3432
25805
SH
SOLE
0
0
25805
GSK PLC
SPONSORED ADR
37733W105
10258
235657
SH
SOLE
0
0
235657
INTEL CORP
COM
458140100
6552
175137
SH
SOLE
0
0
175137
INTERNATIONAL BUSINESS MACHS
COM
459200101
7996
56634
SH
SOLE
0
0
56634
ISHARES TR
CORE HIGH DV ETF
46429B663
3475
34600
SH
SOLE
0
0
34600
JOHNSON & JOHNSON
COM
478160104
2031
11444
SH
SOLE
0
0
11444
JPMORGAN CHASE & CO
COM
46625H100
420
3726
SH
SOLE
0
0
3726
KELLOGG CO
COM
487836108
7598
106498
SH
SOLE
0
0
106498
KIMBERLY-CLARK CORP
COM
494368103
6715
49688
SH
SOLE
0
0
49688
LOCKHEED MARTIN CORP
COM
539830109
941
2188
SH
SOLE
0
0
2188
MCDONALDS CORP
COM
580135101
2390
9682
SH
SOLE
0
0
9682
MICROSOFT CORP
COM
594918104
7522
29287
SH
SOLE
0
0
29287
NEW JERSEY RES CORP
COM
646025106
7940
178314
SH
SOLE
0
0
178314
PFIZER INC
COM
717081103
3358
64050
SH
SOLE
0
0
64050
PHILIP MORRIS INTL INC
COM
718172109
8623
87328
SH
SOLE
0
0
87328
PINNACLE WEST CAP CORP
COM
723484101
6585
90062
SH
SOLE
0
0
90062
PROCTER AND GAMBLE CO
COM
742718109
1119
7785
SH
SOLE
0
0
7785
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
848
13396
SH
SOLE
0
0
13396
QUALCOMM INC
COM
747525103
3572
27962
SH
SOLE
0
0
27962
SANOFI
SPONSORED ADR
80105N105
1146
22901
SH
SOLE
0
0
22901
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
75429
1053039
SH
SOLE
0
0
1053039
SOUTHERN CO
COM
842587107
489
6860
SH
SOLE
0
0
6860
SPDR SER TR
PRTFLO S&P500 HI
78468R788
6394
160198
SH
SOLE
0
0
160198
PRICE T ROWE GROUP INC
COM
74144T108
6484
57070
SH
SOLE
0
0
57070
UNILEVER PLC
SPON ADR NEW
904767704
7397
161392
SH
SOLE
0
0
161392
UNITED PARCEL SERVICE INC
CL B
911312106
7635
41826
SH
SOLE
0
0
41826
US BANCORP DEL
COM NEW
902973304
2643
57435
SH
SOLE
0
0
57435
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2586
25426
SH
SOLE
0
0
25426
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
450
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
9584
188847
SH
SOLE
0
0
188847
VIATRIS INC
COM
92556V106
281
26833
SH
SOLE
0
0
26833