0001596906-24-000003.txt : 20240710
0001596906-24-000003.hdr.sgml : 20240710
20240710101210
ACCESSION NUMBER: 0001596906-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240710
DATE AS OF CHANGE: 20240710
EFFECTIVENESS DATE: 20240710
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Keystone Financial Planning, Inc.
CENTRAL INDEX KEY: 0001596906
ORGANIZATION NAME:
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: 241108979
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
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0001596906
XXXXXXXX
06-30-2024
06-30-2024
Keystone Financial Planning, Inc.
7261 ENGLE RD, #308
CLEVELAND
OH
44130
13F HOLDINGS REPORT
028-15727
N
Brigitte Palumbo
President/CCO
440-234-6323
/s/ Brigitte Palumbo
Cleveland
OH
07-10-2024
0
49
302184347
false
INFORMATION TABLE
2
Schedule13F.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
329124
1085
SH
SOLE
0
0
1085
ALTRIA GROUP INC
COM
02209S103
5020690
110224
SH
SOLE
0
0
110224
AT&T INC
COM
00206R102
5281350
276366
SH
SOLE
0
0
276366
BANK NOVA SCOTIA HALIFAX
COM
064149107
5833461
127591
SH
SOLE
0
0
127591
BANK AMERICA CORP
COM
060505104
233874
5881
SH
SOLE
0
0
5881
BRISTOL-MYERS SQUIBB CO
COM
110122108
5640854
135826
SH
SOLE
0
0
135826
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
5364471
173439
SH
SOLE
0
0
173439
CHEVRON CORP NEW
COM
166764100
3979982
25444
SH
SOLE
0
0
25444
CISCO SYS INC
COM
17275R102
2468976
51968
SH
SOLE
0
0
51968
CME GROUP INC
COM
12572Q105
6817302
34676
SH
SOLE
0
0
34676
COCA COLA CO
COM
191216100
2383531
37447
SH
SOLE
0
0
37447
COLGATE PALMOLIVE CO
COM
194162103
861230
8875
SH
SOLE
0
0
8875
CVS HEALTH CORP
COM
126650100
267010
4521
SH
SOLE
0
0
4521
EMERSON ELEC CO
COM
291011104
566222
5140
SH
SOLE
0
0
5140
EXXON MOBIL CORP
COM
30231G102
5775705
50171
SH
SOLE
0
0
50171
FRANKLIN RESOURCES INC
COM
354613101
2420203
108286
SH
SOLE
0
0
108286
GENUINE PARTS CO
COM
372460105
3109572
22481
SH
SOLE
0
0
22481
HALEON PLC
SPON ADS
405552100
1911721
231443
SH
SOLE
0
0
231443
INTERNATIONAL BUSINESS MACHS
COM
459200101
1945774
11250
SH
SOLE
0
0
11250
ISHARES TR
CORE HIGH DV ETF
46429B663
3478889
32004
SH
SOLE
0
0
32004
JOHNSON & JOHNSON
COM
478160104
1461588
10000
SH
SOLE
0
0
10000
JPMORGAN CHASE & CO.
COM
46625H100
276085
1365
SH
SOLE
0
0
1365
KELLANOVA
COM
487836108
506950
8789
SH
SOLE
0
0
8789
LOCKHEED MARTIN CORP
COM
539830109
905240
1938
SH
SOLE
0
0
1938
MCDONALDS CORP
COM
580135101
2181558
8560
SH
SOLE
0
0
8560
MICROSOFT CORP
COM
594918104
12388337
27718
SH
SOLE
0
0
27718
NOVO-NORDISK A S
ADR
670100205
203431
1425
SH
SOLE
0
0
1425
PFIZER INC
COM
717081103
7188355
256910
SH
SOLE
0
0
256910
PHILIP MORRIS INTL INC
COM
718172109
8461055
83500
SH
SOLE
0
0
83500
PINNACLE WEST CAP CORP
COM
723484101
6420167
84056
SH
SOLE
0
0
84056
PRICE T ROWE GROUP INC
COM
74144T108
7487355
64932
SH
SOLE
0
0
64932
PROCTER AND GAMBLE CO
COM
742718109
1487743
9021
SH
SOLE
0
0
9021
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
499686
6780
SH
SOLE
0
0
6780
QUALCOMM INC
COM
747525103
5352763
26874
SH
SOLE
0
0
26874
SANOFI
SPONSORED ADR
80105N105
1114238
22964
SH
SOLE
0
0
22964
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
137178949
1764133
SH
SOLE
0
0
1764133
SOLVENTUM CORP
COM SHS
83444M101
910699
17222
SH
SOLE
0
0
17222
SOUTHERN CO
COM
842587107
427256
5508
SH
SOLE
0
0
5508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
7691799
191196
SH
SOLE
0
0
191196
TJX COS INC NEW
COM
872540109
457050
4151
SH
SOLE
0
0
4151
TORONTO DOMINION BK ONT
COM NEW
891160509
6157114
112029
SH
SOLE
0
0
112029
UNITED PARCEL SERVICE INC
CL B
911312106
6485677
47393
SH
SOLE
0
0
47393
US BANCORP DEL
COM NEW
902973304
2225681
56062
SH
SOLE
0
0
56062
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2964786
24998
SH
SOLE
0
0
24998
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
413942
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
10016615
242886
SH
SOLE
0
0
242886
VIATRIS INC
COM
92556V106
278665
26215
SH
SOLE
0
0
26215
WARNER BROS DISCOVERY INC
COM SER A
934423104
499083
67081
SH
SOLE
0
0
67081
WEC ENERGY GROUP INC
COM
92939U106
6852539
87338
SH
SOLE
0
0
87338