0001596906-25-000001.txt : 20250113 0001596906-25-000001.hdr.sgml : 20250113 20250113134432 ACCESSION NUMBER: 0001596906-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250113 DATE AS OF CHANGE: 20250113 EFFECTIVENESS DATE: 20250113 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: 25525800 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 X0202 13F-HR LIVE false true false 0001596906 XXXXXXXX 12-31-2024 12-31-2024 Keystone Financial Planning, Inc.

7261 ENGLE RD, #308 CLEVELAND OH 44130

13F HOLDINGS REPORT 028-15727 N Brigitte Palumbo 440-234-6323 /s/ Brigitte Palumbo Cleveland OH 01-13-2025 0 46 322384667 false INFORMATION TABLE 2 Schedule13F.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 381604 1085 SH SOLE 0 0 1085 ALTRIA GROUP INC COM 02209S103 5735884 109694 SH SOLE 0 0 109694 AT&T INC COM 00206R102 6275695 275612 SH SOLE 0 0 275612 BANK AMERICA CORP COM 060505104 258455 5881 SH SOLE 0 0 5881 BANK NOVA SCOTIA HALIFAX COM 064149107 7166463 133404 SH SOLE 0 0 133404 BRISTOL-MYERS SQUIBB CO COM 110122108 8999092 159107 SH SOLE 0 0 159107 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 6277625 172842 SH SOLE 0 0 172842 CHEVRON CORP NEW COM 166764100 3672882 25358 SH SOLE 0 0 25358 CISCO SYS INC COM 17275R102 3043265 51406 SH SOLE 0 0 51406 CME GROUP INC COM 12572Q105 8363067 36012 SH SOLE 0 0 36012 COCA COLA CO COM 191216100 2308443 37077 SH SOLE 0 0 37077 COLGATE PALMOLIVE CO COM 194162103 806826 8875 SH SOLE 0 0 8875 CVS HEALTH CORP COM 126650100 202948 4521 SH SOLE 0 0 4521 EMERSON ELEC CO COM 291011104 617543 4983 SH SOLE 0 0 4983 EXXON MOBIL CORP COM 30231G102 5361899 49846 SH SOLE 0 0 49846 FRANKLIN RESOURCES INC COM 354613101 2191188 107994 SH SOLE 0 0 107994 GENUINE PARTS CO COM 372460105 2612739 22377 SH SOLE 0 0 22377 GSK PLC SPONSORED ADR 37733W204 7708018 227913 SH SOLE 0 0 227913 HALEON PLC SPON ADS 405552100 2145731 224919 SH SOLE 0 0 224919 INTERNATIONAL BUSINESS MACHS COM 459200101 2156312 9809 SH SOLE 0 0 9809 ISHARES TR CORE HIGH DV ETF 46429B663 3560045 31712 SH SOLE 0 0 31712 JOHNSON & JOHNSON COM 478160104 1446188 10000 SH SOLE 0 0 10000 KELLANOVA COM 487836108 708973 8756 SH SOLE 0 0 8756 LOCKHEED MARTIN CORP COM 539830109 940780 1936 SH SOLE 0 0 1936 MCDONALDS CORP COM 580135101 2481603 8560 SH SOLE 0 0 8560 MICROSOFT CORP COM 594918104 11682926 27718 SH SOLE 0 0 27718 PFIZER INC COM 717081103 6796653 256187 SH SOLE 0 0 256187 PHILIP MORRIS INTL INC COM 718172109 9944761 82632 SH SOLE 0 0 82632 PINNACLE WEST CAP CORP COM 723484101 7000866 82587 SH SOLE 0 0 82587 PRICE T ROWE GROUP INC COM 74144T108 8010323 70831 SH SOLE 0 0 70831 PROCTER AND GAMBLE CO COM 742718109 1512371 9021 SH SOLE 0 0 9021 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 473060 5599 SH SOLE 0 0 5599 QUALCOMM INC COM 747525103 4107952 26741 SH SOLE 0 0 26741 SANOFI SPONSORED ADR 80105N105 1099282 22792 SH SOLE 0 0 22792 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 146588919 5365627 SH SOLE 0 0 5365627 SOLVENTUM CORP COM SHS 83444M101 1114102 16865 SH SOLE 0 0 16865 SPDR SER TR PRTFLO S&P500 HI 78468R788 8402468 194322 SH SOLE 0 0 194322 TJX COS INC NEW COM 872540109 504618 4177 SH SOLE 0 0 4177 TORONTO DOMINION BK ONT COM NEW 891160509 6267040 117713 SH SOLE 0 0 117713 UNITED PARCEL SERVICE INC CL B 911312106 5958679 47254 SH SOLE 0 0 47254 US BANCORP DEL COM NEW 902973304 3473104 72614 SH SOLE 0 0 72614 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2792875 21889 SH SOLE 0 0 21889 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 440233 4942 SH SOLE 0 0 4942 VERIZON COMMUNICATIONS INC COM 92343V104 9787868 244758 SH SOLE 0 0 244758 VIATRIS INC COM 92556V106 325318 26130 SH SOLE 0 0 26130 WARNER BROS DISCOVERY INC COM SER A 934423104 677981 64142 SH SOLE 0 0 64142