0001596906-25-000002.txt : 20250409 0001596906-25-000002.hdr.sgml : 20250409 20250409140923 ACCESSION NUMBER: 0001596906-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250409 DATE AS OF CHANGE: 20250409 EFFECTIVENESS DATE: 20250409 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Planning, Inc. CENTRAL INDEX KEY: 0001596906 ORGANIZATION NAME: EIN: 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: 25824782 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 03-31-2025 03-31-2025 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 04-09-2025 0 46 335646687 false INFORMATION TABLE 2 Schedule13F.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 338485 1085 SH SOLE 0 0 1085 ALTRIA GROUP INC COM 02209S103 6583816 109694 SH SOLE 0 0 109694 AT&T INC COM 00206R102 7792962 275564 SH SOLE 0 0 275564 BANK AMERICA CORP COM 060505104 245400 5881 SH SOLE 0 0 5881 BANK NOVA SCOTIA HALIFAX COM 064149107 6588359 138907 SH SOLE 0 0 138907 BRISTOL-MYERS SQUIBB CO COM 110122108 9737602 159659 SH SOLE 0 0 159659 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 7146423 172744 SH SOLE 0 0 172744 CHEVRON CORP NEW COM 166764100 4242173 25358 SH SOLE 0 0 25358 CISCO SYS INC COM 17275R102 3146254 50984 SH SOLE 0 0 50984 CME GROUP INC COM 12572Q105 9565031 36055 SH SOLE 0 0 36055 COCA COLA CO COM 191216100 2655488 37077 SH SOLE 0 0 37077 COLGATE PALMOLIVE CO COM 194162103 831588 8875 SH SOLE 0 0 8875 CVS HEALTH CORP COM 126650100 306298 4521 SH SOLE 0 0 4521 EMERSON ELEC CO COM 291011104 546336 4983 SH SOLE 0 0 4983 EXXON MOBIL CORP COM 30231G102 5931772 49876 SH SOLE 0 0 49876 FRANKLIN RESOURCES INC COM 354613101 2078875 107994 SH SOLE 0 0 107994 GENUINE PARTS CO COM 372460105 2645504 22205 SH SOLE 0 0 22205 GSK PLC SPONSORED ADR 37733W204 8867315 228893 SH SOLE 0 0 228893 HALEON PLC SPON ADS 405552100 2314420 224919 SH SOLE 0 0 224919 INTERNATIONAL BUSINESS MACHS COM 459200101 2231475 8974 SH SOLE 0 0 8974 ISHARES TR CORE HIGH DV ETF 46429B663 3771858 31142 SH SOLE 0 0 31142 JOHNSON & JOHNSON COM 478160104 1658387 10000 SH SOLE 0 0 10000 KELLANOVA COM 487836108 722282 8756 SH SOLE 0 0 8756 LOCKHEED MARTIN CORP COM 539830109 864831 1936 SH SOLE 0 0 1936 MCDONALDS CORP COM 580135101 2674043 8560 SH SOLE 0 0 8560 MICROSOFT CORP COM 594918104 10404872 27718 SH SOLE 0 0 27718 PFIZER INC COM 717081103 6491790 256187 SH SOLE 0 0 256187 PHILIP MORRIS INTL INC COM 718172109 4243250 26732 SH SOLE 0 0 26732 PINNACLE WEST CAP CORP COM 723484101 7751216 81378 SH SOLE 0 0 81378 PRICE T ROWE GROUP INC COM 74144T108 6507281 70831 SH SOLE 0 0 70831 PROCTER AND GAMBLE CO COM 742718109 1537359 9021 SH SOLE 0 0 9021 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 459316 5581 SH SOLE 0 0 5581 QUALCOMM INC COM 747525103 4107685 26741 SH SOLE 0 0 26741 SANOFI SPONSORED ADR 80105N105 1264072 22792 SH SOLE 0 0 22792 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 153453422 5488320 SH SOLE 0 0 5488320 SOLVENTUM CORP COM SHS 83444M101 1282415 16865 SH SOLE 0 0 16865 SPDR SER TR PRTFLO S&P500 HI 78468R788 8699377 196552 SH SOLE 0 0 196552 TJX COS INC NEW COM 872540109 510315 4190 SH SOLE 0 0 4190 TORONTO DOMINION BK ONT COM NEW 891160509 7109963 118618 SH SOLE 0 0 118618 UNITED PARCEL SERVICE INC CL B 911312106 5197423 47254 SH SOLE 0 0 47254 US BANCORP DEL COM NEW 902973304 9668739 229008 SH SOLE 0 0 229008 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 905874 7024 SH SOLE 0 0 7024 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 447449 4942 SH SOLE 0 0 4942 VERIZON COMMUNICATIONS INC COM 92343V104 11202056 246959 SH SOLE 0 0 246959 VIATRIS INC COM 92556V106 227592 26130 SH SOLE 0 0 26130 WARNER BROS DISCOVERY INC COM SER A 934423104 688244 64142 SH SOLE 0 0 64142