Keystone Financial Planning, Inc. Top Holdings and 13F Report (2025)

About Keystone Financial Planning, Inc.

Investment Activity

Keystone Financial Planning, Inc. has $335.65 million in total holdings as of March 31, 2025.
Keystone Financial Planning, Inc. owns shares of 46 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 3.17% of the portfolio was purchased this quarter.
About 3.35% of the portfolio was sold this quarter.
This quarter, Keystone Financial Planning, Inc. has purchased 46 new stocks and bought additional shares in 11 stocks.
Keystone Financial Planning, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Schwab US Dividend Equity ETF: $153,453,422
Verizon Communications: $11,202,056
Microsoft: $10,404,872
Bristol-Myers Squibb: $9,737,602
U.S. Bancorp: $9,668,739

Largest Purchases this Quarter

U.S. Bancorp: 156,394 shares (about $6.60M)
Schwab US Dividend Equity ETF: 122,693 shares (about $3.43M)
Bank of Nova Scotia: 5,503 shares (about $261.01K)
Verizon Communications: 2,201 shares (about $99.84K)
SPDR Portfolio S&P 500 High Dividend ETF: 2,230 shares (about $98.70K)

Largest Sales this Quarter

Philip Morris International: 55,900 shares (about $8.87M)
Vanguard High Dividend Yield ETF: 14,865 shares (about $1.92M)
International Business Machines: 835 shares (about $207.63K)
Pinnacle West Capital: 1,209 shares (about $115.16K)
iShares Core High Dividend ETF: 570 shares (about $69.04K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHD Schwab US Dividend Equity ETF	$153,453,422	$3,430,496 ▲	2.3%	5,488,320	45.7%	ETF
VZ Verizon Communications	$11,202,056	$99,837 ▲	0.9%	246,959	3.3%	Computer and Technology
MSFT Microsoft	$10,404,872		0.0%	27,718	3.1%	Computer and Technology
BMY Bristol-Myers Squibb	$9,737,602	$33,666 ▲	0.3%	159,659	2.9%	Medical
USB U.S. Bancorp	$9,668,739	$6,602,969 ▲	215.4%	229,008	2.9%	Finance
CME CME Group	$9,565,031	$11,407 ▲	0.1%	36,055	2.8%	Finance
GSK GSK	$8,867,315	$37,965 ▲	0.4%	228,893	2.6%	Medical
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$8,699,377	$98,700 ▲	1.1%	196,552	2.6%	ETF
T AT&T	$7,792,962	$1,357 ▼	0.0%	275,564	2.3%	Computer and Technology
PNW Pinnacle West Capital	$7,751,216	$115,157 ▼	-1.5%	81,378	2.3%	Utilities
BTI British American Tobacco	$7,146,423	$4,054 ▼	-0.1%	172,744	2.1%	Consumer Staples
TD Toronto-Dominion Bank	$7,109,963	$54,246 ▲	0.8%	118,618	2.1%	Finance
BNS Bank of Nova Scotia	$6,588,359	$261,007 ▲	4.1%	138,907	2.0%	Finance
MO Altria Group	$6,583,816		0.0%	109,694	2.0%	Consumer Staples
TROW T. Rowe Price Group	$6,507,281		0.0%	70,831	1.9%	Finance
PFE Pfizer	$6,491,790		0.0%	256,187	1.9%	Medical
XOM Exxon Mobil	$5,931,772	$3,568 ▲	0.1%	49,876	1.8%	Energy
UPS United Parcel Service	$5,197,423		0.0%	47,254	1.5%	Transportation
PM Philip Morris International	$4,243,250	$8,873,174 ▼	-67.6%	26,732	1.3%	Consumer Staples
CVX Chevron	$4,242,173		0.0%	25,358	1.3%	Energy
QCOM QUALCOMM	$4,107,685		0.0%	26,741	1.2%	Computer and Technology
HDV iShares Core High Dividend ETF	$3,771,858	$69,037 ▼	-1.8%	31,142	1.1%	ETF
CSCO Cisco Systems	$3,146,254	$26,042 ▼	-0.8%	50,984	0.9%	Computer and Technology
MCD McDonald's	$2,674,043		0.0%	8,560	0.8%	Retail/Wholesale
KO Coca-Cola	$2,655,488		0.0%	37,077	0.8%	Consumer Staples
GPC Genuine Parts	$2,645,504	$20,492 ▼	-0.8%	22,205	0.8%	Retail/Wholesale
HLN Haleon	$2,314,420		0.0%	224,919	0.7%	Medical
IBM International Business Machines	$2,231,475	$207,631 ▼	-8.5%	8,974	0.7%	Computer and Technology
BEN Franklin Resources	$2,078,875		0.0%	107,994	0.6%	Finance
JNJ Johnson & Johnson	$1,658,387		0.0%	10,000	0.5%	Medical
PG Procter & Gamble	$1,537,359		0.0%	9,021	0.5%	Consumer Staples
SOLVENTUM CORP	$1,282,415		0.0%	16,865	0.4%	COM SHS
SNY Sanofi	$1,264,072		0.0%	22,792	0.4%	Medical
VYM Vanguard High Dividend Yield ETF	$905,874	$1,917,115 ▼	-67.9%	7,024	0.3%	ETF
LMT Lockheed Martin	$864,831		0.0%	1,936	0.3%	Aerospace
CL Colgate-Palmolive	$831,588		0.0%	8,875	0.2%	Consumer Staples
K Kellanova	$722,282		0.0%	8,756	0.2%	Consumer Discretionary
WBD Warner Bros. Discovery	$688,244		0.0%	64,142	0.2%	Consumer Discretionary
EMR Emerson Electric	$546,336		0.0%	4,983	0.2%	Industrials
TJX TJX Companies	$510,315	$1,583 ▲	0.3%	4,190	0.2%	Retail/Wholesale
PEG Public Service Enterprise Group	$459,316	$1,481 ▼	-0.3%	5,581	0.1%	Utilities
VNQ Vanguard Real Estate ETF	$447,449		0.0%	4,942	0.1%	ETF
ACN Accenture	$338,485		0.0%	1,085	0.1%	Computer and Technology
CVS CVS Health	$306,298		0.0%	4,521	0.1%	Medical
BAC Bank of America	$245,400		0.0%	5,881	0.1%	Finance
VTRS Viatris	$227,592		0.0%	26,130	0.1%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Keystone Financial Planning, Inc. Top Holdings and 13F Report (2025)

About Keystone Financial Planning, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Keystone Financial Planning, Inc. Top Holdings and 13F Report (2025)

About Keystone Financial Planning, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKeystone Financial Planning, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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