KF

Keystone Financial Planning, Inc.

13F
Keystone Financial Planning, Inc.
Last update 2024-10-28 47 Stocks (1 new)
Value $330.00 Mil Turnover 33 %
Countries:
Top Holdings: SCHD(47.55%)MSFT(3.61%)VZ(3.32%)PM(3.04%)SPYD(2.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
Keystone Financial Planning, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD 		Schwab US Dividend Equity ETF
5,576,694
157132.610
+216.12%
47.550
+32.51%
0.080
-3.36%
-1.13%
65031.977
 
MSFT 		Microsoft Corp
27,718
11926.840
0%
3.610
0%
0.000
+0.95%
-0.60%
3114843.301
Software
VZ 		Verizon Communications Inc
244,014
10958.660
+0.46%
3.320
+0.02%
0.010
-10.41%
-3.78%
159165.969
Telecommunication Services
PM 		Philip Morris International Inc
82,857
10058.840
-0.77%
3.040
-0.02%
0.010
-0.79%
-2.66%
182148.734
Tobacco Products
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF
191,818
8756.470
+0.33%
2.650
+0.01%
0.130
-4.53%
-2.45%
6489.007
 
BMY 		Bristol-Myers Squibb Co
158,924
8222.730
+17.01%
2.490
+0.36%
0.010
+7.72%
-0.20%
113233.104
Drug Manufacturers
CME 		CME Group Inc
35,235
7774.600
+1.61%
2.350
+0.04%
0.010
+6.68%
-1.30%
82595.016
Capital Markets
TROW 		T. Rowe Price Group Inc
69,846
7608.370
+7.57%
2.300
+0.16%
0.030
+1.55%
-4.01%
24115.410
Asset Management
PFE 		Pfizer Inc
256,699
7428.880
-0.08%
2.250
0%
0.000
-7.52%
+0.72%
151421.974
Drug Manufacturers
PNW 		Pinnacle West Capital Corp
82,741
7329.990
-1.56%
2.220
-0.03%
0.070
-3.39%
-3.55%
9296.097
Utilities - Regulated

Keystone Financial Planning, Inc.'s Historical Top Holdings Breakdowns

Keystone Financial Planning, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+32.51%
●
25.67 ($27.24) 28.35
$27.01
-0.84%
Add 216.12%
5,576,694
1,270,854
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+6.13%
●
75.81 ($78.09) 80.15
$27.01
-65.41%
Add 15.61%
1,764,133
238,175
SCHD 		Schwab US Dividend Equity ETF2023-06-30Add
+4.79%
●
68.55 ($71.13) 73.26
$27.01
-62.03%
Add 13.32%
1,677,042
197,173
SCHD 		Schwab US Dividend Equity ETF2024-03-31Reduce
-3.19%
●
75.25 ($77.5) 80.63
$27.01
-65.15%
Reduce -7.67%
1,525,958
-126,816
CSCO 		Cisco Systems Inc2023-03-31Reduce
-2.75%
●
46.46 ($48.84) 52.28
$58.74
20.27%
Reduce -75.25%
56,211
-170,950
CSCO 		Cisco Systems Inc2023-03-31Reduce
-2.75%
●
46.46 ($48.84) 52.28
$58.74
20.27%
Reduce -75.25%
56,211
-170,950
GSK 		GSK PLC2023-06-30Reduce
-2.58%
●
33.6 ($35.86) 38.32
$33.09
-7.72%
Reduce -81.07%
49,771
-213,211
NJR 		New Jersey Resources Corp2023-03-31Sold Out
-2.57%
●
48.77 ($50.95) 53.2
$45.25
-11.19%
Sold Out
0
-153,564
PEG 		Public Service Enterprise Group Inc2024-06-30Reduce
-2.54%
●
64.28 ($71.06) 75.76
$84.23
18.53%
Reduce -94.55%
6,780
-117,658
AMGN 		Amgen Inc2023-03-31New Buy
+2.51%
●
225.79 ($245.47) 275.2
$262.23
6.83%
New holding
30,515
30,515

Keystone Financial Planning, Inc. Total Holding History ($B)

To

Keystone Financial Planning, Inc.'s Asset Allocation

To

Keystone Financial Planning, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Keystone Financial Planning, Inc.'s Hypothetical Growth since 2024-09-30

Keystone Financial Planning, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Keystone Financial Planning, Inc.'s Holdings Heat Map

Size field:

Keystone Financial Planning, Inc.'s Holdings Bubble Chart

Keystone Financial Planning, Inc. News

  • 1

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