KF

Keystone Financial Planning, Inc.

13F
Keystone Financial Planning, Inc.
Last update 2025-04-10 46 Stocks (0 new)
Value $336.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHD(45.72%)VZ(3.34%)MSFT(3.10%)BMY(2.90%)USB(2.88%)
Summary Stock Picks Current Portfolio
Keystone Financial Planning, I... Top Holdings of 2025-03-31 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
5,488,320
153,453.4
+2.29%
45.720
+1.02%
0.220
+9.08%
+1.93%
71,198.8
 
VZ
Verizon Communications Inc
246,959
11,202.1
+0.90%
3.340
+0.03%
0.010
-3.29%
+9.36%
175,480.5
Telecommunication Services
MSFT
Microsoft Corp
27,718
10,404.9
0%
3.100
0%
0.000
+29.81%
+19.87%
3,740,948.0
Software
BMY
Bristol-Myers Squibb Co
159,659
9,737.6
+0.35%
2.900
+0.01%
0.010
-6.37%
-14.21%
95,363.9
Drug Manufacturers
USB
U.S. Bancorp
229,008
9,668.7
+215.38%
2.880
+1.97%
0.010
+25.89%
+0.84%
73,445.4
Banks
CME
CME Group Inc
36,055
9,565.0
+0.12%
2.850
0%
0.010
+5.66%
+19.58%
99,127.6
Capital Markets
GSK
GSK PLC
228,893
8,867.3
+0.43%
2.640
+0.01%
0.010
+11.80%
+15.79%
77,362.0
Drug Manufacturers
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
196,552
8,699.4
+1.15%
2.590
+0.03%
0.130
+8.98%
+2.85%
7,012.8
 
T
AT&T Inc
275,564
7,793.0
-0.02%
2.320
0%
0.000
+1.68%
+22.43%
194,065.4
Telecommunication Services
PNW
Pinnacle West Capital Corp
81,378
7,751.2
-1.46%
2.310
-0.03%
0.070
0%
+9.55%
10,870.1
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
PM
Philip Morris International Inc
2025-03-31
Reduce
Reduce
-2.08%
●
117.15 ($141.65) 158.79
$179.91
27.01%
Reduce -67.65%
26,732
-55,900
USB
U.S. Bancorp
2025-03-31
Add
Add
+1.97%
●
40.92 ($46.14) 50.9
$47.14
2.17%
Add 215.38%
229,008
156,394
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+1.02%
●
27.01 ($27.88) 28.54
$27.33
-1.97%
Add 2.29%
5,488,320
122,693
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Reduce
Reduce
-0.59%
●
126.11 ($130.91) 135.06
$134.90
3.05%
Reduce -67.91%
7,024
-14,865
BNS
Bank of Nova Scotia
2025-03-31
Add
Add
+0.08%
●
47.21 ($50.18) 53.7
$54.55
8.71%
Add 4.13%
138,907
5,503
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.06%
●
217.4 ($244.61) 264.74
$283.59
15.94%
Reduce -8.51%
8,974
-835
PNW
Pinnacle West Capital Corp
2025-03-31
Reduce
Reduce
-0.03%
●
81.76 ($89.27) 95.25
$91.04
1.98%
Reduce -1.46%
81,378
-1,209
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2025-03-31
Add
Add
+0.03%
●
42.18 ($43.96) 45.16
$43.53
-0.98%
Add 1.15%
196,552
2,230
VZ
Verizon Communications Inc
2025-03-31
Add
Add
+0.03%
●
37.81 ($41.63) 46.49
$41.62
-0.02%
Add 0.9%
246,959
2,201
HDV
iShares Core High Dividend ETF
2025-03-31
Reduce
Reduce
-0.02%
●
110.86 ($116.87) 121.12
$119.79
2.50%
Reduce -1.8%
31,142
-570

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 2025-03-31

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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