KF
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Keystone Financial Planning, Inc.13F | |
Keystone Financial Planning, Inc. | |
Last update 2025-04-10 | 46 Stocks (0 new) |
Value $336.00 Mil | Turnover 3 % |
Keystone Financial Planning, I... Top Holdings of 2025-03-31
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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 | +9.99% | +1.32% | 70,768.9 | ||
VZ | Verizon Communications Inc | 246,959 | 11,202.1 | +0.90% | 3.340 | +0.03% | 0.010 | +2.48% | +11.04% | 181,067.1 | Telecommunication Services | |
MSFT | Microsoft Corp | 27,718 | 10,404.9 | 0% | 3.100 | 0% | 0.000 | +39.18% | +18.40% | 3,695,163.5 | Software | |
BMY | Bristol-Myers Squibb Co | 159,659 | 9,737.6 | +0.35% | 2.900 | +0.01% | 0.010 | -14.37% | -14.60% | 94,926.3 | Drug Manufacturers | |
USB | U.S. Bancorp | 229,008 | 9,668.7 | +215.38% | 2.880 | +1.97% | 0.010 | +32.10% | +2.85% | 74,910.0 | Banks | |
CME | CME Group Inc | 36,055 | 9,565.0 | +0.12% | 2.850 | 0% | 0.010 | +10.19% | +20.34% | 99,758.3 | Capital Markets | |
GSK | GSK PLC | 228,893 | 8,867.3 | +0.43% | 2.640 | +0.01% | 0.010 | +11.14% | +15.75% | 77,414.4 | 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 | +10.56% | +2.40% | 6,982.2 | ||
T | AT&T Inc | 275,564 | 7,793.0 | -0.02% | 2.320 | 0% | 0.000 | +6.54% | +27.13% | 203,527.6 | Telecommunication Services | |
PNW | Pinnacle West Capital Corp | 81,378 | 7,751.2 | -1.46% | 2.310 | -0.03% | 0.070 | +1.33% | +8.24% | 10,739.9 | Utilities - Regulated |
Keystone Financial Planning, Inc.'s Historical Top Holdings Breakdowns
Keystone Financial Planning, Inc.'s Top Stock Picks
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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 | $179.70 | 26.86% | Reduce -67.65% | 26,732 | -55,900 | |
USB | U.S. Bancorp | 2025-03-31 | Add Add | +1.97% | 40.92 ($46.14) 50.9 | $48.08 | 4.20% | 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 | $27.16 | -2.56% | 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 | $135.41 | 3.44% | 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 | $55.24 | 10.08% | 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 | $294.51 | 20.40% | Reduce -8.51% | 8,974 | -835 | |
PNW | Pinnacle West Capital Corp | 2025-03-31 | Reduce Reduce | -0.03% | 81.76 ($89.27) 95.25 | $89.95 | 0.76% | 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 | $43.34 | -1.41% | Add 1.15% | 196,552 | 2,230 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.03% | 37.81 ($41.63) 46.49 | $42.95 | 3.16% | 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 | $118.94 | 1.77% | Reduce -1.8% | 31,142 | -570 |
Keystone Financial Planning, Inc. Total Holding History ($B)
Keystone Financial Planning, Inc.'s Asset Allocation
Keystone Financial Planning, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Keystone Financial Planning, Inc.'s Hypothetical Growth since 2025-03-31
Keystone Financial Planning, Inc.'s Yearly Returns
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Keystone Financial Planning, Inc.'s Holdings Heat Map
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