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
+7.60%
+1.74%
71,064.6
 
VZ
Verizon Communications Inc
246,959
11,202.1
+0.90%
3.340
+0.03%
0.010
-4.27%
+9.66%
175,965.4
Telecommunication Services
MSFT
Microsoft Corp
27,718
10,404.9
0%
3.100
0%
0.000
+29.65%
+19.52%
3,730,133.6
Software
BMY
Bristol-Myers Squibb Co
159,659
9,737.6
+0.35%
2.900
+0.01%
0.010
-5.70%
-12.52%
97,239.8
Drug Manufacturers
USB
U.S. Bancorp
229,008
9,668.7
+215.38%
2.880
+1.97%
0.010
+24.29%
+0.45%
73,165.0
Banks
CME
CME Group Inc
36,055
9,565.0
+0.12%
2.850
0%
0.010
+5.60%
+20.49%
99,882.6
Capital Markets
GSK
GSK PLC
228,893
8,867.3
+0.43%
2.640
+0.01%
0.010
+10.22%
+16.26%
77,675.2
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
+6.68%
+2.54%
6,991.9
 
T
AT&T Inc
275,564
7,793.0
-0.02%
2.320
0%
0.000
+1.29%
+23.83%
196,296.0
Telecommunication Services
PNW
Pinnacle West Capital Corp
81,378
7,751.2
-1.46%
2.310
-0.03%
0.070
-1.21%
+10.35%
10,948.9
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
$180.54
27.45%
Reduce -67.65%
26,732
-55,900
USB
U.S. Bancorp
2025-03-31
Add
Add
+1.97%
●
40.92 ($46.14) 50.9
$46.96
1.78%
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
$27.28
-2.16%
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
$134.59
2.81%
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
$54.36
8.33%
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
$282.18
15.36%
Reduce -8.51%
8,974
-835
PNW
Pinnacle West Capital Corp
2025-03-31
Reduce
Reduce
-0.03%
●
81.76 ($89.27) 95.25
$91.70
2.72%
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
$43.40
-1.27%
Add 1.15%
196,552
2,230
VZ
Verizon Communications Inc
2025-03-31
Add
Add
+0.03%
●
37.81 ($41.63) 46.49
$41.73
0.25%
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
$119.38
2.15%
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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