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
-5.64%
-3.12%
68,242.6
 
VZ 		Verizon Communications Inc
246,959
11,202.1
+0.90%
3.340
+0.03%
0.010
+2.70%
+11.96%
182,563.8
Telecommunication Services
MSFT 		Microsoft Corp
27,718
10,404.9
0%
3.100
0%
0.000
+16.84%
+11.38%
3,476,052.1
Software
BMY 		Bristol-Myers Squibb Co
159,659
9,737.6
+0.35%
2.900
+0.01%
0.010
-19.16%
-13.56%
97,358.3
Drug Manufacturers
USB 		U.S. Bancorp
229,008
9,668.7
+215.38%
2.880
+1.97%
0.010
-1.05%
-7.58%
68,054.6
Banks
CME 		CME Group Inc
36,055
9,565.0
+0.12%
2.850
0%
0.010
+8.56%
+18.96%
99,062.8
Capital Markets
GSK 		GSK PLC
228,893
8,867.3
+0.43%
2.640
+0.01%
0.010
+7.25%
+24.43%
83,401.6
Drug Manufacturers
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF
196,552
8,699.4
+1.15%
2.590
+0.03%
0.130
-3.79%
-1.65%
6,745.5
 
T 		AT&T Inc
275,564
7,793.0
-0.02%
2.320
0%
0.000
+7.16%
+24.77%
199,749.9
Telecommunication Services
PNW 		Pinnacle West Capital Corp
81,378
7,751.2
-1.46%
2.310
-0.03%
0.070
-0.87%
+7.57%
10,673.1
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 Inc2025-03-31Reduce
-2.08%
●
117.15 ($141.65) 158.79
$181.96
28.46%
Reduce -67.65%
26,732
-55,900
USB 		U.S. Bancorp2025-03-31Add
+1.97%
●
40.92 ($46.14) 50.9
$43.68
-5.33%
Add 215.38%
229,008
156,394
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+1.02%
●
27.01 ($27.88) 28.54
$26.23
-5.92%
Add 2.29%
5,488,320
122,693
VYM 		Vanguard High Dividend Yield Indx ETF2025-03-31Reduce
-0.59%
●
126.11 ($130.91) 135.06
$129.59
-1.01%
Reduce -67.91%
7,024
-14,865
BNS 		Bank of Nova Scotia2025-03-31Add
+0.08%
●
47.21 ($50.18) 53.7
$53.63
6.88%
Add 4.13%
138,907
5,503
IBM 		International Business Machines Corp2025-03-31Reduce
-0.06%
●
217.4 ($244.61) 264.74
$266.86
9.10%
Reduce -8.51%
8,974
-835
PNW 		Pinnacle West Capital Corp2025-03-31Reduce
-0.03%
●
81.76 ($89.27) 95.25
$89.39
0.13%
Reduce -1.46%
81,378
-1,209
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF2025-03-31Add
+0.03%
●
42.18 ($43.96) 45.16
$42.12
-4.19%
Add 1.15%
196,552
2,230
VZ 		Verizon Communications Inc2025-03-31Add
+0.03%
●
37.81 ($41.63) 46.49
$43.30
4.01%
Add 0.9%
246,959
2,201
HDV 		iShares Core High Dividend ETF2025-03-31Reduce
-0.02%
●
110.86 ($116.87) 121.12
$115.70
-1.00%
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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