Keystone Financial Planning, Inc. Buys Schwab US Dividend Equity, Sysco Corp, Genuine Parts Co, Sells CVS Health Corp, General Mills Inc, Coca-Cola Co

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May 05, 2020
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Cleveland, OH, based Investment company Keystone Financial Planning, Inc. (Current Portfolio) buys Schwab US Dividend Equity, Sysco Corp, Genuine Parts Co, Public Service Enterprise Group Inc, Emerson Electric Co, sells CVS Health Corp, General Mills Inc, Coca-Cola Co, Unilever PLC, American Electric Power Co Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Keystone Financial Planning, Inc.. As of 2020Q1, Keystone Financial Planning, Inc. owns 44 stocks with a total value of $175 million. These are the details of the buys and sells.

For the details of Keystone Financial Planning, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/keystone+financial+planning%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Keystone Financial Planning, Inc.
  1. Schwab US Dividend Equity (SCHD) - 434,467 shares, 11.19% of the total portfolio. Shares added by 112.45%
  2. Vanguard High Dividend Yield (VYM) - 103,171 shares, 4.18% of the total portfolio. Shares reduced by 1.34%
  3. Pfizer Inc (PFE) - 223,369 shares, 4.17% of the total portfolio. Shares added by 4.18%
  4. AT&T Inc (T) - 240,712 shares, 4.02% of the total portfolio. Shares added by 2.32%
  5. Philip Morris International Inc (PM) - 91,150 shares, 3.81% of the total portfolio. Shares added by 13.31%
New Purchase: Sysco Corp (SYY)

Keystone Financial Planning, Inc. initiated holding in Sysco Corp. The purchase prices were between $31.24 and $85.54, with an estimated average price of $69.79. The stock is now traded at around $52.31. The impact to a portfolio due to this purchase was 3.45%. The holding were 132,045 shares as of .

New Purchase: Genuine Parts Co (GPC)

Keystone Financial Planning, Inc. initiated holding in Genuine Parts Co. The purchase prices were between $50.29 and $106.23, with an estimated average price of $89.62. The stock is now traded at around $75.33. The impact to a portfolio due to this purchase was 3.3%. The holding were 85,561 shares as of .

New Purchase: Public Service Enterprise Group Inc (PEG)

Keystone Financial Planning, Inc. initiated holding in Public Service Enterprise Group Inc. The purchase prices were between $36.86 and $61.74, with an estimated average price of $54.24. The stock is now traded at around $49.74. The impact to a portfolio due to this purchase was 2.54%. The holding were 98,849 shares as of .

New Purchase: Emerson Electric Co (EMR)

Keystone Financial Planning, Inc. initiated holding in Emerson Electric Co. The purchase prices were between $38.08 and $77.87, with an estimated average price of $66.31. The stock is now traded at around $54.91. The impact to a portfolio due to this purchase was 2.53%. The holding were 92,755 shares as of .

New Purchase: Pinnacle West Capital Corp (PNW)

Keystone Financial Planning, Inc. initiated holding in Pinnacle West Capital Corp. The purchase prices were between $62.91 and $103.6, with an estimated average price of $90.89. The stock is now traded at around $74.62. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,720 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Keystone Financial Planning, Inc. added to a holding in Schwab US Dividend Equity by 112.45%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $50.14. The impact to a portfolio due to this purchase was 5.92%. The holding were 434,467 shares as of .

Added: U.S. Bancorp (USB)

Keystone Financial Planning, Inc. added to a holding in U.S. Bancorp by 204.39%. The purchase prices were between $28.93 and $59.29, with an estimated average price of $48.59. The stock is now traded at around $34.83. The impact to a portfolio due to this purchase was 1.75%. The holding were 132,308 shares as of .

Added: Exxon Mobil Corp (XOM)

Keystone Financial Planning, Inc. added to a holding in Exxon Mobil Corp by 72.52%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $45.71. The impact to a portfolio due to this purchase was 1.59%. The holding were 174,568 shares as of .

Added: Wells Fargo & Co (WFC)

Keystone Financial Planning, Inc. added to a holding in Wells Fargo & Co by 76.86%. The purchase prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $26.92. The impact to a portfolio due to this purchase was 1.45%. The holding were 203,395 shares as of .

Added: Chevron Corp (CVX)

Keystone Financial Planning, Inc. added to a holding in Chevron Corp by 50.07%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $95.03. The impact to a portfolio due to this purchase was 1.23%. The holding were 88,615 shares as of .

Added: Franklin Resources Inc (BEN)

Keystone Financial Planning, Inc. added to a holding in Franklin Resources Inc by 40.30%. The purchase prices were between $15.3 and $26.31, with an estimated average price of $23.06. The stock is now traded at around $18.16. The impact to a portfolio due to this purchase was 0.88%. The holding were 320,289 shares as of .

Sold Out: American Electric Power Co Inc (AEP)

Keystone Financial Planning, Inc. sold out a holding in American Electric Power Co Inc. The sale prices were between $70 and $104.33, with an estimated average price of $94.76.

Sold Out: Boeing Co (BA)

Keystone Financial Planning, Inc. sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: WEC Energy Group Inc (WEC)

Keystone Financial Planning, Inc. sold out a holding in WEC Energy Group Inc. The sale prices were between $70.89 and $104.72, with an estimated average price of $96.21.

Sold Out: BlackRock Inc (BLK)

Keystone Financial Planning, Inc. sold out a holding in BlackRock Inc. The sale prices were between $327.42 and $572.48, with an estimated average price of $494.66.

Sold Out: Xcel Energy Inc (XEL)

Keystone Financial Planning, Inc. sold out a holding in Xcel Energy Inc. The sale prices were between $50 and $71.16, with an estimated average price of $65.23.

Sold Out: PepsiCo Inc (PEP)

Keystone Financial Planning, Inc. sold out a holding in PepsiCo Inc. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44.



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