Keystone Financial Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cleveland, OH
CIK
0001596906
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 49 302,683 SCHD, MSFT, VZ, IBM 13F-HR 1/12/2024 000159690624000001
Q3 2023 48 286,240 SCHD, MSFT, PFE, VZ 13F-HR 10/10/2023 000159690623000004
Q2 2023 47 298,695 SCHD, MSFT, VZ, PFE 13F-HR 7/11/2023 000159690623000003
Q1 2023 45 293,943 SCHD, GSKN.MX, VZ, PFE 13F-HR 4/21/2023 000159690623000002
Q4 2022 44 296,710 SCHD, CSCO, GSKN.MX, VZ 13F-HR 1/30/2023 000159690623000001
Q3 2022 44 260,162 SCHD, XOM, CSCO, VZ 13F-HR 10/12/2022 000159690622000006
Q2 2022 46 284,556 SCHD, XOM, GSK, CSCO 13F-HR 7/19/2022 000159690622000005
Q1 2022 46 298,847 SCHD, XOM, GSK, MSFT 13F-HR 4/28/2022 000159690622000004
Q4 2021 46 293,580 SCHD, GSK, XOM, HDV 13F-HR 2/9/2022 000139834422002510
Q3 2021 45 275,076 SCHD, XOM, PFE, BEN 13F-HR 10/15/2021 000139834421020018
Q2 2021 46 276,065 SCHD, XOM, BEN, IBM 13F-HR 8/13/2021 000139834421016076
Q1 2021 43 268,262 SCHD, BEN, USB, XOM 13F-HR 5/7/2021 000139834421009917
Q4 2020 46 241,032 SCHD, PFE, HDV, BEN 13F-HR 2/4/2021 000139834421002291
Q3 2020 44 206,976 SCHD, PFE, VZ, IBM 13F-HR 11/5/2020 000139834420021396
Q2 2020 46 202,756 SCHD, GPC, VYM, CVX 13F-HR 7/27/2020 000139834420014378
Q1 2020 44 174,713 SCHD, VYM, PFE, T 13F-HR 5/5/2020 000139834420009303
Q4 2019 45 224,083 SCHD, VYM, T, KO 13F-HR 2/6/2020 000139834420002280
Q3 2019 46 209,489 SCHD, VYM, T, KO 13F-HR 10/8/2019 000139834419017653
Q2 2019 47 204,392 VYM, SCHD, PFE, UL 13F-HR 8/5/2019 000139834419013467
Q1 2019 46 202,659 VYM, PFE, PG, SCHD 13F-HR 5/15/2019 000139834419008999
Q4 2018 46 178,985 PFE, CSCO, VYM, PG 13F-HR 2/5/2019 000139834419002079
Q3 2018 45 195,764 CSCO, PFE, VYM, SCHD 13F-HR 11/2/2018 000139834418015835
Q2 2018 45 181,566 CSCO, VYM, CVX, PFE 13F-HR 8/6/2018 000139834418011261
Q1 2018 47 179,420 VYM, CSCO, BTI, PFE 13F-HR 5/1/2018 000139834418006386
Q4 2017 45 187,475 VYM, BTI, CVX, CSCO 13F-HR 2/7/2018 000139834418001646
Q3 2017 46 176,346 BA, VYM, BTI, CVX 13F-HR 11/8/2017 000139834417014368
Q2 2017 47 165,123 BA, VYM, CVX, PFE 13F-HR 8/2/2017 000139834417009489
Q1 2017 47 160,916 BA, VYM, T, CVX 13F-HR 5/8/2017 000139834417006018
Q4 2016 46 153,038 VYM, CVX, T, BA 13F-HR 2/8/2017 000139834417001618
Q3 2016 44 152,217 VYM, T, CVX, CSCO 13F-HR 10/12/2016 000139834416019606
Q2 2016 44 147,674 VYM, WEC, T, CVX 13F-HR 7/21/2016 000139834416015415
Q1 2016 43 139,701 VYM, WEC, T, CVX 13F-HR 4/5/2016 000139834416011720
Q4 2015 43 132,047 PG, VYM, WEC, MCD 13F-HR 2/8/2016 000139834416009655
Q3 2015 43 123,732 WEC, PG, PFE, T 13F-HR 10/22/2015 000139834415006995
Q2 2015 42 130,625 AAPL, PG, PFE, T 13F-HR 8/11/2015 000139834415005130
Q1 2015 43 131,525 AAPL, PG, PFE, WEC 13F-HR 4/23/2015 000139834415002656
Q4 2014 45 135,587 LMT, PG, AAPL, WEC 13F-HR 1/27/2015 000139834415000373
Q3 2014 45 132,508 LMT, PG, CSCO, INTC 13F-HR 10/20/2014 000139834414005347
Q2 2014 47 132,774 LMT, INTC, PG, TOT 13F-HR 8/11/2014 000139834414004076
Q1 2014 52 129,172 LMT, PG, TOT, PFE 13F-HR 4/14/2014 000139834414002179
Q4 2013 99 125,028 LMT, PG, PFE, TOT 13F-HR 2/4/2014 000139834414000583