0001398344-14-005347.txt : 20141020 0001398344-14-005347.hdr.sgml : 20141020 20141020132917 ACCESSION NUMBER: 0001398344-14-005347 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141020 DATE AS OF CHANGE: 20141020 EFFECTIVENESS DATE: 20141020 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Planning, Inc. CENTRAL INDEX KEY: 0001596906 IRS NUMBER: 341521921 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15727 FILM NUMBER: 141163582 BUSINESS ADDRESS: STREET 1: 7261 ENGLE RD, #308 CITY: CLEVELAND STATE: OH ZIP: 44130 BUSINESS PHONE: 440-234-6323 MAIL ADDRESS: STREET 1: 7261 ENGLE RD, #308 CITY: CLEVELAND STATE: OH ZIP: 44130 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001596906 XXXXXXXX 09-30-2014 09-30-2014 false Keystone Financial Planning, Inc.
7261 Engle Rd, #308 Cleveland OH 44130
13F HOLDINGS REPORT 028-15727 N
Brigitte Palumbo VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 440-234-6323 /s/ Brigitte Palumbo Cleveland OH 10-20-2014 0 45 132508
INFORMATION TABLE 2 fp0011932_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 5184 51451 SH SOLE 0 0 51451 ABBVIE COM 00287Y109 306 5303 SH SOLE 0 0 5303 BLACKROCK COM 09247X101 604 1840 SH SOLE 0 0 1840 BRISTOL-MYERS SQUIBB COM 110122108 2813 54954 SH SOLE 0 0 54954 BRIT AM TOBACCO SPONSORED ADR 110448107 850 7514 SH SOLE 0 0 7514 CARDINAL HEALTH COM 14149Y108 507 6768 SH SOLE 0 0 6768 COLGATE PALMOLIVE COM 194162103 1107 16978 SH SOLE 0 0 16978 CISCO SYSTEMS COM 17275R102 5496 218345 SH SOLE 0 0 218345 CHEVRON COM 166764100 4199 35188 SH SOLE 0 0 35188 WIS TREE SMALL Div SMALLCAP DIVID 97717W604 442 6810 SH SOLE 0 0 6810 WIS TREE HI YLD EQ EQTY INC ETF 97717W208 3463 58374 SH SOLE 0 0 58374 WIS TREE INTL RE GLB EX US RL EST 97717W331 226 7990 SH SOLE 0 0 7990 WIS TREE DEFA HY EQ DEFA EQT INC ETF 97717W802 679 14930 SH SOLE 0 0 14930 ISHARES DJ SELCT DI SELECT DIVID ETF 464287168 515 6970 SH SOLE 0 0 6970 EXELON COM 30161N101 326 9553 SH SOLE 0 0 9553 AGL RESOURCES COM 001204106 3529 68738 SH SOLE 0 0 68738 GENERAL MILLS COM 370334104 204 4045 SH SOLE 0 0 4045 GLAXOSMITHKLINE SPONSORED ADR 37733W105 3417 74338 SH SOLE 0 0 74338 ISHARES HI DIV EQ HIGH DIVIDND ETF 46429B663 3813 50679 SH SOLE 0 0 50679 INTEL COM 458140100 5436 156104 SH SOLE 0 0 156104 JOHNSON & JOHNSON COM 478160104 3161 29651 SH SOLE 0 0 29651 COCA-COLA COM 191216100 4876 114296 SH SOLE 0 0 114296 LOCKHEED MARTIN COM 539830109 7808 42720 SH SOLE 0 0 42720 LORILLARD COM 544147101 2004 33448 SH SOLE 0 0 33448 MCDONALD'S CORP COM 580135101 4507 47537 SH SOLE 0 0 47537 3M COM 88579Y101 237 1673 SH SOLE 0 0 1673 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 1141 13560 SH SOLE 0 0 13560 MICROSOFT COM 594918104 5273 113736 SH SOLE 0 0 113736 PAYCHEX COM 704326107 2418 54709 SH SOLE 0 0 54709 PEPSICO COM 713448108 3795 40765 SH SOLE 0 0 40765 PFIZER INC COM 717081103 4589 155184 SH SOLE 0 0 155184 PROCTER & GAMBLE COM 742718109 5934 70860 SH SOLE 0 0 70860 POTASH CORP COM 73755L107 4524 130891 SH SOLE 0 0 130891 ROYAL DUTCH SHELL SPON ADR B 780259107 4569 57754 SH SOLE 0 0 57754 SCHWAB US DIVIDEND US DIVIDEND EQ 808524797 4615 119674 SH SOLE 0 0 119674 SOUTHERN CO COM 842587107 752 17236 SH SOLE 0 0 17236 SYSCO CORP COM 871829107 5114 134768 SH SOLE 0 0 134768 AT&T COM 00206R102 4843 137420 SH SOLE 0 0 137420 TOTAL S.A. SPONSORED ADR 89151E109 4856 75340 SH SOLE 0 0 75340 UNILEVER PLC SPON ADR NEW 904767704 4295 102516 SH SOLE 0 0 102516 VANGUARD REIT INDEX REIT ETF 922908553 498 6925 SH SOLE 0 0 6925 VANG HIGH DIV YLD HIGH DIV YLD 921946406 3231 48658 SH SOLE 0 0 48658 WALGREEN CO COM 931422109 592 9983 SH SOLE 0 0 9983 WISCONSIN ENERGY COM 976657106 4402 102361 SH SOLE 0 0 102361 EXXON MOBIL COM 30231G102 1358 14441 SH SOLE 0 0 14441