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