0001398344-17-006018.txt : 20170508
0001398344-17-006018.hdr.sgml : 20170508
20170508125541
ACCESSION NUMBER: 0001398344-17-006018
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170508
DATE AS OF CHANGE: 20170508
EFFECTIVENESS DATE: 20170508
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: 17821435
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
03-31-2017
03-31-2017
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
05-08-2017
0
47
160916
INFORMATION TABLE
2
fp0025723_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
1742
12126
SH
SOLE
0
0
12126
ABB LTD
SPONSORED ADR
000375204
5455
233136
SH
SOLE
0
0
233136
ABBVIE
COM
00287Y109
331
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
399
2433
SH
SOLE
0
0
2433
BOEING
COM
097023105
7616
43065
SH
SOLE
0
0
43065
BRIT AM TOBACCO
SPONSORED ADR
110448107
5371
80987
SH
SOLE
0
0
80987
ANHEUSER-BUSCH
SPONSORED ADR
03524A108
1308
11918
SH
SOLE
0
0
11918
CARDINAL HEALTH
COM
14149Y108
552
6768
SH
SOLE
0
0
6768
COLGATE PALMOLIVE
COM
194162103
644
8800
SH
SOLE
0
0
8800
CISCO SYSTEMS
COM
17275R102
6478
191664
SH
SOLE
0
0
191664
CHEVRON
COM
166764100
6544
60944
SH
SOLE
0
0
60944
DOMINION RESOURCES
COM
25746U109
4300
55433
SH
SOLE
0
0
55433
DIAGEO PLC
SPON ADR NEW
25243Q205
4591
39719
SH
SOLE
0
0
39719
EMERSON ELECTRIC
COM
291011104
5424
90614
SH
SOLE
0
0
90614
GENERAL ELECTRIC
COM
369604103
692
23210
SH
SOLE
0
0
23210
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
5459
129492
SH
SOLE
0
0
129492
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
5588
66633
SH
SOLE
0
0
66633
INTEL
COM
458140100
4815
133484
SH
SOLE
0
0
133484
JOHNSON & JOHNSON
COM
478160104
4040
32440
SH
SOLE
0
0
32440
COCA-COLA
COM
191216100
5111
120433
SH
SOLE
0
0
120433
LOCKHEED MARTIN
COM
539830109
3723
13914
SH
SOLE
0
0
13914
MCDONALD'S CORP
COM
580135101
1593
12288
SH
SOLE
0
0
12288
3M
COM
88579Y101
320
1673
SH
SOLE
0
0
1673
MICROSOFT
COM
594918104
2254
34229
SH
SOLE
0
0
34229
OCCIDENTAL PETROLEUM
COM
674599105
3436
54234
SH
SOLE
0
0
54234
PAYCHEX
COM
704326107
3918
66519
SH
SOLE
0
0
66519
PFIZER INC
COM
717081103
6220
181808
SH
SOLE
0
0
181808
PROCTER & GAMBLE
COM
742718109
1959
21802
SH
SOLE
0
0
21802
PHILIP MORRIS INTL
COM
718172109
5363
47503
SH
SOLE
0
0
47503
QUALCOMM
COM
747525103
4395
76652
SH
SOLE
0
0
76652
REYNOLDS AMERICAN
COM
761713106
4692
74450
SH
SOLE
0
0
74450
ROYAL DUTCH SHELL
SPON ADR B
780259107
2966
53131
SH
SOLE
0
0
53131
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
6082
136432
SH
SOLE
0
0
136432
SANOFI
SPONSORED ADR
80105N105
1895
41887
SH
SOLE
0
0
41887
SOUTHERN CO
COM
842587107
357
7169
SH
SOLE
0
0
7169
AT&T
COM
00206R102
6671
160554
SH
SOLE
0
0
160554
TOTAL S.A.
SPONSORED ADR
89151E109
1217
24141
SH
SOLE
0
0
24141
T ROWE PRICE
COM
74144T108
3559
52226
SH
SOLE
0
0
52226
UNILEVER PLC
SPON ADR NEW
904767704
5502
111502
SH
SOLE
0
0
111502
UNITED PARCEL SVC
CL B
911312106
250
2327
SH
SOLE
0
0
2327
V.F. CORP
COM
918204108
222
4031
SH
SOLE
0
0
4031
VANGUARD REIT INDEX
REIT ETF
922908553
482
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
7486
96404
SH
SOLE
0
0
96404
WEC ENERGY GROUP
COM
92939U106
3488
57527
SH
SOLE
0
0
57527
WELLS FARGO
COM
949746101
376
6755
SH
SOLE
0
0
6755
XCEL ENERGY
COM
98389B100
986
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
5044
61509
SH
SOLE
0
0
61509