0001596906-22-000006.txt : 20221012
0001596906-22-000006.hdr.sgml : 20221012
20221012075007
ACCESSION NUMBER: 0001596906-22-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221012
DATE AS OF CHANGE: 20221012
EFFECTIVENESS DATE: 20221012
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: 221305586
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
true
false
0001596906
XXXXXXXX
09-30-2022
09-30-2022
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
10-12-2022
0
44
260162
false
INFORMATION TABLE
2
Schedule13F.xml
3M CO
COM
88579Y101
7045
63752
SH
SOLE
0
0
63752
ALTRIA GROUP INC
COM
02209S103
4628
114606
SH
SOLE
0
0
114606
AMGEN INC
COM
031162100
736
3264
SH
SOLE
0
0
3264
AT&T INC
COM
00206R102
4408
287365
SH
SOLE
0
0
287365
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
6458
181906
SH
SOLE
0
0
181906
CHEVRON CORP NEW
COM
166764100
3980
27704
SH
SOLE
0
0
27704
CISCO SYS INC
COM
17275R102
9444
236109
SH
SOLE
0
0
236109
CVS HEALTH CORP
COM
126650100
525
5506
SH
SOLE
0
0
5506
EMERSON ELEC CO
COM
291011104
406
5547
SH
SOLE
0
0
5547
EXXON MOBIL CORP
COM
30231G102
12036
137850
SH
SOLE
0
0
137850
FRANKLIN RESOURCES INC
COM
354613101
2524
117296
SH
SOLE
0
0
117296
GENUINE PARTS CO
COM
372460105
3867
25895
SH
SOLE
0
0
25895
GSK PLC
SPONSORED ADR
37733W105
7736
262870
SH
SOLE
0
0
262870
HALEON PLC
SPON ADS
405552100
1455
238838
SH
SOLE
0
0
238838
INTEL CORP
COM
458140100
5659
219613
SH
SOLE
0
0
219613
INTERNATIONAL BUSINESS MACHS
COM
459200101
6820
57403
SH
SOLE
0
0
57403
ISHARES TR
CORE HIGH DV ETF
46429B663
3270
35816
SH
SOLE
0
0
35816
JOHNSON & JOHNSON
COM
478160104
1809
11074
SH
SOLE
0
0
11074
JPMORGAN CHASE & CO
COM
46625H100
6992
66907
SH
SOLE
0
0
66907
KELLOGG CO
COM
487836108
7451
106964
SH
SOLE
0
0
106964
LOCKHEED MARTIN CORP
COM
539830109
863
2233
SH
SOLE
0
0
2233
MCDONALDS CORP
COM
580135101
2277
9869
SH
SOLE
0
0
9869
MICROSOFT CORP
COM
594918104
6917
29701
SH
SOLE
0
0
29701
NEW JERSEY RES CORP
COM
646025106
6662
172138
SH
SOLE
0
0
172138
PFIZER INC
COM
717081103
2448
55952
SH
SOLE
0
0
55952
PHILIP MORRIS INTL INC
COM
718172109
7249
87328
SH
SOLE
0
0
87328
PINNACLE WEST CAP CORP
COM
723484101
5868
90955
SH
SOLE
0
0
90955
PROCTER AND GAMBLE CO
COM
742718109
983
7785
SH
SOLE
0
0
7785
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
1413
25123
SH
SOLE
0
0
25123
QUALCOMM INC
COM
747525103
3212
28428
SH
SOLE
0
0
28428
SANOFI
SPONSORED ADR
80105N105
904
23772
SH
SOLE
0
0
23772
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
81112
1221015
SH
SOLE
0
0
1221015
SOUTHERN CO
COM
842587107
375
5508
SH
SOLE
0
0
5508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
6069
171091
SH
SOLE
0
0
171091
PRICE T ROWE GROUP INC
COM
74144T108
6342
60394
SH
SOLE
0
0
60394
COCA COLA CO
COM
191216100
2124
37908
SH
SOLE
0
0
37908
UNILEVER PLC
SPON ADR NEW
904767704
7256
165522
SH
SOLE
0
0
165522
UNITED PARCEL SERVICE INC
CL B
911312106
6675
41324
SH
SOLE
0
0
41324
US BANCORP DEL
COM NEW
902973304
2396
59435
SH
SOLE
0
0
59435
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2438
25698
SH
SOLE
0
0
25698
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
396
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
7906
208230
SH
SOLE
0
0
208230
VIATRIS INC
COM
92556V106
230
27019
SH
SOLE
0
0
27019
WARNER BROS DISCOVERY INC
COM SER A
934423104
798
69358
SH
SOLE
0
0
69358