0001596906-23-000001.txt : 20230130
0001596906-23-000001.hdr.sgml : 20230130
20230130124032
ACCESSION NUMBER: 0001596906-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230130
DATE AS OF CHANGE: 20230130
EFFECTIVENESS DATE: 20230130
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: 23566366
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
X0202
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true
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0001596906
XXXXXXXX
12-31-2022
12-31-2022
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
01-30-2023
0
44
296710836
false
INFORMATION TABLE
2
Schedule13F.xml
3M CO
COM
88579Y101
7694019
64160
SH
SOLE
0
0
64160
ALTRIA GROUP INC
COM
02209S103
5198379
113725
SH
SOLE
0
0
113725
AMERICAN ELEC PWR CO INC
COM
025537101
7158280
75390
SH
SOLE
0
0
75390
AT&T INC
COM
00206R102
5241644
284717
SH
SOLE
0
0
284717
BLACKROCK INC
COM
09247X101
250855
354
SH
SOLE
0
0
354
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
7224778
180710
SH
SOLE
0
0
180710
CHEVRON CORP NEW
COM
166764100
4939690
27521
SH
SOLE
0
0
27521
CISCO SYS INC
COM
17275R102
10821941
227161
SH
SOLE
0
0
227161
CVS HEALTH CORP
COM
126650100
495678
5319
SH
SOLE
0
0
5319
EMERSON ELEC CO
COM
291011104
532845
5547
SH
SOLE
0
0
5547
EXXON MOBIL CORP
COM
30231G102
5639297
51127
SH
SOLE
0
0
51127
FRANKLIN RESOURCES INC
COM
354613101
3085890
116978
SH
SOLE
0
0
116978
GENUINE PARTS CO
COM
372460105
4367663
25172
SH
SOLE
0
0
25172
GSK PLC
SPONSORED ADR
37733W204
9279778
264080
SH
SOLE
0
0
264080
HALEON PLC
SPON ADS
405552100
1899750
237469
SH
SOLE
0
0
237469
INTEL CORP
COM
458140100
6196540
234451
SH
SOLE
0
0
234451
INTERNATIONAL BUSINESS MACHS
COM
459200101
7921202
56223
SH
SOLE
0
0
56223
ISHARES TR
CORE HIGH DV ETF
46429B663
3718251
35670
SH
SOLE
0
0
35670
JOHNSON & JOHNSON
COM
478160104
1945004
11010
SH
SOLE
0
0
11010
LOCKHEED MARTIN CORP
COM
539830109
1086332
2233
SH
SOLE
0
0
2233
MCDONALDS CORP
COM
580135101
2580252
9791
SH
SOLE
0
0
9791
MEDTRONIC PLC
SHS
G5960L103
746345
9603
SH
SOLE
0
0
9603
MICROSOFT CORP
COM
594918104
7074306
29498
SH
SOLE
0
0
29498
NEW JERSEY RES CORP
COM
646025106
7619846
153564
SH
SOLE
0
0
153564
PFIZER INC
COM
717081103
2850931
55639
SH
SOLE
0
0
55639
PHILIP MORRIS INTL INC
COM
718172109
8778257
86733
SH
SOLE
0
0
86733
PINNACLE WEST CAP CORP
COM
723484101
6863036
90256
SH
SOLE
0
0
90256
PROCTER AND GAMBLE CO
COM
742718109
1179895
7785
SH
SOLE
0
0
7785
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
7719836
125997
SH
SOLE
0
0
125997
QUALCOMM INC
COM
747525103
3125429
28428
SH
SOLE
0
0
28428
SANOFI
SPONSORED ADR
80105N105
1144507
23632
SH
SOLE
0
0
23632
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
104841826
1387898
SH
SOLE
0
0
1387898
SOUTHERN CO
COM
842587107
393326
5508
SH
SOLE
0
0
5508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
6856507
173232
SH
SOLE
0
0
173232
PRICE T ROWE GROUP INC
COM
74144T108
6661537
61081
SH
SOLE
0
0
61081
COCA COLA CO
COM
191216100
2411341
37908
SH
SOLE
0
0
37908
UNILEVER PLC
SPON ADR NEW
904767704
8319210
165228
SH
SOLE
0
0
165228
UNITED PARCEL SERVICE INC
CL B
911312106
7217941
41521
SH
SOLE
0
0
41521
US BANCORP DEL
COM NEW
902973304
2580500
59172
SH
SOLE
0
0
59172
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2767280
25573
SH
SOLE
0
0
25573
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
407616
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
8920333
226404
SH
SOLE
0
0
226404
VIATRIS INC
COM
92556V106
298938
26859
SH
SOLE
0
0
26859
WARNER BROS DISCOVERY INC
COM SER A
934423104
654025
68990
SH
SOLE
0
0
68990