0001596906-23-000002.txt : 20230421 0001596906-23-000002.hdr.sgml : 20230421 20230421134914 ACCESSION NUMBER: 0001596906-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 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: 23835757 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 13F-HR LIVE false true false 0001596906 XXXXXXXX 03-31-2023 03-31-2023 Keystone Financial Planning, Inc.
7261 ENGLE RD, #308 CLEVELAND OH 44130
13F HOLDINGS REPORT 028-15727 N
Brigitte Palumbo Chief Compliance officer 440-234-6323 /s/ Brigitte Palumbo Cleveland OH 04-21-2023 0 45 293943554 false
INFORMATION TABLE 2 Schedule13F.xml 3M CO COM 88579Y101 7434809 70734 SH SOLE 0 0 70734 ALTRIA GROUP INC COM 02209S103 5062460 113457 SH SOLE 0 0 113457 AMERICAN ELEC PWR CO INC COM 025537101 7269919 79898 SH SOLE 0 0 79898 AMGEN INC COM 031162100 7377001 30515 SH SOLE 0 0 30515 AT&T INC COM 00206R102 5466446 283971 SH SOLE 0 0 283971 BLACKROCK INC COM 09247X101 236868 354 SH SOLE 0 0 354 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 6281549 178860 SH SOLE 0 0 178860 CHEVRON CORP NEW COM 166764100 4406739 27009 SH SOLE 0 0 27009 CISCO SYS INC COM 17275R102 2938430 56211 SH SOLE 0 0 56211 CVS HEALTH CORP COM 126650100 339671 4571 SH SOLE 0 0 4571 EMERSON ELEC CO COM 291011104 483366 5547 SH SOLE 0 0 5547 EXXON MOBIL CORP COM 30231G102 5483822 50008 SH SOLE 0 0 50008 FRANKLIN RESOURCES INC COM 354613101 3073558 114089 SH SOLE 0 0 114089 GENUINE PARTS CO COM 372460105 4016444 24006 SH SOLE 0 0 24006 GSK PLC SPONSORED ADR 37733W204 9356885 262982 SH SOLE 0 0 262982 HALEON PLC SPON ADS 405552100 1929316 237017 SH SOLE 0 0 237017 INTERNATIONAL BUSINESS MACHS COM 459200101 7271615 55470 SH SOLE 0 0 55470 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 771544 8390 SH SOLE 0 0 8390 ISHARES TR CORE HIGH DV ETF 46429B663 3579357 35209 SH SOLE 0 0 35209 JOHNSON & JOHNSON COM 478160104 1656345 10686 SH SOLE 0 0 10686 KELLOGG CO COM 487836108 1465741 21890 SH SOLE 0 0 21890 LOCKHEED MARTIN CORP COM 539830109 1027715 2174 SH SOLE 0 0 2174 MCDONALDS CORP COM 580135101 2617237 9360 SH SOLE 0 0 9360 MEDTRONIC PLC SHS G5960L103 866987 10754 SH SOLE 0 0 10754 MICROSOFT CORP COM 594918104 8270750 28688 SH SOLE 0 0 28688 PFIZER INC COM 717081103 8894995 218015 SH SOLE 0 0 218015 PHILIP MORRIS INTL INC COM 718172109 8344390 85804 SH SOLE 0 0 85804 PINNACLE WEST CAP CORP COM 723484101 7083707 89396 SH SOLE 0 0 89396 PROCTER AND GAMBLE CO COM 742718109 1157552 7785 SH SOLE 0 0 7785 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 7944577 127215 SH SOLE 0 0 127215 QUALCOMM INC COM 747525103 3626908 28428 SH SOLE 0 0 28428 SANOFI SPONSORED ADR 80105N105 1239035 22768 SH SOLE 0 0 22768 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 108267251 1479869 SH SOLE 0 0 1479869 SOUTHERN CO COM 842587107 383247 5508 SH SOLE 0 0 5508 SPDR SER TR PRTFLO S&P500 HI 78468R788 6728569 177068 SH SOLE 0 0 177068 PRICE T ROWE GROUP INC COM 74144T108 7017796 62159 SH SOLE 0 0 62159 COCA COLA CO COM 191216100 2331596 37588 SH SOLE 0 0 37588 UNILEVER PLC SPON ADR NEW 904767704 8598871 165586 SH SOLE 0 0 165586 UNITED PARCEL SERVICE INC CL B 911312106 8244303 42499 SH SOLE 0 0 42499 US BANCORP DEL COM NEW 902973304 2095262 58121 SH SOLE 0 0 58121 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2647485 25095 SH SOLE 0 0 25095 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 410384 4942 SH SOLE 0 0 4942 VERIZON COMMUNICATIONS INC COM 92343V104 8946777 230053 SH SOLE 0 0 230053 VIATRIS INC COM 92556V106 257229 26739 SH SOLE 0 0 26739 WARNER BROS DISCOVERY INC COM SER A 934423104 1039046 68811 SH SOLE 0 0 68811