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
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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