0001596906-23-000003.txt : 20230711
0001596906-23-000003.hdr.sgml : 20230711
20230711161447
ACCESSION NUMBER: 0001596906-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230711
DATE AS OF CHANGE: 20230711
EFFECTIVENESS DATE: 20230711
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: 231082273
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
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0001596906
XXXXXXXX
06-30-2023
06-30-2023
Keystone Financial Planning, Inc.
7261 ENGLE RD, #308
CLEVELAND
OH
44130
13F HOLDINGS REPORT
028-15727
N
Brigitte Palumbo
President/Chief Compliance Officer
440.234.6323
/s/ Brigitte Palumbo
Cleveland
OH
07-11-2023
0
47
298695111
false
INFORMATION TABLE
2
Schedule13F.xml
3M CO
COM
88579Y101
7099944
70936
SH
SOLE
0
0
70936
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
333523
1081
SH
SOLE
0
0
1081
ALTRIA GROUP INC
COM
02209S103
5221899
115274
SH
SOLE
0
0
115274
AMERICAN ELEC PWR CO INC
COM
025537101
6766986
80368
SH
SOLE
0
0
80368
AMGEN INC
COM
031162100
6852869
30866
SH
SOLE
0
0
30866
AT&T INC
COM
00206R102
4601661
288505
SH
SOLE
0
0
288505
BLACKROCK INC
COM
09247X101
255031
369
SH
SOLE
0
0
369
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
6008141
180968
SH
SOLE
0
0
180968
CHEVRON CORP NEW
COM
166764100
4446034
28256
SH
SOLE
0
0
28256
CISCO SYS INC
COM
17275R102
2944601
56912
SH
SOLE
0
0
56912
COCA COLA CO
COM
191216100
2273920
37760
SH
SOLE
0
0
37760
COLGATE PALMOLIVE CO
COM
194162103
683730
8875
SH
SOLE
0
0
8875
CVS HEALTH CORP
COM
126650100
315993
4571
SH
SOLE
0
0
4571
EMERSON ELEC CO
COM
291011104
501393
5547
SH
SOLE
0
0
5547
EXXON MOBIL CORP
COM
30231G102
5708748
53228
SH
SOLE
0
0
53228
FRANKLIN RESOURCES INC
COM
354613101
3179104
119023
SH
SOLE
0
0
119023
GENUINE PARTS CO
COM
372460105
4100104
24228
SH
SOLE
0
0
24228
GSK PLC
SPONSORED ADR
37733W204
1773838
49771
SH
SOLE
0
0
49771
HALEON PLC
SPON ADS
405552100
2008764
239709
SH
SOLE
0
0
239709
INTERNATIONAL BUSINESS MACHS
COM
459200101
7544061
56379
SH
SOLE
0
0
56379
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
7064647
88763
SH
SOLE
0
0
88763
ISHARES TR
CORE HIGH DV ETF
46429B663
3684338
36555
SH
SOLE
0
0
36555
JOHNSON & JOHNSON
COM
478160104
1792598
10830
SH
SOLE
0
0
10830
JPMORGAN CHASE & CO
COM
46625H100
205507
1413
SH
SOLE
0
0
1413
LOCKHEED MARTIN CORP
COM
539830109
962194
2090
SH
SOLE
0
0
2090
MCDONALDS CORP
COM
580135101
2787093
9340
SH
SOLE
0
0
9340
MICROSOFT CORP
COM
594918104
9887068
29034
SH
SOLE
0
0
29034
PFIZER INC
COM
717081103
8518768
232246
SH
SOLE
0
0
232246
PHILIP MORRIS INTL INC
COM
718172109
8492647
86997
SH
SOLE
0
0
86997
PINNACLE WEST CAP CORP
COM
723484101
7225714
88703
SH
SOLE
0
0
88703
PRICE T ROWE GROUP INC
COM
74144T108
7183215
64124
SH
SOLE
0
0
64124
PROCTER AND GAMBLE CO
COM
742718109
1344416
8860
SH
SOLE
0
0
8860
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
7942579
126858
SH
SOLE
0
0
126858
QUALCOMM INC
COM
747525103
3432161
28832
SH
SOLE
0
0
28832
SANOFI
SPONSORED ADR
80105N105
1248135
23156
SH
SOLE
0
0
23156
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
121786772
1677042
SH
SOLE
0
0
1677042
SOUTHERN CO
COM
842587107
386937
5508
SH
SOLE
0
0
5508
SPDR SER TR
PRTFLO S&P500 HI
78468R788
6908137
186304
SH
SOLE
0
0
186304
TJX COS INC NEW
COM
872540109
346992
4092
SH
SOLE
0
0
4092
UNILEVER PLC
SPON ADR NEW
904767704
2154940
41338
SH
SOLE
0
0
41338
UNITED PARCEL SERVICE INC
CL B
911312106
7691725
42911
SH
SOLE
0
0
42911
US BANCORP DEL
COM NEW
902973304
1998243
60480
SH
SOLE
0
0
60480
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2686078
25324
SH
SOLE
0
0
25324
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
412954
4942
SH
SOLE
0
0
4942
VERIZON COMMUNICATIONS INC
COM
92343V104
8786283
236254
SH
SOLE
0
0
236254
VIATRIS INC
COM
92556V106
271027
27157
SH
SOLE
0
0
27157
WARNER BROS DISCOVERY INC
COM SER A
934423104
873599
69665
SH
SOLE
0
0
69665