0001596906-23-000004.txt : 20231010 0001596906-23-000004.hdr.sgml : 20231010 20231010102920 ACCESSION NUMBER: 0001596906-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 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: 231316402 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 09-30-2023 09-30-2023 Keystone Financial Planning, Inc.

7261 ENGLE RD, #308 CLEVELAND OH 44130

13F HOLDINGS REPORT 028-15727 N Brigitte Palumbo 440.234.6323 /s/ Brigitte Palumbo Cleveland OH 10-10-2023 0 48 286240181 false INFORMATION TABLE 2 Schedule13F.xml 3M CO COM 88579Y101 6640991 70936 SH SOLE 0 0 70936 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 333137 1085 SH SOLE 0 0 1085 ALTRIA GROUP INC COM 02209S103 4847259 115274 SH SOLE 0 0 115274 AMERICAN ELEC PWR CO INC COM 025537101 6273122 83397 SH SOLE 0 0 83397 AT&T INC COM 00206R102 4261255 283705 SH SOLE 0 0 283705 BLACKROCK INC COM 09247X101 238555 369 SH SOLE 0 0 369 BRISTOL-MYERS SQUIBB CO COM 110122108 6699499 115429 SH SOLE 0 0 115429 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5669163 180489 SH SOLE 0 0 180489 CHEVRON CORP NEW COM 166764100 4594929 27250 SH SOLE 0 0 27250 CISCO SYS INC COM 17275R102 3022038 56214 SH SOLE 0 0 56214 COCA COLA CO COM 191216100 2107323 37644 SH SOLE 0 0 37644 COLGATE PALMOLIVE CO COM 194162103 631101 8875 SH SOLE 0 0 8875 CVS HEALTH CORP COM 126650100 319147 4571 SH SOLE 0 0 4571 EMERSON ELEC CO COM 291011104 535674 5547 SH SOLE 0 0 5547 EXXON MOBIL CORP COM 30231G102 6258598 53228 SH SOLE 0 0 53228 FRANKLIN RESOURCES INC COM 354613101 2925585 119023 SH SOLE 0 0 119023 GENUINE PARTS CO COM 372460105 3496739 24219 SH SOLE 0 0 24219 GSK PLC SPONSORED ADR 37733W204 1781941 49157 SH SOLE 0 0 49157 HALEON PLC SPON ADS 405552100 1966432 236066 SH SOLE 0 0 236066 INTERNATIONAL BUSINESS MACHS COM 459200101 7602422 54187 SH SOLE 0 0 54187 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6197471 90912 SH SOLE 0 0 90912 ISHARES TR CORE HIGH DV ETF 46429B663 3614884 36555 SH SOLE 0 0 36555 JOHNSON & JOHNSON COM 478160104 1659348 10654 SH SOLE 0 0 10654 JPMORGAN CHASE & CO COM 46625H100 204913 1413 SH SOLE 0 0 1413 KELLANOVA COM 487836108 529579 8899 SH SOLE 0 0 8899 LOCKHEED MARTIN CORP COM 539830109 854726 2090 SH SOLE 0 0 2090 MCDONALDS CORP COM 580135101 2449679 9299 SH SOLE 0 0 9299 MICROSOFT CORP COM 594918104 9167012 29032 SH SOLE 0 0 29032 PFIZER INC COM 717081103 8155693 245876 SH SOLE 0 0 245876 PHILIP MORRIS INTL INC COM 718172109 8050572 86958 SH SOLE 0 0 86958 PINNACLE WEST CAP CORP COM 723484101 6370785 86466 SH SOLE 0 0 86466 PRICE T ROWE GROUP INC COM 74144T108 6728187 64157 SH SOLE 0 0 64157 PROCTER AND GAMBLE CO COM 742718109 1292320 8860 SH SOLE 0 0 8860 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 7238269 127188 SH SOLE 0 0 127188 QUALCOMM INC COM 747525103 3202082 28832 SH SOLE 0 0 28832 SANOFI SPONSORED ADR 80105N105 1242115 23156 SH SOLE 0 0 23156 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 118932500 1680787 SH SOLE 0 0 1680787 SOUTHERN CO COM 842587107 356478 5508 SH SOLE 0 0 5508 SPDR SER TR PRTFLO S&P500 HI 78468R788 6550150 186774 SH SOLE 0 0 186774 TJX COS INC NEW COM 872540109 365037 4107 SH SOLE 0 0 4107 UNILEVER PLC SPON ADR NEW 904767704 2042581 41348 SH SOLE 0 0 41348 UNITED PARCEL SERVICE INC CL B 911312106 6789167 43557 SH SOLE 0 0 43557 US BANCORP DEL COM NEW 902973304 1989435 60176 SH SOLE 0 0 60176 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2599287 25158 SH SOLE 0 0 25158 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 373912 4942 SH SOLE 0 0 4942 VERIZON COMMUNICATIONS INC COM 92343V104 8067753 248928 SH SOLE 0 0 248928 VIATRIS INC COM 92556V106 267383 27118 SH SOLE 0 0 27118 WARNER BROS DISCOVERY INC COM SER A 934423104 743953 68504 SH SOLE 0 0 68504