0001596906-24-000004.txt : 20241028 0001596906-24-000004.hdr.sgml : 20241028 20241028150043 ACCESSION NUMBER: 0001596906-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241028 DATE AS OF CHANGE: 20241028 EFFECTIVENESS DATE: 20241028 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Planning, Inc. CENTRAL INDEX KEY: 0001596906 ORGANIZATION NAME: 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: 241400348 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 09-30-2024 09-30-2024 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 10-28-2024 0 47 330426456 false INFORMATION TABLE 2 Schedule13F.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 383437 1085 SH SOLE 0 0 1085 ALTRIA GROUP INC COM 02209S103 5618213 110075 SH SOLE 0 0 110075 AT&T INC COM 00206R102 6080657 276393 SH SOLE 0 0 276393 BANK NOVA SCOTIA HALIFAX COM 064149107 7272290 133461 SH SOLE 0 0 133461 BANK AMERICA CORP COM 060505104 233345 5881 SH SOLE 0 0 5881 BRISTOL-MYERS SQUIBB CO COM 110122108 8222728 158924 SH SOLE 0 0 158924 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 6338220 173270 SH SOLE 0 0 173270 CHEVRON CORP NEW COM 166764100 3747167 25444 SH SOLE 0 0 25444 CISCO SYS INC COM 17275R102 2740484 51494 SH SOLE 0 0 51494 CME GROUP INC COM 12572Q105 7774603 35235 SH SOLE 0 0 35235 COCA COLA CO COM 191216100 2681633 37317 SH SOLE 0 0 37317 COLGATE PALMOLIVE CO COM 194162103 921314 8875 SH SOLE 0 0 8875 CVS HEALTH CORP COM 126650100 284280 4521 SH SOLE 0 0 4521 EMERSON ELEC CO COM 291011104 562162 5140 SH SOLE 0 0 5140 EXXON MOBIL CORP COM 30231G102 5854424 49944 SH SOLE 0 0 49944 FRANKLIN RESOURCES INC COM 354613101 2181973 108286 SH SOLE 0 0 108286 GENUINE PARTS CO COM 372460105 3140146 22481 SH SOLE 0 0 22481 GSK PLC SPONSORED ADR 37733W204 247733 6060 SH SOLE 0 0 6060 HALEON PLC SPON ADS 405552100 2446533 231241 SH SOLE 0 0 231241 INTERNATIONAL BUSINESS MACHS COM 459200101 2197756 9941 SH SOLE 0 0 9941 ISHARES TR CORE HIGH DV ETF 46429B663 3766369 32022 SH SOLE 0 0 32022 JOHNSON & JOHNSON COM 478160104 1620587 10000 SH SOLE 0 0 10000 JPMORGAN CHASE & CO. COM 46625H100 267370 1268 SH SOLE 0 0 1268 KELLANOVA COM 487836108 709360 8789 SH SOLE 0 0 8789 LOCKHEED MARTIN CORP COM 539830109 1131708 1936 SH SOLE 0 0 1936 MCDONALDS CORP COM 580135101 2606758 8560 SH SOLE 0 0 8560 MICROSOFT CORP COM 594918104 11926840 27718 SH SOLE 0 0 27718 PFIZER INC COM 717081103 7428883 256699 SH SOLE 0 0 256699 PHILIP MORRIS INTL INC COM 718172109 10058840 82857 SH SOLE 0 0 82857 PINNACLE WEST CAP CORP COM 723484101 7329990 82741 SH SOLE 0 0 82741 PRICE T ROWE GROUP INC COM 74144T108 7608368 69846 SH SOLE 0 0 69846 PROCTER AND GAMBLE CO COM 742718109 1562437 9021 SH SOLE 0 0 9021 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 590570 6620 SH SOLE 0 0 6620 QUALCOMM INC COM 747525103 4547307 26741 SH SOLE 0 0 26741 SANOFI SPONSORED ADR 80105N105 1323444 22964 SH SOLE 0 0 22964 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 157132614 1858898 SH SOLE 0 0 1858898 SOLVENTUM CORP COM SHS 83444M101 1199533 17205 SH SOLE 0 0 17205 SPDR SER TR PRTFLO S&P500 HI 78468R788 8756474 191818 SH SOLE 0 0 191818 TJX COS INC NEW COM 872540109 489500 4165 SH SOLE 0 0 4165 TORONTO DOMINION BK ONT COM NEW 891160509 7159704 113179 SH SOLE 0 0 113179 UNITED PARCEL SERVICE INC CL B 911312106 6453599 47335 SH SOLE 0 0 47335 US BANCORP DEL COM NEW 902973304 2563738 56062 SH SOLE 0 0 56062 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2965709 23133 SH SOLE 0 0 23133 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 481450 4942 SH SOLE 0 0 4942 VERIZON COMMUNICATIONS INC COM 92343V104 10958664 244014 SH SOLE 0 0 244014 VIATRIS INC COM 92556V106 304066 26190 SH SOLE 0 0 26190 WARNER BROS DISCOVERY INC COM SER A 934423104 553476 67088 SH SOLE 0 0 67088