Keystone Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Keystone Financial Planning, Inc. held in its portfolio 44 assets valued at $344,792,578 (i.e. $344.79M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($165.62M), MICROSOFT CORP ($12.99M), and PHILIP MORRIS INTL INC ($12.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Keystone Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 6037750 | 165615470 | US DIVIDEND EQ |
| MICROSOFT CORP | 26868 | 12993660 | COM |
| PHILIP MORRIS INTL INC | 77924 | 12499090 | COM |
| US BANCORP DEL | 220850 | 11784529 | COM NEW |
| CHEVRON CORP NEW | 77118 | 11753585 | COM |
| BANK NOVA SCOTIA HALIFAX | 139101 | 10250353 | COM |
| VERIZON COMMUNICATIONS INC | 237744 | 9683309 | COM |
| BRITISH AMERN TOB PLC | 167249 | 9469644 | SPONSORED ADR |
| CME GROUP INC | 32041 | 8749756 | COM |
| BRISTOL-MYERS SQUIBB CO | 159523 | 8604671 | COM |
| SPDR SERIES TRUST | 192060 | 8306578 | STATE STREET SPD |
| DIAGEO PLC | 87558 | 7553629 | SPON ADR NEW |
| PRICE T ROWE GROUP INC | 68518 | 7014914 | COM |
| ALTRIA GROUP INC | 107203 | 6181308 | COM |
| PFIZER INC | 246382 | 6134923 | COM |
| EXXON MOBIL CORP | 48672 | 5857136 | COM |
| UNITED PARCEL SERVICE INC | 45768 | 4539688 | CL B |
| QUALCOMM INC | 26197 | 4480997 | COM |
| CISCO SYS INC | 49320 | 3799081 | COM |
| ISHARES TR | 28504 | 3466311 | CORE HIGH DV ETF |
| MCDONALDS CORP | 8468 | 2588228 | COM |
| GENUINE PARTS CO | 20764 | 2553141 | COM |
| INTERNATIONAL BUSINESS MACHS | 8519 | 2523413 | COM |
| COCA COLA CO | 35697 | 2495610 | COM |
| FRANKLIN RESOURCES INC | 103542 | 2473630 | COM |
| JOHNSON & JOHNSON | 9569 | 1980288 | COM |
| AT&T INC | 63513 | 1577675 | COM |
| PROCTER AND GAMBLE CO | 9021 | 1292800 | COM |
| PINNACLE WEST CAP CORP | 13126 | 1164276 | COM |
| SANOFI SA | 22016 | 1066920 | SPONSORED ADR |
| LOCKHEED MARTIN CORP | 1923 | 930097 | COM |
| COLGATE PALMOLIVE CO | 8875 | 701302 | COM |
| TJX COS INC NEW | 4228 | 649532 | COM |
| EMERSON ELEC CO | 4582 | 608123 | COM |
| HALEON PLC | 54366 | 549636 | SPON ADS |
| VANGUARD INDEX FDS | 4942 | 437318 | REAL ESTATE ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 5406 | 434102 | COM |
| CVS HEALTH CORP | 4521 | 358787 | COM |
| BANK AMERICA CORP | 5881 | 323437 | COM |
| VIATRIS INC | 25402 | 316255 | COM |
| VANGUARD WHITEHALL FDS | 2159 | 309890 | HIGH DIV YLD |
| ACCENTURE PLC IRELAND | 1085 | 291038 | SHS CLASS A |
| GSK PLC | 4652 | 228134 | SPONSORED ADR |
| AMGEN INC | 612 | 200314 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.