Keystone Financial Planning, Inc.
Q2 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
45
- Value ($000)
$330,788
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001596906
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $168.08 M | 51 % | 6,342,618 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $13.37 M | 4 % | 26,882 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $10.64 M | 3 % | 245,817 | ||
USB US BANCORP DEL | COM NEW | 902973304 | $10.35 M | 3 % | 228,836 | ||
GSK GSK PLC | SPONSORED ADR | 37733W204 | $8.80 M | 3 % | 229,115 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | $8.73 M | 3 % | 118,799 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | $8.36 M | 3 % | 196,936 | ||
BMTA BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | $8.12 M | 3 % | 171,618 | ||
BNS BANK NOVA SCOTIA HALIFAX | COM | 064149107 | $7.73 M | 2 % | 139,946 | ||
BMY BRISTOL-MYERS SQUIBB CO | COM | 110122108 | $7.51 M | 2 % | 162,250 |
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