Keystone Financial Planning, Inc.
Q4 2024 13F Holdings
- Locationcleveland, OH
- Num holdings
46
- Value ($000)
$322,385
- Date Filed01/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $146.59M | 46 % | 5,365,627 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.68M | 4 % | 27,718 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $9.94M | 3 % | 82,632 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $9.79M | 3 % | 244,758 | ||
BMY BRISTOL-MYERS SQUIBB CO | COM | 110122108 | $9.00M | 3 % | 159,107 | ||
KRE SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | $8.40M | 3 % | 194,322 | ||
CME CME GROUP INC | COM | 12572Q105 | $8.36M | 3 % | 36,012 | ||
TROW PRICE T ROWE GROUP INC | COM | 74144T108 | $8.01M | 3 % | 70,831 | ||
GSK GSK PLC | SPONSORED ADR | 37733W204 | $7.71M | 2 % | 227,913 | ||
BNS BANK NOVA SCOTIA HALIFAX | COM | 064149107 | $7.17M | 2 % | 133,404 |
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