Keystone Financial Planning, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcleveland, OH
- CIK0001596906
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
46 | $335.65 M | SCHD, BAC, MSFT, BMY | 13F-HR | Apr 9, 2025 | 000159690625000002 | ||
46 | $322.38 M | SCHD, MSFT, PM, BAC | 13F-HR | Jan 13, 2025 | 000159690625000001 | ||
47 | $330.43 M | SCHD, MSFT, BAC, PM | 13F-HR | Oct 28, 2024 | 000159690624000004 | ||
49 | $302.19 M | SCHD, MSFT, BAC, PM | 13F-HR | Jul 10, 2024 | 000159690624000003 | ||
49 | $308.36 M | SCHD, MSFT, HDV, BAC | 13F-HR | Apr 10, 2024 | 000159690624000002 | ||
49 | $302.68 M | SCHD, MSFT, BAC, IBM | 13F-HR | Jan 12, 2024 | 000159690624000001 | ||
48 | $286.24 M | SCHD, MSFT, PFE, BAC | 13F-HR | Oct 10, 2023 | 000159690623000004 | ||
47 | $298.70 M | SCHD, MSFT, BAC, PFE | 13F-HR | Jul 11, 2023 | 000159690623000003 | ||
45 | $293.94 M | SCHD, GSK, BAC, PFE | 13F-HR | Apr 21, 2023 | 000159690623000002 | ||
44 | $296.71 M | SCHD, CSCO, GSK, BAC | 13F-HR | Jan 30, 2023 | 000159690623000001 | ||
44 | $260.16 M | SCHD, XOM, CSCO, BAC | 13F-HR | Oct 12, 2022 | 000159690622000006 | ||
46 | $284.56 M | SCHD, XOM, AP47, CSCO | 13F-HR | Jul 19, 2022 | 000159690622000005 | ||
46 | $298.85 M | SCHD, XOM, AP47, MSFT | 13F-HR | Apr 28, 2022 | 000159690622000004 | ||
46 | $293.58 M | SCHD, AP47, XOM, HDV | 13F-HR | Feb 9, 2022 | 000139834422002510 | ||
45 | $275.08 M | SCHD, XOM, PFE, BEN | 13F-HR | Oct 15, 2021 | 000139834421020018 | ||
46 | $276.06 M | SCHD, XOM, BEN, IBM | 13F-HR | Aug 13, 2021 | 000139834421016076 | ||
43 | $268.26 M | SCHD, BEN, USB, XOM | 13F-HR | May 7, 2021 | 000139834421009917 | ||
46 | $241.03 M | SCHD, PFE, HDV, BEN | 13F-HR | Feb 4, 2021 | 000139834421002291 | ||
44 | $206.98 M | SCHD, PFE, BAC, IBM | 13F-HR | Nov 5, 2020 | 000139834420021396 | ||
46 | $202.76 M | SCHD, GPC, VYM, CHV | 13F-HR | Jul 27, 2020 | 000139834420014378 | ||
44 | $174.71 M | SCHD, VYM, PFE, T | 13F-HR | May 5, 2020 | 000139834420009303 | ||
45 | $224.08 M | SCHD, VYM, T, KO | 13F-HR | Feb 6, 2020 | 000139834420002280 | ||
46 | $209.49 M | SCHD, VYM, T, KO | 13F-HR | Oct 8, 2019 | 000139834419017653 | ||
47 | $204.39 M | VYM, SCHD, PFE, UL | 13F-HR | Aug 5, 2019 | 000139834419013467 | ||
46 | $202.66 M | VYM, PFE, PG, SCHD | 13F-HR | May 15, 2019 | 000139834419008999 | ||
46 | $178.99 M | PFE, CSCO, VYM, PG | 13F-HR | Feb 5, 2019 | 000139834419002079 | ||
45 | $195.76 M | CSCO, PFE, VYM, SCHD | 13F-HR | Nov 2, 2018 | 000139834418015835 | ||
45 | $181.57 M | CSCO, VYM, CHV, PFE | 13F-HR | Aug 6, 2018 | 000139834418011261 | ||
47 | $179.42 M | VYM, CSCO, BMTA, PFE | 13F-HR | May 1, 2018 | 000139834418006386 | ||
45 | $187.47 M | VYM, BMTA, CHV, CSCO | 13F-HR | Feb 7, 2018 | 000139834418001646 | ||
46 | $176.35 M | BA, VYM, BMTA, CHV | 13F-HR | Nov 8, 2017 | 000139834417014368 | ||
47 | $165.12 M | BA, VYM, CHV, PFE | 13F-HR | Aug 2, 2017 | 000139834417009489 | ||
47 | $160.92 M | BA, VYM, T, CHV | 13F-HR | May 8, 2017 | 000139834417006018 | ||
46 | $153.04 M | VYM, CHV, T, BA | 13F-HR | Feb 8, 2017 | 000139834417001618 | ||
44 | $152.22 M | VYM, T, CHV, CSCO | 13F-HR | Oct 12, 2016 | 000139834416019606 | ||
44 | $147.67 M | VYM, WEC, T, CHV | 13F-HR | Jul 21, 2016 | 000139834416015415 | ||
43 | $139.70 M | VYM, WEC, T, CHV | 13F-HR | Apr 5, 2016 | 000139834416011720 | ||
43 | $132.05 M | PG, VYM, WEC, MCD | 13F-HR | Feb 8, 2016 | 000139834416009655 | ||
43 | $123.73 M | WEC, PG, PFE, T | 13F-HR | Oct 22, 2015 | 000139834415006995 | ||
42 | $130.63 M | AAPL, PG, PFE, T | 13F-HR | Aug 11, 2015 | 000139834415005130 | ||
43 | $131.53 M | AAPL, PG, PFE, WISCONSIN ENERGY CORP | 13F-HR | Apr 23, 2015 | 000139834415002656 | ||
45 | $135.59 M | LMT, PG, AAPL, WISCONSIN ENERGY CORP | 13F-HR | Jan 27, 2015 | 000139834415000373 | ||
45 | $132.51 M | LMT, PG, CSCO, 1848782D | 13F-HR | Oct 20, 2014 | 000139834414005347 | ||
47 | $132.77 M | LMT, 1848782D, PG, TOTALENERGIES SE | 13F-HR | Aug 11, 2014 | 000139834414004076 | ||
52 | $129.17 M | LMT, PG, TOTALENERGIES SE, PFE | 13F-HR | Apr 14, 2014 | 000139834414002179 | ||
99 | $125.03 M | LMT, PG, PFE, TOTALENERGIES SE | 13F-HR | Feb 4, 2014 | 000139834414000583 |