Keystone Financial Planning, Inc.
Q1 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
46
- Value ($000)
$335,647
- Date Filed04/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $153.45M | 46 % | 5,488,320 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $11.20M | 3 % | 246,959 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.40M | 3 % | 27,718 | ||
BMY BRISTOL-MYERS SQUIBB CO | COM | 110122108 | $9.74M | 3 % | 159,659 | ||
USB US BANCORP DEL | COM NEW | 902973304 | $9.67M | 3 % | 229,008 | ||
CME CME GROUP INC | COM | 12572Q105 | $9.57M | 3 % | 36,055 | ||
GSK GSK PLC | SPONSORED ADR | 37733W204 | $8.87M | 3 % | 228,893 | ||
KRE SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | $8.70M | 3 % | 196,552 | ||
T AT&T INC | COM | 00206R102 | $7.79M | 2 % | 275,564 | ||
PNW PINNACLE WEST CAP CORP | COM | 723484101 | $7.75M | 2 % | 81,378 |
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