Keystone Financial Planning, Inc.
Q3 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
46
- Value ($000)
$344,117
- Date Filed10/08/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $167.92M | 49 % | 6,150,754 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $13.92M | 4 % | 26,882 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $12.20M | 4 % | 78,550 | ||
USB US BANCORP DEL | COM NEW | 902973304 | $11.00M | 3 % | 227,520 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $10.75M | 3 % | 244,489 | ||
GSK GSK PLC | SPONSORED ADR | 37733W204 | $9.82M | 3 % | 227,456 | ||
BMTA BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | $9.08M | 3 % | 171,055 | ||
BNS BANK NOVA SCOTIA HALIFAX | COM | 064149107 | $8.98M | 3 % | 138,938 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | $8.50M | 3 % | 193,264 | ||
DGE DIAGEO PLC | SPON ADR NEW | 25243Q205 | $8.31M | 2 % | 87,055 |
Rows Per Page
10
- 10
- 50
- 100