Universe · entity
Keystone Financial Planning, Inc.
Institutional manager (13F) · CIK 1596906
13F holdings · as of 2026-03-31 · top 40 · reported portfolio $374M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $208M | 6,763,707 |
| 2 | VERIZON COMMUNICATIONS INC | $12M | 238,997 |
| 3 | US BANCORP | $12M | 224,348 |
| 4 | MICROSOFT CORP | $10M | 26,868 |
| 5 | BRITISH AMERN TOB PLC | $10M | 167,249 |
| 6 | BRISTOL-MYERS SQUIBB CO | $10M | 159,523 |
| 7 | BANK NOVA SCOTIA B C | $10M | 139,101 |
| 8 | CME GROUP INC | $9M | 32,037 |
| 9 | SPDR SERIES TRUST | $9M | 196,319 |
| 10 | UNILEVER PLC | $9M | 152,882 |
| 11 | EXXON MOBIL CORP | $8M | 48,696 |
| 12 | ALTRIA GROUP INC | $7M | 107,203 |
| 13 | PFIZER INC | $7M | 246,382 |
| 14 | PRICE T ROWE GROUP INC | $6M | 68,518 |
| 15 | PHILIP MORRIS INTL INC | $6M | 35,358 |
| 16 | CHEVRON CORPORATION | $5M | 24,890 |
| 17 | UNITED PARCEL SVCS INC | $5M | 45,768 |
| 18 | CISCO SYS INC | $4M | 48,976 |
| 19 | QUALCOMM INC | $3M | 26,197 |
| 20 | ISHARES TR | $3M | 20,530 |
| 21 | COCA COLA CO | $3M | 35,697 |
| 22 | MCDONALDS CORP | $3M | 8,468 |
| 23 | FRANKLIN RESOURCES INC | $3M | 105,886 |
| 24 | GENUINE PARTS CO | $2M | 20,764 |
| 25 | INTERNATIONAL BUSINESS MACHS | $2M | 8,519 |
| 26 | AT&T INC | $2M | 66,109 |
| 27 | PINNACLE WEST CAP CORP | $1M | 13,957 |
| 28 | PROCTER & GAMBLE CO | $1M | 9,021 |
| 29 | LOCKHEED MARTIN CORP | $1M | 1,923 |
| 30 | SANOFI SA | $1M | 22,016 |
| 31 | COLGATE PALMOLIVE CO | $756k | 8,875 |
| 32 | TJX COS INC NEW | $677k | 4,240 |
| 33 | HALEON PLC | $526k | 52,505 |
| 34 | VANGUARD INDEX FDS | $438k | 4,942 |
| 35 | PUBLIC SVC ENTERPRISE GROUP | $426k | 5,262 |
| 36 | GSK PLC | $336k | 6,084 |
| 37 | CVS HEALTH CORP | $325k | 4,521 |
| 38 | BANK AMERICA CORP | $287k | 5,881 |
| 39 | AMGEN INC | $215k | 612 |
| 40 | ACCENTURE PLC IRELAND | $215k | 1,085 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.