All Stocks Held By Keystone Financial Planning Inc.

As of 03/31/2024, we find all stocks held by Keystone Financial Planning Inc. to be as follows, presented in the table below with each row detailing each Keystone Financial Planning Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Keystone Financial Planning Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Keystone Financial Planning Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SCHWAB STRATEGIC TR	1,525,958	-126,816	$123,038
SCHD	1,525,958	-126,816	$123,038
MICROSOFT CORP	27,718	-1,314	$11,661
MSFT	27,718	-1,314	$11,661
ISHARES TR (HDV)	94,640	+54,652	$10,430
HDV	94,640	+54,652	$10,430
VERIZON COMMUNICATIONS INC	242,082	-6,846	$10,158
VZ	242,082	-6,846	$10,158
PUBLIC SVC ENTERPRISE GRP IN	124,438	+4,133	$8,310
PEG	124,438	+4,133	$8,310
PRICE T ROWE GROUP INC	64,278	-1,149	$7,837
TROW	64,278	-1,149	$7,837
SPDR SER TR (SPYD)	190,008	-3,211	$7,735
SPYD	190,008	-3,211	$7,735
PHILIP MORRIS INTL INC	83,644	-3,314	$7,663
PM	83,644	-3,314	$7,663
3M CO	69,265	-1,671	$7,347
MMM	69,265	-1,671	$7,347
BRISTOL MYERS SQUIBB CO	133,927	+10,858	$7,263
BMY	133,927	+10,858	$7,263
AMERICAN ELEC PWR CO INC	83,515	-95	$7,191
AEP	83,515	-95	$7,191
PFIZER INC	257,175	-8,238	$7,137
PFE	257,175	-8,238	$7,137
WEC ENERGY GROUP INC	86,655	+86,655	$7,116
WEC	86,655	+86,655	$7,116
UNITED PARCEL SERVICE INC	46,276	+2,043	$6,878
UPS	46,276	+2,043	$6,878
UNILEVER PLC	128,655	+85,782	$6,457
UL	128,655	+85,782	$6,457
PINNACLE WEST CAP CORP	84,148	-1,627	$6,288
PNW	84,148	-1,627	$6,288
EXXON MOBIL CORP	50,339	-2,921	$5,851
XOM	50,339	-2,921	$5,851
BRITISH AMERN TOB PLC	173,736	-6,753	$5,299
BTI	173,736	-6,753	$5,299
AT&T INC	279,789	-5,516	$4,924
T	279,789	-5,516	$4,924
ALTRIA GROUP INC	110,376	-4,898	$4,815
MO	110,376	-4,898	$4,815
QUALCOMM INC	27,048	-1,784	$4,579
QCOM	27,048	-1,784	$4,579
CHEVRON CORP NEW	25,593	-1,640	$4,037
CVX	25,593	-1,640	$4,037
GENUINE PARTS CO	22,662	-1,512	$3,511
GPC	22,662	-1,512	$3,511
FRANKLIN RESOURCES INC	112,228	-6,795	$3,155
BEN	112,228	-6,795	$3,155
VANGUARD WHITEHALL FDS (VYM)	25,409	-1,534	$3,074
VYM	25,409	-1,534	$3,074
CISCO SYS INC	53,244	-2,886	$2,657
CSCO	53,244	-2,886	$2,657
US BANCORP DEL	56,410	-3,766	$2,522
USB	56,410	-3,766	$2,522
MCDONALDS CORP	8,613	-800	$2,428
MCD	8,613	-800	$2,428
COCA COLA CO	37,929	-84	$2,321
KO	37,929	-84	$2,321
INTERNATIONAL BUSINESS MACHS	11,458	-38,905	$2,188
IBM	11,458	-38,905	$2,188
HALEON PLC	231,748	-4,221	$1,968
HLN	231,748	-4,221	$1,968
GSK PLC	38,378	-7,848	$1,645
GSK	38,378	-7,848	$1,645
JOHNSON & JOHNSON	10,145	-415	$1,605
JNJ	10,145	-415	$1,605
PROCTER AND GAMBLE CO	9,021	UNCH	$1,464
PG	9,021	UNCH	$1,464
SANOFI	23,156	UNCH	$1,125
SNY	23,156	UNCH	$1,125
LOCKHEED MARTIN CORP	1,938	-237	$882
LMT	1,938	-237	$882
COLGATE PALMOLIVE CO	8,875	UNCH	$799
CL	8,875	UNCH	$799
EMERSON ELEC CO	5,411	-136	$614
EMR	5,411	-136	$614
WARNER BROS DISCOVERY INC	67,175	-1,329	$586
WBD	67,175	-1,329	$586
KELLANOVA	8,789	-110	$504
K	8,789	-110	$504
NEW JERSEY RES CORP	11,677	+4,811	$501
NJR	11,677	+4,811	$501
VANGUARD INDEX FDS (VNQ)	4,942	UNCH	$427
VNQ	4,942	UNCH	$427
TJX COS INC NEW	4,137	+15	$420
TJX	4,137	+15	$420
SOUTHERN CO	5,508	UNCH	$395
SO	5,508	UNCH	$395
ACCENTURE PLC IRELAND	1,085	UNCH	$376
ACN	1,085	UNCH	$376
CVS HEALTH CORP	4,571	UNCH	$365
CVS	4,571	UNCH	$365
VIATRIS INC	26,247	-871	$313
VTRS	26,247	-871	$313
JPMORGAN CHASE & CO	1,365	-1	$273
JPM	1,365	-1	$273
BANK AMERICA CORP	5,881	+5,881	$223
BAC	5,881	+5,881	$223
BLACKROCK INC			$0 (exited)
BLK	0	-369	$0
INTERNATIONAL FLAVORS&FRAGRA	0	-90,804	$0 (exited)
IFF	0	-90,804	$0

See Summary: Keystone Financial Planning Inc. Top Holdings
See Details: Top 10 Stocks Held By Keystone Financial Planning Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
WEC	+86,655	+$7,116
BAC	+5,881	+$223

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IFF	-90,804	-$7,352
BLK	-369	-$300

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
UL	+85,782	+$4,379
HDV	+54,652	+$6,352
BMY	+10,858	+$948
NJR	+4,811	+$195
PEG	+4,133	+$953
UPS	+2,043	-$77
TJX	+15	+$33
PG	UNCH	+$142
SNY	UNCH	-$27
CL	UNCH	+$92

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SCHD	-126,816	-$2,788
IBM	-38,905	-$6,049
PFE	-8,238	-$504
GSK	-7,848	-$68
VZ	-6,846	+$773
BEN	-6,795	-$391
BTI	-6,753	+$12
T	-5,516	+$137
MO	-4,898	+$165

Keystone Financial Planning Inc. Info

Size ($ in 1000's)
At 03/31/2024: $308,355
At 12/31/2023: $302,686

Keystone Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keystone Financial Planning Inc. 13F filings. Link to 13F filings: SEC filings

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