Keystone Financial Planning, Inc. Top Holdings and 13F Report (2026) About Keystone Financial Planning, Inc.Investment ActivityKeystone Financial Planning, Inc. has $374.37 million in total holdings as of March 31, 2026.Keystone Financial Planning, Inc. owns shares of 40 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.47% of the portfolio was purchased this quarter.About 7.95% of the portfolio was sold this quarter.This quarter, Keystone Financial Planning, Inc. has purchased 44 new stocks and bought additional shares in 10 stocks.Keystone Financial Planning, Inc. sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $207,510,542Verizon Communications $11,997,644U.S. Bancorp $11,668,313Microsoft $9,945,542British American Tobacco $9,779,055 Largest New Holdings this Quarter 904767803 - UNILEVER PLC $8,709,688 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 725,957 shares (about $22.27M)UNILEVER PLC 152,882 shares (about $8.71M)SPDR Portfolio S&P 500 High Dividend ETF 4,259 shares (about $193.87K)U.S. Bancorp 3,498 shares (about $181.93K)Pinnacle West Capital 831 shares (about $83.72K) Largest Sales this Quarter Chevron 52,228 shares (about $10.81M)Philip Morris International 42,566 shares (about $7.04M)iShares Core High Dividend ETF 7,974 shares (about $1.08M)Cisco Systems 344 shares (about $26.69K)Haleon 1,861 shares (about $18.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$207,510,542$22,272,362 ▲12.0%6,763,70755.4%ETFVZVerizon Communications$11,997,644$62,901 ▲0.5%238,9973.2%Computer and TechnologyUSBU.S. Bancorp$11,668,313$181,931 ▲1.6%224,3483.1%FinanceMSFTMicrosoft$9,945,5420.0%26,8682.7%Computer and TechnologyBTIBritish American Tobacco$9,779,0550.0%167,2492.6%Consumer StaplesBMYBristol Myers Squibb$9,675,0700.0%159,5232.6%MedicalBNSBank of Nova Scotia$9,641,0900.0%139,1012.6%FinanceCMECME Group$9,462,128$1,181 ▼0.0%32,0372.5%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$8,936,423$193,869 ▲2.2%196,3192.4%ETFUNILEVER PLC$8,709,688$8,709,688 ▲New Holding152,8822.3%SPON ADR NEWXOMExxonMobil$8,261,773$4,072 ▲0.0%48,6962.2%EnergyMOAltria Group$7,074,3060.0%107,2031.9%Consumer StaplesPFEPfizer$6,918,4200.0%246,3821.8%MedicalTROWT. Rowe Price Group$6,176,2490.0%68,5181.6%FinancePMPhilip Morris International$5,846,174$7,037,961 ▼-54.6%35,3581.6%Consumer StaplesCVXChevron$5,149,782$10,806,059 ▼-67.7%24,8901.4%EnergyUPSUnited Parcel Service$4,502,6160.0%45,7681.2%TransportationCSCOCisco Systems$3,800,009$26,691 ▼-0.7%48,9761.0%Computer and TechnologyQCOMQualcomm$3,373,6500.0%26,1970.9%Computer and TechnologyHDViShares Core High Dividend ETF$2,786,264$1,082,205 ▼-28.0%20,5300.7%ETFKOCocaCola$2,714,7920.0%35,6970.7%Consumer StaplesMCDMcDonald's$2,631,9250.0%8,4680.7%Retail/WholesaleBENFranklin Resources$2,501,039$55,366 ▲2.3%105,8860.7%FinanceGPCGenuine Parts$2,195,7930.0%20,7640.6%Retail/WholesaleIBMInternational Business Machines$2,064,9200.0%8,5190.6%Computer and TechnologyTAT&T$1,916,514$75,259 ▲4.1%66,1090.5%Computer and TechnologyPNWPinnacle West Capital$1,406,168$83,723 ▲6.3%13,9570.4%UtilitiesPGProcter & Gamble$1,302,9930.0%9,0210.3%Consumer StaplesLMTLockheed Martin$1,162,2420.0%1,9230.3%AerospaceSNYSanofi$1,060,7550.0%22,0160.3%MedicalCLColgate-Palmolive$756,4160.0%8,8750.2%Consumer StaplesTJXTJX Companies$677,082$1,916 ▲0.3%4,2400.2%Retail/WholesaleHLNHaleon$525,571$18,628 ▼-3.4%52,5050.1%MedicalVNQVanguard Real Estate ETF$438,3550.0%4,9420.1%ETFPEGPublic Service Enterprise Group$425,959$11,657 ▼-2.7%5,2620.1%UtilitiesGSKGSK$335,776$79,032 ▲30.8%6,0840.1%MedicalCVSCVS Health$324,6980.0%4,5210.1%MedicalBACBank of America$286,6830.0%5,8810.1%FinanceAMGNAmgen$215,3320.0%6120.1%MedicalACNAccenture$215,0950.0%1,0850.1%Computer and TechnologyDEODiageo$0$7,553,629 ▼-100.0%00.0%Consumer StaplesJNJJohnson & Johnson$0$1,980,288 ▼-100.0%00.0%MedicalEMREmerson Electric$0$608,123 ▼-100.0%00.0%IndustrialsVTRSViatris$0$316,255 ▼-100.0%00.0%MedicalVYMVanguard High Dividend Yield ETF$0$309,890 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
