Keystone Financial Planning, Inc. Top Holdings and 13F Report (2025) About Keystone Financial Planning, Inc.Investment ActivityKeystone Financial Planning, Inc. has $344.12 million in total holdings as of September 30, 2025.Keystone Financial Planning, Inc. owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 4.61% of the portfolio was sold this quarter.This quarter, Keystone Financial Planning, Inc. has purchased 45 new stocks and bought additional shares in 3 stocks.Keystone Financial Planning, Inc. sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $167,915,583Microsoft $13,923,791Chevron $12,198,061U.S. Bancorp $10,996,066Verizon Communications $10,745,287 Largest New Holdings this Quarter 25243Q205 - Diageo $8,307,659 Holding Largest Purchases this Quarter Chevron 53,772 shares (about $8.35M)Diageo 87,055 shares (about $8.31M)Bristol Myers Squibb 1,763 shares (about $79.51K)TJX Companies 13 shares (about $1.88K) Largest Sales this Quarter Toronto Dominion Bank 114,695 shares (about $9.17M)Schwab US Dividend Equity ETF 191,864 shares (about $5.24M)Warner Bros. Discovery 16,811 shares (about $328.32K)AT&T 10,954 shares (about $309.34K)SPDR Portfolio S&P 500 High Dividend ETF 3,672 shares (about $161.57K) 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$167,915,583$5,237,887 ▼-3.0%6,150,75448.8%ETFMSFTMicrosoft$13,923,7910.0%26,8824.0%Computer and TechnologyCVXChevron$12,198,061$8,350,275 ▲217.0%78,5503.5%EnergyUSBU.S. Bancorp$10,996,066$63,602 ▼-0.6%227,5203.2%FinanceVZVerizon Communications$10,745,287$58,366 ▼-0.5%244,4893.1%Computer and TechnologyGSKGSK$9,817,001$71,602 ▼-0.7%227,4562.9%MedicalBTIBritish American Tobacco$9,079,605$29,884 ▼-0.3%171,0552.6%Consumer StaplesBNSBank of Nova Scotia$8,982,342$65,167 ▼-0.7%138,9382.6%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$8,503,598$161,568 ▼-1.9%193,2642.5%ETFDEODiageo$8,307,659$8,307,659 ▲New Holding87,0552.4%Consumer StaplesBMYBristol Myers Squibb$7,396,986$79,511 ▲1.1%164,0132.1%MedicalTROWT. Rowe Price Group$7,242,730$27,405 ▼-0.4%70,5642.1%FinanceMOAltria Group$7,219,083$27,283 ▼-0.4%109,2812.1%Consumer StaplesPFEPfizer$6,471,040$22,677 ▼-0.3%253,9651.9%MedicalXOMExxon Mobil$5,519,568$5,299 ▼-0.1%48,9541.6%EnergyQCOMQUALCOMM$4,385,7490.0%26,3631.3%Computer and TechnologyPMPhilip Morris International$4,131,802$10,056 ▼-0.2%25,4741.2%Consumer StaplesUPSUnited Parcel Service$3,933,478$13,615 ▼-0.3%47,0911.1%TransportationHDViShares Core High Dividend ETF$3,624,949$66,122 ▼-1.8%29,6041.1%ETFCSCOCisco Systems$3,416,655$7,937 ▼-0.2%49,9361.0%Computer and TechnologyGPCGenuine Parts$2,909,075$8,593 ▼-0.3%20,9890.8%Retail/WholesaleMCDMcDonald's$2,601,4500.0%8,5600.8%Retail/WholesaleBENFranklin Resources$2,445,0840.0%105,7100.7%FinanceKOCocaCola$2,400,5490.0%36,1960.7%Consumer StaplesIBMInternational Business Machines$2,398,924$20,880 ▼-0.9%8,5020.7%Computer and TechnologyHLNHaleon$1,998,896$7,248 ▼-0.4%222,8420.6%MedicalTAT&T$1,802,119$309,343 ▼-14.7%63,8140.5%Computer and TechnologyJNJJohnson & Johnson$1,786,6920.0%9,6360.5%MedicalPGProcter & Gamble$1,386,0770.0%9,0210.4%Consumer StaplesPNWPinnacle West Capital$1,188,802$8,607 ▼-0.7%13,2590.3%UtilitiesSOLVENTUM CORP$1,135,442$95,338 ▼-7.7%15,5540.3%COM SHSSNYSanofi$1,031,0600.0%21,8440.3%MedicalLMTLockheed Martin$959,981$6,490 ▼-0.7%1,9230.3%AerospaceWBDWarner Bros. Discovery$930,370$328,319 ▼-26.1%47,6380.3%Consumer DiscretionaryKKellanova$718,1670.0%8,7560.2%Consumer DiscretionaryCLColgate-Palmolive$709,4680.0%8,8750.2%Consumer StaplesTJXTJX Companies$609,461$1,879 ▲0.3%4,2170.2%Retail/WholesaleEMREmerson Electric$601,0670.0%4,5820.2%IndustrialsVNQVanguard Real Estate ETF$451,7980.0%4,9420.1%ETFPEGPublic Service Enterprise Group$437,247$24,537 ▼-5.3%5,2390.1%UtilitiesCVSCVS Health$340,8380.0%4,5210.1%MedicalTDToronto Dominion Bank$328,115$9,169,871 ▼-96.5%4,1040.1%FinanceVYMVanguard High Dividend Yield ETF$307,8930.0%2,1840.1%ETFBACBank of America$303,3840.0%5,8810.1%FinanceACNAccenture$267,4990.0%1,0850.1%Computer and TechnologyVTRSViatris$256,242$653 ▼-0.3%25,8830.1%MedicalShowing largest 100 holdings. View all holdings. 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