Keystone Financial Planning, Inc. Top Holdings and 13F Report (2025) About Keystone Financial Planning, Inc.Investment ActivityKeystone Financial Planning, Inc. has $330.79 million in total holdings as of June 30, 2025.Keystone Financial Planning, Inc. owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.91% of the portfolio was purchased this quarter.About 7.21% of the portfolio was sold this quarter.This quarter, Keystone Financial Planning, Inc. has purchased 46 new stocks and bought additional shares in 8 stocks.Keystone Financial Planning, Inc. sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $168,079,367Microsoft $13,371,624Verizon Communications $10,636,497U.S. Bancorp $10,354,806GSK $8,798,016 Largest Purchases this Quarter Schwab US Dividend Equity ETF 854,298 shares (about $22.64M)Bristol Myers Squibb 2,591 shares (about $119.94K)Bank of Nova Scotia 1,039 shares (about $57.43K)SPDR Portfolio S&P 500 High Dividend ETF 384 shares (about $16.30K)Toronto Dominion Bank 181 shares (about $13.29K) Largest Sales this Quarter Pinnacle West Capital 68,023 shares (about $6.09M)AT&T 200,796 shares (about $5.81M)Vanguard High Dividend Yield ETF 4,840 shares (about $645.34K)Microsoft 836 shares (about $415.84K)Philip Morris International 1,196 shares (about $217.83K) 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$168,079,367$22,638,896 ▲15.6%6,342,61850.8%ETFMSFTMicrosoft$13,371,624$415,842 ▼-3.0%26,8824.0%Computer and TechnologyVZVerizon Communications$10,636,497$49,414 ▼-0.5%245,8173.2%Computer and TechnologyUSBU.S. Bancorp$10,354,806$7,783 ▼-0.1%228,8363.1%FinanceGSKGSK$8,798,016$8,525 ▲0.1%229,1152.7%MedicalTDToronto Dominion Bank$8,725,787$13,294 ▲0.2%118,7992.6%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$8,357,947$16,297 ▲0.2%196,9362.5%ETFBTIBritish American Tobacco$8,122,685$53,294 ▼-0.7%171,6182.5%Consumer StaplesBNSBank of Nova Scotia$7,734,815$57,426 ▲0.7%139,9462.3%FinanceBMYBristol Myers Squibb$7,510,552$119,937 ▲1.6%162,2502.3%MedicalTROWT. Rowe Price Group$6,835,2300.0%70,8312.1%FinanceMOAltria Group$6,431,3420.0%109,6941.9%Consumer StaplesPFEPfizer$6,177,696$32,288 ▼-0.5%254,8551.9%MedicalXOMExxon Mobil$5,282,328$94,325 ▼-1.8%49,0011.6%EnergyUPSUnited Parcel Service$4,769,7780.0%47,2541.4%TransportationPMPhilip Morris International$4,650,963$217,832 ▼-4.5%25,5361.4%Consumer StaplesQCOMQUALCOMM$4,198,571$60,200 ▼-1.4%26,3631.3%Computer and TechnologyCVXChevron$3,547,990$83,051 ▼-2.3%24,7781.1%EnergyHDViShares Core High Dividend ETF$3,531,914$116,934 ▼-3.2%30,1441.1%ETFCSCOCisco Systems$3,472,573$64,662 ▼-1.8%50,0521.0%Computer and TechnologyKOCocaCola$2,560,900$62,332 ▼-2.4%36,1960.8%Consumer StaplesGPCGenuine Parts$2,553,697$139,992 ▼-5.2%21,0510.8%Retail/WholesaleIBMInternational Business Machines$2,528,033$117,322 ▼-4.4%8,5760.8%Computer and TechnologyBENFranklin Resources$2,521,195$54,474 ▼-2.1%105,7100.8%FinanceMCDMcDonald's$2,501,1210.0%8,5600.8%Retail/WholesaleHLNHaleon$2,319,254$13,160 ▼-0.6%223,6500.7%MedicalTAT&T$2,163,779$5,811,018 ▼-72.9%74,7680.7%Computer and TechnologyJNJJohnson & Johnson$1,471,887$55,601 ▼-3.6%9,6360.4%MedicalPGProcter & Gamble$1,437,2260.0%9,0210.4%Consumer StaplesSOLVENTUM CORP$1,278,662$379 ▼0.0%16,8600.4%COM SHSPNWPinnacle West Capital$1,194,872$6,086,019 ▼-83.6%13,3550.4%UtilitiesSNYSanofi$1,055,308$45,799 ▼-4.2%21,8440.3%MedicalLMTLockheed Martin$896,6390.0%1,9360.3%AerospaceCLColgate-Palmolive$806,7380.0%8,8750.2%Consumer StaplesWBDWarner Bros. Discovery$738,586$3,518 ▲0.5%64,4490.2%Consumer DiscretionaryKKellanova$696,3650.0%8,7560.2%Consumer DiscretionaryEMREmerson Electric$610,918$53,465 ▼-8.0%4,5820.2%IndustrialsTJXTJX Companies$519,128$1,729 ▲0.3%4,2040.2%Retail/WholesalePEGPublic Service Enterprise Group$465,768$4,041 ▼-0.9%5,5330.1%UtilitiesVNQVanguard Real Estate ETF$440,1350.0%4,9420.1%ETFACNAccenture$324,2210.0%1,0850.1%Computer and TechnologyCVSCVS Health$311,8590.0%4,5210.1%MedicalVYMVanguard High Dividend Yield ETF$291,204$645,342 ▼-68.9%2,1840.1%ETFBACBank of America$278,2730.0%5,8810.1%FinanceVTRSViatris$231,725$1,616 ▼-0.7%25,9490.1%MedicalCMECME Group$0$9,565,031 ▼-100.0%00.0%FinanceShowing 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. 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