Keystone Financial Planning, Inc. Reduced Holdings in Q4 2024

Keystone Financial Planning, Inc.

  • $314 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-512
- 0.2%
$24.8 - $30.19 $12.7K - $15.5K
256K $6.8M
GPC
Genuine Parts CO

Consumer Cyclical
-104
- 0.46%
$113.11 - $143.63 $11.8K - $14.9K
22.4K $2.61M
XOM
Exxon Mobil Corp

Energy
-98
- 0.2%
$105.51 - $125.37 $10.3K - $12.3K
49.8K $5.36M
UPS
United Parcel Service Inc

Industrials
-81
- 0.17%
$122.65 - $138.35 $9.93K - $11.2K
47.3K $5.96M
KO
Coca Cola CO

Consumer Defensive
-240
- 0.64%
$61.74 - $71.71 $14.8K - $17.2K
37.1K $2.31M
PNW
Pinnacle West Capital Corp

Utilities
-154
- 0.19%
$84.03 - $94.52 $12.9K - $14.6K
82.6K $7M
HLN
Haleon PLC

Healthcare
-6.32K
- 2.73%
$9.23 - $10.71 $58.4K - $67.7K
225K $2.15M
SNY
Sanofi

Healthcare
-172
- 0.75%
$45.89 - $57.31 $7.89K - $9.86K
22.8K $1.1M
HDV
Ishares Core High Dividend ETF

ETFs
-310
- 0.97%
$110.82 - $121.28 $34.4K - $37.6K
31.7K $3.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.24K
- 5.38%
$126.68 - $134.74 $158K - $168K
21.9K $2.79M
PM
Philip Morris International Inc.

Consumer Defensive
-225
- 0.27%
$118.38 - $133.06 $26.6K - $29.9K
82.6K $9.94M
BNS
Bank Of Nova Scotia

Financial Services
-57
- 0.04%
$51.5 - $57.02 $2.94K - $3.25K
133K $7.17M
CVX
Chevron Corp

Energy
-86
- 0.34%
$141.15 - $162.53 $12.1K - $14K
25.4K $3.67M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-428
- 0.25%
$34.25 - $37.94 $14.7K - $16.2K
173K $6.28M
IBM
International Business Machines Corp

Technology
-132
- 1.33%
$204.9 - $238.04 $27K - $31.4K
9.81K $2.16M
K
Kellogg CO

Consumer Defensive
-33
- 0.38%
$80.34 - $81.29 $2.65K - $2.68K
8.76K $708K
Solventum Corp
-340
- 1.98%
N/A
16.9K $0
BEN
Franklin Resources Inc

Financial Services
-292
- 0.27%
$19.35 - $22.76 $5.65K - $6.65K
108K $2.19M
VTRS
Viatris Inc

Healthcare
-60
- 0.23%
$11.32 - $13.37 $679 - $802
26.1K $325K
EMR
Emerson Electric CO

Industrials
-157
- 3.05%
$108.13 - $134.33 $17K - $21.1K
4.98K $617K
MO
Altria Group, Inc.

Consumer Defensive
-381
- 0.35%
$49.06 - $57.74 $18.7K - $22K
110K $5.74M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.95K
- 4.39%
$7.33 - $12.37 $21.6K - $36.4K
64.1K $680K
T
At&T Inc.

Communication Services
-781
- 0.28%
$21.22 - $23.88 $16.6K - $18.7K
276K $6.28M
CSCO
Cisco Systems, Inc.

Technology
-88
- 0.17%
$52.45 - $60.02 $4.62K - $5.28K
51.4K $3.04M
Activity Summary
Buys All Purchases 10 New Holdings 0 Increased Positions 10 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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