Keystone Financial Planning, Inc. Reduced Holdings in Q3 2025

Keystone Financial Planning, Inc.

  • $333 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
-115K
- 96.55%
$72.55 - $79.95 $8.32M - $9.17M
4.1K $328K
UPS
United Parcel Service Inc

Industrials
-163
- 0.34%
$82.58 - $105.54 $13.5K - $17.2K
47.1K $3.93M
PM
Philip Morris International Inc.

Consumer Defensive
-62
- 0.24%
$157.77 - $183.27 $9.78K - $11.4K
25.5K $4.13M
T
At&T Inc.

Communication Services
-11K
- 14.65%
$26.94 - $29.62 $295K - $324K
63.8K $1.8M
HLN
Haleon PLC

Healthcare
-808
- 0.36%
$8.72 - $10.35 $7.05K - $8.36K
223K $2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-192K
- 3.02%
$26.38 - $27.95 $5.06M - $5.36M
6.15M $168M
IBM
International Business Machines Corp

Technology
-74
- 0.86%
$234.77 - $292.47 $17.4K - $21.6K
8.5K $2.4M
CSCO
Cisco Systems, Inc.

Technology
-116
- 0.23%
$66.2 - $71.79 $7.68K - $8.33K
49.9K $3.42M
PEG
Public Service Enterprise Group Inc

Utilities
-294
- 5.31%
$79.99 - $90.14 $23.5K - $26.5K
5.24K $437K
PNW
Pinnacle West Capital Corp

Utilities
-96
- 0.72%
$85.87 - $94.45 $8.24K - $9.07K
13.3K $1.19M
Solventum Corp
-1.31K
- 7.75%
N/A
15.6K $0
VTRS
Viatris Inc

Healthcare
-66
- 0.25%
$8.74 - $10.69 $577 - $706
25.9K $256K
LMT
Lockheed Martin Corp

Industrials
-13
- 0.67%
$410.74 - $499.21 $5.34K - $6.49K
1.92K $959K
HDV
Ishares Core High Dividend ETF

ETFs
-540
- 1.79%
$118.16 - $123.66 $63.8K - $66.8K
29.6K $3.63M
VZ
Verizon Communications Inc

Communication Services
-1.33K
- 0.54%
$40.84 - $45.06 $54.2K - $59.8K
244K $10.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.67K
- 1.86%
$42.43 - $45.05 $156K - $165K
193K $8.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-16.8K
- 26.08%
$10.78 - $19.82 $181K - $333K
47.6K $930K
XOM
Exxon Mobil Corp

Energy
-47
- 0.1%
$105.83 - $117.22 $4.97K - $5.51K
49K $5.52M
PFE
Pfizer Inc

Healthcare
-890
- 0.35%
$23.29 - $25.88 $20.7K - $23K
254K $6.47M
GPC
Genuine Parts CO

Consumer Cyclical
-62
- 0.29%
$122.23 - $142.77 $7.58K - $8.85K
21K $2.91M
TROW
Price T Rowe Group Inc

Financial Services
-267
- 0.38%
$98.67 - $111.52 $26.3K - $29.8K
70.6K $7.24M
USB
Us Bancorp \De\

Financial Services
-1.32K
- 0.58%
$43.94 - $50.41 $57.8K - $66.3K
228K $11M
MO
Altria Group, Inc.

Consumer Defensive
-413
- 0.38%
$57.75 - $67.68 $23.9K - $28K
109K $7.22M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-563
- 0.33%
$46.69 - $59.27 $26.3K - $33.4K
171K $9.08M
BNS
Bank Of Nova Scotia

Financial Services
-1.01K
- 0.72%
$54.5 - $64.93 $54.9K - $65.4K
139K $8.98M
Activity Summary
Buys All Purchases 4 New Holdings 1 Increased Positions 3 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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