Keystone Financial Planning, Inc. Sells in Q4 2025

Keystone Financial Planning, Inc.

  • $340 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-113K
- 1.84%
$26.44 - $27.53 $2.99M - $3.11M
6.04M $164M
HLN
Haleon PLC

Healthcare
-168K
- 75.6%
$8.79 - $9.9 $1.48M - $1.67M
54.4K $521K
VZ
Verizon Communications Inc

Communication Services
-6.75K
- 2.76%
$38.4 - $43.83 $259K - $296K
238K $9.75M
MO
Altria Group, Inc.

Consumer Defensive
-2.08K
- 1.9%
$56.38 - $66.65 $117K - $138K
107K $6.23M
USB
Us Bancorp \De\

Financial Services
-6.67K
- 2.93%
$45.28 - $48.26 $302K - $322K
221K $10M
PFE
Pfizer Inc

Healthcare
-7.58K
- 2.99%
$24.23 - $27.37 $184K - $208K
246K $6.18M
MSFT
Microsoft Corp

Technology
-14
- 0.05%
$496.82 - $542.07 $6.96K - $7.59K
26.9K $13.6M
TROW
Price T Rowe Group Inc

Financial Services
-2.05K
- 2.9%
$101.07 - $106.13 $207K - $217K
68.5K $6.97M
GPC
Genuine Parts CO

Consumer Cyclical
-225
- 1.07%
$122.69 - $140.39 $27.6K - $31.6K
20.8K $2.64M
CVX
Chevron Corp

Energy
-1.43K
- 1.82%
$148.9 - $157.72 $213K - $226K
77.1K $11.9M
T
At&T Inc.

Communication Services
-301
- 0.47%
$24.44 - $27.55 $7.36K - $8.29K
63.5K $1.62M
BEN
Franklin Resources Inc

Financial Services
-2.17K
- 2.05%
$22.1 - $23.8 $47.9K - $51.6K
104K $2.3M
HDV
Ishares Core High Dividend ETF

ETFs
-1.1K
- 3.72%
$118.22 - $122.79 $130K - $135K
28.5K $3.48M
PNW
Pinnacle West Capital Corp

Utilities
-133
- 1.0%
$87.64 - $93.71 $11.7K - $12.5K
13.1K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
-92
- 1.07%
$293.81 - $310.11 $27K - $28.5K
8.47K $2.58M
QCOM
Qualcomm Inc

Technology
-166
- 0.63%
$153.59 - $187.68 $25.5K - $31.2K
26.2K $4.37M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-25
- 1.14%
$137.47 - $143.13 $3.44K - $3.58K
2.16K $304K
Gsk PLC
-223K
- 97.95%
N/A
4.65K $0
VTRS
Viatris Inc

Healthcare
-481
- 1.86%
$9.74 - $11.2 $4.68K - $5.39K
25.4K $272K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3.81K
- 2.23%
$50.39 - $55.82 $192K - $212K
167K $9.15M
BMY
Bristol Myers Squibb CO

Healthcare
-4.49K
- 2.74%
$42.6 - $49.08 $191K - $220K
160K $7.47M
KO
Coca Cola CO

Consumer Defensive
-499
- 1.38%
$66.1 - $71.61 $33K - $35.7K
35.7K $2.52M
JNJ
Johnson & Johnson

Healthcare
-67
- 0.7%
$185.98 - $199.58 $12.5K - $13.4K
9.57K $1.91M
XOM
Exxon Mobil Corp

Energy
-282
- 0.58%
$110.64 - $119.78 $31.2K - $33.8K
48.7K $5.73M
UPS
United Parcel Service Inc

Industrials
-1.32K
- 2.81%
$82.87 - $97.4 $110K - $129K
45.8K $4.31M
CSCO
Cisco Systems, Inc.

Technology
-616
- 1.23%
$67.46 - $78.0 $41.6K - $48K
49.3K $3.84M
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keystone Financial Planning, Inc. Portfolio

Follow Keystone Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email