Keystone Financial Planning, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $314 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $147M, Microsoft Corp with a value of $11.7M, Philip Morris International Inc. with a value of $9.94M, Verizon Communications Inc with a value of $9.79M, and Bristol Myers Squibb CO with a value of $9M.
Examining the 13F form we can see an decrease of $15.4M in the current position value, from $329M to 314M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$314 Million
ETFs: $162 Million
Financial Services: $35.7 Million
Consumer Defensive: $27.3 Million
Technology: $21.4 Million
Healthcare: $21 Million
Communication Services: $16.7 Million
Energy: $9.03 Million
Industrials: $7.52 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
