Keystone Financial Planning, Inc. Portfolio Holdings

Keystone Financial Planning, Inc.

  • $333 Million
  • Q3 2025

Keystone Financial Planning, Inc. has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $333 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 $168M, Microsoft Corp with a value of $13.9M, Chevron Corp with a value of $12.2M, Us Bancorp \De\ with a value of $11M, and Verizon Communications Inc with a value of $10.7M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $321M to 333M.

Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $333 Million
ETFs: $181 Million
Consumer Defensive: $33.9 Million
Financial Services: $30.3 Million
Technology: $24.4 Million
Healthcare: $19.3 Million
Energy: $17.7 Million
Communication Services: $13.5 Million
Consumer Cyclical: $6.12 Million
Other: $7.12 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.6B
$11 Million 3.3% of portfolio
227,520
Q3 2025 Reduced 0.58%
$172B
$10.7 Million 3.23% of portfolio
244,489
Q3 2025 Reduced 0.54%
$123B
$9.08 Million 2.73% of portfolio
171,055
Q3 2025 Reduced 0.33%
$80.2B
$8.98 Million 2.7% of portfolio
138,938
Q3 2025 Reduced 0.72%
$53B
$8.31 Million 2.49% of portfolio
87,055
Q3 2025 New
$99.5B
$7.4 Million 2.22% of portfolio
164,013
Q3 2025 Added 1.09%
$23B
$7.24 Million 2.17% of portfolio
70,564
Q3 2025 Reduced 0.38%
$104B
$7.22 Million 2.17% of portfolio
109,281
Q3 2025 Reduced 0.38%
$141B
$6.47 Million 1.94% of portfolio
253,965
Q3 2025 Reduced 0.35%
$187B
$4.39 Million 1.32% of portfolio
26,363
Q2 2025 Reduced 1.41%
$68.7B
$3.93 Million 1.18% of portfolio
47,091
Q3 2025 Reduced 0.34%
$18B
$2.91 Million 0.87% of portfolio
20,989
Q3 2025 Reduced 0.29%
$11B
$2.45 Million 0.73% of portfolio
105,710
Q2 2025 Reduced 2.11%
$44.3B
$2 Million 0.6% of portfolio
222,842
Q3 2025 Reduced 0.36%
$181B
$1.8 Million 0.54% of portfolio
63,814
Q3 2025 Reduced 14.65%
$130B
$1.03 Million 0.31% of portfolio
21,844
Q2 2025 Reduced 4.16%
$55.9B
$930,000 0.28% of portfolio
47,638
Q3 2025 Reduced 26.08%
$28.3B
$718,000 0.22% of portfolio
8,756
Q4 2024 Reduced 0.38%
$65.7B
$709,000 0.21% of portfolio
8,875
Q2 2023 New
$75.4B
$601,000 0.18% of portfolio
4,582
Q2 2025 Reduced 8.05%
$170B
$609,000 0.18% of portfolio
4,217
Q3 2025 Added 0.31%
$41.3B
$437,000 0.13% of portfolio
5,239
Q3 2025 Reduced 5.31%
$148B
$328,000 0.1% of portfolio
4,104
Q3 2025 Reduced 96.55%
$103B
$340,000 0.1% of portfolio
4,521
Q2 2024 Reduced 1.09%
$152B
$267,000 0.08% of portfolio
1,085
Q3 2023 Added 0.37%
$13B
$256,000 0.08% of portfolio
25,883
Q3 2025 Reduced 0.25%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $333 Million
  • Prior Value $321 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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