Keystone Financial Planning, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $329 Million distributed in 47 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 $157M, Microsoft Corp with a value of $11.9M, Verizon Communications Inc with a value of $11M, Philip Morris International Inc. with a value of $10.1M, and Spdr Portfolio S&P 500 High Di with a value of $8.76M.
Examining the 13F form we can see an increase of $27.7M in the current position value, from $301M to 329M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$329 Million
ETFs: $173 Million
Financial Services: $35.1 Million
Consumer Defensive: $27.9 Million
Technology: $21.8 Million
Healthcare: $21.6 Million
Communication Services: $17.6 Million
Energy: $9.6 Million
Industrials: $8.14 Million
Other: $14.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
