Keystone Financial Planning, Inc. Portfolio Holdings
Keystone Financial Planning, Inc.
- $340 Million
- Q4 2025
Keystone Financial Planning, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $340 Million distributed in 44 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 $164M, Microsoft Corp with a value of $13.6M, Chevron Corp with a value of $11.9M, Philip Morris International Inc. with a value of $11.9M, and Us Bancorp \De\ with a value of $10M.
Examining the 13F form we can see an increase of $6.65M in the current position value, from $333M to 340M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $177 Million
Consumer Defensive: $40 Million
Financial Services: $37.9 Million
Technology: $24.6 Million
Healthcare: $18.1 Million
Energy: $17.7 Million
Communication Services: $11.4 Million
Consumer Cyclical: $5.84 Million
Other: $7.41 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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