Keystone Financial Planning, Inc. Portfolio Holdings

Keystone Financial Planning, Inc.

  • $329 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $329 Million
  • Prior Value $301 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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