Keystone Financial Planning, Inc. Portfolio Holdings
Keystone Financial Planning, Inc.
- $307 Million
- Q1 2024
Keystone Financial Planning, Inc. has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $307 Million distributed in 49 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 $123M, Microsoft Corp with a value of $11.7M, Ishares Core High Dividend ETF with a value of $10.4M, Verizon Communications Inc with a value of $10.2M, and Public Service Enterprise Group Inc with a value of $8.31M.
Examining the 13F form we can see an increase of $5.75M in the current position value, from $301M to 307M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.