Keystone Financial Planning, Inc. Portfolio Holdings
Keystone Financial Planning, Inc.
- $323 Million
- Q1 2025
Keystone Financial Planning, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $323 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 $151M, Verizon Communications Inc with a value of $11.2M, Microsoft Corp with a value of $10.4M, Bristol Myers Squibb CO with a value of $9.74M, and Us Bancorp \De\ with a value of $9.67M.
Examining the 13F form we can see an increase of $9.64M in the current position value, from $314M to 323M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$323 Million
ETFs: $165 Million
Financial Services: $41.8 Million
Consumer Defensive: $23.7 Million
Healthcare: $22 Million
Technology: $20.2 Million
Communication Services: $19.7 Million
Energy: $10.2 Million
Utilities: $8.21 Million
Other: $12.4 Million