Keystone Financial Planning, Inc. Portfolio Holdings
Keystone Financial Planning, Inc.
- $321 Million
- Q2 2025
Keystone Financial Planning, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $321 Million distributed in 45 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 $168M, Microsoft Corp with a value of $13.4M, Verizon Communications Inc with a value of $10.6M, Us Bancorp \De\ with a value of $10.4M, and Toronto Dominion Bank with a value of $8.73M.
Examining the 13F form we can see an decrease of $2.5M in the current position value, from $323M to 321M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
ETFs: $181 Million
Financial Services: $36.4 Million
Consumer Defensive: $24.7 Million
Technology: $23.9 Million
Healthcare: $19.1 Million
Communication Services: $13.5 Million
Energy: $8.83 Million
Industrials: $6.28 Million
Other: $7.23 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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