Keystone Financial Planning, Inc. Portfolio Holdings by Sector
Keystone Financial Planning, Inc.
- $340 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHD SPYD HDV VNQ VYM 5 stocks |
$176,950
52.08% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM BTI MO 3 stocks |
$27,284
8.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$17,666
5.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY PFE JNJ SNY AMGN 5 stocks |
$16,903
4.97% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$13,635
4.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$11,366
3.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$10,042
2.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BNS BAC 2 stocks |
$9,669
2.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW BEN 2 stocks |
$9,264
2.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$8,943
2.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
$8,142
2.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Semiconductors | Technology
QCOM 1 stocks |
$4,368
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$4,310
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$3,836
1.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$2,792
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$2,642
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2,581
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$2,523
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$2,014
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PNW PEG 2 stocks |
$1,607
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$905
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN VTRS 2 stocks |
$793
0.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$617
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$584
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$354
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|