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Size ($ in 1000's)
At 03/31/2024: $308,355 At 12/31/2023: $302,686
Keystone Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keystone Financial Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Keystone Financial Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Keystone Financial Planning Inc..
In the Keystone Financial Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Keystone Financial Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Keystone Financial Planning Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
1,525,958 |
-126,816 |
$123,038 | SCHD | 1,525,958 | -126,816 | $123,038 | MICROSOFT CORP |
27,718 |
-1,314 |
$11,661 | MSFT | 27,718 | -1,314 | $11,661 | ISHARES TR (HDV) |
94,640 |
+54,652 |
$10,430 | HDV | 94,640 | +54,652 | $10,430 | VERIZON COMMUNICATIONS INC |
242,082 |
-6,846 |
$10,158 | VZ | 242,082 | -6,846 | $10,158 | PUBLIC SVC ENTERPRISE GRP IN |
124,438 |
+4,133 |
$8,310 | PEG | 124,438 | +4,133 | $8,310 | PRICE T ROWE GROUP INC |
64,278 |
-1,149 |
$7,837 | TROW | 64,278 | -1,149 | $7,837 | SPDR SER TR (SPYD) |
190,008 |
-3,211 |
$7,735 | SPYD | 190,008 | -3,211 | $7,735 | PHILIP MORRIS INTL INC |
83,644 |
-3,314 |
$7,663 | PM | 83,644 | -3,314 | $7,663 | 3M CO |
69,265 |
-1,671 |
$7,347 | MMM | 69,265 | -1,671 | $7,347 | BRISTOL MYERS SQUIBB CO |
133,927 |
+10,858 |
$7,263 | BMY | 133,927 | +10,858 | $7,263 | AMERICAN ELEC PWR CO INC |
83,515 |
-95 |
$7,191 | AEP | 83,515 | -95 | $7,191 | PFIZER INC |
257,175 |
-8,238 |
$7,137 | PFE | 257,175 | -8,238 | $7,137 | WEC ENERGY GROUP INC |
86,655 |
+86,655 |
$7,116 | WEC | 86,655 | +86,655 | $7,116 | UNITED PARCEL SERVICE INC |
46,276 |
+2,043 |
$6,878 | UPS | 46,276 | +2,043 | $6,878 | UNILEVER PLC |
128,655 |
+85,782 |
$6,457 | UL | 128,655 | +85,782 | $6,457 | PINNACLE WEST CAP CORP |
84,148 |
-1,627 |
$6,288 | PNW | 84,148 | -1,627 | $6,288 | EXXON MOBIL CORP |
50,339 |
-2,921 |
$5,851 | XOM | 50,339 | -2,921 | $5,851 | BRITISH AMERN TOB PLC |
173,736 |
-6,753 |
$5,299 | BTI | 173,736 | -6,753 | $5,299 | AT&T INC |
279,789 |
-5,516 |
$4,924 | T | 279,789 | -5,516 | $4,924 | ALTRIA GROUP INC |
110,376 |
-4,898 |
$4,815 | MO | 110,376 | -4,898 | $4,815 | QUALCOMM INC |
27,048 |
-1,784 |
$4,579 | QCOM | 27,048 | -1,784 | $4,579 | CHEVRON CORP NEW |
25,593 |
-1,640 |
$4,037 | CVX | 25,593 | -1,640 | $4,037 | GENUINE PARTS CO |
22,662 |
-1,512 |
$3,511 | GPC | 22,662 | -1,512 | $3,511 | FRANKLIN RESOURCES INC |
112,228 |
-6,795 |
$3,155 | BEN | 112,228 | -6,795 | $3,155 | VANGUARD WHITEHALL FDS (VYM) |
25,409 |
-1,534 |
$3,074 | VYM | 25,409 | -1,534 | $3,074 | CISCO SYS INC |
53,244 |
-2,886 |
$2,657 | CSCO | 53,244 | -2,886 | $2,657 | US BANCORP DEL |
56,410 |
-3,766 |
$2,522 | USB | 56,410 | -3,766 | $2,522 | MCDONALDS CORP |
8,613 |
-800 |
$2,428 | MCD | 8,613 | -800 | $2,428 | COCA COLA CO |
37,929 |
-84 |
$2,321 | KO | 37,929 | -84 | $2,321 | INTERNATIONAL BUSINESS MACHS |
11,458 |
-38,905 |
$2,188 | IBM | 11,458 | -38,905 | $2,188 | HALEON PLC |
231,748 |
-4,221 |
$1,968 | HLN | 231,748 | -4,221 | $1,968 | GSK PLC |
38,378 |
-7,848 |
$1,645 | GSK | 38,378 | -7,848 | $1,645 | JOHNSON & JOHNSON |
10,145 |
-415 |
$1,605 | JNJ | 10,145 | -415 | $1,605 | PROCTER AND GAMBLE CO |
9,021 |
UNCH |
$1,464 | PG | 9,021 | UNCH | $1,464 | SANOFI |
23,156 |
UNCH |
$1,125 | SNY | 23,156 | UNCH | $1,125 | LOCKHEED MARTIN CORP |
1,938 |
-237 |
$882 | LMT | 1,938 | -237 | $882 | COLGATE PALMOLIVE CO |
8,875 |
UNCH |
$799 | CL | 8,875 | UNCH | $799 | EMERSON ELEC CO |
5,411 |
-136 |
$614 | EMR | 5,411 | -136 | $614 | WARNER BROS DISCOVERY INC |
67,175 |
-1,329 |
$586 | WBD | 67,175 | -1,329 | $586 | KELLANOVA |
8,789 |
-110 |
$504 | K | 8,789 | -110 | $504 | NEW JERSEY RES CORP |
11,677 |
+4,811 |
$501 | NJR | 11,677 | +4,811 | $501 | VANGUARD INDEX FDS (VNQ) |
4,942 |
UNCH |
$427 | VNQ | 4,942 | UNCH | $427 | TJX COS INC NEW |
4,137 |
+15 |
$420 | TJX | 4,137 | +15 | $420 | SOUTHERN CO |
5,508 |
UNCH |
$395 | SO | 5,508 | UNCH | $395 | ACCENTURE PLC IRELAND |
1,085 |
UNCH |
$376 | ACN | 1,085 | UNCH | $376 | CVS HEALTH CORP |
4,571 |
UNCH |
$365 | CVS | 4,571 | UNCH | $365 | VIATRIS INC |
26,247 |
-871 |
$313 | VTRS | 26,247 | -871 | $313 | JPMORGAN CHASE & CO |
1,365 |
-1 |
$273 | JPM | 1,365 | -1 | $273 |
See Full List: All Stocks Held By Keystone Financial Planning Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Keystone Financial Planning Inc.
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