The Analysis of Keystone Financial Planning, Inc.'s Holdings
Currently, Keystone Financial Planning, Inc. holds 46 types of securities in its portfolio with a total value $344.1M. In the most recent quarter, they have increased their positions in CVX (+53.8K shares, valued at $8.4M), DEO (+87.1K shares, valued at $8.3M), BMY (+1.8K shares, valued at $79.5K); decreased their positions in TD (-114.7K shares, valued at $9.2M), SCHD (-191.9K shares, valued at $5.2M), WBD (-16.8K shares, valued at $328.3K); initiated new positions in DEO (+87.1K shares, valued at $8.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR6.2M shares-3.02%2025-09-302025-10-08
MSFT MICROSOFT CORP26.9K shares0.00%2025-09-302025-10-08 CVX CHEVRON CORP NEW78.5K shares217.02%2025-09-302025-10-08 USB US BANCORP DEL227.5K shares-0.58%2025-09-302025-10-08 VZ VERIZON COMMUNICATIONS INC244.5K shares-0.54%2025-09-302025-10-08 GSK GSK PLC227.5K shares-0.72%2025-09-302025-10-08 BTI BRITISH AMERN TOB PLC171.1K shares-0.33%2025-09-302025-10-08 BNS BANK NOVA SCOTIA HALIFAX138.9K shares-0.72%2025-09-302025-10-08 SPYD SPDR SERIES TRUST193.3K shares-1.86%2025-09-302025-10-08 DEO DIAGEO PLC87.1K sharesnew addition2025-09-302025-10-08 BMY BRISTOL-MYERS SQUIBB CO164.0K shares1.09%2025-09-302025-10-08 TROW PRICE T ROWE GROUP INC70.6K shares-0.38%2025-09-302025-10-08 MO ALTRIA GROUP INC109.3K shares-0.38%2025-09-302025-10-08 PFE PFIZER INC254.0K shares-0.35%2025-09-302025-10-08 XOM EXXON MOBIL CORP49.0K shares-0.10%2025-09-302025-10-08 QCOM QUALCOMM INC26.4K shares0.00%2025-09-302025-10-08 PM PHILIP MORRIS INTL INC25.5K shares-0.24%2025-09-302025-10-08 UPS UNITED PARCEL SERVICE INC47.1K shares-0.34%2025-09-302025-10-08 HDV ISHARES TR29.6K shares-1.79%2025-09-302025-10-08 CSCO CISCO SYS INC49.9K shares-0.23%2025-09-302025-10-08 GPC GENUINE PARTS CO21.0K shares-0.29%2025-09-302025-10-08 MCD MCDONALDS CORP8.6K shares0.00%2025-09-302025-10-08 BEN FRANKLIN RESOURCES INC105.7K shares0.00%2025-09-302025-10-08 KO COCA COLA CO36.2K shares0.00%2025-09-302025-10-08 IBM INTERNATIONAL BUSINESS MACHS8.5K shares-0.86%2025-09-302025-10-08 HLN HALEON PLC222.8K shares-0.36%2025-09-302025-10-08 T AT&T INC63.8K shares-14.65%2025-09-302025-10-08 JNJ JOHNSON & JOHNSON9.6K shares0.00%2025-09-302025-10-08 PG PROCTER AND GAMBLE CO9.0K shares0.00%2025-09-302025-10-08 PNW PINNACLE WEST CAP CORP13.3K shares-0.72%2025-09-302025-10-08 SOLV SOLVENTUM CORP15.6K shares-7.75%2025-09-302025-10-08 SNY SANOFI SA21.8K shares0.00%2025-09-302025-10-08 LMT LOCKHEED MARTIN CORP1.9K shares-0.67%2025-09-302025-10-08 WBD WARNER BROS DISCOVERY INC47.6K shares-26.08%2025-09-302025-10-08 K KELLANOVA8.8K shares0.00%2025-09-302025-10-08 CL COLGATE PALMOLIVE CO8.9K shares0.00%2025-09-302025-10-08 TJX TJX COS INC NEW4.2K shares0.31%2025-09-302025-10-08 EMR EMERSON ELEC CO4.6K shares0.00%2025-09-302025-10-08 VNQ VANGUARD INDEX FDS4.9K shares0.00%2025-09-302025-10-08 PEG PUBLIC SVC ENTERPRISE GRP IN5.2K shares-5.31%2025-09-302025-10-08 CVS CVS HEALTH CORP4.5K shares0.00%2025-09-302025-10-08 TD TORONTO DOMINION BK ONT4.1K shares-96.55%2025-09-302025-10-08 VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2025-09-302025-10-08 BAC BANK AMERICA CORP5.9K shares0.00%2025-09-302025-10-08 ACN ACCENTURE PLC IRELAND1.1K shares0.00%2025-09-302025-10-08 VTRS VIATRIS INC25.9K shares-0.25%2025-09-302025-10-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available