• 13F History

Keystone Financial Planning, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$336M
Signature - Title
Brigitte Palumbo - President/COO
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Planning, Inc. reported 46 stock holdings with total value $336M as of Q1 2025. Top holdings included SCHD, VZ, MSFT, BMY, and USB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 46 $336M +$10.6M -$11.2M -$600K SCHD, VZ, MSFT, BMY, USB 13F-HR 4/9/2025, 02:09 PM
Q4 2024 46 $322M +$105M -$903K +$104M SCHD, MSFT, PM, VZ, BMY 13F-HR 1/13/2025, 01:44 PM
Q3 2024 47 $330M +$10.6M -$8.36M +$2.23M SCHD, MSFT, VZ, PM, SPYD 13F-HR 10/28/2024, 03:00 PM
Q2 2024 49 $302M +$38.9M -$39.2M -$307K SCHD, MSFT, VZ, PM, SPYD 13F-HR 7/10/2024, 10:12 AM
Q1 2024 49 $308M +$19M -$30.4M -$11.4M SCHD, MSFT, HDV, VZ, PEG 13F-HR 4/10/2024, 12:25 PM
Q4 2023 49 $303M +$2.55M -$3.38M -$836K SCHD, MSFT, VZ, IBM, PM 13F-HR 1/12/2024, 09:52 AM
Q3 2023 48 $286M +$8.87M -$910K +$7.96M SCHD, MSFT, PFE, VZ, PM 13F-HR 10/10/2023, 10:29 AM
Q2 2023 47 $299M +$25.7M -$14.2M +$11.5M SCHD, MSFT, VZ, PFE, PM 13F-HR 7/11/2023, 04:14 PM
Q1 2023 45 $294M +$24.9M -$10.5M +$14.4M SCHD, GSK, VZ, PFE, UL 13F-HR 4/21/2023, 01:49 PM
Q4 2022 44 $297M +$37.6M -$11.7M +$25.9M SCHD, CSCO, GSK, VZ, PM 13F-HR 1/30/2023, 11:40 AM
Q3 2022 44 $260M +$26.1M -$7.81M +$18.3M SCHD, XOM, CSCO, VZ, GSKXXXX 13F-HR 10/12/2022, 07:50 AM
Q2 2022 46 $285M +$28.4M -$9.26M +$19.1M SCHD, XOM, GSKXXXX, CSCO, VZ 13F-HR 7/19/2022, 10:13 AM
Q1 2022 46 $299M +$21.8M -$20.8M +$950K SCHD, XOM, GSKXXXX, MSFT, VZ 13F-HR 4/28/2022, 12:29 PM
Q4 2021 46 $294M +$25.4M -$30.7M -$5.3M SCHD, GSKXXXX, XOM, HDV, MSFT 13F-HR 2/9/2022, 01:47 PM
Q3 2021 45 $275M +$20.5M -$12.5M +$8.03M SCHD, XOM, PFE, BEN, HDV 13F-HR 10/15/2021, 02:59 PM
Q2 2021 46 $276M +$10.3M -$13.6M -$3.34M SCHD, XOM, BEN, IBM, PFE 13F-HR 8/12/2021, 05:41 PM
Q1 2021 43 $268M +$11.3M -$8.22M +$3.13M SCHD, BEN, USB, XOM, HDV 13F-HR 5/7/2021, 08:51 AM
Q4 2020 46 $241M +$19.2M -$8.53M +$10.7M SCHD, PFE, HDV, BEN, USB 13F-HR 2/4/2021, 09:46 AM
Q3 2020 44 $207M +$41.7M -$32.1M +$9.67M SCHD, PFE, VZ, IBM, HDV 13F-HR 11/4/2020, 04:53 PM
Q2 2020 46 $203M +$24.8M -$18.3M +$6.47M SCHD, GPC, VYM, CVX, XOM 13F-HR 7/27/2020, 09:59 AM
Q1 2020 44 $175M +$46.8M -$33.6M +$13.2M SCHD, VYM, PFE, T, GSKXXXX 13F-HR 5/5/2020, 08:44 AM
Q4 2019 45 $224M +$9.1M -$4.87M +$4.23M SCHD, VYM, T, KO, PFE 13F-HR 2/6/2020, 11:00 AM
Q3 2019 46 $209M +$12.1M -$7.8M +$4.29M SCHD, VYM, T, KO, UL 13F-HR 10/8/2019, 02:32 PM
Q2 2019 47 $204M +$14.8M -$14.6M +$228K VYM, SCHD, PFE, UL, KO 13F-HR 8/5/2019, 01:10 PM
Q1 2019 46 $203M +$12.3M -$8.92M +$3.34M VYM, PFE, PG, SCHD, PAYX 13F-HR 5/15/2019, 04:30 PM
Q4 2018 46 $179M +$5.09M -$1.37M +$3.72M PFE, CSCO, VYM, PG, KO 13F-HR 2/5/2019, 12:41 PM
Q3 2018 45 $196M +$9.98M -$7.83M +$2.15M CSCO, PFE, VYM, SCHD, CVX 13F-HR 11/2/2018, 10:28 AM
Q2 2018 45 $182M +$11.3M -$1.43M +$9.86M CSCO, VYM, CVX, PFE, SCHD 13F-HR 8/6/2018, 01:37 PM
Q1 2018 47 $179M +$25.3M -$19.1M +$6.21M VYM, CSCO, BTI, PFE, CVX 13F-HR 5/1/2018, 08:40 AM
Q4 2017 45 $187M +$19M -$12.9M +$6.15M VYM, BTI, CVX, CSCO, T 13F-HR 2/7/2018, 07:23 AM
Q3 2017 46 $176M +$17.2M -$9.06M +$8.19M BA, VYM, BTI, CVX, PFE 13F-HR 11/8/2017, 01:39 PM
Q2 2017 47 $165M +$8.48M -$6.08M +$2.4M BA, VYM, CVX, PFE, SCHD 13F-HR 8/2/2017, 02:40 PM
Q1 2017 47 $161M +$5.75M -$1.86M +$3.89M BA, VYM, T, CVX, CSCO 13F-HR 5/8/2017, 12:55 PM
Q4 2016 46 $153M +$3.05M -$2.63M +$424K VYM, CVX, T, BA, SCHD 13F-HR 2/8/2017, 02:27 PM
Q3 2016 44 $152M +$9.69M -$4.38M +$5.31M VYM, T, CVX, CSCO, PFE 13F-HR 10/12/2016, 02:48 PM
Q2 2016 44 $148M +$12M -$5.76M +$6.26M VYM, WEC, T, CVX, PFE 13F-HR 7/21/2016, 10:30 AM
Q1 2016 43 $140M +$16.6M -$15.2M +$1.39M VYM, WEC, T, CVX, PM 13F-HR 4/5/2016, 01:31 PM
Q4 2015 43 $132M +$6.01M -$5.09M +$918K PG, VYM, WEC, MCD, CVX 13F-HR 2/8/2016, 01:26 PM
Q3 2015 43 $124M +$11.5M -$7.13M +$4.37M WEC, PG, PFE, T, KO 13F-HR 10/22/2015, 12:16 PM
Q2 2015 41 $127M +$13.7M -$861K +$12.9M AAPL, PG, PFE, T, OXY 13F-HR 8/11/2015, 12:43 PM
Q1 2015 43 $132M +$14.1M -$1.45M +$12.7M AAPL, PG, PFE, WECXXXX, SYY 13F-HR 4/23/2015, 11:39 AM
Q4 2014 45 $131M +$21.3M -$8.27M +$13M LMT, PG, AAPL, WECXXXX, SYY 13F-HR 1/27/2015, 04:08 PM
Q3 2014 45 $133M +$6.66M -$4.93M +$1.73M LMT, PG, CSCO, INTC, MSFT 13F-HR 10/20/2014, 01:29 PM
Q2 2014 47 $133M +$12.5M -$3.71M +$8.77M LMT, INTC, PG, TTE, CSCO 13F-HR 8/11/2014, 02:04 PM
Q1 2014 52 $129M +$13.8M -$7.81M +$5.98M LMT, PG, TTE, PFE, POT 13F-HR 4/14/2014, 03:46 PM
Q4 2013 91 $125M LMT, PG, PFE, TTE, DHS 13F-HR 2/4/2014, 03:21 PM