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CIK: 0001596906
Total reported value
$387.9M
$387.9M
46 檔
50.1%
At the close of Q1 2025, Keystone Financial Planning, Inc. disclosed equity holdings valued at approximately $387.9M, spread across 46 reported holdings.
In Q1 2025, Keystone Financial Planning, Inc. displayed an active expansion posture, initiating 46 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 45.72% | -4.34% | +2.29% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.34% | -0.64% | +0.90% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.08% | — | |
| 4 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.90% | -0.25% | +0.35% | |
| 5 | USB | US Bancorp | Stock-Financials | 2.88% | +0.40% | +215.38% | |
| 6 | CME | Cme Group Inc | Stock-Financials | 2.85% | -0.07% | +0.12% | |
| 7 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.64% | +2.55% | +0.43% | |
| 8 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.59% | +0.04% | +1.15% | |
| 9 | T | At&t Inc | Stock-Comm Services | 2.32% | -0.16% | -0.02% | |
| 10 | PNW | Pinnacle West Capital | Stock-Utilities | 2.31% | — | -1.46% | |
| 11 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 2.13% | +0.02% | -0.06% | |
| 12 | TD | Toronto-dominion Bank | Stock-Financials | 2.12% | — | +0.77% | |
| 13 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.96% | +0.48% | +4.13% | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 1.96% | +0.07% | — | |
| 15 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.94% | +0.32% | — | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 1.93% | -0.35% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.77% | -2.21% | EXIT | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.55% | +0.05% | — | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.26% | -0.38% | -67.65% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.26% | +2.12% | — | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.22% | -0.90% | EXIT | |
| 22 | HDV | Ishares Core High Dividend E | ETF-Other | 1.12% | -0.07% | -1.80% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | -1.01% | EXIT | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.28% | — | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | +0.02% | — | |
| 26 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.79% | +0.04% | -0.77% | |
| 27 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.69% | -0.02% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | +0.07% | -8.51% | |
| 29 | BEN | Franklin Resources Inc | Stock-Financials | 0.62% | +0.24% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | — | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.01% | — | |
| 32 | SOLV | Solventum CORP | Stock-Healthcare | 0.38% | — | — | |
| 33 | SNY | Sanofi-adr | Stock-Healthcare | 0.38% | -0.04% | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.27% | — | -67.91% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.26% | -0.08% | — | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.25% | +0.01% | — | |
| 37 | KEL | Kellanova | Stock-Other | 0.22% | — | — | |
| 38 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.21% | — | — | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.16% | — | — | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.15% | -0.01% | +0.31% | |
| 41 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.14% | -0.01% | -0.32% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.13% | — | — | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.10% | -0.06% | EXIT | |
| 44 | CVS | Cvs Health CORP | Stock-Healthcare | 0.09% | +0.03% | — | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.07% | +0.01% | — | |
| 46 | VTRS | Viatris Inc | Stock-Healthcare | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 2 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 5 | USB | US Bancorp | — | NEW | New buy |
| 6 | CME | Cme Group Inc | — | NEW | New buy |
| 7 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 8 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | New buy |
| 9 | T | At&t Inc | — | NEW | New buy |
| 10 | PNW | Pinnacle West Capital | — | NEW | New buy |
| 11 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 12 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 13 | BNS | Bank Of Nova Scotia | — | NEW | New buy |
| 14 | MO | Altria Group Inc | — | NEW | New buy |
| 15 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 16 | PFE | Pfizer Inc | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 19 | PM | Philip Morris International | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | KO | Coca-cola Co/the | — | NEW | New buy |
| 26 | GPC | Genuine Parts Co | — | NEW | New buy |
| 27 | HLN | Haleon Plc-adr | — | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 29 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 30 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 32 | SOLV | Solventum CORP | — | NEW | New buy |
| 33 | SNY | Sanofi-adr | — | NEW | New buy |
| 34 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 35 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 36 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 37 | KEL | Kellanova | — | NEW | New buy |
| 38 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 39 | EMR | Emerson Electric Co | — | NEW | New buy |
| 40 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 41 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 42 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 43 | ACN | Accenture plc | — | NEW | New buy |
| 44 | CVS | Cvs Health CORP | — | NEW | New buy |
| 45 | BAC | Bank Of America CORP | — | NEW | New buy |
| 46 | VTRS | Viatris Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Keystone Financial Planning, Inc. reported a total U.S. public equity portfolio value of $387.9M across 46 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, VZ, MSFT) accounted for 50.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHD
市值: $153.5M
During Q1 2025, Keystone Financial Planning, Inc.'s top holdings by market value included SCHD (45.7%)、VZ (3.3%)、MSFT (3.1%). The largest single position, SCHD, represented 45.7% of total portfolio value.
In Q1 2025, Keystone Financial Planning, Inc. made 46 total portfolio adjustments, initiating 46 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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