Keystone Financial Planning, Inc. Portfolio Holdings
Keystone Financial Planning, Inc.
- $333 Million
- Q3 2025
Keystone Financial Planning, Inc. has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $333 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $168M, Microsoft Corp with a value of $13.9M, Chevron Corp with a value of $12.2M, Us Bancorp \De\ with a value of $11M, and Verizon Communications Inc with a value of $10.7M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $321M to 333M.
Below you can find more details about Keystone Financial Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$333 Million
ETFs: $181 Million
Consumer Defensive: $33.9 Million
Financial Services: $30.3 Million
Technology: $24.4 Million
Healthcare: $19.3 Million
Energy: $17.7 Million
Communication Services: $13.5 Million
Consumer Cyclical: $6.12 Million
Other: $7.12 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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