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Keystone Financial Planning, Inc.

All holdings · as of Dec 31, 2025

44 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR—$165.62M6,037,75048.0%
MICROSOFT CORP—$12.99M26,8683.8%
Philip Morris International Inc.—$12.50M77,9243.6%
US BANCORP \DE—$11.78M220,8503.4%
CHEVRON CORP—$11.75M77,1183.4%
BANK NOVA SCOTIA HALIFAX—$10.25M139,1013.0%
VERIZON COMMUNICATIONS INC—$9.68M237,7442.8%
BRITISH AMERN TOB PLC—$9.47M167,2492.7%
CME Group Inc—$8.75M32,0412.5%
BRISTOL MYERS SQUIBB CO—$8.60M159,5232.5%
SPDR SERIES TRUST—$8.31M192,0602.4%
DIAGEO PLC—$7.55M87,5582.2%
T Rowe Price Group Inc—$7.01M68,5182.0%
ALTRIA GROUP, INC.—$6.18M107,2031.8%
PFIZER INC—$6.13M246,3821.8%
EXXON MOBIL CORP—$5.86M48,6721.7%
United Parcel Service Inc—$4.54M45,7681.3%
QUALCOMM INC/DE—$4.48M26,1971.3%
CISCO SYSTEMS, INC.—$3.80M49,3201.1%
ISHARES TR—$3.47M28,5041.0%
MCDONALD'S CORP—$2.59M8,4680.8%
GENUINE PARTS CO—$2.55M20,7640.7%
INTERNATIONAL BUSINESS MACHINES CORP—$2.52M8,5190.7%
COCA COLA CO—$2.50M35,6970.7%
Franklin Resources, Inc.—$2.47M103,5420.7%
JOHNSON & JOHNSON—$1.98M9,5690.6%
AT&T INC.—$1.58M63,5130.5%
PROCTER & GAMBLE Co—$1.29M9,0210.4%
PINNACLE WEST CAPITAL CORP—$1.16M13,1260.3%
SANOFI—$1.07M22,0160.3%
LOCKHEED MARTIN CORP—$930.1K1,9230.3%
COLGATE PALMOLIVE CO—$701.3K8,8750.2%
TJX Cos Inc/The—$649.5K4,2280.2%
EMERSON ELECTRIC CO—$608.1K4,5820.2%
HALEON PLC—$549.6K54,3660.2%
VANGUARD INDEX FDS—$437.3K4,9420.1%
PUBLIC SERVICE ENTERPRISE GROUP INC—$434.1K5,4060.1%
CVS HEALTH Corp—$358.8K4,5210.1%
BANK OF AMERICA CORP /DE—$323.4K5,8810.1%
Viatris Inc—$316.3K25,4020.1%
VANGUARD WHITEHALL FDS—$309.9K2,1590.1%
Accenture plc—$291.0K1,0850.1%
GSK PLC—$228.1K4,6520.1%
AMGEN INC—$200.3K6120.1%
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