$133 Million is the total value of Keystone Financial Planning, Inc.'s 45 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DON | Exit | WIS TREE MIDCAP DIVmidcap divi fd | $0 | – | -3,344 | -100.0% | -0.21% | – |
DGS | Exit | WIS TREE EM MKT SMemg mkts smcap | $0 | – | -6,371 | -100.0% | -0.23% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -9,037 | -100.0% | -0.36% | – |
AMAT | Exit | APPLIED MATERIALS | $0 | – | -29,464 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-20
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US DIVIDEND | 43 | Q2 2024 | 45.4% |
PFIZER INC | 43 | Q2 2024 | 4.8% |
AT&T INC | 43 | Q2 2024 | 4.6% |
CHEVRON CORP NEW | 43 | Q2 2024 | 4.7% |
EXXON MOBIL CORP | 43 | Q2 2024 | 4.6% |
VANGUARD WHITEHALL FDS | 43 | Q2 2024 | 4.9% |
ISHARES TR | 43 | Q2 2024 | 3.8% |
MICROSOFT CORP | 43 | Q2 2024 | 4.1% |
COCA COLA CO | 43 | Q2 2024 | 4.1% |
CISCO SYSTEMS | 43 | Q2 2024 | 4.9% |
View Keystone Financial Planning, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-10 |
13F-HR | 2024-04-10 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-28 |
View Keystone Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.