$132 Million is the total value of Keystone Financial Planning, Inc.'s 43 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DRW | Exit | WIS TREE INTL REglb ex us rl est | $0 | – | -7,990 | -100.0% | -0.17% | – |
| DES | Exit | WIS TREE SMALL Divsmallcap divid | $0 | – | -6,810 | -100.0% | -0.36% | – |
| DTH | Exit | WIS TREE DEFA HY EQdefa eqt inc etf | $0 | – | -14,706 | -100.0% | -0.46% | – |
| GAS | Exit | AGL RESOURCES | $0 | – | -68,848 | -100.0% | -2.77% | – |
| LMT | Exit | LOCKHEED MARTIN | $0 | – | -42,550 | -100.0% | -6.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-23
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.