$148 Million is the total value of Keystone Financial Planning, Inc.'s 44 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GIS | Exit | GENERAL MILLS | $0 | – | -4,036 | -100.0% | -0.18% | – |
SYY | Exit | SYSCO CORP | $0 | – | -18,480 | -100.0% | -0.62% | – |
DHS | Exit | WIS TREE HI YLD EQeqty inc etf | $0 | – | -29,537 | -100.0% | -1.34% | – |
MMP | Exit | MAGELLAN MIDSTREAM | $0 | – | -47,609 | -100.0% | -2.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-21
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US DIVIDEND | 40 | Q3 2023 | 41.6% |
PFIZER INC | 40 | Q3 2023 | 4.8% |
AT&T INC | 40 | Q3 2023 | 4.6% |
CHEVRON CORP NEW | 40 | Q3 2023 | 4.7% |
EXXON MOBIL CORP | 40 | Q3 2023 | 4.6% |
VANGUARD WHITEHALL FDS | 40 | Q3 2023 | 4.9% |
ISHARES TR | 40 | Q3 2023 | 3.8% |
MICROSOFT CORP | 40 | Q3 2023 | 4.0% |
COCA COLA CO | 40 | Q3 2023 | 4.1% |
CISCO SYSTEMS | 40 | Q3 2023 | 4.9% |
View Keystone Financial Planning, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-09 |
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.