Keystone Financial Planning, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

The world of finance is constantly changing, and it's important for investors to stay updated on the latest trends and shifts in the market. Keystone Financial Planning, Inc. recently released their Q1 2023 and Q2 2023 13F holdings, revealing some interesting changes in their portfolio. In this article, we will take a closer look at these holdings and analyze the percentage changes to gain insights into Keystone Financial Planning's investment strategy.

One notable change in Keystone Financial Planning's portfolio is the increase in their holdings of SCHWAB STRATEGIC TR (SCHD). In Q1 2023, they held 1,479,869 shares of SCHD, which increased to 1,677,042 shares in Q2 2023. This represents a 12.5% increase in their holdings. The value of their SCHD holdings also saw a significant increase from $108,267,000 in Q1 2023 to $121,786,000 in Q2 2023.

Another interesting change is seen in their holdings of MICROSOFT CORP (MSFT). While the increase in shares is relatively small, from 28,688 to 29,034, the value of their MSFT holdings increased by 19.5% from $8,270,000 to $9,887,000. This suggests that Keystone Financial Planning has confidence in the future prospects of Microsoft.

On the other hand, there were some decreases in holdings as well. One such example is VERIZON COMMUNICATIONS INC (VZ), where their holdings decreased by 1.8%. In Q1 2023, they held 230,053 shares of VZ, which decreased to 236,254 shares in Q2 2023. The value of their VZ holdings also saw a slight decrease from $8,946,000 in Q1 2023 to $8,786,000 in Q2 2023.

Some other notable changes include a decrease in holdings of Pfizer Inc (PFE) by 4.2%, an increase in holdings of Philip Morris Intl Inc (PM) by 1.8%, and a decrease in holdings of United Parcel Service Inc (UPS) by 6.7%. These changes highlight the dynamic nature of Keystone Financial Planning's investment strategy, as they make adjustments based on market conditions and company performance.

It's important to note that these 13F filings provide a snapshot of a fund's holdings at a single point in time and may not represent their current positions. Nevertheless, analyzing these changes can give investors valuable insights into the investment decisions made by financial institutions like Keystone Financial Planning, Inc.

In conclusion, Keystone Financial Planning, Inc. has made several interesting changes to their portfolio in Q1 2023 vs. Q2 2023. While some holdings saw significant increases, others experienced slight decreases. These changes indicate that Keystone Financial Planning is actively managing their portfolio and adjusting their positions in response to market conditions. Investors can use this information to gain insights into the investment strategy of Keystone Financial Planning and potentially make informed investment decisions of their own.