Keystone Financial Planning, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the ever-changing world of finance, understanding shifts in holdings is crucial for investors. Keystone Financial Planning, Inc. recently released its Q2 2023 versus Q3 2023 13F holdings comparison, revealing interesting insights into the changing landscape of investments. This blog post delves into some of the notable changes and sheds light on the implications for the financial market.

SCHWAB STRATEGIC TR (SCHD): A Slight Dip Amidst Stability

One of the key findings in the Keystone Financial Planning, Inc.'s 13F holdings comparison is the small decrease in holdings of Schwab Strategic TR (SCHD). Although the percentage change was minimal at -2.3%, it still caught the attention of investors. The dip in shares from 1,677,042 to 1,680,787, is backed by a reduction in value from $121,786,000 to $118,932,000. This decline amidst overall stability might signify a strategic adjustment on the part of Keystone Financial Planning, Inc.

MICROSOFT CORP (MSFT): Holding Steady with Minor Fluctuations

Microsoft Corp (MSFT) held its ground in terms of shares, with a marginal change from 29,034 to 29,032. The value also experienced a slight decrease from $9,887,000 to $9,167,000, reflecting a change of -7.3%. These minor fluctuations indicate that Keystone Financial Planning, Inc. still sees potential in Microsoft Corp as a solid investment.

PFIZER INC (PFE): Increasing Confidence in the Pharma Giant

In contrast to the slight dips seen in other holdings, Keystone Financial Planning, Inc. showcased increasing confidence in Pfizer Inc (PFE). With a rise from 232,246 shares to 245,876 shares, this boost demonstrates a growing belief in the pharmaceutical giant. The value of holdings also increased from $8,518,000 to $8,155,000. This surge signifies Keystone Financial Planning, Inc.'s optimism in the future prospects of Pfizer Inc.

VERIZON COMMUNICATIONS INC (VZ): Weathering the Storms

Verizon Communications Inc (VZ) witnessed a decrease in shares from 236,254 to 248,928. This dip in holdings can be attributed to a decline in value from $8,786,000 to $8,067,000, representing a change of -8.2%. Despite this reduction, Keystone Financial Planning, Inc. remains steadfast in its position, exemplifying its long-term commitment to weathering market fluctuations.

PHILIP MORRIS INTL INC (PM): A Slight Decline Amidst Changes

Philip Morris Intl Inc (PM) encountered a small decrease in shares from 86,997 shares to 86,958 shares. The value also experienced a slight decline from $8,492,000 to $8,050,000. These minor changes may indicate strategic adjustments by Keystone Financial Planning, Inc. within its portfolio. However, their confidence in Philip Morris Intl Inc remains evident.

INTERNATIONAL BUSINESS MACHS (IBM): A Shift in Strategy

In a notable shift, Keystone Financial Planning, Inc. reduced its holdings in International Business Machs (IBM) from 56,379 shares to 54,187 shares. Despite the decrease, the value remained relatively stable at $7,544,000 compared to $7,602,000. This decision may indicate a strategic move by Keystone Financial Planning, Inc. to explore new investment opportunities outside the technology industry.

Conclusion:

The Q2 2023 vs. Q3 2023 13F holdings comparison by Keystone Financial Planning, Inc. reveals a dynamic investment landscape. Despite minor fluctuations and strategic adjustments, the overall stability and confidence in various key holdings indicate Keystone Financial Planning, Inc.'s commitment to long-term investments. Investors can learn from these changes and employ them in their own investment strategies. As the financial market continues to evolve, keeping a close eye on such shifts in holdings is essential for success.