Avoid Fraud, Get The Facts, And Find The Best
Legal Name: KEYSTONE FINANCIAL PLANNING, INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD WHITEHALL FDS INC (921946406)
|
103,277 |
$9,024k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
165,674 |
$8,792k |
|
PFIZER INC (717081103)
|
199,568 |
$8,645k |
|
UNILEVER PLC (904767704)
|
129,996 |
$8,056k |
|
COCA-COLA CO (191216100)
|
157,152 |
$8,002k |
|
AT&T INC (00206R102)
|
230,784 |
$7,734k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
81,139 |
$7,668k |
|
Chevron Corp (166764100)
|
58,936 |
$7,334k |
|
PEPSICO INC (713448108)
|
52,374 |
$6,868k |
|
DOMINION ENERGY INC (25746U109)
|
87,900 |
$6,796k |
|
Exxon Mobil Corp (30231G102)
|
86,365 |
$6,618k |
|
GENERAL MILLS INC (370334104)
|
119,805 |
$6,292k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
156,968 |
$6,282k |
|
CVS HEALTH CORP (126650100)
|
112,619 |
$6,137k |
|
3M CO (88579Y101)
|
34,225 |
$5,933k |
|
PHILIP MORRIS INTL (718172109)
|
75,407 |
$5,922k |
|
BRITISH AMER TOB PLC (110448107)
|
156,412 |
$5,454k |
|
WELLS FARGO CO NEW (949746101)
|
111,588 |
$5,280k |
|
AEP (025537101)
|
59,694 |
$5,254k |
|
PAYCHEX INC (704326107)
|
63,457 |
$5,222k |
|
Boeing Co/The (097023105)
|
14,187 |
$5,164k |
|
UNITED PARCEL SERVIC (911312106)
|
49,171 |
$5,078k |
|
ALTRIA GROUP INC (02209S103)
|
100,687 |
$4,768k |
|
CARDINAL HEALTH INC (14149Y108)
|
98,852 |
$4,656k |
|
JOHNSON & JOHNSON (478160104)
|
31,517 |
$4,390k |
|
MICROSOFT CORP (594918104)
|
32,761 |
$4,389k |
|
INTL BUSINESS MCHN (459200101)
|
31,131 |
$4,293k |
|
CISCO SYSTEMS INC (17275R102)
|
66,559 |
$3,643k |
|
AMGEN INC (031162100)
|
18,932 |
$3,489k |
|
ROYAL DUTCH SHELL (780259107)
|
49,513 |
$3,255k |
|
WEC ENERGY GROUP INC COM (92939U106)
|
36,412 |
$3,036k |
|
QUALCOMM INC (747525103)
|
35,279 |
$2,684k |
|
MCDONALDS CORP (580135101)
|
11,594 |
$2,408k |
|
BlackRock, Inc. (09247X101)
|
5,084 |
$2,386k |
|
Apple Inc (037833100)
|
10,834 |
$2,144k |
|
ABB LTD (000375204)
|
104,112 |
$2,085k |
|
SANOFI (80105N105)
|
44,704 |
$1,934k |
|
PROCTER & GAMBLE CO (742718109)
|
13,818 |
$1,515k |
|
Lockheed Martin Corp (539830109)
|
3,668 |
$1,333k |
|
ISHARES TR (46432F339)
|
9,759 |
$893k |
|
XCEL ENERGY INC (98389B100)
|
13,080 |
$778k |
|
FRANKLIN RES INC (354613101)
|
20,956 |
$729k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
5,837 |
$510k |
|
Bank of New York Mellon Corp. (064058100)
|
10,485 |
$463k |
|
SOUTHERN CO (842587107)
|
7,010 |
$388k |
|
ABBVIE INC (00287Y109)
|
5,076 |
$369k |
|
GRAINGER W W INC (384802104)
|
1,116 |
$299k |
|
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