This chart displays the top 10 holdings in Keystone Financial Planning, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

The assets under management (AUM) of Keystone Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 322.385M in assets, with a quarterly growth rate of -2.43% and a 2-quarter average growth rate of 3.46%. The portfolio is managed by Brigitte Palumbo, and others.