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Brigitte Palumbo

@Keystone Financial Planning, Inc.

Latest period2024 - Q4ReportedManaged Assets$322.385MTotal holdings46
Assets growth rate-2.43%Assets growth rate (2-Q avg)3.46%Continuous growth in asset value0 quarters

Portfolio positions

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.

Assets under management

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.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHDSchwab Strategic Tr
Recent Activity
Increased 188.65%
45.48%
$146.589M
5.366M shares@ $27.32 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.31%
3.04%
$9.788M
244,758 shares@ $39.99 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 0.12%
2.8%
$8.999M
159,107 shares@ $56.57 avg price
SPYDSpdr Ser Tr
Recent Activity
Increased 1.31%
2.61%
$8.402M
194,322 shares@ $43.24 avg price
CMECme Group Inc
Recent Activity
Increased 2.21%
2.6%
$8.363M
36,012 shares@ $232.24 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Increased 1.42%
2.49%
$8.01M
70,831 shares@ $113.1 avg price
GSKGsk Plc
Recent Activity
Increased 3660.95%
2.4%
$7.708M
227,913 shares@ $33.83 avg price
TDToronto Dominion Bk Ont
Recent Activity
Increased 4.01%
1.95%
$6.267M
117,713 shares@ $53.24 avg price
USBUs Bancorp Del
Recent Activity
Increased 29.53%
1.08%
$3.473M
72,614 shares@ $47.83 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.29%
0.16%
$504,618
4,177 shares@ $120.81 avg price