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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
PNWPinnacle West Cap Corp
Recent Activity
Decreased -0.18%
2.18%
$7.001M
82,587 shares@ $84.77 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.19%
2.11%
$6.797M
256,187 shares@ $26.54 avg price
BTIBritish Amern Tob Plc
Recent Activity
Decreased -0.24%
1.95%
$6.278M
172,842 shares@ $36.33 avg price
TAt&t Inc
Recent Activity
Decreased -0.28%
1.95%
$6.276M
275,612 shares@ $22.78 avg price
TDToronto Dominion Bk Ont
Recent Activity
Increased 4.01%
1.95%
$6.267M
117,713 shares@ $53.24 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -0.17%
1.85%
$5.959M
47,254 shares@ $126.1 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.34%
1.78%
$5.736M
109,694 shares@ $52.29 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.19%
1.67%
$5.362M
49,846 shares@ $107.57 avg price
QCOMQualcomm Inc
Recent Activity
1.28%
$4.108M
26,741 shares@ $153.62 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.33%
1.14%
$3.673M
25,358 shares@ $144.85 avg price