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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
HDVIshares Tr
Recent Activity
Decreased -0.96%
1.11%
$3.56M
31,712 shares@ $112.27 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.17%
0.95%
$3.043M
51,406 shares@ $59.21 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -5.37%
0.87%
$2.793M
21,889 shares@ $127.6 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -0.46%
0.82%
$2.613M
22,377 shares@ $116.77 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.64%
0.72%
$2.308M
37,077 shares@ $62.27 avg price
BENFranklin Resources Inc
Recent Activity
Decreased -0.26%
0.68%
$2.191M
107,994 shares@ $20.29 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.32%
0.67%
$2.156M
9,809 shares@ $219.83 avg price
HLNHaleon Plc
Recent Activity
Decreased -2.73%
0.67%
$2.146M
224,919 shares@ $9.55 avg price
SOLVSolventum Corp
Recent Activity
Decreased -1.97%
0.35%
$1.114M
16,865 shares@ $66.07 avg price
SNYSanofi
Recent Activity
Decreased -0.74%
0.35%
$1.099M
22,792 shares@ $48.24 avg price