test

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

InvestmentPortfolio %Reported Value
SCHD
Schwab Strategic Tr
Recent Activity
Increased 188.65%
45.48%
$146.589M
5.366M shares@ $27.32 avg price
MSFT
Microsoft Corp
Recent Activity
3.63%
$11.683M
27,718 shares@ $421.5 avg price
PM
Philip Morris Intl Inc
Recent Activity
Decreased -0.27%
3.09%
$9.945M
82,632 shares@ $120.35 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 0.31%
3.04%
$9.788M
244,758 shares@ $39.99 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Increased 0.12%
2.8%
$8.999M
159,107 shares@ $56.57 avg price
SPYD
Spdr Ser Tr
Recent Activity
Increased 1.31%
2.61%
$8.402M
194,322 shares@ $43.24 avg price
CME
Cme Group Inc
Recent Activity
Increased 2.21%
2.6%
$8.363M
36,012 shares@ $232.24 avg price
TROW
Price T Rowe Group Inc
Recent Activity
Increased 1.42%
2.49%
$8.01M
70,831 shares@ $113.1 avg price
GSK
Gsk Plc
Recent Activity
Increased 3660.95%
2.4%
$7.708M
227,913 shares@ $33.83 avg price
BNS
Bank Nova Scotia Halifax
Recent Activity
Decreased -0.04%
2.23%
$7.166M
133,404 shares@ $53.73 avg price

1-10 of 46