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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KKellanova
Recent Activity
Decreased -0.37%
0.22%
$708,973
8,756 shares@ $80.97 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Decreased -4.39%
0.22%
$677,981
64,142 shares@ $10.58 avg price
EMREmerson Elec Co
Recent Activity
Decreased -3.05%
0.2%
$617,543
4,983 shares@ $123.93 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Decreased -15.42%
0.15%
$473,060
5,599 shares@ $84.5 avg price
VTRSViatris Inc
Recent Activity
Decreased -0.22%
0.11%
$325,318
26,130 shares@ $12.45 avg price