StockDriftsStockDriftsTop 40 Keystone Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 55.43% | 6.76M | $207.5M | +12.02%(+725.96K) | $23.12(+37.05%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.2% | 239.0K | $12.0M | +0.53%(+1.25K) | $50.93(-7.04%) | 2026-03-31 | |
| USB | US BANCORP | 3.12% | 224.3K | $11.7M | +1.58%(+3.50K) | $45.27(+22.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.66% | 26.9K | $9.9M | +0.00%(+0) | $31.11(+1222.22%) | 2026-03-31 | |
| BTI | BRITISH AMERN TOB PLC | 2.61% | 167.2K | $9.8M | +0.00%(+0) | $51.00(+16.48%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.58% | 159.5K | $9.7M | +0.00%(+0) | $57.63(-1.19%) | 2026-03-31 | |
| BNS | BANK NOVA SCOTIA B C | 2.58% | 139.1K | $9.6M | +0.00%(+0) | $48.92(+56.72%) | 2026-03-31 | |
| CME | CME GROUP INC | 2.53% | 32.0K | $9.5M | -0.01%(-4) | $206.48(+38.91%) | 2026-03-31 | |
| SPYD | SPDR SERIES TRUST | 2.39% | 196.3K | $8.9M | +2.22%(+4.26K) | $42.16(+11.21%) | 2026-03-31 | |
| UL | UNILEVER PLC | 2.33% | 152.9K | $8.7M | new | $61.19(-4.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.20% | +30.22% |
| Top 20 Holdings Unweighted | +10.52% | +34.98% |
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