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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
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Small
Growth
42
4
8
1
2
0
28
5
3
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC TX

Time Period2019-06-30

Total Holdings146

Total Value ($x1000)353,199
Activities
New4

Increased53

Unchanged25

Decreased64

Sold Out4

Top 10 Stock Holdingstotal 27.64%
BA3.98

AMT3.5

EPD2.88

HD2.72

AMZN2.7

 
GOOD2.65

MMP2.48

MRK2.32

TMO2.27

HON2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
3.98%
COM
AMT
3.5%
COM
EPD
2.88%
COM
HD
2.72%
COM
AMZN
2.7%
COM
GOOD
2.65%
COM
MMP
2.48%
COM UNIT RP LP
MRK
2.32%
COM
TMO
2.27%
COM
HON
2.14%
COM
PFE
2.08%
COM
RDS/B
2.03%
SPON ADR B
CCI
1.91%
COM
ETE
1.81%
COM UT LTD PTN
NEE
1.81%
COM
MSFT
1.8%
COM
AAPL
1.68%
COM
MA
1.67%
CL A
HCN
1.64%
COM
DUK
1.6%
COM NEW
SPY
1.59%
TR UNIT
STWD
1.58%
COM
BMY
1.56%
COM
D
1.44%
COM
ONEQ
1.35%
NDQ CP IDX TRK
RTN
1.29%
COM NEW
XOM
1.28%
COM
LMT
1.23%
COM
PEP
1.18%
COM
VZ
1.17%
COM
UNH
1.16%
COM
MDY
1.08%
UTSER1 S&PDCRP
CWB
1.02%
BRC CNV SECS ETF
COST
0.98%
COM
HPF
0.93%
COM
V
0.89%
COM CL A
GD
0.88%
COM
DIS
0.87%
COM DISNEY
SRE
0.86%
COM
HCP
0.85%
COM
T
0.83%
COM
PG
0.81%
COM
WM
0.81%
COM
PRU
0.8%
COM
GOOGL
0.77%
CAP STK CL A
IWO
0.69%
RUS 2000 GRW ETF
ENB
0.68%
COM
FB
0.67%
CL A
NOC
0.67%
COM
NKE
0.63%
CL B
GVA
0.63%
COM
CSCO
0.62%
COM
JNJ
0.62%
COM
MLM
0.55%
COM
AMGN
0.55%
COM
XLY
0.53%
SBI CONS DISCR
SNH
0.51%
SH BEN INT
SBUX
0.5%
COM
JPS
0.47%
COM
DOW
0.47%
COM
KO
0.45%
COM
WMT
0.45%
COM
CVX
0.45%
COM
XLK
0.44%
TECHNOLOGY
QQQ
0.44%
UNIT SER 1
DD
0.42%
COM
AWK
0.41%
COM
BRK.B
0.41%
CL B NEW
ADBE
0.4%
COM
ECL
0.4%
COM
IJH
0.38%
CORE S&P MCP ETF
LLY
0.36%
COM
PFF
0.35%
U.S. PFD STK ETF
XLF
0.35%
SBI INT-FINL
KMB
0.35%
COM
PYPL
0.34%
COM
KMI
0.34%
COM
VTR
0.33%
COM
GLD
0.33%
GOLD SHS
TCP
0.32%
UT COM LTD PRT
UTX
0.32%
COM
DOV
0.31%
COM
EXG
0.31%
COM
TYG
0.3%
COM
SBAC
0.29%
CL A
JPM
0.28%
COM
UNP
0.28%
COM
IGD
0.27%
COM
COP
0.27%
COM
SYY
0.27%
COM
MMM
0.27%
COM
CB
0.26%
COM
NLY
0.25%
COM
HR
0.25%
COM
BCE
0.24%
COM NEW
VGK
0.24%
FTSE EUROPE ETF
CSQ
0.24%
COM SH BEN INT
HQH
0.24%
SH BEN INT
GOOG
0.23%
CAP STK CL C
BFK
0.23%
BRIC ETF
PSX
0.22%
COM
DPM
0.2%
COM UT LTD PTN
NS
0.2%
UNIT COM
MVT
0.2%
COM
MPLX
0.18%
COM UNIT REP LTD
STZ
0.18%
CL A
XLI
0.18%
SBI INT-INDS
PAA
0.18%
UNIT LTD PARTN
BPL
0.17%
UNIT LTD PARTN
CTVA
0.16%
COM
VMO
0.15%
COM
RYN
0.15%
COM
NFJ
0.14%
COM
BAC
0.14%
COM
MDLZ
0.14%
CL A
OKE
0.14%
COM
NZF
0.13%
COM SH BEN INT
VUG
0.13%
GROWTH ETF
PAYX
0.12%
COM
MAR
0.12%
CL A
VYM
0.11%
HIGH DIV YLD
HII
0.11%
COM
KYN
0.11%
COM
CAT
0.11%
COM
BLE
0.11%
COM
WPC
0.11%
COM
NVDA
0.11%
COM
TRGP
0.1%
COM
RDS/A
0.1%
SPONS ADR A
LH
0.09%
COM NEW
BRK.A
0.09%
CL A
EV
0.09%
COM NON VTG
AMD
0.09%
COM
AXP
0.08%
COM
VCIT
0.07%
INT-TERM CORP
BAX
0.07%
COM
KHC
0.07%
COM
VLO
0.07%
COM
WY
0.06%
COM
VTI
0.06%
TOTAL STK MKT
TXN
0.06%
COM
MQY
0.06%
COM
VKQ
0.05%
COM
PMF
0.05%
COM
MYI
0.04%
COM
MFA
0.03%
COM
DWDP
1.07%
COM
WMB
0.15%
COM
QCOM
0.11%
COM
FEN
0.06%
COM