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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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Small
Growth
40
4
8
1
2
0
29
6
3
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC TX

Time Period2018-03-31

Total Holdings154

Total Value ($x1000)326,598
Activities
New2

Increased49

Unchanged23

Decreased80

Sold Out2

Top 10 Stock Holdingstotal 26.29%
BA4.29

AMT2.83

EPD2.73

BMY2.67

MMP2.62

 
HD2.59

GOOD2.3

RDS/B2.16

AMZN2.13

HON1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
4.29%
COM
AMT
2.83%
COM
EPD
2.73%
COM
BMY
2.67%
COM
MMP
2.62%
COM UNIT RP LP
HD
2.59%
COM
GOOD
2.3%
COM
RDS/B
2.16%
SPON ADR B
AMZN
2.13%
COM
HON
1.97%
COM
TMO
1.93%
COM
PFE
1.9%
COM
CCI
1.74%
COM
RTN
1.71%
COM NEW
MRK
1.71%
COM
NEE
1.65%
COM
SPY
1.58%
TR UNIT
DUK
1.57%
COM NEW
ETP
1.57%
UNIT LTD PRT INT
GD
1.56%
COM
AAPL
1.52%
COM
DWDP
1.49%
COM
XOM
1.43%
COM
ONEQ
1.37%
NDQ CP IDX TRK
STWD
1.36%
COM
LMT
1.32%
COM
MA
1.32%
CL A
HCN
1.29%
COM
MDY
1.28%
UTSER1 S&PDCRP
GVA
1.26%
COM
PEP
1.23%
COM
MSFT
1.19%
COM
D
1.12%
COM
VZ
1.1%
COM
CWB
1.1%
BRC CNV SECS ETF
SNH
1.09%
SH BEN INT
T
1.07%
COM
PRU
0.97%
COM
HPF
0.9%
COM
NOC
0.84%
COM
SRE
0.82%
COM
HCP
0.74%
COM
IWO
0.74%
RUS 2000 GRW ETF
GOOGL
0.71%
CAP STK CL A
COST
0.7%
COM
MLM
0.7%
COM
UNH
0.7%
COM
FB
0.69%
CL A
DIS
0.67%
COM DISNEY
PG
0.66%
COM
WM
0.65%
COM
VGK
0.65%
FTSE EUROPE ETF
JNJ
0.63%
COM
NKE
0.62%
CL B
JPS
0.59%
COM
TYG
0.56%
COM
XLY
0.55%
SBI CONS DISCR
AMGN
0.54%
COM
V
0.51%
COM CL A
CSCO
0.5%
COM
ENB
0.48%
COM
JPM
0.46%
COM
GLD
0.45%
GOLD SHS
MMM
0.44%
COM
XLK
0.44%
TECHNOLOGY
IJH
0.44%
CORE S&P MCP ETF
CVX
0.42%
COM
SBUX
0.42%
COM
KO
0.41%
COM
PFF
0.39%
U.S. PFD STK ETF
XLF
0.39%
SBI INT-FINL
KMB
0.39%
COM
QQQ
0.38%
UNIT SER 1
TCP
0.37%
UT COM LTD PRT
BRK.B
0.36%
CL B NEW
ETE
0.34%
COM UT LTD PTN
KHC
0.34%
COM
UTX
0.34%
COM
WMT
0.32%
COM
ECL
0.31%
COM
VTR
0.31%
COM
AWK
0.31%
COM
NFJ
0.3%
COM
BCE
0.3%
COM NEW
LLY
0.29%
COM
DPM
0.28%
COM UT LTD PTN
COP
0.28%
COM
BFK
0.28%
BRIC ETF
CAT
0.28%
COM
KMI
0.28%
COM
CB
0.27%
COM
HQH
0.27%
SH BEN INT
GOOG
0.27%
CAP STK CL C
GOV
0.27%
COM SHS BEN INT
UNP
0.26%
COM
SYY
0.26%
COM
MVT
0.26%
COM
HR
0.25%
COM
PSX
0.24%
COM
FEN
0.21%
COM
VMO
0.21%
COM
BPL
0.21%
UNIT LTD PARTN
MPLX
0.2%
COM UNIT REP LTD
RYN
0.2%
COM
STZ
0.2%
CL A
XLI
0.19%
SBI INT-INDS
PAA
0.19%
UNIT LTD PARTN
WPZ
0.19%
COM UNIT LTD PAR
ADBE
0.19%
COM
EXG
0.18%
COM
KYN
0.18%
COM
CSQ
0.17%
COM SH BEN INT
HII
0.17%
COM
NS
0.15%
UNIT COM
SBAC
0.15%
CL A
QCOM
0.14%
COM
TRGP
0.13%
COM
VUG
0.13%
GROWTH ETF
NZF
0.13%
COM SH BEN INT
EV
0.13%
COM NON VTG
EEP
0.12%
COM
BLE
0.12%
COM
MAR
0.12%
CL A
VYM
0.11%
HIGH DIV YLD
IGD
0.11%
COM
MDLZ
0.11%
CL A
ALB
0.11%
COM
RDS/A
0.1%
SPONS ADR A
OKE
0.1%
COM
WY
0.1%
COM
NVDA
0.1%
COM
PAYX
0.09%
COM
LH
0.09%
COM NEW
CELG
0.09%
COM
BRK.A
0.09%
CL A
WPC
0.09%
COM
VLO
0.09%
COM
PYPL
0.09%
COM
VCIT
0.08%
INT-TERM CORP
VKQ
0.08%
COM
BAX
0.07%
COM
VTI
0.07%
TOTAL STK MKT
AXP
0.07%
COM
CVS
0.07%
COM
MQY
0.07%
COM
ITA
0.07%
U.S. AER&DEF ETF
VMC
0.06%
COM
IBB
0.06%
NASDQ BIOTEC ETF
MYI
0.05%
COM
PMF
0.05%
COM
EVY
0.04%
SH BEN INT
NLY
0.03%
COM
AMD
0.03%
COM
CPLP
0.02%
COM UNIT LP
GE
0.6%
COM
TSLA
0.07%
COM