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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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Large
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Growth
39
4
8
1
2
0
30
5
3
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC TX

Time Period2018-09-30

Total Holdings150

Total Value ($x1000)359,633
Activities
New1

Increased41

Unchanged44

Decreased64

Sold Out4

Top 10 Stock Holdingstotal 29.95%
EPD6.54

BA4.22

AMZN2.68

HD2.67

MMP2.64

 
AMT2.48

GOOD2.29

BMY2.24

PFE2.1

RDS/B2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EPD
6.54%
COM
BA
4.22%
COM
AMZN
2.68%
COM
HD
2.67%
COM
MMP
2.64%
COM UNIT RP LP
AMT
2.48%
COM
GOOD
2.29%
COM
BMY
2.24%
COM
PFE
2.1%
COM
RDS/B
2.09%
SPON ADR B
HON
1.97%
COM
MRK
1.95%
COM
TMO
1.94%
COM
ETP
1.88%
UNIT LTD PRT INT
AAPL
1.82%
COM
SPY
1.55%
TR UNIT
CCI
1.54%
COM
NEE
1.53%
COM
XOM
1.47%
COM
RTN
1.46%
COM NEW
DUK
1.45%
COM NEW
MA
1.44%
CL A
MSFT
1.39%
COM
ONEQ
1.37%
NDQ CP IDX TRK
DWDP
1.3%
COM
STWD
1.29%
COM
HCN
1.28%
COM
SNH
1.26%
SH BEN INT
GD
1.25%
COM
LMT
1.21%
COM
MDY
1.15%
UTSER1 S&PDCRP
VZ
1.07%
COM
D
1.02%
COM
CWB
1.02%
BRC CNV SECS ETF
PEP
1.01%
COM
GVA
0.87%
COM
HPF
0.85%
COM
T
0.81%
COM
PRU
0.79%
COM
UNH
0.79%
COM
COST
0.78%
COM
GOOGL
0.76%
CAP STK CL A
IWO
0.74%
RUS 2000 GRW ETF
DIS
0.72%
COM DISNEY
HCP
0.71%
COM
SRE
0.7%
COM
NOC
0.67%
COM
NKE
0.64%
CL B
WM
0.62%
COM
FB
0.62%
CL A
JNJ
0.61%
COM
PG
0.61%
COM
AMGN
0.59%
COM
V
0.54%
COM CL A
XLY
0.53%
SBI CONS DISCR
MLM
0.51%
COM
CSCO
0.5%
COM
TYG
0.5%
COM
VGK
0.48%
FTSE EUROPE ETF
XLK
0.48%
TECHNOLOGY
JPM
0.45%
COM
ENB
0.45%
COM
JPS
0.44%
COM
IJH
0.42%
CORE S&P MCP ETF
CVX
0.41%
COM
KO
0.39%
COM
ETE
0.38%
COM UT LTD PTN
XLF
0.37%
SBI INT-FINL
BRK.B
0.37%
CL B NEW
MMM
0.36%
COM
SBUX
0.36%
COM
COP
0.33%
COM
LLY
0.33%
COM
GLD
0.33%
GOLD SHS
PFF
0.32%
U.S. PFD STK ETF
ECL
0.32%
COM
UTX
0.31%
COM
AWK
0.31%
COM
WMT
0.31%
COM
HQH
0.3%
SH BEN INT
KMB
0.3%
COM
DPM
0.29%
COM UT LTD PTN
KMI
0.29%
COM
EXG
0.29%
COM
SYY
0.28%
COM
VTR
0.27%
COM
TCP
0.26%
UT COM LTD PRT
UNP
0.26%
COM
IGD
0.26%
COM
GOOG
0.26%
CAP STK CL C
PSX
0.26%
COM
ADBE
0.25%
COM
CSQ
0.23%
COM SH BEN INT
BFK
0.23%
BRIC ETF
CB
0.23%
COM
CAT
0.23%
COM
HR
0.22%
COM
NFJ
0.22%
COM
KHC
0.22%
COM
BCE
0.22%
COM NEW
NS
0.22%
UNIT COM
MVT
0.2%
COM
NLY
0.19%
COM
NVDA
0.19%
COM
MPLX
0.19%
COM UNIT REP LTD
XLI
0.18%
SBI INT-INDS
PAA
0.18%
UNIT LTD PARTN
RYN
0.17%
COM
WMB
0.17%
COM
STZ
0.17%
CL A
KYN
0.16%
COM
BPL
0.16%
UNIT LTD PARTN
VMO
0.16%
COM
SBAC
0.16%
CL A
TRGP
0.14%
COM
QCOM
0.14%
COM
VUG
0.14%
GROWTH ETF
HII
0.13%
COM
NZF
0.12%
COM SH BEN INT
EEP
0.12%
COM
OKE
0.11%
COM
EV
0.11%
COM NON VTG
VYM
0.11%
HIGH DIV YLD
PYPL
0.11%
COM
BLE
0.11%
COM
MAR
0.11%
CL A
MDLZ
0.11%
CL A
PAYX
0.1%
COM
RDS/A
0.1%
SPONS ADR A
VLO
0.1%
COM
LH
0.09%
COM NEW
BRK.A
0.09%
CL A
AMD
0.09%
COM
WPC
0.08%
COM
WY
0.08%
COM
ALB
0.08%
COM
BAX
0.08%
COM
FEN
0.08%
COM
VCIT
0.07%
INT-TERM CORP
AXP
0.07%
COM
VTI
0.07%
TOTAL STK MKT
ITA
0.06%
U.S. AER&DEF ETF
CELG
0.06%
COM
VKQ
0.06%
COM
MQY
0.06%
COM
PMF
0.05%
COM
MYI
0.04%
COM
EVY
0.04%
SH BEN INT
MFA
0.03%
COM
CPLP
0.02%
COM UNIT LP
QQQ
0.35%
UNIT SER 1
GOV
0.22%
COM SHS BEN INT
WPZ
0.19%
COM UNIT LTD PAR
CVS
0.06%
COM