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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
Mid
Blend
Small
Growth
40
3
8
1
2
0
28
5
3
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC TX

Time Period2018-12-31

Total Holdings144

Total Value ($x1000)316,997
Activities
New2

Increased33

Unchanged29

Decreased80

Sold Out8

Top 10 Stock Holdingstotal 30.65%
EPD6.96

BA4.08

AMT3.06

HD2.52

MMP2.5

 
GOOD2.44

MRK2.36

PFE2.35

AMZN2.31

BMY2.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EPD
6.96%
COM
BA
4.08%
COM
AMT
3.06%
COM
HD
2.52%
COM
MMP
2.5%
COM UNIT RP LP
GOOD
2.44%
COM
MRK
2.36%
COM
PFE
2.35%
COM
AMZN
2.31%
COM
BMY
2.07%
COM
RDS/B
2.02%
SPON ADR B
TMO
2%
COM
ETE
1.92%
COM UT LTD PTN
HON
1.79%
COM
DUK
1.77%
COM NEW
NEE
1.72%
COM
CCI
1.71%
COM
HCN
1.54%
COM
SPY
1.51%
TR UNIT
D
1.47%
COM
AAPL
1.46%
COM
MSFT
1.44%
COM
STWD
1.38%
COM
MA
1.37%
CL A
XOM
1.3%
COM
VZ
1.27%
COM
ONEQ
1.26%
NDQ CP IDX TRK
DWDP
1.21%
COM
RTN
1.19%
COM NEW
PEP
1.12%
COM
MDY
1.04%
UTSER1 S&PDCRP
GD
1.02%
COM
UNH
1.01%
COM
LMT
1%
COM
CWB
0.99%
BRC CNV SECS ETF
SNH
0.96%
SH BEN INT
HPF
0.85%
COM
HCP
0.84%
COM
T
0.78%
COM
COST
0.77%
COM
DIS
0.76%
COM DISNEY
PG
0.76%
COM
SRE
0.76%
COM
GOOGL
0.74%
CAP STK CL A
PRU
0.72%
COM
V
0.7%
COM CL A
WM
0.69%
COM
GVA
0.67%
COM
IWO
0.65%
RUS 2000 GRW ETF
ENB
0.65%
COM
JNJ
0.64%
COM
AMGN
0.64%
COM
NKE
0.64%
CL B
NOC
0.59%
COM
CSCO
0.51%
COM
FB
0.5%
CL A
XLY
0.5%
SBI CONS DISCR
MLM
0.49%
COM
KO
0.45%
COM
JPS
0.45%
COM
JPM
0.43%
COM
VGK
0.43%
FTSE EUROPE ETF
XLK
0.43%
TECHNOLOGY
BRK.B
0.42%
CL B NEW
CVX
0.42%
COM
LLY
0.41%
COM
SBUX
0.41%
COM
IJH
0.39%
CORE S&P MCP ETF
TYG
0.39%
COM
AWK
0.36%
COM
MMM
0.35%
COM
WMT
0.35%
COM
XLF
0.35%
SBI INT-FINL
ECL
0.34%
COM
QQQ
0.34%
UNIT SER 1
KMB
0.34%
COM
GLD
0.34%
GOLD SHS
PFF
0.34%
U.S. PFD STK ETF
ADBE
0.31%
COM
TCP
0.31%
UT COM LTD PRT
COP
0.31%
COM
VTR
0.3%
COM
KMI
0.28%
COM
UTX
0.28%
COM
SYY
0.27%
COM
HQH
0.27%
SH BEN INT
EXG
0.27%
COM
HR
0.26%
COM
UNP
0.25%
COM
CB
0.25%
COM
GOOG
0.24%
CAP STK CL C
BCE
0.24%
COM NEW
IGD
0.24%
COM
BFK
0.23%
BRIC ETF
SBAC
0.23%
CL A
PSX
0.22%
COM
NLY
0.21%
COM
DPM
0.21%
COM UT LTD PTN
MVT
0.21%
COM
CSQ
0.2%
COM SH BEN INT
NFJ
0.2%
COM
CAT
0.19%
COM
MPLX
0.18%
COM UNIT REP LTD
NS
0.18%
UNIT COM
XLI
0.16%
SBI INT-INDS
PAA
0.16%
UNIT LTD PARTN
RYN
0.16%
COM
VMO
0.16%
COM
KHC
0.16%
COM
STZ
0.14%
CL A
BPL
0.14%
UNIT LTD PARTN
WMB
0.14%
COM
NZF
0.13%
COM SH BEN INT
QCOM
0.13%
COM
PYPL
0.12%
COM
KYN
0.12%
COM
VUG
0.12%
GROWTH ETF
MDLZ
0.11%
CL A
VYM
0.11%
HIGH DIV YLD
BLE
0.11%
COM
HII
0.11%
COM
OKE
0.1%
COM
PAYX
0.1%
COM
TRGP
0.1%
COM
MAR
0.1%
CL A
RDS/A
0.1%
SPONS ADR A
WPC
0.1%
COM
BRK.A
0.1%
CL A
NVDA
0.09%
COM
VCIT
0.08%
INT-TERM CORP
EV
0.08%
COM NON VTG
VLO
0.08%
COM
LH
0.08%
COM NEW
AXP
0.07%
COM
CVS
0.07%
COM
BAX
0.07%
COM
FEN
0.06%
COM
AMD
0.06%
COM
MQY
0.06%
COM
VKQ
0.06%
COM
PMF
0.05%
COM
MYI
0.05%
COM
MFA
0.03%
COM
CPLP
0.02%
COM UNIT LP
ETP
1.88%
UNIT LTD PRT INT
EEP
0.12%
COM
WY
0.08%
COM
ALB
0.08%
COM
VTI
0.07%
TOTAL STK MKT
ITA
0.06%
U.S. AER&DEF ETF
CELG
0.06%
COM
EVY
0.04%
SH BEN INT