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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
41
3
8
1
2
0
30
6
3
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC TX

Time Period2017-12-31

Total Holdings154

Total Value ($x1000)341,194
Activities
New4

Increased47

Unchanged25

Decreased78

Sold Out0

Top 10 Stock Holdingstotal 26.08%
BA3.83

MMP3.09

EPD2.84

AMT2.67

HD2.67

 
GOOD2.55

BMY2.51

RDS/B2.13

HON1.93

PFE1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
3.83%
COM
MMP
3.09%
COM UNIT RP LP
EPD
2.84%
COM
AMT
2.67%
COM
HD
2.67%
COM
GOOD
2.55%
COM
BMY
2.51%
COM
RDS/B
2.13%
SPON ADR B
HON
1.93%
COM
PFE
1.86%
COM
MRK
1.77%
COM
TMO
1.71%
COM
ETP
1.67%
UNIT LTD PRT INT
CCI
1.65%
COM
AMZN
1.65%
COM
DUK
1.64%
COM NEW
DWDP
1.57%
COM
HCN
1.56%
COM
SPY
1.56%
TR UNIT
XOM
1.54%
COM
NEE
1.52%
COM
AAPL
1.44%
COM
PEP
1.38%
COM
RTN
1.38%
COM NEW
GD
1.38%
COM
GVA
1.35%
COM
ONEQ
1.31%
NDQ CP IDX TRK
MDY
1.26%
UTSER1 S&PDCRP
STWD
1.2%
COM
VZ
1.2%
COM
SNH
1.18%
SH BEN INT
D
1.17%
COM
LMT
1.16%
COM
T
1.11%
COM
MA
1.07%
CL A
CWB
1.04%
BRC CNV SECS ETF
MSFT
0.99%
COM
PRU
0.98%
COM
HPF
0.94%
COM
HCP
0.91%
COM
PG
0.81%
COM
SRE
0.76%
COM
IWO
0.72%
RUS 2000 GRW ETF
MLM
0.72%
COM
DIS
0.72%
COM DISNEY
FB
0.7%
CL A
UNH
0.69%
COM
NOC
0.67%
COM
JNJ
0.66%
COM
COST
0.65%
COM
WM
0.64%
COM
VGK
0.64%
FTSE EUROPE ETF
GOOGL
0.63%
CAP STK CL A
GE
0.6%
COM
ENB
0.57%
COM
NKE
0.57%
CL B
JPS
0.57%
COM
TCP
0.55%
UT COM LTD PRT
AMGN
0.54%
COM
VTR
0.52%
COM
XLY
0.52%
SBI CONS DISCR
GLD
0.51%
GOLD SHS
TYG
0.51%
COM
SBUX
0.49%
COM
MMM
0.47%
COM
KHC
0.46%
COM
GOV
0.45%
COM SHS BEN INT
KO
0.45%
COM
CVX
0.44%
COM
V
0.44%
COM CL A
KMB
0.44%
COM
CSCO
0.43%
COM
IJH
0.43%
CORE S&P MCP ETF
XLK
0.41%
TECHNOLOGY
ETE
0.4%
COM UT LTD PTN
PFF
0.39%
U.S. PFD STK ETF
XLF
0.38%
SBI INT-FINL
QQQ
0.36%
UNIT SER 1
HR
0.35%
COM
BRK.B
0.35%
CL B NEW
BCE
0.33%
COM NEW
AWK
0.33%
COM
KMI
0.33%
COM
UTX
0.33%
COM
NFJ
0.32%
COM
BFK
0.31%
BRIC ETF
LLY
0.3%
COM
ECL
0.29%
COM
DPM
0.28%
COM UT LTD PTN
CB
0.28%
COM
MVT
0.27%
COM
GOOG
0.27%
CAP STK CL C
BPL
0.27%
UNIT LTD PARTN
SYY
0.26%
COM
COP
0.25%
COM
UNP
0.25%
COM
PSX
0.25%
COM
VMO
0.24%
COM
HQH
0.24%
SH BEN INT
WMT
0.23%
COM
FEN
0.23%
COM
JPM
0.22%
COM
NS
0.21%
UNIT COM
WPZ
0.21%
COM UNIT LTD PAR
MPLX
0.21%
COM UNIT REP LTD
KYN
0.2%
COM
STZ
0.19%
CL A
XLI
0.19%
SBI INT-INDS
PAA
0.17%
UNIT LTD PARTN
RYN
0.17%
COM
EEP
0.17%
COM
QCOM
0.16%
COM
ALB
0.16%
COM
EXG
0.15%
COM
CAT
0.15%
COM
HII
0.15%
COM
CSQ
0.14%
COM SH BEN INT
ADBE
0.14%
COM
TRGP
0.14%
COM
MAR
0.14%
CL A
NZF
0.14%
COM SH BEN INT
SBAC
0.14%
CL A
MDLZ
0.13%
CL A
BLE
0.13%
COM
EV
0.13%
COM NON VTG
VUG
0.13%
GROWTH ETF
VYM
0.11%
HIGH DIV YLD
CELG
0.11%
COM
IGD
0.11%
COM
RDS/A
0.1%
SPONS ADR A
PAYX
0.1%
COM
WY
0.1%
COM
WPC
0.09%
COM
VKQ
0.09%
COM
LH
0.09%
COM NEW
BRK.A
0.09%
CL A
CVS
0.08%
COM
OKE
0.08%
COM
VCIT
0.08%
INT-TERM CORP
PYPL
0.08%
COM
NVDA
0.07%
COM
VLO
0.07%
COM
AXP
0.07%
COM
MQY
0.07%
COM
VTI
0.07%
TOTAL STK MKT
VMC
0.07%
COM
BAX
0.07%
COM
TSLA
0.07%
COM
IBB
0.06%
NASDQ BIOTEC ETF
MYI
0.05%
COM
PMF
0.05%
COM
EVY
0.04%
SH BEN INT
AMD
0.03%
COM
CPLP
0.02%
COM UNIT LP