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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
4
9
1
2
0
29
5
3
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC TX

Time Period2018-06-30

Total Holdings153

Total Value ($x1000)330,133
Activities
New2

Increased25

Unchanged29

Decreased97

Sold Out3

Top 10 Stock Holdingstotal 26.91%
BA4.18

EPD3.02

MMP2.99

HD2.73

AMT2.7

 
GOOD2.51

AMZN2.43

RDS/B2.31

BMY2.17

HON1.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
4.18%
COM
EPD
3.02%
COM
MMP
2.99%
COM UNIT RP LP
HD
2.73%
COM
AMT
2.7%
COM
GOOD
2.51%
COM
AMZN
2.43%
COM
RDS/B
2.31%
SPON ADR B
BMY
2.17%
COM
HON
1.87%
COM
PFE
1.86%
COM
TMO
1.84%
COM
MRK
1.84%
COM
ETP
1.78%
UNIT LTD PRT INT
NEE
1.65%
COM
CCI
1.64%
COM
AAPL
1.64%
COM
DUK
1.56%
COM NEW
XOM
1.56%
COM
SPY
1.55%
TR UNIT
RTN
1.48%
COM NEW
DWDP
1.48%
COM
STWD
1.4%
COM
ONEQ
1.4%
NDQ CP IDX TRK
MA
1.38%
CL A
HCN
1.38%
COM
SNH
1.37%
SH BEN INT
MSFT
1.29%
COM
GD
1.26%
COM
MDY
1.22%
UTSER1 S&PDCRP
GVA
1.19%
COM
LMT
1.11%
COM
VZ
1.1%
COM
PEP
1.09%
COM
CWB
1.09%
BRC CNV SECS ETF
D
1.07%
COM
HPF
0.96%
COM
T
0.93%
COM
PRU
0.81%
COM
FB
0.81%
CL A
UNH
0.8%
COM
SRE
0.79%
COM
HCP
0.79%
COM
IWO
0.78%
RUS 2000 GRW ETF
GOOGL
0.76%
CAP STK CL A
COST
0.75%
COM
NOC
0.71%
COM
DIS
0.7%
COM DISNEY
MLM
0.7%
COM
NKE
0.68%
CL B
PG
0.62%
COM
WM
0.61%
COM
VGK
0.59%
FTSE EUROPE ETF
JNJ
0.58%
COM
AMGN
0.57%
COM
TYG
0.55%
COM
XLY
0.54%
SBI CONS DISCR
JPS
0.52%
COM
V
0.52%
COM CL A
ENB
0.5%
COM
XLK
0.49%
TECHNOLOGY
CSCO
0.48%
COM
CVX
0.46%
COM
IJH
0.45%
CORE S&P MCP ETF
JPM
0.43%
COM
ETE
0.41%
COM UT LTD PTN
GLD
0.41%
GOLD SHS
KO
0.4%
COM
XLF
0.39%
SBI INT-FINL
PFF
0.37%
U.S. PFD STK ETF
MMM
0.35%
COM
QQQ
0.35%
UNIT SER 1
SBUX
0.35%
COM
BRK.B
0.34%
CL B NEW
COP
0.33%
COM
AWK
0.32%
COM
DPM
0.32%
COM UT LTD PTN
VTR
0.32%
COM
KMI
0.31%
COM
KMB
0.31%
COM
ECL
0.31%
COM
UTX
0.31%
COM
KHC
0.3%
COM
WMT
0.3%
COM
LLY
0.29%
COM
SYY
0.28%
COM
PSX
0.28%
COM
BCE
0.27%
COM NEW
BFK
0.26%
BRIC ETF
HQH
0.26%
SH BEN INT
GOOG
0.26%
CAP STK CL C
HR
0.26%
COM
NFJ
0.25%
COM
TCP
0.25%
UT COM LTD PRT
UNP
0.25%
COM
CB
0.25%
COM
CAT
0.24%
COM
MVT
0.24%
COM
ADBE
0.23%
COM
EXG
0.22%
COM
GOV
0.22%
COM SHS BEN INT
RYN
0.21%
COM
CSQ
0.21%
COM SH BEN INT
MPLX
0.2%
COM UNIT REP LTD
FEN
0.2%
COM
PAA
0.2%
UNIT LTD PARTN
KYN
0.2%
COM
BPL
0.19%
UNIT LTD PARTN
WPZ
0.19%
COM UNIT LTD PAR
STZ
0.19%
CL A
XLI
0.19%
SBI INT-INDS
NVDA
0.18%
COM
VMO
0.18%
COM
NS
0.16%
UNIT COM
IGD
0.16%
COM
SBAC
0.15%
CL A
TRGP
0.14%
COM
EEP
0.14%
COM
VUG
0.14%
GROWTH ETF
NZF
0.13%
COM SH BEN INT
BLE
0.13%
COM
OKE
0.13%
COM
QCOM
0.13%
COM
EV
0.12%
COM NON VTG
HII
0.12%
COM
VYM
0.11%
HIGH DIV YLD
MAR
0.11%
CL A
RDS/A
0.11%
SPONS ADR A
MDLZ
0.11%
CL A
NLY
0.11%
COM
PYPL
0.11%
COM
VLO
0.11%
COM
PAYX
0.1%
COM
WY
0.1%
COM
LH
0.1%
COM NEW
WPC
0.09%
COM
ALB
0.09%
COM
BRK.A
0.09%
CL A
VCIT
0.08%
INT-TERM CORP
BAX
0.08%
COM
VTI
0.07%
TOTAL STK MKT
AXP
0.07%
COM
VKQ
0.07%
COM
MQY
0.06%
COM
ITA
0.06%
U.S. AER&DEF ETF
CVS
0.06%
COM
CELG
0.06%
COM
PMF
0.05%
COM
MYI
0.05%
COM
AMD
0.05%
COM
EVY
0.04%
SH BEN INT
MFA
0.03%
COM
CPLP
0.02%
COM UNIT LP
QQQ
0.38%
UNIT SER 1
VMC
0.06%
COM
IBB
0.06%
NASDQ BIOTEC ETF