FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC has disclosed 148 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2019-12-31. The current portfolio value is calculated to be $383.00 Mil. The turnover rate is 2%.
In FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's current portfolio as of 2019-12-31, the top 5 holdings are
Enterprise Products Partners LP (EPD), American Tower Corp (AMT), Boeing Co (BA), Gladstone Commercial Corp (GOOD), The Home Depot Inc (HD), not including call and put options.
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX.
