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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

13F
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC
Last update 2020-02-11 148 Stocks (4 new)
Value $383.00 Mil Turnover 2 %
Countries:
Top Holdings: EPD(5.96%)AMT(3.47%)BA(2.87%)GOOD(2.63%)HD(2.63%)
Summary Stock Picks Current Portfolio
FIDUCIARY FINANCIAL SERVICES O... Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EPD 		Enterprise Products Partners LP
551,295
22,794.0
-1.15%
5.960
-0.07%
0.030
-1.48%
+5.87%
69,643.5
Oil & Gas
AMT 		American Tower Corp
57,711
13,263.0
-3.39%
3.470
-0.12%
0.010
+3.02%
+17.84%
100,350.1
REITs
BA 		Boeing Co
33,724
10,986.0
-6.38%
2.870
-0.23%
0.010
+38.91%
+20.90%
161,357.2
Aerospace & Defense
GOOD 		Gladstone Commercial Corp
460,682
10,071.0
+0.88%
2.630
+0.02%
1.200
+0.13%
-6.23%
681.7
REITs
HD 		The Home Depot Inc
46,103
10,068.0
+0.12%
2.630
0%
0.000
-0.86%
-6.17%
358,631.7
Retail - Cyclical
AMZN 		Amazon.com Inc
105,100
9,710.0
+3.26%
2.540
+0.08%
0.000
+8.45%
-2.82%
2,263,406.3
Retail - Cyclical
AAPL 		Apple Inc
120,716
8,862.0
-2.42%
2.320
-0.04%
0.000
-9.87%
-20.43%
2,968,943.5
Hardware
MRK 		Merck & Co Inc
95,550
8,690.0
-2.71%
2.270
-0.06%
0.000
-14.48%
-18.56%
201,686.0
Drug Manufacturers
MMP 		Magellan Midstream Partners LP
136,658
8,592.0
-0.50%
2.250
-0.01%
0.060
+17.06%
+45.65%
13,944.6
Oil & Gas
TMO 		Thermo Fisher Scientific Inc
25,809
8,385.0
-4.77%
2.190
-0.10%
0.010
-19.19%
-20.13%
156,716.6
Medical Diagnostics & Research

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's Historical Top Holdings Breakdowns

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX Total Holding History ($B)

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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's Asset Allocation

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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's Hypothetical Growth since 2019-12-31

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's Yearly Returns

Year Portfolio % % Excess Gain %

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's Holdings Heat Map

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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's Holdings Bubble Chart

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX News

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