Sondra J. Wilson

Latest statistics and disclosures from Fiduciary Financial Services Of The Southwest Inc /tx's latest quarterly 13F-HR filing:

Companies in the Fiduciary Financial Services Of The Southwest Inc /tx portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Boeing Company (BA) 3.98 38627 364.02
American Tower Reit 3.50 60408 204.44
Enterprise Products Partners 2.88 352915 28.87
Home Depot (HD) 2.72 46192 207.98
Amazon (AMZN) 2.70 5033 1893.70
Gladstone Commercial Corporation (GOOD) 2.65 441275 +2% 21.22
Magellan Midstream Partners (MMP) 2.48 137128 64.00
Merck & Co (MRK) 2.32 97741 83.85
Thermo Fisher Scientific (TMO) 2.27 27340 -2% 293.67
Honeywell International (HON) 2.14 43275 174.58
Pfizer (PFE) 2.08 169640 43.32
Royal Dutch Shell (RDS.B) 2.03 109219 65.74
Crown Castle Intl 1.91 51654 130.35
Nextera Energy Inc C om 1.81 31186 204.87
Energy Transfer Equity (ETE) 1.81 454819 14.08
Microsoft Corporation (MSFT) 1.80 47405 133.95
Apple (AAPL) 1.68 29954 197.90
MasterCard Incorporated (MA) 1.67 22350 264.52
Welltower Inc Com reit 1.64 71074 81.53
Duke Energy 1.60 63895 88.24
SPDR S&P; 500 ETF (SPY) 1.59 19210 293.02
Starwood Property Trust (STWD) 1.58 244992 +6% 22.72
Bristol Myers Squibb (BMY) 1.56 121179 45.35
Dominion Resources (D) 1.44 65872 +2% 77.32
Fidelity Comwlth Tr ndq cp idx trk 1.35 15185 314.65
Raytheon Company (RTN) 1.29 26158 173.87
Exxon Mobil Corporation (XOM) 1.28 58841 -2% 76.63
Lockheed Martin Corporation (LMT) 1.23 11926 363.58
Pepsi (PEP) 1.18 31703 131.12
Verizon Communications (VZ) 1.17 72247 57.12
UnitedHealth (UNH) 1.16 16837 -7% 243.99
SPDR S&P; MidCap 400 ETF (MDY) 1.08 10720 354.57
SPDR Barclays Capital Convertible SecETF (CWB) 1.02 68168 52.87
Costco Wholesale Corporation (COST) 0.98 13144 +2% 264.23
John Hancock Pref. Income Fund II (HPF) 0.93 141984 23.02
Visa (V) 0.89 18013 +2% 173.54
General Dynamics Corporation (GD) 0.88 17180 -4% 181.84
Walt Disney Company (DIS) 0.87 21934 139.65
Sempra Energy (SRE) 0.86 22116 137.46
HCP (HCP) 0.85 94159 31.98
AT&T; (T) 0.83 87629 +3% 33.50
Waste Management (WM) 0.81 24743 115.39
Procter & Gamble Company (PG) 0.81 26129 109.65
Prudential Financial (PRU) 0.80 28039 101.00
Alphabet Inc Class A cs 0.77 2507 +4% 1082.97
iShares Russell 2000 Growth Index (IWO) 0.69 12091 200.89
Enbridge Inc 0.68 66746 36.08
Northrop Grumman Corporation (NOC) 0.67 7296 -3% 323.05
Facebook Inc cl a 0.67 12236 193.04
Granite Construction (GVA) 0.63 46088 48.19
NIKE (NKE) 0.63 26544 83.94
Johnson & Johnson (JNJ) 0.62 15657 139.30
Cisco Systems (CSCO) 0.62 39948 54.72
Martin Marietta Materials (MLM) 0.55 8449 230.09
Amgen (AMGN) 0.55 10510 184.30
Consumer Discretionary SPDR (XLY) 0.53 15757 119.19
Senior Housing Properties Trust (SNH) 0.51 218016 -16% 8.27
Starbucks Corporation (SBUX) 0.50 20991 83.85
Nuveen Quality Pref. Inc. Fund II (JPS) 0.47 173876 +3% 9.50
Dow Inc 0.47 33479 NEW 49.31
Coca-Cola Company (KO) 0.45 30971 50.92
Wal-Mart Stores (WMT) 0.45 14264 +10% 110.49
Chevron Corporation (CVX) 0.45 12647 +4% 124.46
Technology SPDR (XLK) 0.44 20016 -5% 78.04
Invesco Qqq Trust Series 1 0.44 8330 +12% 186.79
Dupont De Nemours Inc Com 0.42 19981 NEW 75.07
Berkshire Hathaway (BRK.B) 0.41 6761 213.13
American Water Works (AWK) 0.41 12525 116.01
Ecolab (ECL) 0.40 7125 197.47
Adobe Systems Incorporated (ADBE) 0.40 4785 +3% 294.67
iShares S&P; MidCap 400 Index (IJH) 0.38 6994 -5% 194.31
Eli Lilly & Co. (LLY) 0.36 11372 110.80
Kimberly-Clark Corporation (KMB) 0.35 9231 133.25
Financial Select Sector SPDR (XLF) 0.35 44684 27.59
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.35 33552 +8% 36.84
Kinder Morgan Inc. 0.34 56908 +2% 20.88
Paypal Holdings 0.34 10599 +6% 114.44
Ventas (VTR) 0.33 17281 +5% 68.34
SPDR Gold Trust (GLD) 0.33 8715 133.22
United Technologies Corporation (UTX) 0.32 8603 130.19
TC Pipelines (TCLP) 0.32 30388 37.61
Dover Corporation (DOV) 0.31 10856 +3% 100.22
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.31 130715 8.29
Tortoise Energy Infrastructure (TYG) 0.30 46530 22.54
Sba Communications Corp Com stock 0.29 4576 224.87
JPMorgan Chase & Co. (JPM) 0.28 8829 -4% 111.79
Union Pacific Corporation (UNP) 0.28 5823 169.16
3M Company (MMM) 0.27 5440 -6% 173.35
SYSCO Corporation (SYY) 0.27 13362 70.72
ConocoPhillips (COP) 0.27 15532 60.97
Voya Global Eq Div & Pr Opp Fd 0.27 147028 6.52
Chubb 0.26 6210 147.34
Annaly Capital Management (NLY) 0.25 97154 +6% 9.13
Healthcare Realty Trust Incorporated (HR) 0.25 27851 31.31
Bce Inc. 0.24 18961 +4% 45.46
Calamos Strategic Total Return Fund (CSQ) 0.24 66023 -5% 12.75
Vanguard European ETF (VGK) 0.24 15620 -3% 54.93
H & Q Healthcare Fund equities 0.24 41700 -9% 20.07
Blackrock Municipal Income Trust (BFK) 0.23 57601 13.91
Alphabet Inc Class C cs 0.23 744 1080.65
Phillips 66 0.22 8138 93.51
Dcp Midstream Partners Lp 0.20 24556 -2% 29.28
NuStar Energy (NS) 0.20 26266 -2% 27.15
Blackrock Munivest Fund II (MVT) 0.20 45829 -7% 15.17
Constellation Brands (STZ) 0.18 3200 +3% 196.88
Industrial SPDR (XLI) 0.18 8110 77.44
Plains All American Pipeline (PAA) 0.18 25749 24.35
Mplx 0.18 19716 +4% 32.21
Buckeye Partners (BPL) 0.17 14587 -4% 41.06
Corteva Inc Com 0.16 19573 NEW 29.58
Rayonier (RYN) 0.15 17657 30.30
Invesco Van Kampen Muni Opp Trust (VMO) 0.15 43812 12.30
Bank of America Corporation (BAC) 0.14 16988 +20% 29.02
ONEOK (OKE) 0.14 7050 +3% 68.79
Mondelez Int 0.14 9150 53.88
Allianzgi Nfj Divid Int Prem S cefs 0.14 40598 -31% 12.39
Vanguard Growth ETF (VUG) 0.13 2732 -2% 163.25
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.13 29944 15.76
Paychex (PAYX) 0.12 4972 82.26
Marriott International (MAR) 0.12 2914 140.36
Caterpillar (CAT) 0.11 2826 136.23
NVIDIA Corporation (NVDA) 0.11 2286 -2% 164.04
Kayne Anderson MLP Investment (KYN) 0.11 25238 15.29
Vanguard High Dividend Yield ETF (VYM) 0.11 4505 87.46
BlackRock Municipal Income Trust II (BLE) 0.11 25990 14.62
Huntington Ingalls Inds. Inc. 0.11 1730 -2% 224.86
Wp Carey 0.11 4678 81.23
Royal Dutch Shell (RDS.A) 0.10 5216 64.99
Targa Res Corp 0.10 8653 -6% 39.29
Laboratory Corp. of America Holdings (LH) 0.09 1895 173.09
Berkshire Hathaway (BRK.A) 0.09 1 318000.00
Advanced Micro Devices (AMD) 0.09 9900 30.40
Eaton Vance (EV) 0.09 7100 43.10
American Express Company (AXP) 0.08 2292 123.47
Baxter International (BAX) 0.07 3192 81.77
Valero Energy Corporation (VLO) 0.07 2831 -4% 85.48
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.07 2905 89.85
Kraft Heinz 0.07 7829 -19% 31.04
Texas Instruments Incorporated (TXN) 0.06 1783 NEW 114.97
Weyerhaeuser Company (WY) 0.06 8065 -2% 26.29
Vanguard Total Stock Market ETF (VTI) 0.06 1415 149.82
Blackrock Muniyield Quality Fund (MQY) 0.06 13795 14.50
Pimco Municipal Income Fund (PMF) 0.05 12314 14.46
Invesco Van Kampen Municipal Trust (VKQ) 0.05 15280 12.30
Blackrock Muniyield Insured Fund (MYI) 0.04 11940 13.23
MFA Mortgage Investments (MFA) 0.03 13825 7.16

Past 13F-HR SEC Filings by Fiduciary Financial Services Of The Southwest Inc /tx

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