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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Boeing Company (BA) 3.52 46297 254.21
Magellan Midstream Partners (MMP) 3.21 151165 71.06
Enterprise Products Partners 2.94 376722 26.07
Bristol Myers Squibb (BMY) 2.72 142755 63.74
Gladstone Commercial Corporation (GOOD) 2.72 407901 22.27
American Tower Reit 2.64 64655 136.68
Home Depot (HD) 2.33 47672 163.56
Merck & Co (MRK) 2.12 110399 64.03
General Electric Company (GE) 2.02 279648 -12% 24.18
Royal Dutch Shell (RDS.B) 1.93 103219 62.54
Pfizer (PFE) 1.84 172597 35.70
Welltower Inc Com reit 1.82 86376 -2% 70.29
Energy Transfer Partners 1.81 329930 -3% 18.29
Thermo Fisher Scientific (TMO) 1.80 31715 189.18
Honeywell International (HON) 1.77 41707 +2% 141.75
Duke Energy 1.71 68119 83.93
Exxon Mobil Corporation (XOM) 1.64 66759 +6% 81.98
Dowdupont Inc 1.62 78417 NEW 69.23
SPDR S&P; 500 ETF (SPY) 1.53 20380 251.23
Nextera Energy Inc C om 1.52 34765 146.56
Crown Castle Intl 1.52 50913 99.97
General Dynamics Corporation (GD) 1.40 22775 +3% 205.58
Apple (AAPL) 1.35 29189 +16% 154.13
Pepsi (PEP) 1.34 40056 111.42
Amazon (AMZN) 1.34 4645 +12% 961.25
Granite Construction (GVA) 1.28 73895 -10% 57.95
Fidelity Comwlth Tr ndq cp idx trk 1.28 16739 255.15
Raytheon Company (RTN) 1.26 22493 +20% 186.59
Verizon Communications (VZ) 1.25 84456 -7% 49.49
SPDR S&P; MidCap 400 ETF (MDY) 1.25 12776 -3% 326.31
Senior Housing Properties Trust (SNH) 1.21 207389 19.55
Starwood Property Trust (STWD) 1.16 178199 21.72
AT&T; (T) 1.15 98342 39.17
HCP (HCP) 1.11 133494 27.83
Lockheed Martin Corporation (LMT) 1.08 11648 +31% 310.27
SPDR Barclays Capital Convertible SecETF (CWB) 1.06 69307 51.08
John Hancock Pref. Income Fund II (HPF) 0.99 150515 +2% 21.91
Dominion Resources (D) 0.93 40382 76.94
Prudential Financial (PRU) 0.93 29106 106.34
MasterCard Incorporated (MA) 0.89 20953 141.22
Procter & Gamble Company (PG) 0.85 31121 90.97
Sempra Energy (SRE) 0.83 24218 114.13
Microsoft Corporation (MSFT) 0.70 31290 +10% 74.50
iShares Russell 2000 Growth Index (IWO) 0.70 13128 -3% 178.93
Walt Disney Company (DIS) 0.69 23435 -5% 98.57
Martin Marietta Materials (MLM) 0.69 11174 -2% 206.19
UnitedHealth (UNH) 0.64 10885 +2% 195.87
Enbridge Inc 0.64 51197 41.84
Facebook Inc cl a 0.62 12159 +12% 170.90
Johnson & Johnson (JNJ) 0.61 15599 +2% 130.01
Northrop Grumman Corporation (NOC) 0.61 7099 +38% 287.79
Ventas (VTR) 0.61 31522 65.13
Costco Wholesale Corporation (COST) 0.59 12071 -8% 164.28
Waste Management (WM) 0.59 25334 78.27
Amgen (AMGN) 0.59 10558 +5% 186.49
Kimberly-Clark Corporation (KMB) 0.57 16235 -3% 117.71
TC Pipelines (TCLP) 0.57 36403 -2% 52.33
Nuveen Quality Pref. Inc. Fund II (JPS) 0.56 181342 +24% 10.41
SPDR Gold Trust (GLD) 0.55 15101 -4% 121.58
Alphabet Inc Class A cs 0.55 1883 +2% 973.98
NIKE (NKE) 0.54 35026 -18% 51.85
Starbucks Corporation (SBUX) 0.52 32129 -4% 53.72
Consumer Discretionary SPDR (XLY) 0.51 18897 90.07
Vanguard European ETF (VGK) 0.50 28739 +28% 58.32
Kraft Heinz 0.49 21005 77.55
Government Properties Income Trust (GOV) 0.48 86136 -8% 18.77
Tortoise Energy Infrastructure (TYG) 0.48 55329 -4% 28.95
Coca-Cola Company (KO) 0.47 34931 -2% 45.00
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.46 39260 -22% 38.82
Chevron Corporation (CVX) 0.43 12108 117.53
3M Company (MMM) 0.43 6893 +2% 209.92
Energy Transfer Equity (ETE) 0.42 80856 17.38
iShares S&P; MidCap 400 Index (IJH) 0.41 7729 178.94
Technology SPDR (XLK) 0.39 21931 59.09
Kinder Morgan Inc. 0.39 68073 -7% 19.19
Cisco Systems (CSCO) 0.38 38048 -4% 33.64
Healthcare Realty Trust Incorporated (HR) 0.37 37761 -7% 32.33
Visa (V) 0.36 11300 +10% 105.22
PowerShares QQQ Trust, Series 1 (QQQQ) 0.34 7771 +8% 145.41
Financial Select Sector SPDR (XLF) 0.34 43352 +4% 25.86
Berkshire Hathaway (BRK.B) 0.33 6054 -5% 183.35
Bce Inc. 0.33 23792 -7% 46.82
United Technologies Corporation (UTX) 0.32 9187 116.03
Buckeye Partners (BPL) 0.32 18919 -2% 56.98
Blackrock Municipal Income Trust (BFK) 0.32 74163 14.28
Eli Lilly & Co. (LLY) 0.31 12167 -2% 85.56
NuStar Energy (NS) 0.30 24311 +5% 40.60
American Water Works (AWK) 0.30 12352 -3% 80.88
Ecolab (ECL) 0.29 7521 -3% 128.57
Dcp Midstream Partners Lp 0.28 26851 34.64
Kayne Anderson MLP Investment (KYN) 0.28 51039 -3% 18.16
First Trust Energy Income & Gr 0.28 38028 -3% 24.64
Blackrock Munivest Fund II (MVT) 0.27 59112 15.48
H & Q Healthcare Fund equities 0.27 36106 +2% 25.23
Invesco Van Kampen Muni Opp Trust (VMO) 0.26 66273 -6% 13.01
Chubb 0.26 6131 142.55
SYSCO Corporation (SYY) 0.25 15180 -4% 53.95
Alphabet Inc Class C cs 0.25 854 -2% 959.02
ConocoPhillips (COP) 0.24 15796 50.08
Union Pacific Corporation (UNP) 0.22 6370 -4% 116.01
Phillips 66 0.22 8066 91.62
Mplx 0.21 20356 35.03
Williams Partners L P 0.21 18221 38.91
Enbridge Energy Partners (EEP) 0.20 42708 15.97
Plains All American Pipeline (PAA) 0.19 30279 21.20
Wal-Mart Stores (WMT) 0.18 7796 78.12
Industrial SPDR (XLI) 0.18 8547 71.02
Albemarle Corporation (ALB) 0.17 4159 +40% 136.33
Allianzgi Nfj Divid Int Prem S cefs 0.17 41707 +53% 13.40
Constellation Brands (STZ) 0.16 2597 +14% 199.46
Celgene Corporation (CELG) 0.16 3635 -2% 145.80
Rayonier (RYN) 0.16 18324 28.87
Targa Res Corp 0.15 10526 -4% 47.31
CVS Caremark Corporation (CVS) 0.14 5869 -34% 81.27
Calamos Strategic Total Return Fund (CSQ) 0.14 37628 12.12
BlackRock Municipal Income Trust II (BLE) 0.14 31862 +25% 15.19
Huntington Ingalls Inds. Inc. 0.14 2108 +13% 226.28
Mondelez Int 0.14 11633 40.66
QUALCOMM (QCOM) 0.13 8655 -30% 51.88
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.13 45695 +9% 9.34
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.13 27904 15.19
Voya Global Eq Div & Pr Opp Fd 0.13 51856 8.12
Adobe Systems Incorporated (ADBE) 0.12 2673 +16% 149.27
Vanguard Growth ETF (VUG) 0.12 3081 +21% 132.75
Sba Communications Corp Com stock 0.12 2729 +2% 144.01
Marriott International (MAR) 0.11 3455 -2% 110.27
Eaton Vance (EV) 0.11 7700 49.35
Vanguard High Dividend Yield ETF (VYM) 0.11 4505 +33% 81.02
Laboratory Corp. of America Holdings (LH) 0.10 2245 +2% 151.00
Royal Dutch Shell (RDS.A) 0.10 5734 -26% 60.52
Invesco Van Kampen Municipal Trust (VKQ) 0.10 24922 +87% 12.76
Paychex (PAYX) 0.09 5052 59.98
Weyerhaeuser Company (WY) 0.09 9230 -3% 34.02
Wp Carey 0.09 4678 67.34
Berkshire Hathaway (BRK.A) 0.08 1 275000.00
ONEOK (OKE) 0.08 5090 55.40
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.08 3110 +4% 88.10
NVIDIA Corporation (NVDA) 0.07 1319 NEW 178.92
Tesla Motors (TSLA) 0.07 722 340.72
American Express Company (AXP) 0.06 2372 NEW 90.64
Baxter International (BAX) 0.06 3405 -2% 62.85
Vulcan Materials Company (VMC) 0.06 1737 119.75
iShares NASDAQ Biotechnology Index (IBB) 0.06 651 -2% 333.33
Vanguard Total Stock Market ETF (VTI) 0.06 1665 129.73
Pimco Municipal Income Fund (PMF) 0.06 13438 -57% 13.69
Blackrock Muniyield Quality Fund (MQY) 0.06 13693 +15% 15.41
Blackrock Muniyield Insured Fund (MYI) 0.05 11940 +16% 14.32
Eaton Vance New York Muni. Incm. Trst Fd (EVY) 0.05 12530 13.17
Advanced Micro Devices (AMD) 0.04 10000 NEW 12.70
Capital Product 0.03 31319 3.51

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

View All Filings