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 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Enterprise Products Partners 8.98 557719 +58% 62.15
Boeing Company (BA) 3.55 36022 -6% 380.46
American Tower Reit 3.42 59739 221.13
Gladstone Commercial Corporation (GOOD) 2.78 456653 +3% 23.50
Home Depot (HD) 2.77 46050 232.01
Magellan Midstream Partners (MMP) 2.36 137338 66.27
Amazon (AMZN) 2.29 5089 1735.90
Merck & Co (MRK) 2.14 98210 84.18
Thermo Fisher Scientific (TMO) 2.05 27101 291.28
Honeywell International (HON) 1.92 43716 169.21
Crown Castle Intl 1.90 52865 +2% 139.01
Nextera Energy Inc C om 1.81 29936 -4% 233.00
Apple (AAPL) 1.80 30926 +3% 223.95
Royal Dutch Shell (RDS.B) 1.75 112610 +3% 59.90
Microsoft Corporation (MSFT) 1.74 48402 +2% 139.02
Welltower Inc Com reit 1.67 71101 90.65
Starwood Property Trust (STWD) 1.63 260252 +6% 24.22
MasterCard Incorporated (MA) 1.59 22527 271.59
Pfizer (PFE) 1.59 170842 35.93
Duke Energy 1.58 63756 95.87
Dominion Resources (D) 1.53 72998 +10% 81.04
Bristol Myers Squibb (BMY) 1.52 115463 -4% 50.71
Energy Transfer Equity (ETE) 1.51 446697 13.08
SPDR S&P; 500 ETF (SPY) 1.49 19424 296.75
Raytheon Company (RTN) 1.35 26463 196.20
Fidelity Comwlth Tr ndq cp idx trk 1.24 15202 313.97
Lockheed Martin Corporation (LMT) 1.21 11959 390.08
Verizon Communications (VZ) 1.19 76122 +5% 60.36
Pepsi (PEP) 1.13 31703 137.12
Exxon Mobil Corporation (XOM) 1.06 57883 70.61
Costco Wholesale Corporation (COST) 1.04 13924 +5% 288.14
AT&T; (T) 1.02 104428 +19% 37.84
SPDR S&P; MidCap 400 ETF (MDY) 0.96 10495 -2% 352.45
SPDR Barclays Capital Convertible SecETF (CWB) 0.92 67503 52.46
UnitedHealth (UNH) 0.91 16216 -3% 217.32
HCP (HCP) 0.88 95000 35.63
John Hancock Pref. Income Fund II (HPF) 0.87 143539 23.38
Sempra Energy (SRE) 0.86 22371 147.60
Procter & Gamble Company (PG) 0.84 26132 124.37
Alphabet Inc Class A cs 0.82 2576 +2% 1221.27
Visa (V) 0.81 18224 172.03
General Dynamics Corporation (GD) 0.79 16632 -3% 182.72
Walt Disney Company (DIS) 0.76 22421 +2% 130.32
Waste Management (WM) 0.73 24354 115.01
Northrop Grumman Corporation (NOC) 0.71 7323 374.85
NIKE (NKE) 0.64 26444 93.93
Cisco Systems (CSCO) 0.62 48296 +20% 49.40
Prudential Financial (PRU) 0.62 26762 -4% 89.94
Martin Marietta Materials (MLM) 0.61 8519 274.09
Enbridge Inc 0.60 65993 35.08
iShares Russell 2000 Growth Index (IWO) 0.59 11876 192.74
Facebook Inc cl a 0.57 12403 178.10
Dow Inc 0.54 43981 +31% 47.66
Amgen (AMGN) 0.52 10409 193.49
Johnson & Johnson (JNJ) 0.51 15257 -2% 129.38
Consumer Discretionary SPDR (XLY) 0.49 15757 120.71
Starbucks Corporation (SBUX) 0.48 20991 88.42
Wal-Mart Stores (WMT) 0.47 15333 +7% 118.70
Nuveen Quality Pref. Inc. Fund II (JPS) 0.47 183333 +5% 9.85
Coca-Cola Company (KO) 0.43 30771 54.43
Senior Housing Properties Trust (SNH) 0.42 175038 -19% 9.26
Technology SPDR (XLK) 0.42 19891 80.54
Berkshire Hathaway (BRK.B) 0.40 7389 +9% 208.01
American Water Works (AWK) 0.40 12350 124.21
Chevron Corporation (CVX) 0.39 12545 118.61
Adobe Systems Incorporated (ADBE) 0.39 5452 +13% 276.23
Invesco Qqq Trust Series 1 0.39 8035 -3% 188.80
Ecolab (ECL) 0.38 7360 +3% 198.10
Eli Lilly & Co. (LLY) 0.35 12218 +7% 111.80
iShares S&P; MidCap 400 Index (IJH) 0.35 6994 193.17
Kimberly-Clark Corporation (KMB) 0.34 9166 142.05
Ventas (VTR) 0.33 17301 73.00
SPDR Gold Trust (GLD) 0.32 8819 138.90
TC Pipelines (TCLP) 0.32 30151 40.66
Financial Select Sector SPDR (XLF) 0.32 43509 -2% 27.99
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.32 32541 -3% 37.52
United Technologies Corporation (UTX) 0.31 8668 136.48
Kinder Morgan Inc. 0.30 56213 20.62
Paypal Holdings 0.30 11163 +5% 103.56
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.29 136980 +4% 8.22
Sba Communications Corp Com stock 0.29 4634 241.04
Dover Corporation (DOV) 0.28 11019 99.56
JPMorgan Chase & Co. (JPM) 0.27 8808 117.73
SYSCO Corporation (SYY) 0.27 13118 79.43
Granite Construction (GVA) 0.26 31809 -30% 32.13
Chubb 0.26 6322 161.50
Annaly Capital Management (NLY) 0.25 108516 +11% 8.80
Union Pacific Corporation (UNP) 0.25 5847 161.96
Healthcare Realty Trust Incorporated (HR) 0.24 27711 33.49
Voya Global Eq Div & Pr Opp Fd 0.24 155121 +5% 6.00
Alphabet Inc Class C cs 0.24 744 1219.09
3M Company (MMM) 0.23 5390 164.38
ConocoPhillips (COP) 0.23 15532 56.98
Bce Inc. 0.22 17911 -5% 48.41
Phillips 66 0.22 8138 102.36
Blackrock Municipal Income Trust (BFK) 0.21 57601 14.11
Calamos Strategic Total Return Fund (CSQ) 0.21 65098 12.72
Vanguard European ETF (VGK) 0.20 14665 -6% 53.60
NuStar Energy (NS) 0.19 25854 28.31
H & Q Healthcare Fund equities 0.19 39388 -5% 18.33
Tortoise Energy Infrastructure (TYG) 0.18 34889 -25% 20.44
Constellation Brands (STZ) 0.17 3200 207.19
Dcp Midstream Partners Lp 0.17 24441 26.23
Blackrock Munivest Fund II (MVT) 0.17 45829 14.73
Buckeye Partners (BPL) 0.16 14728 41.08
Industrial SPDR (XLI) 0.16 8055 77.59
Plains All American Pipeline (PAA) 0.14 26789 +4% 20.75
ONEOK (OKE) 0.14 7105 73.75
Invesco Van Kampen Muni Opp Trust (VMO) 0.14 43812 12.51
Mplx 0.14 19526 28.01
Dupont De Nemours Inc Com 0.14 7683 -61% 71.33
Bank of America Corporation (BAC) 0.13 17532 +3% 29.15
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.13 29944 16.23
Mondelez Int 0.13 9173 55.27
Allianzgi Nfj Divid Int Prem S cefs 0.13 40598 12.22
Rayonier (RYN) 0.12 16877 -4% 28.20
Vanguard Growth ETF (VUG) 0.12 2733 166.12
Paychex (PAYX) 0.11 4947 82.68
Wp Carey 0.11 4678 89.57
Vanguard High Dividend Yield ETF (VYM) 0.10 4505 88.79
BlackRock Municipal Income Trust II (BLE) 0.10 25990 14.93
Caterpillar (CAT) 0.09 2862 126.14
NVIDIA Corporation (NVDA) 0.09 1980 -13% 174.24
Marriott International (MAR) 0.09 2914 124.23
Laboratory Corp. of America Holdings (LH) 0.08 1895 167.81
Berkshire Hathaway (BRK.A) 0.08 1 312000.00
Royal Dutch Shell (RDS.A) 0.08 4993 -4% 58.88
Eaton Vance (EV) 0.08 6600 -7% 45.00
Targa Res Corp 0.08 7471 -13% 40.16
American Express Company (AXP) 0.07 2292 118.24
Baxter International (BAX) 0.07 3192 87.41
Advanced Micro Devices (AMD) 0.07 9900 28.99
Huntington Ingalls Inds. Inc. 0.07 1353 -21% 212.12
Consolidated Edison (ED) 0.06 2433 NEW 94.53
Valero Energy Corporation (VLO) 0.06 2916 +3% 85.39
Texas Instruments Incorporated (TXN) 0.06 1783 129.00
Weyerhaeuser Company (WY) 0.06 7765 -3% 27.69
Vanguard Total Stock Market ETF (VTI) 0.06 1415 151.24
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.06 2355 -18% 91.30
Corteva Inc Com 0.06 7939 -59% 27.96
Pimco Municipal Income Fund (PMF) 0.05 12314 15.10
Invesco Van Kampen Municipal Trust (VKQ) 0.05 15280 12.63
Vanguard Short Term Corporate Bond ETF (VCSH) 0.05 2601 NEW 81.12
Blackrock Muniyield Quality Fund (MQY) 0.05 13795 15.01
Blackrock Muniyield Insured Fund (MYI) 0.04 11940 13.57
MFA Mortgage Investments (MFA) 0.03 13825 7.38
Golar Lng Partners Lp unit 0.03 13394 NEW 9.56

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

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