Fiduciary Financial Services Of The Southwest as of June 30, 2013
Portfolio Holdings for Fiduciary Financial Services Of The Southwest
Fiduciary Financial Services Of The Southwest holds 155 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Enterprise Products Partners (EPD) | 4.4 | $13M | 214k | 62.15 | |
Sunoco Logistics Partners | 3.4 | $10M | 159k | 63.95 | |
Magellan Midstream Partners | 3.1 | $9.3M | 172k | 54.50 | |
General Electric Company | 2.6 | $7.8M | 336k | 23.19 | |
Bristol Myers Squibb (BMY) | 2.5 | $7.6M | 171k | 44.69 | |
HCP | 2.4 | $7.3M | 160k | 45.44 | |
Health Care REIT | 2.3 | $6.9M | 103k | 67.03 | |
Kinder Morgan Energy Partners | 2.2 | $6.7M | 78k | 85.40 | |
Kinder Morgan Management | 2.0 | $6.0M | 72k | 83.59 | |
Senior Housing Properties Trust | 1.9 | $5.9M | 226k | 25.93 | |
Kayne Anderson MLP Investment (KYN) | 1.9 | $5.9M | 151k | 38.89 | |
Exxon Mobil Corporation (XOM) | 1.9 | $5.7M | 63k | 90.35 | |
Duke Energy (DUK) | 1.8 | $5.5M | 81k | 67.51 | |
Merck & Co (MRK) | 1.8 | $5.4M | 116k | 46.45 | |
Oneok Partners | 1.8 | $5.4M | 109k | 49.52 | |
Oceaneering International (OII) | 1.8 | $5.3M | 74k | 72.19 | |
Verizon Communications (VZ) | 1.7 | $5.1M | 102k | 50.34 | |
American Tower Reit (AMT) | 1.6 | $4.8M | 66k | 73.17 | |
Boeing Company (BA) | 1.4 | $4.3M | 42k | 102.44 | |
Pfizer (PFE) | 1.4 | $4.2M | 149k | 28.01 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.4 | $4.2M | 20k | 210.10 | |
Spdr S&p 500 Etf (SPY) | 1.4 | $4.1M | 26k | 160.43 | |
SPDR Gold Trust (GLD) | 1.3 | $4.0M | 33k | 119.11 | |
Home Properties | 1.3 | $3.8M | 59k | 65.37 | |
Seadrill | 1.2 | $3.6M | 89k | 40.74 | |
Macy's (M) | 1.1 | $3.5M | 72k | 48.01 | |
Nextera Energy (NEE) | 1.1 | $3.3M | 40k | 81.47 | |
Alerian Mlp Etf | 1.1 | $3.2M | 181k | 17.85 | |
Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 1.1 | $3.2M | 24k | 134.07 | |
McDonald's Corporation (MCD) | 1.1 | $3.2M | 32k | 99.00 | |
Plains All American Pipeline (PAA) | 1.0 | $3.1M | 56k | 55.81 | |
Home Depot (HD) | 1.0 | $2.9M | 38k | 77.46 | |
At&t (T) | 1.0 | $2.9M | 83k | 35.41 | |
Energy Transfer Partners | 0.9 | $2.9M | 57k | 50.54 | |
John Hancock Pref. Income Fund II (HPF) | 0.9 | $2.9M | 137k | 20.88 | |
Chevron Corporation (CVX) | 0.9 | $2.8M | 23k | 118.35 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.9 | $2.8M | 65k | 42.68 | |
Rayonier (RYN) | 0.9 | $2.7M | 48k | 55.39 | |
Tortoise Energy Infrastructure | 0.9 | $2.6M | 56k | 46.51 | |
Teekay Lng Partners | 0.9 | $2.6M | 59k | 43.70 | |
Procter & Gamble Company (PG) | 0.8 | $2.5M | 33k | 76.98 | |
Thermo Fisher Scientific (TMO) | 0.8 | $2.4M | 29k | 84.64 | |
MarkWest Energy Partners | 0.8 | $2.3M | 35k | 66.84 | |
Spectra Energy | 0.8 | $2.3M | 67k | 34.46 | |
Targa Resources Partners | 0.7 | $2.2M | 43k | 50.46 | |
iShares Russell 2000 Growth Index (IWO) | 0.7 | $2.2M | 20k | 111.53 | |
Kayne Anderson Energy Total Return Fund | 0.7 | $2.2M | 72k | 29.92 | |
Gladstone Commercial Corporation (GOOD) | 0.7 | $2.1M | 115k | 18.64 | |
Norfolk Southern (NSC) | 0.7 | $2.1M | 29k | 72.65 | |
EOG Resources (EOG) | 0.7 | $2.0M | 16k | 131.70 | |
Williams Partners | 0.7 | $2.0M | 39k | 51.60 | |
Honeywell International (HON) | 0.7 | $2.0M | 25k | 79.32 | |
Bce (BCE) | 0.6 | $1.9M | 46k | 41.02 | |
TC Pipelines | 0.6 | $1.9M | 39k | 48.29 | |
Dominion Resources (D) | 0.6 | $1.9M | 33k | 56.82 | |
Nike (NKE) | 0.6 | $1.9M | 29k | 63.69 | |
Dcp Midstream Partners | 0.6 | $1.8M | 34k | 54.10 | |
Coca-Cola Company (KO) | 0.6 | $1.7M | 43k | 40.12 | |
Qualcomm (QCOM) | 0.6 | $1.7M | 28k | 61.09 | |
Sabine Royalty Trust (SBR) | 0.6 | $1.7M | 33k | 51.68 | |
Sempra Energy (SRE) | 0.6 | $1.6M | 20k | 81.74 | |
Energy Transfer Equity (ET) | 0.6 | $1.6M | 28k | 59.81 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.6M | 28k | 57.19 | |
Annaly Capital Management | 0.5 | $1.6M | 125k | 12.57 | |
Chicago Bridge & Iron Company | 0.5 | $1.5M | 26k | 59.67 | |
Buckeye Partners | 0.5 | $1.4M | 21k | 70.17 | |
Enbridge Energy Partners | 0.5 | $1.4M | 47k | 30.49 | |
Consumer Discretionary SPDR (XLY) | 0.5 | $1.4M | 24k | 56.40 | |
Costco Wholesale Corporation (COST) | 0.5 | $1.3M | 12k | 110.58 | |
Healthcare Realty Trust Incorporated | 0.5 | $1.3M | 53k | 25.50 | |
Blackrock Municipal Income Trust (BFK) | 0.5 | $1.3M | 96k | 13.87 | |
Cushing MLP Total Return Fund | 0.5 | $1.3M | 167k | 8.04 | |
Northern Tier Energy | 0.4 | $1.3M | 53k | 24.01 | |
Pioneer Natural Resources | 0.4 | $1.2M | 8.5k | 144.75 | |
Johnson & Johnson (JNJ) | 0.4 | $1.2M | 14k | 85.83 | |
Schlumberger (SLB) | 0.4 | $1.2M | 17k | 71.68 | |
ConocoPhillips (COP) | 0.4 | $1.2M | 19k | 60.51 | |
Blackrock Munivest Fund II (MVT) | 0.4 | $1.2M | 75k | 15.50 | |
Caterpillar (CAT) | 0.4 | $1.1M | 14k | 82.47 | |
Apple (AAPL) | 0.4 | $1.1M | 2.8k | 396.39 | |
NuStar Energy | 0.4 | $1.1M | 25k | 45.67 | |
Crown Castle International | 0.3 | $1.1M | 15k | 72.41 | |
Ventas (VTR) | 0.3 | $1.0M | 15k | 69.46 | |
H&Q Healthcare Investors | 0.3 | $1.1M | 46k | 22.99 | |
Invesco Van Kampen Muni Opp Trust (VMO) | 0.3 | $981k | 76k | 13.00 | |
Nuveen Qual Preferred Inc. Fund III | 0.3 | $939k | 112k | 8.42 | |
Kraft Foods | 0.3 | $880k | 16k | 55.88 | |
Campbell Soup Company (CPB) | 0.3 | $846k | 19k | 44.79 | |
Apache Corp. 6% Mandatory Conv pfd cv | 0.3 | $847k | 18k | 47.73 | |
Cummins (CMI) | 0.3 | $818k | 7.5k | 108.44 | |
Vanguard Natural Resources | 0.3 | $800k | 29k | 27.91 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $797k | 6.9k | 115.52 | |
Microsoft Corporation (MSFT) | 0.2 | $737k | 21k | 34.55 | |
Pioneer Southwest Energy Partners | 0.2 | $737k | 22k | 34.27 | |
Wells Fargo & Company (WFC) | 0.2 | $699k | 17k | 41.29 | |
Union Pacific Corporation (UNP) | 0.2 | $652k | 4.2k | 154.39 | |
General Mills (GIS) | 0.2 | $648k | 13k | 48.54 | |
Starbucks Corporation (SBUX) | 0.2 | $596k | 9.1k | 65.55 | |
Boardwalk Pipeline Partners | 0.2 | $601k | 20k | 30.22 | |
Targa Res Corp (TRGP) | 0.2 | $597k | 9.3k | 64.37 | |
Wal-Mart Stores (WMT) | 0.2 | $570k | 7.6k | 74.53 | |
Weyerhaeuser Company (WY) | 0.2 | $563k | 20k | 28.47 | |
Mead Johnson Nutrition | 0.2 | $578k | 7.3k | 79.18 | |
Hexcel Corporation (HXL) | 0.2 | $558k | 16k | 34.07 | |
Liberty Property Trust | 0.2 | $584k | 16k | 36.96 | |
3M Company (MMM) | 0.2 | $534k | 4.9k | 109.31 | |
Pepco Holdings | 0.2 | $548k | 27k | 20.16 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.2 | $540k | 41k | 13.25 | |
Phillips 66 (PSX) | 0.2 | $526k | 8.9k | 58.90 | |
Eli Lilly & Co. (LLY) | 0.2 | $475k | 9.7k | 49.16 | |
Pepsi (PEP) | 0.2 | $492k | 6.0k | 81.74 | |
Praxair | 0.2 | $469k | 4.1k | 115.09 | |
Kirby Corporation (KEX) | 0.2 | $475k | 6.0k | 79.50 | |
Pimco Municipal Income Fund (PMF) | 0.2 | $490k | 38k | 12.78 | |
National-Oilwell Var | 0.1 | $415k | 6.0k | 68.90 | |
Capital Product | 0.1 | $411k | 44k | 9.28 | |
CommonWealth REIT | 0.1 | $422k | 18k | 23.13 | |
Baxter International (BAX) | 0.1 | $383k | 5.5k | 69.32 | |
NuStar GP Holdings | 0.1 | $380k | 14k | 26.71 | |
0.1 | $392k | 445.00 | 880.90 | ||
Technology SPDR (XLK) | 0.1 | $387k | 13k | 30.55 | |
Walt Disney Company (DIS) | 0.1 | $354k | 5.6k | 63.10 | |
Royal Dutch Shell | 0.1 | $348k | 5.5k | 63.79 | |
American Capital Agency | 0.1 | $348k | 15k | 23.02 | |
iShares MSCI Australia Index Fund (EWA) | 0.1 | $356k | 16k | 22.60 | |
Mondelez Int (MDLZ) | 0.1 | $363k | 13k | 28.55 | |
Amgen (AMGN) | 0.1 | $344k | 3.5k | 98.57 | |
Sap (SAP) | 0.1 | $322k | 4.4k | 72.85 | |
Financial Select Sector SPDR (XLF) | 0.1 | $345k | 18k | 19.45 | |
Market Vectors Agribusiness | 0.1 | $316k | 6.2k | 51.13 | |
CSX Corporation (CSX) | 0.1 | $287k | 12k | 23.19 | |
Siemens (SIEGY) | 0.1 | $304k | 3.0k | 101.33 | |
BlackRock Municipal Income Trust II (BLE) | 0.1 | $308k | 21k | 14.66 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.1 | $304k | 25k | 11.98 | |
Laboratory Corp. of America Holdings | 0.1 | $261k | 2.6k | 100.00 | |
International Business Machines (IBM) | 0.1 | $259k | 1.4k | 191.14 | |
Ferrellgas Partners | 0.1 | $278k | 13k | 21.63 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $260k | 3.1k | 82.64 | |
Berkshire Hathaway (BRK.B) | 0.1 | $227k | 2.0k | 112.10 | |
iShares S&P 500 Index (IVV) | 0.1 | $241k | 1.5k | 160.88 | |
Industrial SPDR (XLI) | 0.1 | $240k | 5.6k | 42.55 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $245k | 3.4k | 71.24 | |
Vanguard Growth ETF (VUG) | 0.1 | $234k | 3.0k | 78.08 | |
Crestwood Midstream Partners | 0.1 | $233k | 9.3k | 24.96 | |
MasterCard Incorporated (MA) | 0.1 | $206k | 358.00 | 575.42 | |
Whole Foods Market | 0.1 | $206k | 4.0k | 51.44 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $211k | 1.2k | 173.52 | |
Oneok (OKE) | 0.1 | $219k | 5.3k | 41.40 | |
Eaton Vance New York Muni. Incm. Trst | 0.1 | $210k | 16k | 13.32 | |
Spdr Index Shs Fds s^p global nat res (GNR) | 0.1 | $206k | 4.6k | 44.98 | |
Invesco Van Kampen Municipal Trust (VKQ) | 0.1 | $192k | 15k | 12.63 | |
Calamos Strategic Total Return Fund (CSQ) | 0.1 | $143k | 14k | 10.11 | |
Nuveen Diversified Dividend & Income | 0.1 | $150k | 12k | 12.08 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.0 | $107k | 11k | 9.95 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $106k | 11k | 9.52 |