Fiduciary Services as of March 31, 2011
Portfolio Holdings for Fiduciary Services
Fiduciary Services holds 122 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 7.3 | $13M | 194k | 66.34 | |
| Exxon Mobil Corporation (XOM) | 6.7 | $12M | 140k | 84.13 | |
| iShares Barclays TIPS Bond Fund (TIP) | 3.1 | $5.6M | 51k | 109.17 | |
| Chevron Corporation (CVX) | 2.7 | $4.7M | 44k | 107.49 | |
| E.I. du Pont de Nemours & Company | 2.5 | $4.4M | 81k | 54.97 | |
| ConocoPhillips (COP) | 2.3 | $4.1M | 51k | 79.85 | |
| At&t (T) | 2.2 | $3.9M | 128k | 30.61 | |
| International Business Machines (IBM) | 2.0 | $3.6M | 22k | 163.09 | |
| Microsoft Corporation (MSFT) | 2.0 | $3.6M | 140k | 25.39 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $3.6M | 77k | 46.10 | |
| Johnson & Johnson (JNJ) | 1.8 | $3.2M | 54k | 59.24 | |
| Teva Pharmaceutical Industries (TEVA) | 1.8 | $3.1M | 62k | 50.17 | |
| General Electric Company | 1.7 | $3.0M | 152k | 20.05 | |
| Procter & Gamble Company (PG) | 1.7 | $3.0M | 49k | 61.60 | |
| General Mills (GIS) | 1.7 | $2.9M | 80k | 36.55 | |
| iShares Gold Trust | 1.6 | $2.7M | 196k | 14.02 | |
| Apple (AAPL) | 1.5 | $2.7M | 7.8k | 348.51 | |
| Clorox Company (CLX) | 1.5 | $2.7M | 38k | 70.07 | |
| Pfizer (PFE) | 1.4 | $2.6M | 126k | 20.31 | |
| Becton, Dickinson and (BDX) | 1.4 | $2.5M | 32k | 79.62 | |
| Verizon Communications (VZ) | 1.3 | $2.4M | 61k | 38.53 | |
| Deere & Company (DE) | 1.3 | $2.3M | 24k | 96.88 | |
| Ens | 1.3 | $2.3M | 39k | 57.83 | |
| Citi | 1.3 | $2.3M | 513k | 4.42 | |
| Goldman Sachs (GS) | 1.3 | $2.3M | 14k | 158.58 | |
| Expedia | 1.3 | $2.3M | 100k | 22.66 | |
| Yum! Brands (YUM) | 1.3 | $2.3M | 44k | 51.39 | |
| Qualcomm (QCOM) | 1.2 | $2.1M | 39k | 54.83 | |
| Baidu (BIDU) | 1.2 | $2.1M | 15k | 137.83 | |
| Pepsi (PEP) | 1.2 | $2.1M | 32k | 64.42 | |
| General Dynamics Corporation (GD) | 1.1 | $2.0M | 26k | 76.56 | |
| Home Depot (HD) | 1.0 | $1.8M | 49k | 37.05 | |
| Eaton Corporation | 1.0 | $1.8M | 32k | 55.43 | |
| Vodafone | 1.0 | $1.8M | 62k | 28.75 | |
| American Tower Corporation | 0.9 | $1.7M | 32k | 51.82 | |
| Bristol Myers Squibb (BMY) | 0.9 | $1.6M | 61k | 26.43 | |
| 3M Company (MMM) | 0.9 | $1.6M | 17k | 93.52 | |
| Southern Company (SO) | 0.9 | $1.6M | 41k | 38.11 | |
| Cisco Systems (CSCO) | 0.9 | $1.5M | 90k | 17.15 | |
| Energy Transfer Partners | 0.9 | $1.5M | 30k | 51.77 | |
| Bac Cap Tr V Gtd Cap Sec 6.00 preferred stocks | 0.8 | $1.5M | 65k | 22.90 | |
| AFLAC Incorporated (AFL) | 0.8 | $1.4M | 28k | 52.76 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.8 | $1.4M | 14k | 104.46 | |
| Cit | 0.8 | $1.4M | 32k | 42.55 | |
| 0.8 | $1.3M | 2.3k | 586.58 | ||
| Union Pacific Corporation (UNP) | 0.7 | $1.3M | 13k | 98.35 | |
| iShares S&P Global Utilities Sector (JXI) | 0.7 | $1.3M | 29k | 45.77 | |
| Equity Residential (EQR) | 0.7 | $1.2M | 22k | 56.40 | |
| Bank of America Corporation (BAC) | 0.7 | $1.2M | 90k | 13.34 | |
| McDonald's Corporation (MCD) | 0.6 | $1.1M | 14k | 76.07 | |
| Norfolk Southern (NSC) | 0.6 | $1.1M | 15k | 69.28 | |
| Abbott Laboratories (ABT) | 0.6 | $1.0M | 21k | 49.06 | |
| Wells Fargo & Company (WFC) | 0.6 | $1.0M | 32k | 31.70 | |
| Schlumberger (SLB) | 0.6 | $1.0M | 11k | 93.24 | |
| Baxter International (BAX) | 0.6 | $997k | 19k | 53.79 | |
| Wal-Mart Stores (WMT) | 0.6 | $978k | 19k | 52.06 | |
| Intel Corporation (INTC) | 0.6 | $965k | 48k | 20.17 | |
| United Technologies Corporation | 0.6 | $978k | 12k | 84.69 | |
| Northern Trust Corporation (NTRS) | 0.5 | $963k | 19k | 50.77 | |
| Boeing Company (BA) | 0.5 | $936k | 13k | 73.92 | |
| Walt Disney Company (DIS) | 0.5 | $916k | 21k | 43.10 | |
| Acuity Brands (AYI) | 0.5 | $914k | 16k | 58.50 | |
| Kraft Foods | 0.5 | $905k | 29k | 31.37 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $877k | 49k | 18.03 | |
| SPDR Gold Trust (GLD) | 0.5 | $881k | 6.3k | 139.86 | |
| Hewlett-Packard Company | 0.5 | $842k | 21k | 40.98 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $823k | 9.8k | 83.77 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $790k | 9.4k | 83.62 | |
| iShares S&P 500 Index (IVV) | 0.4 | $749k | 5.6k | 133.04 | |
| PowerShares DB Com Indx Trckng Fund | 0.4 | $750k | 25k | 30.52 | |
| Emerson Electric (EMR) | 0.4 | $679k | 12k | 58.45 | |
| Oracle Corporation (ORCL) | 0.4 | $660k | 20k | 33.44 | |
| Philip Morris International (PM) | 0.3 | $620k | 9.4k | 65.64 | |
| Illinois Tool Works (ITW) | 0.3 | $628k | 12k | 53.72 | |
| 1/100 Berkshire Htwy Cla 100 | 0.3 | $626k | 5.00 | 125200.00 | |
| American Express Company (AXP) | 0.3 | $597k | 13k | 45.22 | |
| iShares MSCI Brazil Index (EWZ) | 0.3 | $602k | 7.8k | 77.52 | |
| CSX Corporation (CSX) | 0.3 | $583k | 7.4k | 78.56 | |
| Utilities SPDR (XLU) | 0.3 | $574k | 18k | 31.88 | |
| H.J. Heinz Company | 0.3 | $523k | 11k | 48.83 | |
| iShares S&P MidCap 400 Index (IJH) | 0.3 | $494k | 5.0k | 98.70 | |
| Automatic Data Processing (ADP) | 0.3 | $484k | 9.4k | 51.36 | |
| Federal Realty Inv. Trust | 0.3 | $484k | 5.9k | 81.56 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $460k | 9.4k | 48.69 | |
| Lincoln National Corporation (LNC) | 0.3 | $461k | 15k | 30.01 | |
| Duke Energy Corporation | 0.2 | $443k | 24k | 18.16 | |
| Accenture (ACN) | 0.2 | $443k | 8.1k | 55.03 | |
| United Parcel Service (UPS) | 0.2 | $399k | 5.4k | 74.36 | |
| Honeywell International (HON) | 0.2 | $413k | 6.9k | 59.75 | |
| Merck & Co (MRK) | 0.2 | $410k | 12k | 33.03 | |
| TJX Companies (TJX) | 0.2 | $400k | 8.0k | 49.76 | |
| PNC Financial Services (PNC) | 0.2 | $397k | 6.3k | 62.97 | |
| Eli Lilly & Co. (LLY) | 0.2 | $394k | 11k | 35.20 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $388k | 5.9k | 65.31 | |
| Stryker Corporation (SYK) | 0.2 | $391k | 6.4k | 60.80 | |
| Nike (NKE) | 0.2 | $371k | 4.9k | 75.78 | |
| Cardinal Health (CAH) | 0.2 | $355k | 8.6k | 41.15 | |
| Halliburton Company (HAL) | 0.2 | $361k | 7.3k | 49.79 | |
| Chubb Corporation | 0.2 | $331k | 5.4k | 61.30 | |
| CIGNA Corporation | 0.2 | $316k | 7.1k | 44.25 | |
| Colgate-Palmolive Company (CL) | 0.2 | $320k | 4.0k | 80.81 | |
| Kimco Realty Corporation p | 0.2 | $310k | 12k | 25.83 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $293k | 10k | 28.83 | |
| Consolidated Edison (ED) | 0.2 | $309k | 6.1k | 50.72 | |
| Genuine Parts Company (GPC) | 0.2 | $303k | 5.7k | 53.63 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $292k | 8.5k | 34.50 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $304k | 4.4k | 68.78 | |
| Amgen (AMGN) | 0.2 | $291k | 5.4k | 53.50 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $257k | 4.3k | 60.03 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $245k | 8.2k | 29.83 | |
| Stanley Black & Decker (SWK) | 0.1 | $246k | 3.2k | 76.61 | |
| Royal Dutch Shell | 0.1 | $239k | 3.3k | 72.75 | |
| Equifax (EFX) | 0.1 | $238k | 6.1k | 38.84 | |
| Progress Energy | 0.1 | $224k | 4.9k | 46.05 | |
| Zep | 0.1 | $235k | 14k | 17.41 | |
| Loews Corporation (L) | 0.1 | $215k | 5.0k | 43.00 | |
| V.F. Corporation (VFC) | 0.1 | $211k | 2.1k | 98.55 | |
| Plum Creek Timber | 0.1 | $205k | 4.7k | 43.59 | |
| Industrial SPDR (XLI) | 0.1 | $213k | 5.7k | 37.70 | |
| Frontier Communications | 0.1 | $177k | 22k | 8.21 | |
| Aberdeen Asia-Pacific Income Fund | 0.1 | $107k | 16k | 6.90 | |
| Purespectrum | 0.0 | $0 | 1.8M | 0.00 |