Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Enterprise Products Partners | 27 | Q4 2019 | 7.0% |
MAGELLANMIDSTREAMPRTNRSLP | 27 | Q4 2019 | 4.1% |
BRISTOLMYERSSQUIBBCO | 27 | Q4 2019 | 4.1% |
AMERICANTOWERCORPNEW | 27 | Q4 2019 | 3.5% |
MERCK&COINCNEW | 27 | Q4 2019 | 2.4% |
HOMEDEPOTINC | 27 | Q4 2019 | 2.9% |
PFIZERINC | 27 | Q4 2019 | 2.3% |
GLADSTONECOMLCORP | 27 | Q4 2019 | 2.9% |
DUKEENERGYCORPNEW | 27 | Q4 2019 | 2.0% |
EXXONMOBILCORP | 27 | Q4 2019 | 2.0% |
View FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-02-11 |
13F-HR | 2019-10-23 |
13F-HR | 2019-07-30 |
13F-HR | 2019-05-02 |
13F-HR | 2019-01-30 |
13F-HR | 2018-10-10 |
13F-HR | 2018-08-10 |
13F-HR | 2018-04-30 |
13F-HR | 2018-01-31 |
13F-HR | 2017-11-13 |
View FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.