0001079373-19-000001.txt : 20190130
0001079373-19-000001.hdr.sgml : 20190130
20190130165510
ACCESSION NUMBER: 0001079373-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190130
DATE AS OF CHANGE: 20190130
EFFECTIVENESS DATE: 20190130
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
CENTRAL INDEX KEY: 0001079373
IRS NUMBER: 752335585
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03991
FILM NUMBER: 19552611
BUSINESS ADDRESS:
STREET 1: 13155 NOEL ROAD
STREET 2: SUITE 750
CITY: DALLAS
STATE: TX
ZIP: 75240
BUSINESS PHONE: 9729349070
MAIL ADDRESS:
STREET 1: 13155 NOEL ROAD
STREET 2: SUITE 750
CITY: DALLAS
STATE: TX
ZIP: 75240
13F-HR
1
primary_doc.xml
13F-HR
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false
false
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0001079373
XXXXXXXX
12-31-2018
12-31-2018
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
13155 NOEL ROAD
SUITE 750
DALLAS
TX
75240
13F HOLDINGS REPORT
028-03991
N
Michael Gavett
COO
972-934-9070
Michael Gavett
Dallas
TX
01-30-2019
0
144
303705
false
INFORMATION TABLE
2
20181231.xml
Enterprise Products Partners
LTD
293792107
13292
213876
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APPLE INC
COM
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SOLE
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0
7751
ADOBE INC
COM
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988
4365
SH
SOLE
0
0
4365
ADVANCED MICRO DEVICES INC
COM
007903107
185
10000
SH
SOLE
0
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AMGEN INC
COM
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2020
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SH
SOLE
1660
0
8717
AMERICAN TOWER CORP NEW
COM
03027X100
9710
61384
SH
SOLE
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AMAZON COM INC
COM
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7328
4879
SH
SOLE
191
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4688
AMERICAN WTR WKS CO INC NEW
COM
030420103
1148
12650
SH
SOLE
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2650
AMERICAN EXPRESS CO
COM
025816109
226
2372
SH
SOLE
0
0
2372
BOEING CO
COM
097023105
12939
40120
SH
SOLE
2088
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8032
BAXTER INTL INC
COM
071813109
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3192
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SOLE
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BCE INC
COM NEW
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SOLE
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BLACKROCK MUN INCOME TR
SH BEN INT
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BLACKROCK MUNI INCOME TR II
COM
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COM
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BUCKEYE PARTNERS L P
UNIT LTD PARTN
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CATERPILLAR INC DEL
COM
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CHUBB LIMITED
COM
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CROWN CASTLE INTL CORP NEW
COM
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CONOCOPHILLIPS
COM
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COSTCO WHSL CORP NEW
COM
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CAPITAL PRODUCT PARTNERS L P
COM UNIT LP
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CISCO SYS INC
COM
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CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
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CVS HEALTH CORP
COM
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3275
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CHEVRON CORP NEW
COM
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12100
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2100
SPDR SERIES TRUST
BLMBRG BRC CNVRT
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DOMINION ENERGY INC
COM
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DCP MIDSTREAM LP
COM UT LTD PTN
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DISNEY WALT CO
COM DISNEY
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DUKE ENERGY CORP NEW
COM NEW
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64981
SH
SOLE
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0
4981
DOWDUPONT INC
COM
26078J100
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71657
SH
SOLE
0
0
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ECOLAB INC
COM
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7380
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ENBRIDGE INC
COM
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ENTERPRISE PRODS PARTNERS L
COM
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ENERGY TRANSFER LP
COM UT LTD PTN
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EATON VANCE CORP
COM NON VTG
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EATON VANCE TAX MNGD GBL DV
COM
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FACEBOOK INC
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FIRST TR ENERGY INCOME & GRW
COM
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GENERAL DYNAMICS CORP
COM
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GOLD SHS
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COM
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CAP STK CL C
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744
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ALPHABET INC
CAP STK CL A
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SH
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GRANITE CONSTR INC
COM
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HCP INC
COM
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HOME DEPOT INC
COM
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HUNTINGTON INGALLS INDS INC
COM
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HONEYWELL INTL INC
COM
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HANCOCK JOHN PFD INCOME FD I
COM
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SH BEN INT
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VOYA GLBL EQTY DIV & PREM OP
COM
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CORE S&P MCP ETF
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ISHARES TR
RUS 2000 GRW ETF
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JOHNSON & JOHNSON
COM
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JPMORGAN CHASE & CO
COM
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KRAFT HEINZ CO
COM
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KIMBERLY CLARK CORP
COM
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KINDER MORGAN INC DEL
COM
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COCA COLA CO
COM
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KAYNE ANDERSN MLP MIDS INVT
COM
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LABORATORY CORP AMER HLDGS
COM NEW
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LILLY ELI & CO
COM
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LOCKHEED MARTIN CORP
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MARRIOTT INTL INC NEW
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MONDELEZ INTL INC
CL A
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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MFA FINL INC
COM
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MARTIN MARIETTA MATLS INC
COM
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3M CO
COM
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COM UNIT RP LP
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MPLX LP
COM UNIT REP LTD
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COM
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COM
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COM
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BLACKROCK MUNIYIELD QLTY FD
COM
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COM
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ALLIANZGI NFJ DIVID INT & PR
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NIKE INC
CL B
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ANNALY CAP MGMT INC
COM
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NORTHROP GRUMMAN CORP
COM
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NUSTAR ENERGY LP
UNIT COM
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NVIDIA CORP
COM
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NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
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ONEOK INC NEW
COM
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NDQ CP IDX TRK
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UNIT LTD PARTN
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PAYCHEX INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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ISHARES TR
S&P US PFD STK
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PROCTER AND GAMBLE CO
COM
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PIMCO MUNICIPAL INCOME FD
COM
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PRUDENTIAL FINL INC
COM
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PHILLIPS 66
COM
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COM
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QUALCOMM INC
COM
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INVESCO QQQ TR
UNIT SER 1
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ROYAL DUTCH SHELL PLC
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ROYAL DUTCH SHELL PLC
SPON ADR B
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RAYTHEON CO
COM NEW
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RAYONIER INC
COM
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SBA COMMUNICATIONS CORP NEW
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COM
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SPDR S&P 500 ETF TR
TR UNIT
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COM
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COM
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COM
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COM
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TC PIPELINES LP
UT COM LTD PRT
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COM
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COM
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COM
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UNITEDHEALTH GROUP INC
COM
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COM
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UNITED TECHNOLOGIES CORP
COM
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COM CL A
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INT-TERM CORP
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FTSE EUROPE ETF
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COM
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COM
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COM
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VENTAS INC
COM
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GROWTH ETF
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HIGH DIV YLD
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VERIZON COMMUNICATIONS INC
COM
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WELLTOWER INC
COM
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COM
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COM
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WALMART INC
COM
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W P CAREY INC
COM
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SBI INT-FINL
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SBI INT-INDS
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COM
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