GRAYBILL WEALTH MANAGEMENT, LTD. Diversified Active

CIK: 0001252007 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 22, 2014

Total Value ($000): $114,441 (100.0% shares, 0.0% debt)

Holdings (49)

AAPL Apple Computer Inc 3.9%
Value ($000) $4,474 Shares 7,975 Est. Cost $13.36 Unrealized +22.5%
TMO Thermo Fisher Scientific Inc. 3.5%
Value ($000) $3,979 Shares 35,738 Est. Cost $79.76 Unrealized +19.9%
HYG iShares TR High Yield Corp 3.3%
Value ($000) $3,811 Shares 41,034 Est. Cost $90.88 Unrealized
PFE Pfizer 3.3%
Value ($000) $3,776 Shares 123,267 Est. Cost $16.46 Unrealized +7.1%
MET Metlife, Incorporated 3.1%
Value ($000) $3,500 Shares 64,917 Est. Cost $24.49 Unrealized +23.0%
URI United Rentals Incorporated 2.9%
Value ($000) $3,294 Shares 42,255 Est. Cost $53.93 Unrealized +20.3%
QCOM Qualcomm Incorporated 2.8%
Value ($000) $3,226 Shares 43,444 Est. Cost $45.06 Unrealized +11.8%
JPMorgan Alerian MLP Index ETN 2.7%
Value ($000) $3,122 Shares 67,366 Est. Cost $46.64 Unrealized
CTSH Congnizant Tech Solutions CL A 2.6%
Value ($000) $3,025 Shares 29,953 Est. Cost $29.46 Unrealized +37.0%
SLB Schlumberger Ltd 2.6%
Value ($000) $2,963 Shares 32,887 Est. Cost $52.90 Unrealized +23.0%
Powershares ETF Senior Loan 2.6%
Value ($000) $2,956 Shares 118,798 Est. Cost $24.75 Unrealized
HIG Hartford Financial 2.5%
Value ($000) $2,804 Shares 77,401 Est. Cost $22.20 Unrealized +20.4%
Express Scripts Holding Co. 2.4%
Value ($000) $2,801 Shares 39,883 Est. Cost $61.75 Unrealized
VWO Vanguard Intl Equity Index ETF 2.4%
Value ($000) $2,751 Shares 66,881 Est. Cost $39.49 Unrealized
BAC Bank Of America 2.4%
Value ($000) $2,747 Shares 176,441 Est. Cost $10.03 Unrealized +16.5%
J.P. Morgan Chase & Company 2.3%
Value ($000) $2,583 Shares 44,173 Est. Cost $51.80 Unrealized
Google Incorporated 2.2%
Value ($000) $2,558 Shares 2,282 Est. Cost $880.17 Unrealized
AL Air Lease Corporation 2.2%
Value ($000) $2,551 Shares 82,082 Est. Cost $23.77 Unrealized +9.0%
GLW Corning Incorporated 2.2%
Value ($000) $2,526 Shares 141,755 Est. Cost $12.05 Unrealized 0.0%
C.R. Bard, Inc. 2.2%
Value ($000) $2,515 Shares 18,777 Est. Cost $108.70 Unrealized
AIG American International Group 2.2%
Value ($000) $2,495 Shares 48,868 Est. Cost $32.51 Unrealized +16.5%
Hospitality Property Trust 2.2%
Value ($000) $2,471 Shares 91,424 Est. Cost $26.28 Unrealized
Chesapeake Lodging Tust 2.1%
Value ($000) $2,437 Shares 96,356 Est. Cost $20.79 Unrealized
MTG MGIC Investments 2.1%
Value ($000) $2,428 Shares 287,685 Est. Cost $7.98 Unrealized 0.0%
FISV Fiserv Incorporated 2.1%
Value ($000) $2,421 Shares 41,000 Est. Cost $24.43 Unrealized +10.4%
Prologis SBI 2.1%
Value ($000) $2,406 Shares 65,115 Est. Cost $37.71 Unrealized
JNJ Johnson & Johnson 2.1%
Value ($000) $2,373 Shares 25,914 Est. Cost $59.66 Unrealized +10.2%
VZ Verizon Communications 2.1%
Value ($000) $2,366 Shares 48,145 Est. Cost $26.61 Unrealized 0.0%
META Facebook, Incorpoated CL A 2.1%
Value ($000) $2,363 Shares 43,240 Est. Cost $25.44 Unrealized +96.0%
Weatherford Intl Ltd 2.0%
Value ($000) $2,290 Shares 147,814 Est. Cost $13.70 Unrealized
Financial Select Sector Spdr 2.0%
Value ($000) $2,254 Shares 103,106 Est. Cost $19.48 Unrealized
Ocean Rig UDW Inc. 2.0%
Value ($000) $2,243 Shares 116,520 Est. Cost $18.23 Unrealized
Unilever N V 1.9%
Value ($000) $2,218 Shares 55,140 Est. Cost $39.31 Unrealized
AAXJ iShares MSCI Asia ex-Japan ETF 1.8%
Value ($000) $2,110 Shares 34,980 Est. Cost $60.32 Unrealized
BKF iShares MSCI BRIC Index 1.8%
Value ($000) $2,106 Shares 55,875 Est. Cost $37.69 Unrealized
General Electric 1.8%
Value ($000) $2,106 Shares 75,117 Est. Cost $23.27 Unrealized
COST Costco Wholesale 1.8%
Value ($000) $2,055 Shares 17,268 Est. Cost $86.56 Unrealized +9.9%
UPS United Parcel Service 1.8%
Value ($000) $2,028 Shares 19,300 Est. Cost $55.38 Unrealized +16.4%
ORCL Oracle Corporation 1.8%
Value ($000) $2,020 Shares 52,800 Est. Cost $27.58 Unrealized +4.4%
ACN Accenture Plc 1.7%
Value ($000) $1,958 Shares 23,814 Est. Cost $63.81 Unrealized -3.6%
Affiliated Managers Group 1.6%
Value ($000) $1,792 Shares 70,218 Est. Cost $25.30 Unrealized
SNPS Synopsys Incorporated 1.6%
Value ($000) $1,776 Shares 43,785 Est. Cost $35.52 Unrealized +5.4%
FLEX Flextronics International 1.5%
Value ($000) $1,718 Shares 221,119 Est. Cost $5.43 Unrealized +11.9%
ABT Abbott Laboratories 1.0%
Value ($000) $1,139 Shares 29,719 Est. Cost $28.85 Unrealized +1.3%
Apollo Investment Corporation 0.3%
Value ($000) $347 Shares 40,923 Est. Cost $7.77 Unrealized
SPDR Gold TR Gold 0.3%
Value ($000) $287 Shares 2,475 Est. Cost $119.19 Unrealized
EXEL Exelixis Incorporated 0.2%
Value ($000) $211 Shares 34,500 Est. Cost $5.18 Unrealized +6.5%
Anadigics Incorporated 0.1%
Value ($000) $61 Shares 32,925 Est. Cost $2.06 Unrealized
IBIZ Technology 0.0%
Value ($000) $0 Shares 22,500 Est. Cost Unrealized