GRAYBILL WEALTH MANAGEMENT, LTD. Diversified Active

CIK: 0001252007 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 28, 2014

Total Value ($000): $121,471 (100.0% shares, 0.0% debt)

Holdings (50)

TMO Thermo Fisher Scientific Inc. 3.5%
Value ($000) $4,235 Shares 35,218 Est. Cost $79.76 Unrealized +43.5%
AAPL Apple Computer Inc 3.4%
Value ($000) $4,158 Shares 7,746 Est. Cost $13.36 Unrealized +24.1%
PFE Pfizer 3.3%
Value ($000) $4,002 Shares 124,592 Est. Cost $16.48 Unrealized +10.5%
URI United Rentals Incorporated 3.3%
Value ($000) $3,987 Shares 41,995 Est. Cost $53.93 Unrealized +52.2%
HYG iShares TR High Yield Corp 3.3%
Value ($000) $3,952 Shares 41,874 Est. Cost $90.95 Unrealized
MET Metlife, Incorporated 2.8%
Value ($000) $3,448 Shares 65,302 Est. Cost $24.49 Unrealized +26.9%
QCOM Qualcomm Incorporated 2.8%
Value ($000) $3,429 Shares 43,484 Est. Cost $45.06 Unrealized +19.9%
SLB Schlumberger Ltd 2.7%
Value ($000) $3,265 Shares 33,487 Est. Cost $53.13 Unrealized +23.3%
JPMorgan Alerian MLP Index ETN 2.6%
Value ($000) $3,199 Shares 68,736 Est. Cost $46.63 Unrealized
AL Air Lease Corporation 2.5%
Value ($000) $3,068 Shares 82,267 Est. Cost $23.77 Unrealized +21.2%
BAC Bank Of America 2.5%
Value ($000) $3,044 Shares 176,966 Est. Cost $10.03 Unrealized +32.2%
Express Scripts Holding Co. 2.5%
Value ($000) $3,029 Shares 40,343 Est. Cost $61.90 Unrealized
CTSH Congnizant Tech Solutions CL A 2.5%
Value ($000) $3,017 Shares 59,616 Est. Cost $36.85 Unrealized +20.2%
Powershares ETF Senior Loan 2.5%
Value ($000) $2,996 Shares 120,758 Est. Cost $24.75 Unrealized
GLW Corning Incorporated 2.4%
Value ($000) $2,969 Shares 142,585 Est. Cost $12.05 Unrealized +14.7%
C.R. Bard, Inc. 2.3%
Value ($000) $2,774 Shares 18,747 Est. Cost $108.70 Unrealized
HIG Hartford Financial 2.3%
Value ($000) $2,754 Shares 78,091 Est. Cost $22.20 Unrealized +22.1%
VWO Vanguard Intl Equity Index ETF 2.3%
Value ($000) $2,750 Shares 67,771 Est. Cost $39.51 Unrealized
Prologis SBI 2.2%
Value ($000) $2,730 Shares 66,860 Est. Cost $37.79 Unrealized
J.P. Morgan Chase & Company 2.2%
Value ($000) $2,712 Shares 44,663 Est. Cost $51.90 Unrealized
Hospitality Property Trust 2.2%
Value ($000) $2,686 Shares 93,524 Est. Cost $26.34 Unrealized
Weatherford Intl Ltd 2.1%
Value ($000) $2,580 Shares 148,639 Est. Cost $13.70 Unrealized
Google Inorporated Cl A. 2.1%
Value ($000) $2,579 Shares 2,314 Est. Cost $1114.52 Unrealized
META Facebook, Incorpoated CL A 2.1%
Value ($000) $2,571 Shares 42,685 Est. Cost $25.44 Unrealized +147.4%
JNJ Johnson & Johnson 2.1%
Value ($000) $2,555 Shares 26,014 Est. Cost $59.66 Unrealized +11.7%
Chesapeake Lodging Tust 2.1%
Value ($000) $2,524 Shares 98,091 Est. Cost $20.88 Unrealized
MTG MGIC Investments 2.0%
Value ($000) $2,488 Shares 292,010 Est. Cost $7.99 Unrealized +8.9%
AIG American International Group 2.0%
Value ($000) $2,486 Shares 49,718 Est. Cost $32.60 Unrealized +16.2%
FISV Fiserv Incorporated 1.9%
Value ($000) $2,346 Shares 41,375 Est. Cost $24.43 Unrealized +17.1%
VZ Verizon Communications 1.9%
Value ($000) $2,339 Shares 49,165 Est. Cost $26.60 Unrealized -2.7%
Financial Select Sector Spdr 1.9%
Value ($000) $2,326 Shares 104,121 Est. Cost $19.48 Unrealized
Unilever N V 1.9%
Value ($000) $2,323 Shares 56,505 Est. Cost $39.35 Unrealized
HXL Hexcel Corporation 1.9%
Value ($000) $2,310 Shares 53,060 Est. Cost $43.64 Unrealized 0.0%
ORCL Oracle Corporation 1.8%
Value ($000) $2,188 Shares 53,491 Est. Cost $27.64 Unrealized +15.7%
Ocean Rig UDW Inc. 1.7%
Value ($000) $2,119 Shares 119,095 Est. Cost $18.22 Unrealized
AAXJ iShares MSCI Asia ex-Japan ETF 1.7%
Value ($000) $2,099 Shares 35,530 Est. Cost $60.30 Unrealized
FLEX Flextronics International 1.7%
Value ($000) $2,086 Shares 225,769 Est. Cost $5.45 Unrealized +18.6%
BKF iShares MSCI BRIC Index 1.7%
Value ($000) $2,055 Shares 56,725 Est. Cost $37.67 Unrealized
General Electric 1.6%
Value ($000) $2,002 Shares 77,332 Est. Cost $23.35 Unrealized
COST Costco Wholesale 1.6%
Value ($000) $1,942 Shares 17,393 Est. Cost $86.56 Unrealized +5.5%
ACN Accenture Plc 1.6%
Value ($000) $1,921 Shares 24,099 Est. Cost $63.85 Unrealized +4.8%
UPS United Parcel Service 1.5%
Value ($000) $1,879 Shares 19,300 Est. Cost $55.38 Unrealized +15.9%
Affiliated Managers Group 1.5%
Value ($000) $1,811 Shares 70,718 Est. Cost $25.30 Unrealized
SNPS Synopsys Incorporated 1.4%
Value ($000) $1,688 Shares 43,945 Est. Cost $35.52 Unrealized +13.0%
ABT Abbott Laboratories 1.0%
Value ($000) $1,210 Shares 31,429 Est. Cost $28.95 Unrealized +6.2%
Apollo Investment Corporation 0.3%
Value ($000) $354 Shares 42,595 Est. Cost $7.79 Unrealized
SPDR Gold TR Gold 0.3%
Value ($000) $306 Shares 2,475 Est. Cost $119.19 Unrealized
EXEL Exelixis Incorporated 0.1%
Value ($000) $124 Shares 34,900 Est. Cost $5.19 Unrealized +31.1%
Anadigics Incorporated 0.0%
Value ($000) $56 Shares 32,925 Est. Cost $2.06 Unrealized
IBIZ Technology 0.0%
Value ($000) $0 Shares 22,500 Est. Cost Unrealized