GRAYBILL WEALTH MANAGEMENT, LTD. Diversified Active

CIK: 0001252007 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 4, 2014

Total Value ($000): $130,388 (100.0% shares, 0.0% debt)

Holdings (52)

AAPL Apple Computer Inc 4.2%
Value ($000) $5,452 Shares 54,110 Est. Cost $17.90 Unrealized +20.8%
TMO Thermo Fisher Scientific Inc. 3.2%
Value ($000) $4,189 Shares 34,420 Est. Cost $79.76 Unrealized +47.1%
HYG iShares TR High Yield Corp 3.0%
Value ($000) $3,917 Shares 42,600 Est. Cost $90.96 Unrealized
JPMorgan Alerian MLP Index ETN 2.8%
Value ($000) $3,661 Shares 68,963 Est. Cost $46.63 Unrealized
MET Metlife, Incorporated 2.7%
Value ($000) $3,569 Shares 66,431 Est. Cost $24.49 Unrealized +35.9%
VZ Verizon Communications 2.7%
Value ($000) $3,531 Shares 70,630 Est. Cost $26.96 Unrealized +3.1%
Isis Pharmaceuticals Incorpora 2.7%
Value ($000) $3,504 Shares 90,240 Est. Cost $34.45 Unrealized
SLB Schlumberger Ltd 2.6%
Value ($000) $3,436 Shares 33,789 Est. Cost $53.46 Unrealized +48.7%
QCOM Qualcomm Incorporated 2.5%
Value ($000) $3,210 Shares 42,936 Est. Cost $45.06 Unrealized +23.0%
BAC Bank Of America 2.4%
Value ($000) $3,069 Shares 180,011 Est. Cost $10.06 Unrealized +25.0%
Powershares ETF Senior Loan 2.3%
Value ($000) $3,005 Shares 123,746 Est. Cost $24.75 Unrealized
MTG MGIC Investments 2.3%
Value ($000) $2,986 Shares 382,350 Est. Cost $8.15 Unrealized +0.5%
Apollo Investment Corporation 2.3%
Value ($000) $2,935 Shares 359,203 Est. Cost $8.13 Unrealized
Chesapeake Lodging Tust 2.2%
Value ($000) $2,886 Shares 99,011 Est. Cost $20.88 Unrealized
Express Scripts Holding Co. 2.2%
Value ($000) $2,877 Shares 40,738 Est. Cost $61.90 Unrealized
HIG Hartford Financial 2.2%
Value ($000) $2,870 Shares 77,041 Est. Cost $22.20 Unrealized +28.2%
VWO Vanguard Intl Equity Index ETF 2.2%
Value ($000) $2,867 Shares 68,731 Est. Cost $39.53 Unrealized
URI United Rentals Incorporated 2.2%
Value ($000) $2,827 Shares 25,445 Est. Cost $53.93 Unrealized +102.0%
Pimco Income Strategy Fund II 2.1%
Value ($000) $2,778 Shares 263,855 Est. Cost $10.53 Unrealized
CTSH Congnizant Tech Solutions CL A 2.1%
Value ($000) $2,742 Shares 61,241 Est. Cost $37.00 Unrealized +12.8%
JNJ Johnson & Johnson 2.1%
Value ($000) $2,725 Shares 25,569 Est. Cost $59.66 Unrealized +26.7%
AL Air Lease Corporation 2.1%
Value ($000) $2,711 Shares 83,422 Est. Cost $23.87 Unrealized +30.1%
J.P. Morgan Chase & Company 2.1%
Value ($000) $2,686 Shares 44,593 Est. Cost $51.90 Unrealized
AIG American International Group 2.0%
Value ($000) $2,669 Shares 49,405 Est. Cost $32.60 Unrealized +28.2%
PFE Pfizer 2.0%
Value ($000) $2,655 Shares 89,781 Est. Cost $16.48 Unrealized +5.9%
FISV Fiserv Incorporated 2.0%
Value ($000) $2,651 Shares 41,009 Est. Cost $24.43 Unrealized +29.4%
C.R. Bard, Inc. 2.0%
Value ($000) $2,637 Shares 18,477 Est. Cost $109.13 Unrealized
Hospitality Property Trust 2.0%
Value ($000) $2,584 Shares 96,253 Est. Cost $26.40 Unrealized
Prologis SBI 1.9%
Value ($000) $2,492 Shares 66,106 Est. Cost $37.79 Unrealized
Sunedison Incorporated 1.9%
Value ($000) $2,416 Shares 127,970 Est. Cost $18.88 Unrealized
FLEX Flextronics International 1.8%
Value ($000) $2,402 Shares 232,782 Est. Cost $5.52 Unrealized +48.0%
ALLY Ally Financial, Incorporated 1.8%
Value ($000) $2,380 Shares 102,835 Est. Cost $18.86 Unrealized -3.3%
META Facebook, Incorpoated CL A 1.8%
Value ($000) $2,348 Shares 29,710 Est. Cost $25.44 Unrealized +186.4%
Weatherford Intl Ltd 1.8%
Value ($000) $2,319 Shares 111,509 Est. Cost $23.00 Unrealized
Softbank Corp ADR 1.8%
Value ($000) $2,300 Shares 65,635 Est. Cost $35.04 Unrealized
Unilever N V 1.7%
Value ($000) $2,260 Shares 56,945 Est. Cost $39.35 Unrealized
AAXJ iShares MSCI Asia ex-Japan ETF 1.7%
Value ($000) $2,186 Shares 35,655 Est. Cost $60.30 Unrealized
COST Costco Wholesale 1.6%
Value ($000) $2,139 Shares 17,072 Est. Cost $86.56 Unrealized +12.2%
BKF iShares MSCI BRIC Index 1.6%
Value ($000) $2,112 Shares 56,715 Est. Cost $37.67 Unrealized
HXL Hexcel Corporation 1.6%
Value ($000) $2,109 Shares 53,125 Est. Cost $43.64 Unrealized -9.6%
General Electric 1.5%
Value ($000) $2,008 Shares 78,377 Est. Cost $23.37 Unrealized
Ocean Rig UDW Inc. 1.5%
Value ($000) $1,932 Shares 119,825 Est. Cost $18.22 Unrealized
UPS United Parcel Service 1.5%
Value ($000) $1,897 Shares 19,300 Est. Cost $55.38 Unrealized +19.8%
Affiliated Managers Group 1.4%
Value ($000) $1,814 Shares 71,051 Est. Cost $25.30 Unrealized
SNPS Synopsys Incorporated 1.3%
Value ($000) $1,731 Shares 43,610 Est. Cost $35.52 Unrealized +11.6%
GT Advanced Technologies, Inc. 1.2%
Value ($000) $1,552 Shares 143,310 Est. Cost $18.60 Unrealized
Google Inorporated Cl A. 1.1%
Value ($000) $1,397 Shares 2,375 Est. Cost $1100.96 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $1,326 Shares 31,872 Est. Cost $28.99 Unrealized +17.7%
Google Incorporated Cl. C 1.0%
Value ($000) $1,324 Shares 2,294 Est. Cost $575.14 Unrealized
SPDR Gold TR Gold 0.2%
Value ($000) $288 Shares 2,475 Est. Cost $119.19 Unrealized
EXEL Exelixis Incorporated 0.0%
Value ($000) $27 Shares 17,450 Est. Cost $5.19 Unrealized -38.2%
IBIZ Technology 0.0%
Value ($000) $0 Shares 22,500 Est. Cost Unrealized