GRAYBILL WEALTH MANAGEMENT, LTD. Diversified Active

CIK: 0001252007 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 15, 2015

Total Value ($000): $135,135 (100.0% shares, 0.0% debt)

Holdings (53)

MET Metlife, Incorporated 3.3%
Value ($000) $4,403 Shares 78,641 Est. Cost $25.84 Unrealized +28.2%
MTG MGIC Investments 3.2%
Value ($000) $4,350 Shares 382,260 Est. Cost $8.15 Unrealized +31.0%
AAPL Apple Inc 3.2%
Value ($000) $4,345 Shares 34,643 Est. Cost $18.00 Unrealized +58.6%
HOLX Hologic Incorporated 3.0%
Value ($000) $4,042 Shares 106,210 Est. Cost $25.81 Unrealized +35.6%
Sunedison Incorporated 2.9%
Value ($000) $3,855 Shares 128,885 Est. Cost $18.88 Unrealized
HYG iShares TR High Yield ETF 2.8%
Value ($000) $3,848 Shares 43,335 Est. Cost $90.95 Unrealized
CTSH Congnizant Tech Solutions CL A 2.7%
Value ($000) $3,683 Shares 60,281 Est. Cost $37.11 Unrealized +49.9%
ALLY Ally Financial, Incorporated 2.7%
Value ($000) $3,616 Shares 161,210 Est. Cost $18.13 Unrealized -7.1%
Express Scripts Holding Co. 2.7%
Value ($000) $3,584 Shares 40,291 Est. Cost $61.90 Unrealized
TMO Thermo Fisher Scientific Inc. 2.6%
Value ($000) $3,552 Shares 27,375 Est. Cost $79.76 Unrealized +58.3%
VZ Verizon Communications 2.4%
Value ($000) $3,271 Shares 70,180 Est. Cost $26.96 Unrealized +5.1%
AIG American International Group 2.4%
Value ($000) $3,269 Shares 52,880 Est. Cost $33.28 Unrealized +36.7%
FISV Fiserv Incorporated 2.4%
Value ($000) $3,234 Shares 39,039 Est. Cost $24.43 Unrealized +64.6%
HIG Hartford Financial 2.3%
Value ($000) $3,170 Shares 76,256 Est. Cost $22.20 Unrealized +50.0%
BAC Bank Of America 2.3%
Value ($000) $3,086 Shares 181,301 Est. Cost $10.06 Unrealized +30.5%
J.P. Morgan Chase & Company 2.3%
Value ($000) $3,075 Shares 45,378 Est. Cost $52.03 Unrealized
Chesapeake Lodging Tust 2.3%
Value ($000) $3,062 Shares 100,461 Est. Cost $20.88 Unrealized
PFE Pfizer 2.3%
Value ($000) $3,050 Shares 90,949 Est. Cost $16.49 Unrealized +26.0%
Powershares ETF Senior Loan 2.2%
Value ($000) $2,985 Shares 125,461 Est. Cost $24.74 Unrealized
SLB Schlumberger Ltd 2.2%
Value ($000) $2,925 Shares 33,933 Est. Cost $53.46 Unrealized +24.9%
Hospitality Property Trust 2.1%
Value ($000) $2,865 Shares 99,408 Est. Cost $26.52 Unrealized
VWO Vanguard Intl Equity Index ETF 2.1%
Value ($000) $2,848 Shares 69,667 Est. Cost $39.55 Unrealized
AL Air Lease Corporation 2.1%
Value ($000) $2,805 Shares 82,742 Est. Cost $23.87 Unrealized +35.4%
JPMorgan Alerian MLP ETN 2.1%
Value ($000) $2,775 Shares 70,078 Est. Cost $46.59 Unrealized
HXL Hexcel Corporation 2.0%
Value ($000) $2,697 Shares 54,225 Est. Cost $43.58 Unrealized +15.5%
Apollo Investment Corporation 2.0%
Value ($000) $2,642 Shares 373,148 Est. Cost $8.10 Unrealized
Pimco Income Strategy Fund II 1.9%
Value ($000) $2,606 Shares 265,120 Est. Cost $10.53 Unrealized
FLEX Flextronics International 1.9%
Value ($000) $2,594 Shares 229,372 Est. Cost $5.52 Unrealized +66.7%
JNJ Johnson & Johnson 1.9%
Value ($000) $2,520 Shares 25,854 Est. Cost $59.66 Unrealized +24.9%
META Facebook, Incorpoated CL A 1.8%
Value ($000) $2,489 Shares 29,025 Est. Cost $25.44 Unrealized +218.8%
Prologis SBI 1.8%
Value ($000) $2,466 Shares 66,462 Est. Cost $37.79 Unrealized
Unilever N V 1.8%
Value ($000) $2,460 Shares 58,785 Est. Cost $39.40 Unrealized
AAXJ iShares MSCI Asia ex-Japan ETF 1.7%
Value ($000) $2,320 Shares 36,820 Est. Cost $60.36 Unrealized
URI United Rentals Incorporated 1.7%
Value ($000) $2,314 Shares 26,410 Est. Cost $55.03 Unrealized +68.5%
COST Costco Wholesale 1.7%
Value ($000) $2,238 Shares 16,572 Est. Cost $86.56 Unrealized +38.9%
C.R. Bard, Inc. 1.6%
Value ($000) $2,180 Shares 12,772 Est. Cost $109.13 Unrealized
SNPS Synopsys Incorporated 1.6%
Value ($000) $2,160 Shares 42,640 Est. Cost $35.64 Unrealized +36.6%
BKF iShares MSCI BRIC Index ETF 1.6%
Value ($000) $2,142 Shares 57,240 Est. Cost $37.67 Unrealized
General Electric 1.5%
Value ($000) $2,091 Shares 78,682 Est. Cost $23.37 Unrealized
Softbank Corp ADR 1.4%
Value ($000) $1,909 Shares 64,790 Est. Cost $35.04 Unrealized
BMO Bank of Montreal 1.4%
Value ($000) $1,882 Shares 31,750 Est. Cost $39.90 Unrealized +2.2%
VGK Vanguard FTSE Europe ETF 1.4%
Value ($000) $1,851 Shares 34,295 Est. Cost $54.21 Unrealized
Affiliated Managers Group 1.4%
Value ($000) $1,837 Shares 72,796 Est. Cost $25.30 Unrealized
IEZ iShares US Oil Services ETF 1.3%
Value ($000) $1,781 Shares 37,095 Est. Cost $49.96 Unrealized
UPS United Parcel Service 1.3%
Value ($000) $1,773 Shares 18,300 Est. Cost $55.38 Unrealized +22.3%
ABT Abbott Laboratories 1.2%
Value ($000) $1,589 Shares 32,367 Est. Cost $29.07 Unrealized +35.3%
Weatherford Intl Ltd 1.1%
Value ($000) $1,427 Shares 116,319 Est. Cost $22.66 Unrealized
Google Inorporated Cl A. 1.0%
Value ($000) $1,335 Shares 2,472 Est. Cost $1083.77 Unrealized
Google Incorporated Cl. C 0.9%
Value ($000) $1,161 Shares 2,230 Est. Cost $575.14 Unrealized
Ocean Rig UDW Inc. 0.3%
Value ($000) $460 Shares 89,595 Est. Cost $18.22 Unrealized
SPDR Gold TR Gold 0.2%
Value ($000) $295 Shares 2,625 Est. Cost $118.87 Unrealized
LLY Eli Lilly & Company 0.2%
Value ($000) $218 Shares 2,606 Est. Cost $63.20 Unrealized 0.0%
IBIZ Technology 0.0%
Value ($000) $0 Shares 22,500 Est. Cost Unrealized