BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 12/31/2013

Position Statistics

Total Positions 101
New Positions 12
Increased Positions 33
Decreased Positions 56
Positions with Activity 89
Sold Out Positions 5
Total Mkt Value (in $ millions) 239

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.71%
Capital Goods 1.55%
Conglomerates
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.11%
Energy 2.46%
Financial 68.07%
Healthcare 5.68%
Services 5%
Technology 6.36%
Transportation
Utilities 1.03%

89 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 50,355 167 .33 395,870
BERKSHIRE HATHAWAY INC DEL CL A 36,634 -1,717 (4.48) 192
ISHARES RUS 1000 ETF 23,405 -1,196 (4.86) 223,096
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,045 824 4.08 276,873
WISDOMTREE TR EM LCL DEBT FD 7,351 7,351 New 160,262
BARCLAYS BK PLC IPTH PURE BRD 5,584 5,584 New 134,808
JPMORGAN CHASE & CO COM 3,701 -216 (5.51) 66,037
PROCTER & GAMBLE CO COM 3,599 499 16.11 44,781
CISCO SYS INC COM 3,286 -167 (4.85) 139,835
GENERAL ELECTRIC CO COM 3,194 -131 (3.94) 120,876
MICROSOFT CORP COM 2,881 -134 (4.45) 72,578
ISHARES CORE S&P500 ETF 2,755 -83 (2.93) 14,605
MERCK & CO INC NEW COM 2,751 1 .03 47,849
BARCLAYS BK PLC DJUBS CMDT ETN36 2,726 -4,591 (62.74) 67,535
INTEL CORP COM 2,406 -32 (1.31) 89,962
LILLY ELI & CO COM 2,277 -20 (0.87) 38,237
DISNEY WALT CO COM DISNEY 2,168 -65 (2.9) 27,260
APPLE INC COM 2,163 218 11.20 4,122
STARBUCKS CORP COM 2,125 -97 (4.38) 30,182
BRISTOL MYERS SQUIBB CO COM 1,833 -61 (3.2) 35,979


Latest News Headlines

View All
Create your free portfolio