BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 106
New Positions 9
Increased Positions 46
Decreased Positions 47
Positions with Activity 93
Sold Out Positions 7
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 0.67%
Capital Goods 1.11%
Conglomerates
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 5.28%
Energy 2.8%
Financial 65.84%
Healthcare 5.89%
Services 5.31%
Technology 7.65%
Transportation
Utilities 1.02%

93 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 51,748 910 1.79 402,958
BERKSHIRE HATHAWAY INC DEL CL A 34,675 -2,312 (6.25) 180
ISHARES RUS 1000 ETF 23,621 -1,080 (4.37) 213,338
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,362 -1,273 (5.88) 260,585
BARCLAYS BK PLC IPTH PURE BRD 6,440 984 18.04 159,125
CISCO SYS INC COM 3,751 123 3.38 144,556
JPMORGAN CHASE & CO COM 3,744 -131 (3.37) 63,810
PROCTER & GAMBLE CO COM 3,625 38 1.07 45,261
MICROSOFT CORP COM 3,247 -6 (0.2) 72,435
INTEL CORP COM 3,190 61 1.94 91,706
GENERAL ELECTRIC CO COM 3,137 -9 (0.27) 120,549
ISHARES CORE S&P500 ETF 2,873 -41 (1.4) 14,401
MERCK & CO INC NEW COM 2,779 -17 (0.6) 47,562
APPLE INC COM 2,736 3 .10 28,882
BARCLAYS BK PLC DJUBS CMDT ETN36 2,659 121 4.75 70,741
LILLY ELI & CO COM 2,470 33 1.36 38,756
STARBUCKS CORP COM 2,417 40 1.69 30,692
DISNEY WALT CO COM DISNEY 2,298 -52 (2.23) 26,653
SCHWAB STRATEGIC TR US LRG CAP ETF 1,884 .03 39,797
RYDEX ETF TRUST GUG S&P500 PU GR 1,878 1,878 New 24,102


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