BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 112
New Positions 13
Increased Positions 52
Decreased Positions 48
Positions with Activity 100
Sold Out Positions 6
Total Mkt Value (in $ millions) 3,747

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

Sector Weighting

Basic Materials 0.07%
Capital Goods 0.08%
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.34%
Energy 0.14%
Financial 97.81%
Healthcare 0.4%
Services 0.34%
Technology 0.47%
Transportation
Utilities 0.07%

100 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 3,537,853 3,500,393 9,344.44 17,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 56,457 575 1.03 407,102
ISHARES TR RUS 1000 ETF 22,660 -562 (2.42) 208,176
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,340 384 1.93 265,600
BARCLAYS BK PLC IPTH PURE BRD 6,722 965 16.76 185,798
JPMORGAN CHASE & CO COM 5,307 1,602 43.25 91,410
PROCTER & GAMBLE CO COM 3,797 30 .79 45,618
CISCO SYS INC COM 3,421 15 .43 145,174
MICROSOFT CORP COM 3,253 -8 (0.24) 72,262
APPLE INC COM 3,200 173 5.71 30,530
GENERAL ELECTRIC CO COM 3,121 54 1.77 122,677
INTEL CORP COM 2,982 -16 (0.54) 91,214
ISHARES TR CORE S&P500 ETF 2,761 -66 (2.32) 14,067
MERCK & CO INC NEW COM 2,666 -28 (1.02) 47,075
BARCLAYS BK PLC DJUBS CMDT ETN36 2,617 215 8.95 77,073
LILLY ELI & CO COM 2,450 -44 (1.76) 38,073
DISNEY WALT CO COM DISNEY 2,315 -31 (1.3) 26,306
STARBUCKS CORP COM 2,244 -53 (2.3) 29,986
PFIZER INC COM 2,172 619 39.86 75,953
SCHWAB STRATEGIC TR US LRG CAP ETF 1,843 -9 (0.49) 39,602


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