BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 113
New Positions 5
Increased Positions 38
Decreased Positions 63
Positions with Activity 101
Sold Out Positions 13
Total Mkt Value (in $ millions) 245

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 1.42%
Conglomerates 0.08%
Consumer Cyclical 0.42%
Consumer/Non-Cyclical 5.27%
Energy 1.98%
Financial 66.96%
Healthcare 5.93%
Services 4.91%
Technology 7.63%
Transportation
Utilities 0.93%

101 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 59,170 443 .76 411,216
BERKSHIRE HATHAWAY INC DEL CL A 33,201 -1,085 (3.17) 153
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,575 31 .14 268,809
ISHARES TR RUS 1000 ETF 21,338 -1,065 (4.75) 184,794
BARCLAYS BK PLC DJUBS CMDT ETN36 6,812 4,475 191.51 242,498
JPMORGAN CHASE & CO COM 5,088 -115 (2.21) 85,436
APPLE INC COM 4,076 -64 (1.54) 33,071
CISCO SYS INC COM 3,710 -33 (0.88) 136,747
ISHARES TR CORE S&P500 ETF 3,617 208 6.11 17,465
PROCTER & GAMBLE CO COM 3,583 1 .03 43,526
MICROSOFT CORP COM 3,271 -103 (3.04) 79,840
GENERAL ELECTRIC CO COM 3,215 71 2.27 129,337
INTEL CORP COM 2,979 -198 (6.22) 93,090
LILLY ELI & CO COM 2,664 -64 (2.34) 36,199
MERCK & CO INC NEW COM 2,650 -20 (0.75) 45,894
PFIZER INC COM 2,546 12 .48 73,731
DISNEY WALT CO COM DISNEY 2,478 -114 (4.41) 23,488
STARBUCKS CORP COM 2,399 -145 (5.71) 25,237
BARCLAYS BK PLC IPTH PURE BRD 2,294 -3,991 (63.49) 74,613
BRISTOL MYERS SQUIBB CO COM 1,912 -113 (5.6) 29,297


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