BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 113
New Positions 9
Increased Positions 47
Decreased Positions 55
Positions with Activity 102
Sold Out Positions 4
Total Mkt Value (in $ millions) 237

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

Sector Weighting

Basic Materials 0.54%
Capital Goods 1.38%
Conglomerates 0%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.36%
Energy 1.91%
Financial 65.62%
Healthcare 5.68%
Services 5.19%
Technology 8.23%
Transportation
Utilities 0.8%

102 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 58,345 2,498 4.47 428,284
BERKSHIRE HATHAWAY INC DEL CL A 28,897 -1,230 (4.08) 141
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,144 880 4.35 277,414
ISHARES TR RUS 1000 ETF 19,576 -724 (3.57) 175,793
BARCLAYS BK PLC IPTH PURE BRD 6,849 3,043 79.98 259,095
JPMORGAN CHASE & CO COM 5,544 12 .22 85,978
APPLE INC COM 4,414 603 15.81 39,094
BARCLAYS BK PLC DJUBS CMDT ETN36 4,142 -1,309 (24.01) 169,836
CISCO SYS INC COM 3,628 78 2.19 138,637
MICROSOFT CORP COM 3,490 2 .04 79,502
GENERAL ELECTRIC CO COM 3,140 -6 (0.2) 125,542
PROCTER & GAMBLE CO COM 3,059 -15 (0.49) 42,790
STARBUCKS CORP COM 2,887 12 .43 51,607
ISHARES TR CORE S&P500 ETF 2,777 -107 (3.72) 13,849
DISNEY WALT CO COM DISNEY 2,594 185 7.70 25,386
INTEL CORP COM 2,570 9 .36 92,713
WELLS FARGO & CO NEW COM 2,529 284 12.67 46,806
PFIZER INC COM 2,519 85 3.51 75,730
MERCK & CO INC NEW COM 2,451 -25 (1.02) 44,601
LILLY ELI & CO COM 2,264 -691 (23.38) 27,040


Create your free portfolio