BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 116
New Positions 9
Increased Positions 35
Decreased Positions 56
Positions with Activity 91
Sold Out Positions 8
Total Mkt Value (in $ millions) 259

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

Sector Weighting

Basic Materials 0.95%
Capital Goods 0.88%
Conglomerates 0.06%
Consumer Cyclical 0.4%
Consumer/Non-Cyclical 5.21%
Energy 2.58%
Financial 66.46%
Healthcare 5.41%
Services 5.42%
Technology 7.81%
Transportation
Utilities 1.17%

91 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 61,771 156 .25 408,136
BERKSHIRE HATHAWAY INC DEL CL A 35,787 -3,814,713 (99.07) 158
ISHARES TR RUS 1000 ETF 22,537 -1,645 (6.8) 194,015
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 22,089 232 1.06 268,423
BARCLAYS BK PLC IPTH PURE BRD 6,624 603 10.01 204,388
JPMORGAN CHASE & CO COM 5,464 -253 (4.43) 87,362
PROCTER & GAMBLE CO COM 4,067 -197 (4.61) 43,513
MICROSOFT CORP COM 3,943 483 13.95 82,344
CISCO SYS INC COM 3,911 -204 (4.97) 137,964
APPLE INC COM 3,829 349 10.02 33,589
INTEL CORP COM 3,727 302 8.83 99,267
ISHARES TR CORE S&P500 ETF 3,454 502 17.00 16,459
GENERAL ELECTRIC CO COM 3,260 98 3.09 126,471
MERCK & CO INC NEW COM 2,672 -48 (1.78) 46,239
LILLY ELI & CO COM 2,609 -71 (2.65) 37,065
BARCLAYS BK PLC DJUBS CMDT ETN36 2,541 187 7.93 83,186
DISNEY WALT CO COM DISNEY 2,335 -165 (6.6) 24,571
PFIZER INC COM 2,322 -81 (3.39) 73,379
STARBUCKS CORP COM 2,190 -263 (10.74) 26,766
SCHWAB STRATEGIC TR US LRG CAP ETF 1,965 -6 (0.3) 39,484


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