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) 251

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

Sector Weighting

Basic Materials 0.7%
Capital Goods 1.41%
Conglomerates 0.07%
Consumer Cyclical 0.42%
Consumer/Non-Cyclical 5.35%
Energy 2.03%
Financial 66.77%
Healthcare 5.75%
Services 4.89%
Technology 7.83%
Transportation
Utilities 0.91%

63 DECREASED 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 A 33,841 -1,106 (3.17) 153
ISHARES TR RUS 1000 ETF 21,780 -1,087 (4.75) 184,794
JPMORGAN CHASE & CO COM 5,236 -118 (2.21) 85,436
APPLE INC COM 4,248 -67 (1.54) 33,071
CISCO SYS INC COM 4,035 -36 (0.88) 136,747
MICROSOFT CORP COM 3,501 -110 (3.04) 79,840
INTEL CORP COM 3,095 -205 (6.22) 93,090
MERCK & CO INC NEW COM 2,687 -20 (0.75) 45,894
LILLY ELI & CO COM 2,540 -61 (2.34) 36,199
DISNEY WALT CO COM DISNEY 2,445 -113 (4.41) 23,488
BARCLAYS BK PLC IPTH PURE BRD 2,394 -4,164 (63.49) 74,613
STARBUCKS CORP COM 2,359 -143 (5.71) 25,237
SCHWAB STRATEGIC TR US LRG CAP ETF 1,914 -76 (3.81) 37,978
BRISTOL MYERS SQUIBB CO COM 1,785 -106 (5.6) 29,297
WELLS FARGO & CO NEW COM 1,666 -1 (0.06) 30,409
WAL-MART STORES INC COM 1,620 -3 (0.17) 19,298
MCDONALDS CORP COM 1,569 -13 (0.83) 15,860
ALTRIA GROUP INC COM 1,535 -45 (2.85) 27,273
COCA COLA CO COM 1,528 -31 (2) 35,285
ISHARES TR RUSSELL 2000 ETF 1,514 -89 (5.58) 12,351