BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 106
New Positions 9
Increased Positions 46
Decreased Positions 47
Positions with Activity 93
Sold Out Positions 7
Total Mkt Value (in $ millions) 238

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

Sector Weighting

Basic Materials 0.68%
Capital Goods 1.1%
Conglomerates
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 5.32%
Energy 2.76%
Financial 65.88%
Healthcare 5.88%
Services 5.34%
Technology 7.59%
Transportation
Utilities 1.02%

46 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 51,691 909 1.79 402,958
BARCLAYS BK PLC IPTH PURE BRD 6,421 981 18.04 159,125
CISCO SYS INC COM 3,745 122 3.38 144,556
PROCTER & GAMBLE CO COM 3,646 39 1.07 45,261
INTEL CORP COM 3,090 59 1.94 91,706
APPLE INC COM 2,727 3 .10 28,882
BARCLAYS BK PLC DJUBS CMDT ETN36 2,671 121 4.75 70,741
LILLY ELI & CO COM 2,460 33 1.36 38,756
STARBUCKS CORP COM 2,392 40 1.69 30,692
SCHWAB STRATEGIC TR US LRG CAP ETF 1,878 .03 39,797
RYDEX ETF TRUST GUG S&P500 PU GR 1,865 1,865 New 24,102
JOHNSON & JOHNSON COM 1,735 97 5.92 17,048
PFIZER INC COM 1,669 8 .45 54,308
WAL-MART STORES INC COM 1,540 86 5.90 19,977
CONOCOPHILLIPS COM 1,432 7 .51 16,896
ALTRIA GROUP INC COM 1,224 105 9.35 29,025
CHEVRON CORP NEW COM 1,221 18 1.46 9,362
PHILIP MORRIS INTL INC COM 1,110 251 29.24 12,907
AT&T INC COM 1,098 34 3.18 30,356
BCE INC COM NEW 1,018 154 17.80 22,365


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