BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 105
New Positions 5
Increased Positions 29
Decreased Positions 60
Positions with Activity 89
Sold Out Positions 4
Total Mkt Value (in $ millions) 593

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

Sector Weighting

Basic Materials 0.28%
Capital Goods 0.59%
Conglomerates 0.03%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.18%
Energy 0.81%
Financial 85.8%
Healthcare 2.47%
Services 2.1%
Technology 3.35%
Transportation
Utilities 0.38%

105 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BRISTOL MYERS SQUIBB CO COM 1,974 -4 (0.2) 29,240
SCHWAB STRATEGIC TR US LRG CAP ETF 1,925 8 .39 38,127
JOHNSON & JOHNSON COM 1,669 -36 (2.14) 16,554
INTERNATIONAL BUSINESS MACHS COM 1,576 -46 (2.84) 9,263
MCDONALDS CORP COM 1,573 11 .71 15,972
WAL-MART STORES INC COM 1,455 10 .67 19,428
ISHARES TR RUSSELL 2000 ETF 1,455 -67 (4.42) 11,805
COCA COLA CO COM 1,448 2 .15 35,337
AMERICAN EXPRESS CO COM 1,421 35 2.56 17,719
ALTRIA GROUP INC COM 1,348 -50 (3.6) 26,290
RYDEX ETF TRUST GUG S&P500 PU GR 1,321 -98 (6.88) 15,919
NEXTERA ENERGY INC COM 1,294 -11 (0.87) 12,808
AT&T INC COM 1,288 12 .97 37,141
METTLER TOLEDO INTERNATIONAL COM 1,188 New 3,652
3M CO COM 1,157 -38 (3.14) 7,247
CONOCOPHILLIPS COM 1,109 -46 (4.01) 17,373
DU PONT E I DE NEMOURS & CO COM 1,047 -11 (1.08) 14,802
HEALTH CARE REIT INC COM 1,022 -15 (1.4) 14,477
PHILIP MORRIS INTL INC COM 986 -26 (2.58) 11,772
RAYTHEON CO COM NEW 981 -18 (1.8) 9,300


Latest News Headlines

View All Latest Headlines
Create your free portfolio