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) 245

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

Sector Weighting

Basic Materials 0.67%
Capital Goods 1.42%
Conglomerates 0.07%
Consumer Cyclical 0.42%
Consumer/Non-Cyclical 5.23%
Energy 1.98%
Financial 67.08%
Healthcare 5.89%
Services 4.91%
Technology 7.62%
Transportation
Utilities 0.94%

113 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US LRG CAP ETF 1,883 -75 (3.81) 37,978
JOHNSON & JOHNSON COM 1,702 113 7.10 16,916
WELLS FARGO & CO NEW COM 1,654 -1 (0.06) 30,409
WAL-MART STORES INC COM 1,587 -3 (0.17) 19,298
MCDONALDS CORP COM 1,545 -13 (0.83) 15,860
ISHARES TR RUSSELL 2000 ETF 1,536 -91 (5.58) 12,351
INTERNATIONAL BUSINESS MACHS COM 1,530 84 5.79 9,534
COCA COLA CO COM 1,431 -29 (2) 35,285
RYDEX ETF TRUST GUG S&P500 PU GR 1,420 9 .64 17,095
ALTRIA GROUP INC COM 1,364 -40 (2.85) 27,273
AMERICAN EXPRESS CO COM 1,350 34 2.55 17,277
NEXTERA ENERGY INC COM 1,344 -11 (0.82) 12,920
3M CO COM 1,234 1,234 New 7,482
AT&T INC COM 1,201 -45 (3.6) 36,784
METTLER TOLEDO INTERNATIONAL COM 1,200 New 3,652
HEALTH CARE REIT INC COM 1,136 1 .05 14,683
CONOCOPHILLIPS COM 1,127 32 2.94 18,098
DU PONT E I DE NEMOURS & CO COM 1,069 -28 (2.58) 14,964
TRAVELERS COMPANIES INC COM 1,066 47 4.64 9,856
CHEVRON CORP NEW COM 1,047 17 1.62 9,976


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