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 107
New Positions 5
Increased Positions 29
Decreased Positions 61
Positions with Activity 90
Sold Out Positions 4
Total Mkt Value (in $ millions) 582

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

Sector Weighting

Basic Materials 0.24%
Capital Goods 0.56%
Conglomerates 0.03%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.31%
Energy 0.7%
Financial 85.96%
Healthcare 2.55%
Services 2.14%
Technology 3.24%
Transportation
Utilities 0.34%

107 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 1,929 -4 (0.2) 29,240
SCHWAB STRATEGIC TR US LRG CAP ETF 1,896 7 .39 38,127
JOHNSON & JOHNSON COM 1,641 -36 (2.14) 16,554
MCDONALDS CORP COM 1,535 11 .71 15,972
INTERNATIONAL BUSINESS MACHS COM 1,480 -43 (2.84) 9,263
ISHARES TR RUSSELL 2000 ETF 1,435 -66 (4.42) 11,805
COCA COLA CO COM 1,429 2 .15 35,337
ALTRIA GROUP INC COM 1,414 -53 (3.6) 26,290
WAL-MART STORES INC COM 1,391 9 .67 19,428
AMERICAN EXPRESS CO COM 1,345 34 2.56 17,719
RYDEX ETF TRUST GUG S&P500 PU GR 1,315 -97 (6.88) 15,919
NEXTERA ENERGY INC COM 1,310 -11 (0.87) 12,808
AT&T INC COM 1,274 12 .97 37,141
METTLER TOLEDO INTERNATIONAL COM 1,226 New 3,652
3M CO COM 1,082 -35 (3.14) 7,247
TRAVELERS COMPANIES INC COM 1,011 -26 (2.55) 9,605
PHILIP MORRIS INTL INC COM 997 -26 (2.58) 11,772
HEALTH CARE REIT INC COM 982 -14 (1.4) 14,477
RAYTHEON CO COM NEW 966 -18 (1.8) 9,300
CARDINAL HEALTH INC COM 924 42 4.79 11,091