BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 116
New Positions 9
Increased Positions 35
Decreased Positions 56
Positions with Activity 91
Sold Out Positions 8
Total Mkt Value (in $ millions) 255

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

Sector Weighting

Basic Materials 0.94%
Capital Goods 0.88%
Conglomerates 0.05%
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.31%
Energy 2.51%
Financial 66.24%
Healthcare 5.68%
Services 5.61%
Technology 7.74%
Transportation
Utilities 1.19%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US LRG CAP ETF 1,940 -6 (0.3) 39,484
BRISTOL MYERS SQUIBB CO COM 1,939 -242 (11.09) 31,036
EXXON MOBIL CORP COM 1,797 950 112.19 19,589
WAL-MART STORES INC COM 1,713 -46 (2.63) 19,330
WELLS FARGO & CO NEW COM 1,630 -134 (7.59) 30,427
JOHNSON & JOHNSON COM 1,615 -115 (6.64) 15,794
ISHARES TR RUSSELL 2000 ETF 1,560 147 10.38 13,081
COCA COLA CO COM 1,548 -95 (5.78) 36,006
ALTRIA GROUP INC COM 1,528 -86 (5.34) 28,072
MCDONALDS CORP COM 1,450 48 3.43 15,992
NEXTERA ENERGY INC COM 1,430 -51 (3.45) 13,027
INTERNATIONAL BUSINESS MACHS COM 1,409 -67 (4.53) 9,012
AMERICAN EXPRESS CO COM 1,403 -25 (1.73) 16,848
RYDEX ETF TRUST GUG S&P500 PU GR 1,367 -155 (10.21) 16,987
AT&T INC COM 1,266 284 28.96 38,158
HEALTH CARE REIT INC COM 1,219 -37 (2.94) 14,676
CONOCOPHILLIPS COM 1,157 42 3.81 17,581
DU PONT E I DE NEMOURS & CO COM 1,138 5 .46 15,360
METTLER TOLEDO INTERNATIONAL COM 1,108 New 3,652
CHEVRON CORP NEW COM 1,069 36 3.46 9,817


Latest News Headlines

View All
Create your free portfolio