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) 568

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 0.58%
Conglomerates 0.04%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.26%
Energy 0.79%
Financial 85.46%
Healthcare 2.59%
Services 2.17%
Technology 3.33%
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 1,946 -4 (0.2) 29,240
SCHWAB STRATEGIC TR US LRG CAP ETF 1,880 7 .39 38,127
JOHNSON & JOHNSON COM 1,613 -35 (2.14) 16,554
MCDONALDS CORP COM 1,518 11 .71 15,972
INTERNATIONAL BUSINESS MACHS COM 1,507 -44 (2.84) 9,263
ISHARES TR RUSSELL 2000 ETF 1,474 -68 (4.42) 11,805
COCA COLA CO COM 1,386 2 .15 35,337
WAL-MART STORES INC COM 1,378 9 .67 19,428
AMERICAN EXPRESS CO COM 1,377 34 2.56 17,719
AT&T INC COM 1,319 13 .97 37,141
RYDEX ETF TRUST GUG S&P500 PU GR 1,292 -95 (6.88) 15,919
ALTRIA GROUP INC COM 1,286 -48 (3.6) 26,290
NEXTERA ENERGY INC COM 1,256 -11 (0.87) 12,808
METTLER TOLEDO INTERNATIONAL COM 1,247 New 3,652
3M CO COM 1,118 -36 (3.14) 7,247
CONOCOPHILLIPS COM 1,067 -45 (4.01) 17,373
HEALTH CARE REIT INC COM 950 -14 (1.4) 14,477
DU PONT E I DE NEMOURS & CO COM 947 -10 (1.08) 14,802
PHILIP MORRIS INTL INC COM 944 -25 (2.58) 11,772
TRAVELERS COMPANIES INC COM 928 -24 (2.55) 9,605


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