BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 106
New Positions 9
Increased Positions 46
Decreased Positions 47
Positions with Activity 93
Sold Out Positions 7
Total Mkt Value (in $ millions) 238

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 1.09%
Conglomerates
Consumer Cyclical 0.44%
Consumer/Non-Cyclical 5.24%
Energy 2.77%
Financial 65.85%
Healthcare 5.92%
Services 5.32%
Technology 7.67%
Transportation
Utilities 1.03%

106 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM 1,861 -11 (0.59) 9,504
JOHNSON & JOHNSON COM 1,741 97 5.92 17,048
BRISTOL MYERS SQUIBB CO COM 1,735 -57 (3.17) 34,839
WELLS FARGO & CO NEW COM 1,703 -36 (2.06) 33,002
PFIZER INC COM 1,635 7 .45 54,308
BOB EVANS FARMS INC COM 1,609 New 34,830
AMERICAN EXPRESS CO COM 1,579 -5 (0.31) 17,185
WAL-MART STORES INC COM 1,512 84 5.90 19,977
COCA COLA CO COM 1,510 -9 (0.62) 37,112
MCDONALDS CORP COM 1,445 -24 (1.66) 15,091
CONOCOPHILLIPS COM 1,439 7 .51 16,896
ISHARES TR RUSSELL 2000 ETF 1,340 -14 (1.01) 11,851
CHEVRON CORP NEW COM 1,247 18 1.46 9,362
ALTRIA GROUP INC COM 1,209 103 9.35 29,025
NEXTERA ENERGY INC COM 1,208 -12 (1.02) 12,130
3M CO COM 1,203 -20 (1.67) 8,267
ASTRAZENECA PLC SPONSORED ADR 1,140 -10 (0.87) 15,435
ISHARES TR RUS 1000 GRW ETF 1,137 -16 (1.42) 12,469
PHILIP MORRIS INTL INC COM 1,090 247 29.24 12,907
AT&T INC COM 1,082 33 3.18 30,356