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) 259

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

Sector Weighting

Basic Materials 0.95%
Capital Goods 0.88%
Conglomerates 0.06%
Consumer Cyclical 0.4%
Consumer/Non-Cyclical 5.21%
Energy 2.58%
Financial 66.46%
Healthcare 5.41%
Services 5.42%
Technology 7.81%
Transportation
Utilities 1.17%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN TOWER CORP NEW COM 318 New 3,157
BANK NEW YORK MELLON CORP COM 302 8 2.60 7,315
ISHARES MRGSTR SM CP GR 290 New 2,125
CITIGROUP INC COM NEW 287 -3 (1.14) 5,277
COLGATE PALMOLIVE CO COM 277 277 New 3,915
SCHWAB STRATEGIC TR US LCAP VA ETF 271 6 2.40 6,052
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 267 New 14,211
SPDR GOLD TRUST GOLD SHS 255 255 New 2,225
GOLDMAN SACHS GROUP INC SP ENHCMD37ETN 253 New 8,121
QUALCOMM INC COM 253 253 New 3,341
KINDER MORGAN INC DEL COM 248 -33 (11.65) 5,802
NOVARTIS A G SPONSORED ADR 239 19 8.55 2,538
NISOURCE INC COM 238 New 5,408
WEYERHAEUSER CO COM 238 New 6,506
ITC HLDGS CORP COM 238 New 5,835
LEUCADIA NATL CORP COM 216 New 9,642
AMAZON COM INC COM 197 197 New 637
APACHE CORP COM 194 26 15.29 3,032
SCHLUMBERGER LTD COM 185 New 2,123
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 183 New 3,550


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