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) 591

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 0.03%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.19%
Energy 0.8%
Financial 85.7%
Healthcare 2.51%
Services 2.09%
Technology 3.39%
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
VANGUARD BD INDEX FD INC INTERMED TERM 296 13 4.62 3,468
KINDER MORGAN INC DEL COM 288 -8 (2.67) 6,952
SCHWAB STRATEGIC TR US LCAP VA ETF 273 5 1.69 6,154
HUNTINGTON BANCSHARES INC COM 270 62 29.56 24,266
LEUCADIA NATL CORP COM 268 New 10,871
HCA HOLDINGS INC COM 265 265 New 3,233
MEDTRONIC PLC SHS 264 30 12.67 3,459
COLGATE PALMOLIVE CO COM 257 -5 (1.89) 3,841
NISOURCE INC COM 255 New 5,408
GOLDMAN SACHS GROUP INC SP ENHCMD37ETN 242 New 8,121
BANK NEW YORK MELLON CORP COM 230 New 5,315
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 227 -23 (9.08) 12,839
UNITEDHEALTH GROUP INC COM 210 210 New 1,750
AMERICAN TOWER CORP NEW COM 210 New 2,267
HOME DEPOT INC COM 207 207 New 1,860
HANNON ARMSTRONG SUST INFR CAP COM 205 New 10,000
M/I HOMES INC COM 201 201 New 8,640
L BRANDS INC COM 201 201 New 2,318
KEYCORP NEW COM 150 New 10,282
SIRIUS XM HLDGS INC COM 58 New 15,000