BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 113
New Positions 5
Increased Positions 38
Decreased Positions 63
Positions with Activity 101
Sold Out Positions 13
Total Mkt Value (in $ millions) 247

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

Sector Weighting

Basic Materials 0.68%
Capital Goods 1.41%
Conglomerates 0.08%
Consumer Cyclical 0.42%
Consumer/Non-Cyclical 5.33%
Energy 2.12%
Financial 66.54%
Healthcare 5.9%
Services 4.88%
Technology 7.84%
Transportation
Utilities 0.94%

113 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BARCLAYS BK PLC IPTH PURE BRD 2,361 -4,106 (63.49) 74,613
BOB EVANS FARMS INC COM 381 -1,151 (75.12) 8,666
ISHARES TR RUS 1000 ETF 21,743 -1,085 (4.75) 184,794
BERKSHIRE HATHAWAY INC DEL CL A 32,757 -1,071 (3.17) 153
EXXON MOBIL CORP COM 1,009 -700 (40.96) 11,565
CONSOLIDATED EDISON INC COM -385 Sold Out 0
WORTHINGTON INDS INC COM 332 -372 (52.86) 12,066
ISHARES TR CORE S&P MCP ETF -345 Sold Out 0
AMAZON COM INC COM -248 Sold Out 0
QUALCOMM INC COM -229 Sold Out 0
APACHE CORP COM -214 Sold Out 0
ITC HLDGS CORP COM -214 Sold Out 0
WEYERHAEUSER CO COM -206 Sold Out 0
INTEL CORP COM 3,047 -202 (6.22) 93,090
SCHLUMBERGER LTD COM -196 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -181 Sold Out 0
HUNTINGTON BANCSHARES INC COM 209 -175 (45.54) 18,729
STARBUCKS CORP COM 2,421 -147 (5.71) 50,474
ISHARES TR MSCI EAFE ETF 969 -140 (12.6) 14,672
JPMORGAN CHASE & CO COM 5,403 -122 (2.21) 85,436