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) 258

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

Sector Weighting

Basic Materials 0.94%
Capital Goods 0.86%
Conglomerates 0.06%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 5.14%
Energy 2.6%
Financial 66.56%
Healthcare 5.55%
Services 5.36%
Technology 7.68%
Transportation
Utilities 1.13%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 36,006 -3,838,056 (99.07) 158
ISHARES TR RUS 1000 ETF 22,428 -1,637 (6.8) 194,015
3M CO COM -1,332 Sold Out 0
AMGEN INC COM -656 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -629 Sold Out 0
GILEAD SCIENCES INC COM -437 Sold Out 0
XILINX INC COM -350 Sold Out 0
ISHARES TR RUS 1000 GRW ETF 890 -313 (26.04) 9,223
STARBUCKS CORP COM 2,126 -256 (10.74) 26,766
JPMORGAN CHASE & CO COM 5,410 -251 (4.43) 87,362
BRISTOL MYERS SQUIBB CO COM 1,903 -237 (11.09) 31,036
CISCO SYS INC COM 3,831 -200 (4.97) 137,964
PROCTER & GAMBLE CO COM 4,005 -194 (4.61) 43,513
M/I HOMES INC COM -188 Sold Out 0
DISNEY WALT CO COM DISNEY 2,282 -161 (6.6) 24,571
RYDEX ETF TRUST GUG S&P500 PU GR 1,363 -155 (10.21) 16,987
FORD MTR CO DEL COM PAR $0.01 -152 Sold Out 0
WELLS FARGO & CO NEW COM 1,657 -136 (7.59) 30,427
JOHNSON & JOHNSON COM 1,667 -119 (6.64) 15,794
BOEING CO COM 389 -101 (20.7) 3,080


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