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) 239

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 5.3%
Energy 2.8%
Financial 65.84%
Healthcare 5.93%
Services 5.3%
Technology 7.62%
Transportation
Utilities 1.02%

106 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BROOKFIELD ASSET MGMT INC CL A LTD VT SH -235 Sold Out 0
ELECTRONICS FOR IMAGING INC COM -287 Sold Out 0
KEYCORP NEW COM -142 Sold Out 0
KRAFT FOODS GROUP INC COM -407 Sold Out 0
VERIZON COMMUNICATIONS INC COM -225 Sold Out 0
WEYERHAEUSER CO COM -209 Sold Out 0
WISDOMTREE TR EM LCL DEBT FD -7,656 Sold Out 0
BOEING CO COM 449 -667 (59.75) 3,612
ROYAL DUTCH SHELL PLC SPONS ADR A 1,039 -1,073 (50.8) 12,590
RAYTHEON CO COM NEW 949 -339 (26.3) 10,145
KINDER MORGAN INC DEL COM 265 -79 (22.93) 6,991
COVIDIEN PLC SHS 308 -53 (14.79) 3,456
CARDINAL HEALTH INC COM 617 -55 (8.24) 8,512
BERKSHIRE HATHAWAY INC DEL CL A 34,639 -2,309 (6.25) 180
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,320 -1,270 (5.88) 260,585
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 262 -12 (4.51) 10,242
ISHARES TR RUS 1000 ETF 23,681 -1,083 (4.37) 213,338
HUNTINGTON BANCSHARES INC COM 267 -12 (4.14) 26,781
XILINX INC COM 337 -12 (3.55) 8,162
JPMORGAN CHASE & CO COM 3,776 -132 (3.37) 63,810