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) 237

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 1.09%
Conglomerates
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 5.37%
Energy 2.78%
Financial 66.01%
Healthcare 5.88%
Services 5.32%
Technology 7.33%
Transportation
Utilities 1.01%

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 -231 Sold Out 0
ELECTRONICS FOR IMAGING INC COM -280 Sold Out 0
KEYCORP NEW COM -147 Sold Out 0
KRAFT FOODS GROUP INC COM -424 Sold Out 0
VERIZON COMMUNICATIONS INC COM -215 Sold Out 0
WEYERHAEUSER CO COM -217 Sold Out 0
WISDOMTREE TR EM LCL DEBT FD -7,669 Sold Out 0
BOEING CO COM 458 -680 (59.75) 3,612
ROYAL DUTCH SHELL PLC SPONS ADR A 1,033 -1,066 (50.8) 12,590
RAYTHEON CO COM NEW 925 -330 (26.3) 10,145
KINDER MORGAN INC DEL COM 248 -74 (22.93) 6,991
COVIDIEN PLC SHS 314 -55 (14.79) 3,456
CARDINAL HEALTH INC COM 594 -53 (8.24) 8,512
BERKSHIRE HATHAWAY INC DEL CL A 34,632 -2,309 (6.25) 180
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,386 -1,274 (5.88) 260,585
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 268 -13 (4.51) 10,242
ISHARES RUS 1000 ETF 23,405 -1,071 (4.37) 213,338
HUNTINGTON BANCSHARES INC COM 257 -11 (4.14) 26,781
XILINX INC COM 396 -15 (3.55) 8,162
JPMORGAN CHASE & CO COM 3,558 -124 (3.37) 63,810