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) 257

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

Sector Weighting

Basic Materials 1.03%
Capital Goods 0.85%
Conglomerates 0.06%
Consumer Cyclical 0.38%
Consumer/Non-Cyclical 5.16%
Energy 2.64%
Financial 65.99%
Healthcare 5.45%
Services 5.46%
Technology 7.8%
Transportation
Utilities 1.14%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
3M CO COM -1,275 Sold Out 0
AMGEN INC COM -635 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 -158 Sold Out 0
GILEAD SCIENCES INC COM -404 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -609 Sold Out 0
M/I HOMES INC COM -196 Sold Out 0
NAVIDEA BIOPHARMACEUTICALS INC COM -60 Sold Out 0
XILINX INC COM -370 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 35,141 -3,745,846 (99.07) 158
ISHARES TR RUS 1000 GRW ETF 895 -315 (26.04) 9,223
BOEING CO COM 415 -108 (20.7) 3,080
KINDER MORGAN INC DEL COM 246 -32 (11.65) 5,802
BRISTOL MYERS SQUIBB CO COM 1,827 -228 (11.09) 31,036
STARBUCKS CORP COM 2,133 -257 (10.74) 26,766
TIME WARNER INC COM NEW 601 -70 (10.48) 7,176
RYDEX ETF TRUST GUG S&P500 PU GR 1,367 -155 (10.21) 16,987
WELLS FARGO & CO NEW COM 1,652 -136 (7.59) 30,427
PHILIP MORRIS INTL INC COM 1,029 -75 (6.82) 11,882
ISHARES TR RUS 1000 ETF 22,467 -1,640 (6.8) 194,015
JOHNSON & JOHNSON COM 1,693 -121 (6.64) 15,794


Create your free portfolio