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) 255

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

Sector Weighting

Basic Materials 0.93%
Capital Goods 0.89%
Conglomerates 0.06%
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.33%
Energy 2.48%
Financial 66.15%
Healthcare 5.7%
Services 5.6%
Technology 7.8%
Transportation
Utilities 1.2%

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 -1,321 Sold Out 0
AMGEN INC COM -616 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 -151 Sold Out 0
GILEAD SCIENCES INC COM -425 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -612 Sold Out 0
M/I HOMES INC COM -168 Sold Out 0
NAVIDEA BIOPHARMACEUTICALS INC COM -82 Sold Out 0
XILINX INC COM -320 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 35,353 -3,768,414 (99.07) 158
ISHARES TR RUS 1000 GRW ETF 887 -312 (26.04) 9,223
BOEING CO COM 415 -108 (20.7) 3,080
KINDER MORGAN INC DEL COM 245 -32 (11.65) 5,802
BRISTOL MYERS SQUIBB CO COM 1,926 -240 (11.09) 31,036
STARBUCKS CORP COM 2,361 -284 (10.74) 26,766
TIME WARNER INC COM NEW 574 -67 (10.48) 7,176
RYDEX ETF TRUST GUG S&P500 PU GR 1,359 -155 (10.21) 16,987
WELLS FARGO & CO NEW COM 1,621 -133 (7.59) 30,427
PHILIP MORRIS INTL INC COM 984 -72 (6.82) 11,882
ISHARES TR RUS 1000 ETF 22,205 -1,621 (6.8) 194,015
JOHNSON & JOHNSON COM 1,614 -115 (6.64) 15,794


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