BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 12/31/2014

Position Statistics

Total Positions 113
New Positions 5
Increased Positions 38
Decreased Positions 63
Positions with Activity 101
Sold Out Positions 13
Total Mkt Value (in $ millions) 245

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 1.42%
Conglomerates 0.08%
Consumer Cyclical 0.42%
Consumer/Non-Cyclical 5.27%
Energy 1.98%
Financial 66.96%
Healthcare 5.93%
Services 4.91%
Technology 7.63%
Transportation
Utilities 0.93%

113 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 1,223 1,223 New 7,482
ALTRIA GROUP INC COM 1,373 -40 (2.85) 27,273
AMAZON COM INC COM -236 Sold Out 0
AMERICAN EXPRESS CO COM 1,347 33 2.55 17,277
AMERICAN TOWER CORP NEW COM 218 -85 (28.19) 2,267
APACHE CORP COM -180 Sold Out 0
APPLE INC COM 4,076 -64 (1.54) 33,071
ASTRAZENECA PLC SPONSORED ADR 596 -14 (2.35) 8,510
AT&T INC COM 1,205 -45 (3.6) 36,784
BANK AMER CORP COM 325 16 5.09 21,220
BANK NEW YORK MELLON CORP COM 211 -80 (27.34) 5,315
BARCLAYS BK PLC IPTH PURE BRD 2,294 -3,991 (63.49) 74,613
BARCLAYS BK PLC DJUBS CMDT ETN36 6,812 4,475 191.51 242,498
BCE INC COM NEW 899 -7 (0.74) 21,038
BECTON DICKINSON & CO COM 49 49 New 338
BERKSHIRE HATHAWAY INC DEL CL B NEW 59,170 443 .76 411,216
BERKSHIRE HATHAWAY INC DEL CL A 33,201 -1,085 (3.17) 153
BOB EVANS FARMS INC COM 396 -1,195 (75.12) 8,666
BOEING CO COM 434 -24 (5.33) 2,916
BRISTOL MYERS SQUIBB CO COM 1,912 -113 (5.6) 29,297