BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 107
New Positions 5
Increased Positions 29
Decreased Positions 61
Positions with Activity 90
Sold Out Positions 4
Total Mkt Value (in $ millions) 571

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

Sector Weighting

Basic Materials 0.27%
Capital Goods 0.58%
Conglomerates 0.04%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.28%
Energy 0.78%
Financial 85.46%
Healthcare 2.6%
Services 2.18%
Technology 3.33%
Transportation
Utilities 0.35%

107 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BECTON DICKINSON & CO COM -48 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 -157 Sold Out 0
NOVARTIS A G SPONSORED ADR -224 Sold Out 0
SPDR GOLD TRUST GOLD SHS -259 Sold Out 0
SPDR S&P 500 ETF TR TR UNIT 328 -6 (1.8) 1,583
BERKSHIRE HATHAWAY INC DEL CL A 359,747 328,241 1,041.83 1,747
UNITEDHEALTH GROUP INC COM 213 213 New 1,750
HOME DEPOT INC COM 207 207 New 1,860
ISHARES MRGSTR SM CP GR 305 New 2,125
AMERICAN TOWER CORP NEW COM 215 New 2,267
L BRANDS INC COM 200 200 New 2,318
BOEING CO COM 384 -25 (6.1) 2,738
CHEMOURS CO COM 49 -1 (1.1) 2,960
HCA HOLDINGS INC COM 293 293 New 3,233
MEDTRONIC PLC SHS 255 29 12.67 3,459
VANGUARD BD INDEX FD INC INTERMED TERM 290 13 4.62 3,468
METTLER TOLEDO INTERNATIONAL COM 1,265 New 3,652
CELGENE CORP COM 450 -47 (9.41) 3,764
CNOOC LTD SPONSORED ADR 532 -1 (0.13) 3,780
COLGATE PALMOLIVE CO COM 254 -5 (1.89) 3,841