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) 249

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 1.35%
Conglomerates 0.08%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.27%
Energy 2.12%
Financial 66.45%
Healthcare 5.81%
Services 4.87%
Technology 8.08%
Transportation
Utilities 0.92%

113 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMAZON COM INC COM -269 Sold Out 0
APACHE CORP COM -208 Sold Out 0
CAPSTONE MNG CORP COM -72 Sold Out 0
CONSOLIDATED EDISON INC COM -384 Sold Out 0
HALYARD HEALTH INC COM -46 Sold Out 0
ISHARES TR CORE S&P MCP ETF -341 Sold Out 0
ITC HLDGS CORP COM -210 Sold Out 0
NAM TAI PPTY INC SHS -69 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -178 Sold Out 0
QUALCOMM INC COM -229 Sold Out 0
SCHLUMBERGER LTD COM -197 Sold Out 0
SERGO PLC REIT SHS -92 Sold Out 0
WEYERHAEUSER CO COM -208 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 33,017 -1,079 (3.17) 153
BECTON DICKINSON & CO COM 48 48 New 338
SPDR S&P 500 ETF TR TR UNIT 340 -4 (1.17) 1,612
ISHARES MRGSTR SM CP GR 298 New 2,125
NOVARTIS A G SPONSORED ADR 232 -30 (11.62) 2,243
AMERICAN TOWER CORP NEW COM 212 -83 (28.19) 2,267
SPDR GOLD TRUST GOLD SHS 262 11 4.27 2,320