Budros, Ruhlin & Roe

Latest statistics and disclosures from Budros, Ruhlin & Roe's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, BRK.A, IWB, VIG, Wisdomtree Tr em lcl debt fd. These five stock positions account for 57.25% of Budros, Ruhlin & Roe's total stock portfolio.
  • Reduced shares in these 1 stocks: BRK.A (-$3.38B).
  • As of Dec. 31, 2013, Budros, Ruhlin & Roe has $231.12M in assets under management (AUM). Assets under management grew from a total value of $231.12M to $231.12M.
  • Independent of market fluctuations, Budros, Ruhlin & Roe was a net seller by $3.38B worth of stocks in the most recent quarter.

Budros, Ruhlin & Roe portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
BRK.B Berkshire Hathaway 20.31 395870 118.56 0.00
BRK.A Berkshire Hathaway 14.78 -99.00% 192 177901.04 0.00
IWB iShares Russell 1000 Index 9.96 223096 103.17 104.28
VIG Vanguard Dividend Appreciation ETF 9.01 276873 75.24 75.83
Wisdomtree Tr em lcl debt fd 3.19 160262 46.02 0.00
Barclays Bk Plc fund 2.30 134808 39.51 0.00
JPM JPMorgan Chase & Co. 1.67 66037 58.48 55.22
PG Procter & Gamble Company 1.58 44781 81.42 81.76
GE General Electric Company 1.47 120876 28.03 26.56
CSCO Cisco Systems 1.36 139835 22.43 23.21
MSFT Microsoft Corporation 1.17 72578 37.41 40.01
IVV iShares S&P; 500 Index 1.17 14605 185.62 187.54
Ipath Dow Jones-aig Commodity 1.07 67535 36.75 0.00
MRK Merck & Co 1.04 47849 50.05 56.47
SBUX Starbucks Corporation 1.02 30182 78.39 70.15
INTC Intel Corporation 1.01 89962 25.96 27.04
AAPL Apple 1.00 4122 561.14 524.94
DIS Walt Disney Company 0.90 27260 76.41 79.99
LLY Eli Lilly & Co. 0.84 38237 51.00 60.43
BMY Bristol Myers Squibb 0.83 35979 53.14 49.46
IBM International Business Machines 0.78 9560 187.55 190.01
BOBE Bob Evans Farms 0.76 34830 50.59 43.46
Schwab Strategic Tr us lrg cap etf 0.76 39787 44.08 0.00
PFE Pfizer 0.72 54063 30.63 30.25
AXP American Express Company 0.68 17239 90.72 86.22
KO Coca-Cola Company 0.67 37344 41.32 40.72
WFC Wells Fargo & Company 0.66 33695 45.41 48.93
MCD McDonald's Corporation 0.64 15345 97.03 100.25
WMT Wal-Mart Stores 0.64 18865 78.66 77.66
JNJ Johnson & Johnson 0.64 16096 91.58 98.96
IWM iShares Russell 2000 Index 0.60 11972 115.35 112.92
RTN Raytheon Company 0.54 13765 90.66 100.13
BA Boeing Company 0.53 8974 136.51 127.92
VOD Vodafone 0.52 30765 39.30 35.99
MMM 3M Company 0.51 8407 140.24 137.73
COP ConocoPhillips 0.51 16811 70.67 74.77
CVX Chevron Corporation 0.50 9227 124.96 123.68
EFA iShares MSCI EAFE Index Fund 0.47 16340 67.07 67.53
IWF iShares Russell 1000 Growth Index 0.47 12648 85.94 85.74
T AT&T; 0.45 29420 35.15 36.04
DEO Diageo 0.45 7790 132.48 123.81
Nextera Energy 0.45 12255 85.60 0.00
MO Altria 0.44 26543 38.39 38.45
RDS.B Royal Dutch Shell 0.41 12715 75.11 0.00
AZN AstraZeneca 0.40 15570 59.34 63.49
DD E.I. du Pont de Nemours & Company 0.39 13965 64.95 66.98
MET MetLife 0.39 16546 53.91 51.20
DO Diamond Offshore Drilling 0.38 15383 56.95 48.40
MTD Mettler-Toledo International 0.38 3652 242.61 233.50
PM Philip Morris International 0.38 9987 87.11 83.15
GPC Genuine Parts Company 0.37 10270 83.15 87.32
KMB Kimberly-Clark Corporation 0.37 8095 104.51 112.54
TRV Travelers Companies 0.37 9430 90.56 86.68
UN Unilever N.V. 0.36 20750 40.24 42.28
Bce 0.36 18985 43.30 0.00
HPQ Hewlett-Packard Company 0.34 27799 27.99 31.93
XOM Exxon Mobil Corporation 0.33 7463 101.17 100.42
HCN Health Care REIT 0.33 14251 53.54 61.94
HBC HSBC Holdings 0.30 12420 55.15 0.00
D Dominion Resources 0.30 10617 64.71 70.67
CAH Cardinal Health 0.27 9276 66.84 68.13
HCP HCP 0.27 17445 36.34 40.53
TIP iShares Barclays TIPS Bond Fund 0.26 5555 109.81 113.08
TWX Time Warner 0.23 7573 69.72 65.15
AMGN Amgen 0.19 3855 114.14 115.46
ISRG Intuitive Surgical 0.19 1150 384.35 411.99
Express Scripts Holding 0.18 5821 70.26 0.00
XLNX Xilinx 0.17 8462 45.97 52.18
EFV iShares MSCI EAFE Value Index 0.16 6498 57.25 58.04
Goldman Sachs Group Inc sp enhcmd37etn 0.16 8121 46.79 0.00
Kraft Foods 0.16 6986 53.97 0.00
WOR Worthington Industries 0.15 8260 42.13 36.92
USB U.S. Ban 0.14 8007 40.34 40.25
Kinder Morgan 0.14 9071 36.05 0.00
BAC Bank of America Corporation 0.13 19487 15.55 16.15
HBAN Huntington Bancshares Incorporated 0.12 27938 9.66 9.21
LUK Leucadia National 0.12 9642 28.31 26.08
DBC PowerShares DB Com Indx Trckng Fund 0.12 10726 25.64 26.64
CELG Celgene Corporation 0.12 1666 169.27 141.51
JKK iShares Morningstar Small Growth 0.12 2125 132.71 126.85
Covidien 0.12 4056 68.05 0.00
BK Bank of New York Mellon Corporation 0.11 7130 34.92 33.76
SPY SPDR S&P; 500 ETF 0.11 1338 184.60 186.39
IIF Morgan Stanley India Investment Fund 0.11 14768 17.47 19.85
GILD Gilead Sciences 0.11 3390 75.22 70.00
Schwab Strategic Tr cmn 0.11 6510 40.71 0.00
Citi 0.11 5010 52.10 0.00
EFII Electronics For Imaging 0.10 6250 38.72 39.66
BAM.A Brookfield Asset Management 0.09 5275 38.86 0.00
WY Weyerhaeuser Company 0.09 6506 31.51 27.87
Enterprise Products Partners 0.09 3075 66.34 0.00
NTE Nam Tai Electronics 0.08 27283 7.15 7.09
KEY Key 0.06 10340 13.44 13.56
Neoprobe 0.05 52700 2.07 0.00
Sirius Xm Holdings 0.02 15000 3.47 0.00

Past 13F-HR SEC Filings for Budros, Ruhlin & Roe