Budros, Ruhlin & Roe as of March 31, 2012
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 127 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 13.9 | $32M | 259.00 | 121899.61 | |
| iShares Russell 1000 Index (IWB) | 13.4 | $30M | 391k | 77.96 | |
| Berkshire Hathaway (BRK.B) | 12.6 | $29M | 351k | 81.15 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 5.3 | $12M | 330k | 36.67 | |
| Vanguard Dividend Appreciation ETF (VIG) | 3.6 | $8.1M | 139k | 58.55 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $5.4M | 118k | 45.98 | |
| Ipath Dow Jones-aig Commodity (DJP) | 1.9 | $4.4M | 103k | 42.32 | |
| Procter & Gamble Company (PG) | 1.6 | $3.7M | 55k | 67.21 | |
| Starbucks Corporation (SBUX) | 1.6 | $3.5M | 63k | 55.89 | |
| International Business Machines (IBM) | 1.5 | $3.4M | 16k | 208.64 | |
| iShares S&P 500 Index (IVV) | 1.5 | $3.3M | 24k | 141.23 | |
| General Electric Company | 1.3 | $3.0M | 150k | 20.07 | |
| Microsoft Corporation (MSFT) | 1.3 | $2.9M | 91k | 32.25 | |
| McDonald's Corporation (MCD) | 1.2 | $2.8M | 28k | 98.11 | |
| Bristol Myers Squibb (BMY) | 1.2 | $2.8M | 82k | 33.75 | |
| Apple (AAPL) | 1.2 | $2.7M | 4.6k | 599.52 | |
| Intel Corporation (INTC) | 1.1 | $2.6M | 92k | 28.12 | |
| Wells Fargo & Company (WFC) | 1.0 | $2.2M | 66k | 34.15 | |
| Merck & Co (MRK) | 0.9 | $2.0M | 53k | 38.40 | |
| Cisco Systems (CSCO) | 0.8 | $1.9M | 91k | 21.15 | |
| Coca-Cola Company (KO) | 0.8 | $1.8M | 24k | 74.00 | |
| Walt Disney Company (DIS) | 0.8 | $1.8M | 41k | 43.78 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.7M | 43k | 40.26 | |
| Pfizer (PFE) | 0.7 | $1.6M | 70k | 22.64 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.5M | 25k | 61.21 | |
| American Express Company (AXP) | 0.7 | $1.5M | 26k | 57.84 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.4M | 18k | 82.79 | |
| U.S. Bancorp (USB) | 0.6 | $1.4M | 45k | 31.68 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | 16k | 86.74 | |
| Bob Evans Farms | 0.6 | $1.3M | 35k | 37.73 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.3M | 19k | 65.94 | |
| iShares MSCI EAFE Value Index (EFV) | 0.5 | $1.2M | 25k | 46.98 | |
| Chevron Corporation (CVX) | 0.5 | $1.0M | 9.7k | 107.26 | |
| TJX Companies (TJX) | 0.5 | $1.0M | 26k | 39.72 | |
| ConocoPhillips (COP) | 0.4 | $941k | 12k | 75.97 | |
| iShares Russell 1000 Growth Index (IWF) | 0.4 | $908k | 14k | 66.08 | |
| At&t (T) | 0.4 | $881k | 28k | 31.24 | |
| Philip Morris International (PM) | 0.4 | $889k | 10k | 88.56 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $866k | 26k | 33.52 | |
| Kraft Foods | 0.4 | $847k | 22k | 38.03 | |
| Verizon Communications (VZ) | 0.4 | $840k | 22k | 38.24 | |
| Altria (MO) | 0.4 | $837k | 27k | 30.86 | |
| Diageo (DEO) | 0.4 | $845k | 8.8k | 96.46 | |
| priceline.com Incorporated | 0.4 | $829k | 1.2k | 717.75 | |
| Hewlett-Packard Company | 0.4 | $815k | 34k | 23.82 | |
| Baidu (BIDU) | 0.4 | $815k | 5.6k | 145.85 | |
| Nike (NKE) | 0.3 | $787k | 7.3k | 108.46 | |
| Visa (V) | 0.3 | $790k | 6.7k | 117.98 | |
| H.J. Heinz Company | 0.3 | $762k | 14k | 53.57 | |
| Monsanto Company | 0.3 | $747k | 9.4k | 79.72 | |
| Dominion Resources (D) | 0.3 | $739k | 14k | 51.24 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $756k | 10k | 73.89 | |
| Health Care REIT | 0.3 | $748k | 14k | 54.98 | |
| Nextera Energy (NEE) | 0.3 | $742k | 12k | 61.05 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $757k | 8.0k | 95.18 | |
| Genuine Parts Company (GPC) | 0.3 | $735k | 12k | 62.78 | |
| E.I. du Pont de Nemours & Company | 0.3 | $717k | 14k | 52.87 | |
| HCP | 0.3 | $731k | 19k | 39.48 | |
| 3M Company (MMM) | 0.3 | $710k | 8.0k | 89.24 | |
| National-Oilwell Var | 0.3 | $696k | 8.8k | 79.49 | |
| Halliburton Company (HAL) | 0.3 | $694k | 21k | 33.20 | |
| Unilever | 0.3 | $696k | 21k | 34.03 | |
| Vodafone | 0.3 | $706k | 26k | 27.66 | |
| Starwood Hotels & Resorts Worldwide | 0.3 | $708k | 13k | 56.38 | |
| Cardinal Health (CAH) | 0.3 | $672k | 16k | 43.12 | |
| Mettler-Toledo International (MTD) | 0.3 | $675k | 3.7k | 184.83 | |
| Praxair | 0.3 | $690k | 6.0k | 114.66 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $677k | 5.8k | 117.60 | |
| Qualcomm (QCOM) | 0.3 | $647k | 9.5k | 68.09 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $648k | 12k | 54.86 | |
| Owens Corning (OC) | 0.3 | $636k | 18k | 36.03 | |
| Union Pacific Corporation (UNP) | 0.3 | $634k | 5.9k | 107.44 | |
| Boeing Company (BA) | 0.3 | $631k | 8.5k | 74.41 | |
| AstraZeneca (AZN) | 0.3 | $623k | 14k | 44.52 | |
| Biogen Idec (BIIB) | 0.3 | $632k | 5.0k | 126.00 | |
| Wynn Resorts (WYNN) | 0.3 | $636k | 5.1k | 124.80 | |
| Royal Dutch Shell | 0.3 | $609k | 8.6k | 70.61 | |
| Accenture (ACN) | 0.2 | $569k | 8.8k | 64.49 | |
| 0.2 | $562k | 877.00 | 640.82 | ||
| Mead Johnson Nutrition | 0.2 | $562k | 6.8k | 82.55 | |
| Cummins (CMI) | 0.2 | $548k | 4.6k | 119.94 | |
| Travelers Companies (TRV) | 0.2 | $542k | 9.1k | 59.24 | |
| Covidien | 0.2 | $538k | 9.8k | 54.63 | |
| Wendy's/arby's Group (WEN) | 0.2 | $537k | 107k | 5.01 | |
| HSBC Holdings (HSBC) | 0.2 | $517k | 12k | 44.36 | |
| Yum! Brands (YUM) | 0.2 | $530k | 7.4k | 71.15 | |
| Precision Castparts | 0.2 | $490k | 2.8k | 172.96 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $494k | 5.0k | 99.22 | |
| Kinder Morgan (KMI) | 0.2 | $503k | 13k | 38.66 | |
| Time Warner | 0.2 | $482k | 13k | 37.74 | |
| Coach | 0.2 | $470k | 6.1k | 77.26 | |
| Worthington Industries (WOR) | 0.2 | $448k | 23k | 19.18 | |
| Danaher Corporation (DHR) | 0.2 | $426k | 7.6k | 55.99 | |
| WesBan (WSBC) | 0.2 | $433k | 22k | 20.13 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $420k | 8.1k | 51.72 | |
| Abbott Laboratories (ABT) | 0.2 | $406k | 6.6k | 61.30 | |
| Home Depot (HD) | 0.2 | $396k | 7.9k | 50.36 | |
| Estee Lauder Companies (EL) | 0.2 | $354k | 5.7k | 61.94 | |
| Allergan | 0.1 | $343k | 3.6k | 95.33 | |
| Churchill Downs (CHDN) | 0.1 | $340k | 6.1k | 55.92 | |
| O'reilly Automotive (ORLY) | 0.1 | $332k | 3.6k | 91.33 | |
| Wisdomtree Tr em lcl debt (ELD) | 0.1 | $332k | 6.4k | 51.83 | |
| Limited Brands | 0.1 | $323k | 6.7k | 47.99 | |
| Oracle Corporation (ORCL) | 0.1 | $283k | 9.7k | 29.14 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $288k | 10k | 28.83 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $298k | 4.7k | 63.87 | |
| Dow Chemical Company | 0.1 | $274k | 7.9k | 34.60 | |
| Pepsi (PEP) | 0.1 | $269k | 4.1k | 66.37 | |
| Celgene Corporation | 0.1 | $261k | 3.4k | 77.52 | |
| Motorola Solutions (MSI) | 0.1 | $279k | 5.5k | 50.88 | |
| iShares Dow Jones US Financial Svc. (IYG) | 0.1 | $264k | 4.6k | 57.32 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $251k | 39k | 6.45 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $245k | 15k | 16.59 | |
| NiSource (NI) | 0.1 | $239k | 9.8k | 24.39 | |
| PetroChina Company | 0.1 | $248k | 1.8k | 140.51 | |
| Amazon (AMZN) | 0.1 | $256k | 1.3k | 202.85 | |
| Herman Miller (MLKN) | 0.1 | $225k | 9.8k | 22.94 | |
| SPDR KBW Bank (KBE) | 0.1 | $222k | 9.3k | 23.89 | |
| Bank of America Corporation (BAC) | 0.1 | $205k | 21k | 9.56 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $213k | 1.5k | 141.06 | |
| Express Scripts | 0.1 | $210k | 3.9k | 54.12 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $205k | 6.6k | 31.18 | |
| Nokia Corporation (NOK) | 0.1 | $174k | 32k | 5.48 | |
| Fifth Third Ban (FITB) | 0.1 | $147k | 11k | 14.03 | |
| Key (KEY) | 0.0 | $87k | 10k | 8.46 | |
| Tellabs | 0.0 | $62k | 15k | 4.08 | |
| Sirius XM Radio | 0.0 | $35k | 15k | 2.33 |
