Budros, Ruhlin & Roe as of March 31, 2013
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 88 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 19.5 | $41M | 390k | 104.11 | |
| Berkshire Hathaway (BRK.A) | 17.8 | $37M | 237.00 | 156278.48 | |
| iShares Russell 1000 Index (IWB) | 11.2 | $23M | 269k | 87.21 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.2 | $17M | 258k | 65.70 | |
| Ipath Dow Jones-aig Commodity (DJP) | 3.2 | $6.6M | 163k | 40.62 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $3.2M | 68k | 47.46 | |
| Procter & Gamble Company (PG) | 1.5 | $3.2M | 42k | 77.06 | |
| Cisco Systems (CSCO) | 1.4 | $2.9M | 137k | 20.89 | |
| General Electric Company | 1.4 | $2.8M | 123k | 23.12 | |
| iShares S&P 500 Index (IVV) | 1.2 | $2.6M | 17k | 157.33 | |
| International Business Machines (IBM) | 1.2 | $2.5M | 12k | 213.32 | |
| Eli Lilly & Co. (LLY) | 1.1 | $2.2M | 39k | 56.80 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.2M | 76k | 28.60 | |
| Merck & Co (MRK) | 1.0 | $2.1M | 48k | 44.19 | |
| Starbucks Corporation (SBUX) | 1.0 | $2.0M | 36k | 56.94 | |
| Intel Corporation (INTC) | 0.9 | $1.8M | 82k | 21.84 | |
| McDonald's Corporation (MCD) | 0.8 | $1.7M | 18k | 98.79 | |
| Walt Disney Company (DIS) | 0.8 | $1.7M | 30k | 56.79 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $1.6M | 44k | 37.36 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.6M | 40k | 41.19 | |
| Pfizer (PFE) | 0.8 | $1.6M | 56k | 28.85 | |
| Apple (AAPL) | 0.8 | $1.6M | 3.6k | 442.67 | |
| Coca-Cola Company (KO) | 0.7 | $1.5M | 38k | 40.43 | |
| Rydex S&P 500 Pure Growth ETF | 0.7 | $1.5M | 27k | 55.52 | |
| Bob Evans Farms | 0.7 | $1.5M | 35k | 42.61 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 19k | 74.84 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.4M | 37k | 36.99 | |
| American Express Company (AXP) | 0.6 | $1.3M | 20k | 67.48 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.3M | 16k | 81.56 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.1M | 12k | 94.42 | |
| Chevron Corporation (CVX) | 0.5 | $1.1M | 9.2k | 118.87 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.1M | 18k | 58.99 | |
| H.J. Heinz Company | 0.5 | $1.1M | 15k | 72.28 | |
| Diageo (DEO) | 0.5 | $1.0M | 8.0k | 125.79 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $1.0M | 10k | 97.97 | |
| ConocoPhillips (COP) | 0.5 | $969k | 16k | 60.11 | |
| Health Care REIT | 0.5 | $955k | 14k | 67.94 | |
| Nextera Energy (NEE) | 0.5 | $962k | 12k | 77.72 | |
| At&t (T) | 0.5 | $947k | 26k | 36.70 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $940k | 13k | 71.40 | |
| 3M Company (MMM) | 0.4 | $910k | 8.6k | 106.35 | |
| HCP | 0.4 | $908k | 18k | 49.84 | |
| Philip Morris International (PM) | 0.4 | $884k | 9.5k | 92.69 | |
| Bce (BCE) | 0.4 | $870k | 19k | 46.67 | |
| Altria (MO) | 0.4 | $859k | 25k | 34.39 | |
| Unilever | 0.4 | $862k | 21k | 41.00 | |
| U.S. Bancorp (USB) | 0.4 | $836k | 25k | 33.95 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $839k | 5.4k | 156.71 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $806k | 8.9k | 90.13 | |
| Genuine Parts Company (GPC) | 0.4 | $807k | 10k | 78.05 | |
| Raytheon Company | 0.4 | $816k | 14k | 58.81 | |
| Travelers Companies (TRV) | 0.4 | $782k | 9.3k | 84.22 | |
| Mettler-Toledo International (MTD) | 0.4 | $779k | 3.7k | 213.31 | |
| Vodafone | 0.4 | $763k | 27k | 28.41 | |
| Boeing Company (BA) | 0.4 | $754k | 8.8k | 85.89 | |
| AstraZeneca (AZN) | 0.4 | $751k | 15k | 49.97 | |
| Hewlett-Packard Company | 0.3 | $699k | 29k | 23.86 | |
| E.I. du Pont de Nemours & Company | 0.3 | $682k | 14k | 49.19 | |
| Dominion Resources (D) | 0.3 | $672k | 12k | 58.15 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $663k | 5.5k | 121.18 | |
| HSBC Holdings (HSBC) | 0.3 | $653k | 12k | 53.35 | |
| Royal Dutch Shell | 0.3 | $619k | 9.3k | 66.81 | |
| Diamond Offshore Drilling | 0.2 | $516k | 7.4k | 69.59 | |
| Cardinal Health (CAH) | 0.2 | $530k | 13k | 41.65 | |
| Time Warner | 0.2 | $470k | 8.2k | 57.59 | |
| MetLife (MET) | 0.2 | $432k | 11k | 37.99 | |
| Gardner Denver | 0.2 | $398k | 5.3k | 75.07 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $389k | 8.1k | 47.90 | |
| Kinder Morgan (KMI) | 0.2 | $392k | 10k | 38.68 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $376k | 7.6k | 49.77 | |
| Kraft Foods | 0.2 | $376k | 7.3k | 51.54 | |
| Covidien | 0.1 | $317k | 4.7k | 67.91 | |
| Express Scripts Holding | 0.1 | $319k | 5.5k | 57.65 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $299k | 11k | 27.31 | |
| Celgene Corporation | 0.1 | $294k | 2.5k | 115.84 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $262k | 15k | 17.74 | |
| Bank of America Corporation (BAC) | 0.1 | $243k | 20k | 12.16 | |
| CareFusion Corporation | 0.1 | $242k | 6.9k | 35.01 | |
| Worthington Industries (WOR) | 0.1 | $256k | 8.3k | 30.99 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $222k | 2.1k | 104.47 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $229k | 6.5k | 35.41 | |
| Citigroup (C) | 0.1 | $222k | 5.0k | 44.14 | |
| PetroChina Company | 0.1 | $208k | 1.6k | 131.65 | |
| Plains All American Pipeline (PAA) | 0.1 | $201k | 3.6k | 56.62 | |
| Fifth Third Ban (FITB) | 0.1 | $187k | 11k | 16.33 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $169k | 23k | 7.38 | |
| Key (KEY) | 0.1 | $102k | 10k | 9.93 | |
| Sirius XM Radio | 0.0 | $46k | 15k | 3.07 |
