Budros, Ruhlin & Roe as of June 30, 2013
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 88 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 21.6 | $45M | 402k | 111.92 | |
| Berkshire Hathaway (BRK.A) | 16.6 | $35M | 208.00 | 166168.27 | |
| iShares Russell 1000 Index (IWB) | 10.5 | $22M | 244k | 89.93 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.1 | $17M | 263k | 63.72 | |
| Ipath Dow Jones-aig Commodity (DJP) | 3.0 | $6.3M | 172k | 36.49 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $3.4M | 66k | 51.90 | |
| Cisco Systems (CSCO) | 1.6 | $3.4M | 144k | 23.39 | |
| Procter & Gamble Company (PG) | 1.4 | $3.0M | 39k | 77.00 | |
| General Electric Company | 1.4 | $2.8M | 121k | 23.19 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.5M | 74k | 33.51 | |
| iShares S&P 500 Index (IVV) | 1.2 | $2.4M | 16k | 152.56 | |
| Merck & Co (MRK) | 1.1 | $2.2M | 48k | 46.29 | |
| Intel Corporation (INTC) | 1.1 | $2.2M | 93k | 23.84 | |
| Starbucks Corporation (SBUX) | 1.1 | $2.2M | 33k | 65.50 | |
| International Business Machines (IBM) | 1.0 | $2.2M | 11k | 191.08 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.9M | 39k | 49.12 | |
| Walt Disney Company (DIS) | 0.9 | $1.9M | 30k | 63.10 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.7M | 39k | 44.68 | |
| McDonald's Corporation (MCD) | 0.8 | $1.7M | 17k | 99.01 | |
| Bob Evans Farms | 0.8 | $1.6M | 35k | 46.97 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $1.6M | 41k | 38.19 | |
| Coca-Cola Company (KO) | 0.7 | $1.5M | 38k | 40.10 | |
| Pfizer (PFE) | 0.7 | $1.5M | 55k | 27.94 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.5M | 36k | 41.26 | |
| American Express Company (AXP) | 0.7 | $1.5M | 20k | 74.78 | |
| Rydex S&P 500 Pure Growth ETF | 0.7 | $1.5M | 25k | 57.92 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 19k | 72.55 | |
| Apple (AAPL) | 0.7 | $1.4M | 3.6k | 396.53 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.3M | 15k | 85.85 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.2M | 12k | 97.01 | |
| Chevron Corporation (CVX) | 0.5 | $1.1M | 9.2k | 118.35 | |
| Nextera Energy (NEE) | 0.5 | $998k | 12k | 81.45 | |
| ConocoPhillips (COP) | 0.5 | $965k | 16k | 60.50 | |
| Health Care REIT | 0.5 | $942k | 14k | 67.07 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $939k | 13k | 72.71 | |
| At&t (T) | 0.4 | $909k | 26k | 35.40 | |
| Raytheon Company | 0.4 | $912k | 14k | 66.09 | |
| Diageo (DEO) | 0.4 | $912k | 7.9k | 114.93 | |
| 3M Company (MMM) | 0.4 | $905k | 8.5k | 106.76 | |
| Vodafone | 0.4 | $893k | 31k | 28.74 | |
| Boeing Company (BA) | 0.4 | $880k | 8.6k | 102.40 | |
| Altria (MO) | 0.4 | $870k | 25k | 34.97 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $883k | 18k | 49.46 | |
| Diamond Offshore Drilling | 0.4 | $859k | 13k | 68.78 | |
| U.S. Bancorp (USB) | 0.4 | $859k | 24k | 36.15 | |
| Royal Dutch Shell | 0.4 | $850k | 13k | 66.28 | |
| Philip Morris International (PM) | 0.4 | $830k | 9.6k | 86.58 | |
| Unilever | 0.4 | $828k | 21k | 39.30 | |
| HCP | 0.4 | $835k | 18k | 45.44 | |
| Genuine Parts Company (GPC) | 0.4 | $796k | 10k | 78.04 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $764k | 7.9k | 97.18 | |
| Bce (BCE) | 0.4 | $775k | 19k | 41.04 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $749k | 8.3k | 90.39 | |
| Travelers Companies (TRV) | 0.4 | $739k | 9.3k | 79.89 | |
| MetLife (MET) | 0.4 | $753k | 17k | 45.73 | |
| E.I. du Pont de Nemours & Company | 0.3 | $732k | 14k | 52.53 | |
| Mettler-Toledo International (MTD) | 0.3 | $735k | 3.7k | 201.26 | |
| AstraZeneca (AZN) | 0.3 | $719k | 15k | 47.27 | |
| Hewlett-Packard Company | 0.3 | $725k | 29k | 24.80 | |
| HSBC Holdings (HSBC) | 0.3 | $639k | 12k | 51.87 | |
| Dominion Resources (D) | 0.3 | $634k | 11k | 56.86 | |
| Gardner Denver | 0.3 | $624k | 8.3k | 75.16 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $617k | 5.5k | 111.96 | |
| Cardinal Health (CAH) | 0.3 | $582k | 13k | 45.73 | |
| Time Warner | 0.2 | $459k | 7.9k | 57.86 | |
| Kraft Foods | 0.2 | $400k | 7.2k | 55.83 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $366k | 7.6k | 48.44 | |
| Kinder Morgan (KMI) | 0.2 | $376k | 9.9k | 38.15 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $363k | 8.1k | 44.70 | |
| Express Scripts Holding | 0.2 | $336k | 5.5k | 61.36 | |
| Celgene Corporation | 0.1 | $283k | 2.4k | 117.18 | |
| Bank of America Corporation (BAC) | 0.1 | $262k | 20k | 12.85 | |
| Abbott Laboratories (ABT) | 0.1 | $265k | 7.6k | 34.95 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $270k | 11k | 25.17 | |
| Worthington Industries (WOR) | 0.1 | $262k | 8.3k | 31.72 | |
| Covidien | 0.1 | $262k | 4.4k | 60.01 | |
| Leucadia National | 0.1 | $253k | 9.6k | 26.24 | |
| CareFusion Corporation | 0.1 | $242k | 6.8k | 35.77 | |
| Citigroup (C) | 0.1 | $247k | 5.2k | 47.96 | |
| Abbvie (ABBV) | 0.1 | $250k | 6.0k | 41.40 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $228k | 15k | 15.44 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $231k | 2.1k | 108.71 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $234k | 6.5k | 36.18 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $200k | 30k | 6.72 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $211k | 5.5k | 38.70 | |
| Fifth Third Ban (FITB) | 0.1 | $208k | 12k | 18.05 | |
| Key (KEY) | 0.1 | $114k | 10k | 11.03 | |
| Sirius XM Radio | 0.0 | $50k | 15k | 3.33 |
