Budros, Ruhlin & Roe as of Sept. 30, 2013
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 87 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 21.0 | $45M | 395k | 113.51 | |
| Berkshire Hathaway (BRK.A) | 16.1 | $34M | 201.00 | 170407.96 | |
| iShares Russell 1000 Index (IWB) | 10.4 | $22M | 235k | 94.17 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.7 | $19M | 266k | 69.61 | |
| Ipath Dow Jones-aig Commodity (DJP) | 3.2 | $6.8M | 181k | 37.26 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $3.6M | 70k | 51.68 | |
| Cisco Systems (CSCO) | 1.6 | $3.4M | 147k | 23.43 | |
| General Electric Company | 1.4 | $3.0M | 126k | 23.89 | |
| Procter & Gamble Company (PG) | 1.4 | $2.9M | 39k | 75.58 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.5M | 76k | 33.28 | |
| iShares S&P 500 Index (IVV) | 1.2 | $2.5M | 15k | 168.88 | |
| Starbucks Corporation (SBUX) | 1.1 | $2.4M | 32k | 76.96 | |
| Merck & Co (MRK) | 1.1 | $2.3M | 48k | 47.60 | |
| International Business Machines (IBM) | 1.0 | $2.1M | 11k | 185.18 | |
| Intel Corporation (INTC) | 1.0 | $2.1M | 91k | 22.92 | |
| Bob Evans Farms | 0.9 | $2.0M | 35k | 57.28 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.9M | 39k | 50.32 | |
| Walt Disney Company (DIS) | 0.8 | $1.8M | 28k | 64.51 | |
| Apple (AAPL) | 0.8 | $1.8M | 3.7k | 476.67 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.7M | 37k | 46.28 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $1.7M | 41k | 40.21 | |
| Pfizer (PFE) | 0.8 | $1.6M | 56k | 28.72 | |
| Rydex S&P 500 Pure Growth ETF | 0.8 | $1.6M | 25k | 63.51 | |
| McDonald's Corporation (MCD) | 0.7 | $1.5M | 16k | 96.21 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.5M | 18k | 86.68 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.4M | 34k | 41.33 | |
| Coca-Cola Company (KO) | 0.7 | $1.4M | 37k | 37.88 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 19k | 73.96 | |
| American Express Company (AXP) | 0.6 | $1.4M | 18k | 75.53 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.3M | 12k | 106.58 | |
| Vodafone | 0.6 | $1.2M | 33k | 35.18 | |
| Chevron Corporation (CVX) | 0.5 | $1.1M | 9.4k | 121.56 | |
| ConocoPhillips (COP) | 0.5 | $1.1M | 16k | 69.53 | |
| Raytheon Company | 0.5 | $1.1M | 14k | 77.08 | |
| 3M Company (MMM) | 0.5 | $1.0M | 8.6k | 119.43 | |
| Boeing Company (BA) | 0.5 | $1.0M | 8.7k | 117.50 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.0M | 16k | 63.78 | |
| U.S. Bancorp (USB) | 0.5 | $995k | 27k | 36.58 | |
| Diageo (DEO) | 0.5 | $1.0M | 7.9k | 127.08 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $983k | 13k | 78.18 | |
| Nextera Energy (NEE) | 0.5 | $962k | 12k | 80.17 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $920k | 11k | 86.02 | |
| At&t (T) | 0.4 | $913k | 27k | 33.83 | |
| Health Care REIT | 0.4 | $891k | 14k | 62.39 | |
| Royal Dutch Shell | 0.4 | $899k | 13k | 68.84 | |
| Mettler-Toledo International (MTD) | 0.4 | $877k | 3.7k | 240.14 | |
| Altria (MO) | 0.4 | $873k | 25k | 34.35 | |
| Philip Morris International (PM) | 0.4 | $851k | 9.8k | 86.60 | |
| Genuine Parts Company (GPC) | 0.4 | $834k | 10k | 80.85 | |
| E.I. du Pont de Nemours & Company | 0.4 | $827k | 14k | 58.59 | |
| Bce (BCE) | 0.4 | $828k | 19k | 42.70 | |
| Travelers Companies (TRV) | 0.4 | $802k | 9.5k | 84.78 | |
| AstraZeneca (AZN) | 0.4 | $812k | 16k | 51.92 | |
| Diamond Offshore Drilling | 0.4 | $794k | 13k | 62.35 | |
| Unilever | 0.4 | $789k | 21k | 37.72 | |
| MetLife (MET) | 0.4 | $785k | 17k | 46.96 | |
| HCP | 0.4 | $772k | 19k | 40.94 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $754k | 8.0k | 94.23 | |
| HSBC Holdings (HSBC) | 0.3 | $686k | 13k | 54.27 | |
| Dominion Resources (D) | 0.3 | $683k | 11k | 62.50 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $627k | 5.6k | 112.59 | |
| Cardinal Health (CAH) | 0.3 | $598k | 12k | 52.18 | |
| Hewlett-Packard Company | 0.3 | $599k | 29k | 21.01 | |
| Time Warner | 0.2 | $513k | 7.8k | 65.75 | |
| Celgene Corporation | 0.2 | $376k | 2.4k | 154.10 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $382k | 8.1k | 47.04 | |
| Kraft Foods | 0.2 | $376k | 7.2k | 52.48 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $354k | 6.5k | 54.48 | |
| Kinder Morgan (KMI) | 0.2 | $333k | 9.4k | 35.56 | |
| Express Scripts Holding | 0.2 | $332k | 5.4k | 61.81 | |
| Bank of America Corporation (BAC) | 0.1 | $294k | 21k | 13.79 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $276k | 11k | 25.73 | |
| Worthington Industries (WOR) | 0.1 | $284k | 8.3k | 34.38 | |
| Leucadia National | 0.1 | $263k | 9.6k | 27.28 | |
| Emerson Electric (EMR) | 0.1 | $248k | 3.8k | 64.70 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $262k | 2.1k | 123.29 | |
| Covidien | 0.1 | $259k | 4.3k | 60.86 | |
| Citigroup (C) | 0.1 | $245k | 5.1k | 48.42 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $227k | 27k | 8.28 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $241k | 6.5k | 37.26 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $215k | 7.1k | 30.15 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $221k | 1.3k | 167.81 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $223k | 15k | 15.10 | |
| CareFusion Corporation | 0.1 | $219k | 5.9k | 36.91 | |
| Colgate-Palmolive Company (CL) | 0.1 | $203k | 3.4k | 59.39 | |
| Key (KEY) | 0.1 | $118k | 10k | 11.41 | |
| Sirius XM Radio | 0.0 | $58k | 15k | 3.87 |
