Budros, Ruhlin & Roe as of March 31, 2014
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 96 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 22.0 | $50M | 403k | 124.97 | |
| Berkshire Hathaway (BRK.A) | 14.7 | $34M | 180.00 | 187350.00 | |
| iShares Russell 1000 Index (IWB) | 9.8 | $22M | 213k | 104.77 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.6 | $20M | 261k | 75.23 | |
| Barclays Bk Plc fund | 2.8 | $6.5M | 159k | 40.88 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $3.9M | 64k | 60.71 | |
| Procter & Gamble Company (PG) | 1.6 | $3.6M | 45k | 80.60 | |
| Cisco Systems (CSCO) | 1.4 | $3.2M | 145k | 22.41 | |
| General Electric Company | 1.4 | $3.1M | 121k | 25.89 | |
| Microsoft Corporation (MSFT) | 1.3 | $3.0M | 72k | 40.99 | |
| Ipath Dow Jones-aig Commodity (DJP) | 1.2 | $2.8M | 71k | 39.45 | |
| Merck & Co (MRK) | 1.2 | $2.7M | 48k | 56.77 | |
| iShares S&P 500 Index (IVV) | 1.2 | $2.7M | 14k | 188.11 | |
| Intel Corporation (INTC) | 1.0 | $2.4M | 92k | 25.81 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.3M | 39k | 58.86 | |
| Starbucks Corporation (SBUX) | 1.0 | $2.3M | 31k | 73.37 | |
| Apple (AAPL) | 1.0 | $2.2M | 4.1k | 536.84 | |
| Walt Disney Company (DIS) | 0.9 | $2.1M | 27k | 80.07 | |
| International Business Machines (IBM) | 0.8 | $1.8M | 9.5k | 192.45 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.8M | 35k | 51.95 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $1.8M | 40k | 44.70 | |
| Rydex S&P 500 Pure Growth ETF | 0.8 | $1.8M | 24k | 73.23 | |
| Pfizer (PFE) | 0.8 | $1.7M | 54k | 32.11 | |
| Bob Evans Farms | 0.8 | $1.7M | 35k | 50.04 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 17k | 98.25 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.6M | 33k | 49.75 | |
| American Express Company (AXP) | 0.7 | $1.5M | 17k | 90.02 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.5M | 20k | 76.44 | |
| McDonald's Corporation (MCD) | 0.7 | $1.5M | 15k | 98.01 | |
| Coca-Cola Company (KO) | 0.6 | $1.4M | 37k | 38.67 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.4M | 12k | 116.36 | |
| ConocoPhillips (COP) | 0.5 | $1.2M | 17k | 70.37 | |
| Nextera Energy (NEE) | 0.5 | $1.2M | 12k | 95.63 | |
| Chevron Corporation (CVX) | 0.5 | $1.1M | 9.4k | 118.88 | |
| 3M Company (MMM) | 0.5 | $1.1M | 8.3k | 135.72 | |
| Xilinx | 0.5 | $1.1M | 8.2k | 137.47 | |
| Altria (MO) | 0.5 | $1.1M | 29k | 37.42 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $1.1M | 13k | 86.53 | |
| At&t (T) | 0.5 | $1.1M | 30k | 35.08 | |
| Philip Morris International (PM) | 0.5 | $1.1M | 13k | 81.89 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.1M | 16k | 67.18 | |
| E.I. du Pont de Nemours & Company | 0.5 | $1.0M | 16k | 67.08 | |
| AstraZeneca (AZN) | 0.4 | $1.0M | 15k | 64.85 | |
| Raytheon Company | 0.4 | $1.0M | 10k | 98.77 | |
| Royal Dutch Shell | 0.4 | $983k | 13k | 78.08 | |
| Diageo (DEO) | 0.4 | $955k | 7.7k | 124.59 | |
| Bce (BCE) | 0.4 | $965k | 22k | 43.15 | |
| Health Care REIT | 0.4 | $901k | 15k | 59.63 | |
| Genuine Parts Company (GPC) | 0.4 | $881k | 10k | 86.84 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $877k | 8.0k | 110.19 | |
| Mettler-Toledo International (MTD) | 0.4 | $861k | 3.7k | 235.76 | |
| Hewlett-Packard Company | 0.4 | $878k | 27k | 32.35 | |
| MetLife (MET) | 0.4 | $863k | 16k | 52.83 | |
| Unilever | 0.4 | $852k | 21k | 41.11 | |
| HCP | 0.4 | $835k | 22k | 38.80 | |
| Travelers Companies (TRV) | 0.3 | $806k | 9.5k | 85.11 | |
| Diamond Offshore Drilling | 0.3 | $755k | 16k | 48.78 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $760k | 7.8k | 97.66 | |
| Dominion Resources (D) | 0.3 | $746k | 11k | 71.03 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $664k | 5.9k | 112.14 | |
| HSBC Holdings (HSBC) | 0.3 | $634k | 13k | 50.84 | |
| Symantec Corporation | 0.3 | $653k | 33k | 19.98 | |
| Vodafone | 0.3 | $617k | 17k | 36.83 | |
| Cardinal Health (CAH) | 0.3 | $596k | 8.5k | 70.02 | |
| Time Warner | 0.2 | $537k | 8.2k | 65.36 | |
| Intuitive Surgical (ISRG) | 0.2 | $529k | 1.2k | 437.91 | |
| Amgen (AMGN) | 0.2 | $489k | 4.0k | 123.36 | |
| Boeing Company (BA) | 0.2 | $453k | 3.6k | 125.42 | |
| Express Scripts Holding | 0.2 | $441k | 5.9k | 75.17 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $389k | 8.1k | 47.90 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $374k | 6.5k | 57.56 | |
| U.S. Bancorp (USB) | 0.1 | $348k | 8.1k | 42.90 | |
| Bank of America Corporation (BAC) | 0.1 | $335k | 20k | 17.19 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $313k | 1.7k | 187.20 | |
| Worthington Industries (WOR) | 0.1 | $316k | 8.3k | 38.26 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $288k | 15k | 19.50 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $267k | 27k | 9.97 | |
| Leucadia National | 0.1 | $270k | 9.6k | 28.00 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $268k | 10k | 26.17 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $278k | 2.1k | 130.82 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $276k | 6.7k | 41.18 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $252k | 7.1k | 35.34 | |
| Covidien | 0.1 | $255k | 3.5k | 73.78 | |
| Citigroup (C) | 0.1 | $244k | 5.1k | 47.66 | |
| Apache Corporation | 0.1 | $218k | 2.6k | 82.89 | |
| Gilead Sciences (GILD) | 0.1 | $240k | 3.4k | 70.88 | |
| 0.1 | $225k | 202.00 | 1113.86 | ||
| Celgene Corporation | 0.1 | $235k | 1.7k | 139.80 | |
| Kinder Morgan (KMI) | 0.1 | $227k | 7.0k | 32.47 | |
| Herman Miller (MLKN) | 0.1 | $203k | 6.3k | 32.15 | |
| Enterprise Products Partners (EPD) | 0.1 | $213k | 3.1k | 69.27 | |
| Nam Tai Electronics | 0.1 | $161k | 27k | 5.90 | |
| Neoprobe | 0.0 | $97k | 53k | 1.84 | |
| Segro Plc New Ord | 0.0 | $78k | 14k | 5.55 | |
| Sirius XM Radio | 0.0 | $48k | 15k | 3.20 | |
| Precision Aerospace | 0.0 | $3.1k | 17k | 0.18 |
