Budros, Ruhlin & Roe as of June 30, 2014
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 106 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Cl B CL B (BRK.B) | 21.6 | $52M | 407k | 126.56 | |
| Berkshire Hathaway Cl A (BRK.A) | 13.5 | $32M | 17k | 1899.00 | |
| Ishares Tr Russell 1000 (IWB) | 9.6 | $23M | 208k | 110.11 | |
| Vanguard Specialized Portfol Div App Etf (VIG) | 8.7 | $21M | 266k | 77.95 | |
| Barclays Bk S&p 500 Veqtor | 3.2 | $7.7M | 186k | 41.57 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $5.3M | 91k | 57.62 | |
| Cisco Systems (CSCO) | 1.5 | $3.6M | 145k | 24.85 | |
| Procter & Gamble Company (PG) | 1.5 | $3.6M | 46k | 78.59 | |
| General Electric Company | 1.3 | $3.2M | 123k | 26.28 | |
| Barclays Bk Djubs Cmdt Etn36 (DJP) | 1.3 | $3.0M | 77k | 39.44 | |
| Microsoft Corporation (MSFT) | 1.3 | $3.0M | 72k | 41.70 | |
| Apple (AAPL) | 1.2 | $2.8M | 31k | 92.24 | |
| Intel Corporation (INTC) | 1.2 | $2.8M | 91k | 30.61 | |
| Ishares Tr S&p 500 Index (IVV) | 1.2 | $2.8M | 14k | 196.99 | |
| Merck & Co (MRK) | 1.1 | $2.7M | 47k | 57.72 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.3M | 38k | 61.51 | |
| Walt Disney Holding Com Disney (DIS) | 0.9 | $2.3M | 26k | 85.76 | |
| Pfizer (PFE) | 0.9 | $2.3M | 76k | 29.68 | |
| Starbucks Corporation (SBUX) | 0.9 | $2.2M | 30k | 72.23 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $1.9M | 40k | 46.84 | |
| Bob Evans Farms | 0.7 | $1.7M | 35k | 50.04 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.7M | 33k | 52.57 | |
| International Business Machines (IBM) | 0.7 | $1.7M | 9.4k | 181.25 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 17k | 99.66 | |
| Bristol Myers Squibb (BMY) | 0.7 | $1.7M | 35k | 47.58 | |
| American Express Company (AXP) | 0.7 | $1.6M | 17k | 94.90 | |
| Coca-Cola Company (KO) | 0.7 | $1.6M | 38k | 42.37 | |
| McDonald's Corporation (MCD) | 0.7 | $1.6M | 16k | 100.76 | |
| Rydex Etf Trust Gug S&p500 Pu Gr | 0.6 | $1.5M | 19k | 77.33 | |
| ConocoPhillips (COP) | 0.6 | $1.5M | 17k | 85.73 | |
| Ishares Tr Russell 2000 (IWM) | 0.6 | $1.4M | 12k | 118.81 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.4M | 20k | 70.27 | |
| Nextera Energy (NEE) | 0.6 | $1.4M | 14k | 102.51 | |
| Chevron Corporation (CVX) | 0.5 | $1.2M | 9.5k | 130.57 | |
| Altria (MO) | 0.5 | $1.2M | 30k | 41.31 | |
| 3M Company (MMM) | 0.5 | $1.2M | 8.1k | 143.19 | |
| Ishares Tr Russell1000grw (IWF) | 0.5 | $1.1M | 13k | 90.94 | |
| Worthington Industries (WOR) | 0.5 | $1.1M | 26k | 43.06 | |
| Royal Dutch Shell B ADR F Spon Adr B | 0.5 | $1.1M | 12k | 87.01 | |
| Ishares Tr Msci Eafe Idx (EFA) | 0.4 | $1.1M | 15k | 68.37 | |
| At&t (T) | 0.4 | $1.0M | 30k | 35.35 | |
| Philip Morris International (PM) | 0.4 | $1.0M | 13k | 81.40 | |
| E.I. du Pont de Nemours & Company | 0.4 | $1.0M | 15k | 65.47 | |
| Bce Com New (BCE) | 0.4 | $999k | 22k | 45.36 | |
| Diageo Plc New F 1 ADR Reps 4 Spon Adr New (DEO) | 0.4 | $949k | 7.5k | 127.21 | |
| Health Care REIT | 0.4 | $948k | 15k | 62.69 | |
| MetLife (MET) | 0.4 | $940k | 17k | 55.57 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $925k | 9.2k | 100.19 | |
| Mettler-Toledo International (MTD) | 0.4 | $925k | 3.7k | 253.29 | |
| Raytheon Company | 0.4 | $923k | 10k | 92.30 | |
| Travelers Companies (TRV) | 0.4 | $919k | 9.8k | 94.08 | |
| Unilever | 0.4 | $906k | 21k | 43.77 | |
| Hewlett-Packard Company | 0.4 | $901k | 27k | 33.69 | |
| HCP | 0.4 | $889k | 22k | 41.38 | |
| Genuine Parts Company (GPC) | 0.4 | $877k | 10k | 87.79 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $875k | 7.9k | 111.20 | |
| Cardinal Health (CAH) | 0.3 | $775k | 11k | 68.58 | |
| Diamond Offshore Drilling | 0.3 | $771k | 16k | 49.62 | |
| Symantec Corporation | 0.3 | $738k | 32k | 22.91 | |
| AstraZeneca Plc ADR F Sponsored Adr (AZN) | 0.3 | $683k | 9.2k | 74.36 | |
| HSBC Hldngs Spon Adr New (HSBC) | 0.3 | $649k | 13k | 50.82 | |
| Ishares Tr Barclys Tips Bd (TIP) | 0.3 | $646k | 5.6k | 115.42 | |
| Vodafone Group Plc ADR F Spon Adr No Par (VOD) | 0.2 | $553k | 17k | 33.08 | |
| Time Warner | 0.2 | $513k | 8.0k | 64.00 | |
| Enterprise Products Partners (EPD) | 0.2 | $502k | 6.4k | 78.34 | |
| Intuitive Surgical (ISRG) | 0.2 | $474k | 1.2k | 400.68 | |
| Amgen (AMGN) | 0.2 | $456k | 3.9k | 118.29 | |
| Express Scripts Holding | 0.2 | $439k | 6.5k | 67.21 | |
| Boeing Company (BA) | 0.2 | $437k | 3.9k | 112.51 | |
| Goldman Sachs Group Sp Enhcmd37etn (GSCE) | 0.2 | $403k | 8.1k | 49.62 | |
| U.S. Bancorp (USB) | 0.2 | $400k | 9.2k | 43.35 | |
| Xilinx | 0.2 | $385k | 8.1k | 47.31 | |
| Ishares Tr Msci Val Idx (EFV) | 0.2 | $381k | 6.5k | 58.63 | |
| PowerShares DB Com Index Track Unit Ben Int | 0.2 | $378k | 14k | 26.60 | |
| Morgan Stanley India Investment Fund (IIF) | 0.2 | $360k | 16k | 23.18 | |
| Celgene Corporation | 0.1 | $351k | 4.1k | 85.78 | |
| Gilead Sciences (GILD) | 0.1 | $334k | 4.0k | 82.86 | |
| SPDR S&P 500 Index ETF Tr Unit (SPY) | 0.1 | $327k | 1.7k | 195.46 | |
| Bank of America Corporation (BAC) | 0.1 | $313k | 20k | 15.38 | |
| Covidien | 0.1 | $301k | 3.3k | 90.09 | |
| Ishares Tr Smll Grwth Idx (ISCG) | 0.1 | $285k | 2.1k | 134.12 | |
| American Tower Corporation | 0.1 | $284k | 3.2k | 89.96 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $267k | 7.1k | 37.45 | |
| Apache Corporation | 0.1 | $265k | 2.6k | 100.76 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $256k | 27k | 9.56 | |
| Leucadia National | 0.1 | $253k | 9.6k | 26.24 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $253k | 5.9k | 42.81 | |
| Schlumberger (SLB) | 0.1 | $250k | 2.1k | 117.76 | |
| United Technologies Corporation | 0.1 | $248k | 2.2k | 115.35 | |
| Citigroup Com New (C) | 0.1 | $246k | 5.3k | 46.08 | |
| Kinder Morgan (KMI) | 0.1 | $238k | 6.6k | 36.24 | |
| Weyerhaeuser Company (WY) | 0.1 | $215k | 6.5k | 33.05 | |
| ITC Holdings | 0.1 | $213k | 5.8k | 36.50 | |
| NiSource (NI) | 0.1 | $213k | 5.4k | 39.39 | |
| Plains All American Pipeline M Unit Ltd Partn (PAA) | 0.1 | $213k | 3.6k | 60.00 | |
| Novartis A G Sponsored Adr | 0.1 | $212k | 2.3k | 90.68 | |
| M/I Homes (MHO) | 0.1 | $206k | 8.5k | 24.30 | |
| Ford Motor Company (F) | 0.1 | $175k | 10k | 17.28 | |
| Key (KEY) | 0.1 | $160k | 11k | 14.34 | |
| Hannon Armstrong (HASI) | 0.1 | $143k | 10k | 14.30 | |
| Capstone Mining Corp | 0.0 | $107k | 45k | 2.38 | |
| Nam Tai Property SHS (NTPIF) | 0.0 | $104k | 14k | 7.55 | |
| Segro Plc New Ord | 0.0 | $83k | 14k | 5.91 | |
| Neoprobe | 0.0 | $71k | 48k | 1.49 | |
| Sirius XM Radio | 0.0 | $52k | 15k | 3.47 | |
| Precision Aerospace | 0.0 | $2.0k | 17k | 0.12 |
