Budros, Ruhlin & Roe as of Dec. 31, 2014
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 100 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 24.6 | $62M | 411k | 150.15 | |
| Berkshire Hathaway (BRK.A) | 13.8 | $35M | 153.00 | 226000.00 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.7 | $22M | 269k | 81.16 | |
| iShares Russell 1000 Index (IWB) | 8.4 | $21M | 185k | 114.63 | |
| Ipath Dow Jones-aig Commodity (DJP) | 2.9 | $7.3M | 243k | 29.91 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $5.3M | 85k | 62.58 | |
| Procter & Gamble Company (PG) | 1.6 | $4.0M | 44k | 91.09 | |
| Cisco Systems (CSCO) | 1.5 | $3.8M | 137k | 27.82 | |
| Microsoft Corporation (MSFT) | 1.5 | $3.7M | 80k | 46.46 | |
| Apple (AAPL) | 1.4 | $3.7M | 33k | 110.37 | |
| iShares S&P 500 Index (IVV) | 1.4 | $3.6M | 18k | 206.87 | |
| Intel Corporation (INTC) | 1.4 | $3.4M | 93k | 36.29 | |
| General Electric Company | 1.3 | $3.3M | 129k | 25.27 | |
| Merck & Co (MRK) | 1.0 | $2.6M | 46k | 56.78 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.5M | 36k | 68.98 | |
| Barclays Bk Plc fund | 0.9 | $2.4M | 75k | 31.98 | |
| Pfizer (PFE) | 0.9 | $2.3M | 74k | 31.15 | |
| Walt Disney Company (DIS) | 0.9 | $2.2M | 24k | 94.18 | |
| Starbucks Corporation (SBUX) | 0.8 | $2.1M | 25k | 82.06 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.7 | $1.9M | 38k | 49.05 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.8M | 17k | 104.58 | |
| Bristol Myers Squibb (BMY) | 0.7 | $1.7M | 29k | 59.02 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.7M | 19k | 85.86 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.7M | 30k | 54.82 | |
| American Express Company (AXP) | 0.6 | $1.6M | 17k | 93.01 | |
| International Business Machines (IBM) | 0.6 | $1.5M | 9.5k | 160.48 | |
| Coca-Cola Company (KO) | 0.6 | $1.5M | 35k | 42.23 | |
| McDonald's Corporation (MCD) | 0.6 | $1.5M | 16k | 93.69 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.5M | 12k | 119.59 | |
| Nextera Energy (NEE) | 0.6 | $1.4M | 13k | 106.27 | |
| Altria (MO) | 0.5 | $1.3M | 27k | 49.28 | |
| Rydex S&P 500 Pure Growth ETF | 0.5 | $1.4M | 17k | 79.50 | |
| ConocoPhillips (COP) | 0.5 | $1.3M | 18k | 69.07 | |
| 3M Company (MMM) | 0.5 | $1.2M | 7.5k | 164.26 | |
| At&t (T) | 0.5 | $1.2M | 37k | 33.60 | |
| Chevron Corporation (CVX) | 0.5 | $1.1M | 10k | 112.17 | |
| E.I. du Pont de Nemours & Company | 0.4 | $1.1M | 15k | 73.91 | |
| Mettler-Toledo International (MTD) | 0.4 | $1.1M | 3.7k | 302.57 | |
| Health Care REIT | 0.4 | $1.1M | 15k | 75.67 | |
| Hewlett-Packard Company | 0.4 | $1.1M | 28k | 40.12 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | 12k | 92.43 | |
| Travelers Companies (TRV) | 0.4 | $1.0M | 9.9k | 105.82 | |
| Raytheon Company | 0.4 | $1.0M | 9.5k | 108.13 | |
| Genuine Parts Company (GPC) | 0.4 | $988k | 9.3k | 106.52 | |
| Philip Morris International (PM) | 0.4 | $984k | 12k | 81.43 | |
| Bce (BCE) | 0.4 | $965k | 21k | 45.87 | |
| HCP | 0.4 | $937k | 21k | 44.04 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $893k | 15k | 60.86 | |
| Cardinal Health (CAH) | 0.3 | $854k | 11k | 80.69 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $863k | 7.5k | 115.54 | |
| MetLife (MET) | 0.3 | $860k | 16k | 54.08 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $842k | 8.8k | 95.66 | |
| Diageo (DEO) | 0.3 | $823k | 7.2k | 114.15 | |
| Royal Dutch Shell | 0.3 | $832k | 12k | 69.58 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $826k | 7.4k | 111.97 | |
| Unilever | 0.3 | $800k | 21k | 39.05 | |
| Symantec Corporation | 0.3 | $785k | 31k | 25.64 | |
| United Technologies Corporation | 0.3 | $768k | 6.7k | 114.94 | |
| Time Warner | 0.2 | $632k | 7.4k | 85.46 | |
| AstraZeneca (AZN) | 0.2 | $599k | 8.5k | 70.39 | |
| Diamond Offshore Drilling | 0.2 | $567k | 15k | 36.73 | |
| HSBC Holdings (HSBC) | 0.2 | $586k | 12k | 47.24 | |
| Vodafone | 0.2 | $564k | 17k | 34.19 | |
| Cnooc | 0.2 | $513k | 3.8k | 135.54 | |
| Celgene Corporation | 0.2 | $465k | 4.2k | 111.91 | |
| Express Scripts Holding | 0.2 | $466k | 5.5k | 84.70 | |
| Pepsi (PEP) | 0.2 | $447k | 4.7k | 94.58 | |
| Enterprise Products Partners (EPD) | 0.2 | $463k | 13k | 36.13 | |
| Bob Evans Farms | 0.2 | $444k | 8.7k | 51.23 | |
| Morgan Stanley India Investment Fund (IIF) | 0.2 | $418k | 16k | 26.91 | |
| U.S. Bancorp (USB) | 0.1 | $383k | 8.5k | 44.94 | |
| Bank of America Corporation (BAC) | 0.1 | $380k | 21k | 17.91 | |
| Boeing Company (BA) | 0.1 | $379k | 2.9k | 129.97 | |
| Corning Incorporated (GLW) | 0.1 | $359k | 16k | 22.96 | |
| Worthington Industries (WOR) | 0.1 | $363k | 12k | 30.08 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $331k | 1.6k | 205.33 | |
| Repligen Corporation (RGEN) | 0.1 | $322k | 16k | 19.82 | |
| Covidien | 0.1 | $328k | 3.2k | 102.15 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $312k | 6.1k | 50.96 | |
| Kinder Morgan (KMI) | 0.1 | $302k | 7.1k | 42.28 | |
| Citigroup (C) | 0.1 | $291k | 5.4k | 54.19 | |
| Colgate-Palmolive Company (CL) | 0.1 | $271k | 3.9k | 69.22 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $281k | 3.3k | 84.77 | |
| SPDR Gold Trust (GLD) | 0.1 | $264k | 2.3k | 113.79 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $287k | 2.1k | 135.06 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $267k | 6.1k | 44.12 | |
| Leucadia National | 0.1 | $244k | 11k | 22.45 | |
| CareFusion Corporation | 0.1 | $258k | 4.4k | 59.24 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $261k | 14k | 18.48 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.1 | $247k | 8.1k | 30.41 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $216k | 5.3k | 40.64 | |
| American Tower Corporation | 0.1 | $224k | 2.3k | 98.81 | |
| NiSource (NI) | 0.1 | $229k | 5.4k | 42.34 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $197k | 19k | 10.52 | |
| Novartis Ads | 0.1 | $208k | 2.2k | 92.73 | |
| Ford Motor Company (F) | 0.1 | $163k | 11k | 15.48 | |
| Key (KEY) | 0.1 | $143k | 10k | 13.91 | |
| Hannon Armstrong (HASI) | 0.1 | $142k | 10k | 14.20 | |
| Sirius XM Radio | 0.0 | $53k | 15k | 3.53 | |
| Precision Aerospace | 0.0 | $1.0k | 17k | 0.06 |
