Budros, Ruhlin & Roe as of March 31, 2015
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 101 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 24.2 | $59M | 410k | 144.32 | |
| Berkshire Hathaway (BRK.A) | 13.1 | $32M | 1.7k | 18301.66 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.8 | $21M | 266k | 80.47 | |
| iShares Russell 1000 Index (IWB) | 8.7 | $21M | 182k | 115.85 | |
| Ipath Dow Jones-aig Commodity (DJP) | 2.5 | $6.2M | 224k | 27.73 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $5.2M | 86k | 60.58 | |
| Barclays Bk Plc fund | 1.8 | $4.4M | 144k | 30.40 | |
| Apple (AAPL) | 1.7 | $4.2M | 34k | 124.44 | |
| Cisco Systems (CSCO) | 1.5 | $3.7M | 136k | 27.52 | |
| Procter & Gamble Company (PG) | 1.4 | $3.5M | 43k | 81.93 | |
| Microsoft Corporation (MSFT) | 1.3 | $3.2M | 80k | 40.66 | |
| General Electric Company | 1.3 | $3.1M | 126k | 24.81 | |
| iShares S&P 500 Index (IVV) | 1.2 | $3.0M | 14k | 207.87 | |
| Intel Corporation (INTC) | 1.2 | $2.9M | 92k | 31.27 | |
| Merck & Co (MRK) | 1.1 | $2.6M | 45k | 57.48 | |
| Eli Lilly & Co. (LLY) | 1.1 | $2.6M | 35k | 72.66 | |
| Pfizer (PFE) | 1.0 | $2.5M | 73k | 34.78 | |
| Walt Disney Company (DIS) | 1.0 | $2.5M | 24k | 104.87 | |
| Starbucks Corporation (SBUX) | 1.0 | $2.4M | 26k | 94.69 | |
| Wells Fargo & Company (WFC) | 0.9 | $2.3M | 42k | 54.40 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.9M | 29k | 64.50 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $1.9M | 38k | 49.57 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 17k | 100.58 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.6M | 19k | 82.25 | |
| McDonald's Corporation (MCD) | 0.6 | $1.6M | 16k | 97.42 | |
| International Business Machines (IBM) | 0.6 | $1.5M | 9.3k | 160.53 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.5M | 12k | 124.35 | |
| Coca-Cola Company (KO) | 0.6 | $1.4M | 35k | 40.55 | |
| American Express Company (AXP) | 0.6 | $1.4M | 18k | 78.11 | |
| Nextera Energy (NEE) | 0.6 | $1.3M | 13k | 104.08 | |
| Altria (MO) | 0.5 | $1.3M | 26k | 50.02 | |
| Rydex S&P 500 Pure Growth ETF | 0.5 | $1.3M | 16k | 83.11 | |
| At&t (T) | 0.5 | $1.2M | 37k | 32.66 | |
| 3M Company (MMM) | 0.5 | $1.2M | 7.2k | 164.90 | |
| Mettler-Toledo International (MTD) | 0.5 | $1.2M | 3.7k | 328.59 | |
| Health Care REIT | 0.5 | $1.1M | 15k | 77.36 | |
| ConocoPhillips (COP) | 0.4 | $1.1M | 17k | 62.28 | |
| Travelers Companies (TRV) | 0.4 | $1.0M | 9.6k | 108.17 | |
| E.I. du Pont de Nemours & Company | 0.4 | $1.1M | 15k | 71.48 | |
| Raytheon Company | 0.4 | $1.0M | 9.3k | 109.25 | |
| Chevron Corporation (CVX) | 0.4 | $993k | 9.5k | 104.99 | |
| Cardinal Health (CAH) | 0.4 | $1.0M | 11k | 90.25 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $896k | 11k | 84.98 | |
| Hewlett-Packard Company | 0.4 | $903k | 29k | 31.16 | |
| HCP | 0.4 | $900k | 21k | 43.20 | |
| Philip Morris International (PM) | 0.4 | $887k | 12k | 75.35 | |
| Bce (BCE) | 0.4 | $876k | 21k | 42.36 | |
| iShares Russell 1000 Growth Index (IWF) | 0.4 | $871k | 8.8k | 98.94 | |
| Genuine Parts Company (GPC) | 0.3 | $848k | 9.1k | 93.21 | |
| Unilever | 0.3 | $840k | 20k | 41.77 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $840k | 13k | 64.19 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $828k | 7.3k | 113.53 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $803k | 7.5k | 107.17 | |
| MetLife (MET) | 0.3 | $794k | 16k | 50.52 | |
| Diageo (DEO) | 0.3 | $790k | 7.1k | 110.50 | |
| United Technologies Corporation | 0.3 | $750k | 6.4k | 117.19 | |
| Royal Dutch Shell | 0.3 | $740k | 12k | 62.71 | |
| Symantec Corporation | 0.3 | $688k | 30k | 23.36 | |
| Time Warner | 0.2 | $609k | 7.2k | 84.38 | |
| AstraZeneca (AZN) | 0.2 | $570k | 8.3k | 68.39 | |
| Cnooc | 0.2 | $536k | 3.8k | 141.80 | |
| Vodafone | 0.2 | $526k | 16k | 32.69 | |
| HSBC Holdings (HSBC) | 0.2 | $520k | 12k | 42.55 | |
| Repligen Corporation (RGEN) | 0.2 | $524k | 17k | 30.38 | |
| Express Scripts Holding | 0.2 | $475k | 5.5k | 86.79 | |
| Morgan Stanley India Investment Fund (IIF) | 0.2 | $433k | 16k | 27.88 | |
| Celgene Corporation | 0.2 | $434k | 3.8k | 115.30 | |
| Diamond Offshore Drilling | 0.2 | $407k | 15k | 26.80 | |
| Boeing Company (BA) | 0.2 | $411k | 2.7k | 150.11 | |
| Pepsi (PEP) | 0.2 | $416k | 4.4k | 95.63 | |
| Enterprise Products Partners (EPD) | 0.2 | $422k | 13k | 32.93 | |
| Bob Evans Farms | 0.2 | $401k | 8.7k | 46.27 | |
| Corning Incorporated (GLW) | 0.1 | $347k | 15k | 22.69 | |
| U.S. Bancorp (USB) | 0.1 | $354k | 8.1k | 43.64 | |
| Bank of America Corporation (BAC) | 0.1 | $327k | 21k | 15.39 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $327k | 1.6k | 206.57 | |
| Worthington Industries (WOR) | 0.1 | $321k | 12k | 26.60 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $326k | 6.1k | 53.25 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $306k | 2.1k | 144.00 | |
| Citigroup (C) | 0.1 | $314k | 6.1k | 51.59 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $299k | 3.5k | 86.22 | |
| Kinder Morgan (KMI) | 0.1 | $292k | 7.0k | 42.00 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $268k | 24k | 11.04 | |
| Medtronic | 0.1 | $270k | 3.5k | 78.06 | |
| Colgate-Palmolive Company (CL) | 0.1 | $266k | 3.8k | 69.25 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $266k | 6.2k | 43.22 | |
| Leucadia National | 0.1 | $242k | 11k | 22.26 | |
| NiSource (NI) | 0.1 | $239k | 5.4k | 44.19 | |
| Hca Holdings (HCA) | 0.1 | $243k | 3.2k | 75.16 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $214k | 5.3k | 40.26 | |
| Home Depot (HD) | 0.1 | $211k | 1.9k | 113.44 | |
| American Tower Corporation | 0.1 | $213k | 2.3k | 93.96 | |
| Limited Brands | 0.1 | $219k | 2.3k | 94.48 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $219k | 13k | 17.06 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.1 | $224k | 8.1k | 27.58 | |
| UnitedHealth (UNH) | 0.1 | $207k | 1.8k | 118.29 | |
| M/I Homes (MHO) | 0.1 | $206k | 8.6k | 23.84 | |
| Hannon Armstrong (HASI) | 0.1 | $183k | 10k | 18.30 | |
| Key (KEY) | 0.1 | $146k | 10k | 14.20 | |
| Sirius XM Radio | 0.0 | $57k | 15k | 3.80 | |
| Precision Aerospace | 0.0 | $1.0k | 17k | 0.06 |
