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| Name: |
BUDROS, RUHLIN & ROE, INC. |
| City: |
COLUMBUS |
| State: |
OH |
| Zip: |
432157088 |
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data |
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| Holdings
Found :
26 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
INTF |
Ishares Factorselect Msci I... |
6 |
New |
$29.58 |
$33,776,000 |
1,612,985 |
4.15% |
33,776,000 |
1,612,985 |
4.703 |
N/A |
|
|
IBDS |
Ishares Ibonds Dec 2027 Ter... |
18 |
New |
$0.00 |
$6,320,000 |
274,799 |
0.78% |
6,320,000 |
274,799 |
0.192 |
N/A |
|
|
IBDR |
Ishares Ibonds Dec 2026 Ter... |
|
New |
$0.00 |
$6,192,000 |
268,051 |
0.76% |
6,192,000 |
268,051 |
2.978 |
N/A |
|
|
IBMO |
Ishares Ibonds Dec 2026 Ter... |
|
New |
$0.00 |
$3,958,000 |
160,695 |
0.49% |
3,958,000 |
160,695 |
1.786 |
N/A |
|
|
IBMP |
Ishares Ibonds Dec 2027 Ter... |
|
New |
$0.00 |
$3,756,000 |
153,995 |
0.46% |
3,756,000 |
153,995 |
1.711 |
N/A |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
37 |
New |
$39.21 |
$2,787,000 |
94,115 |
0.34% |
2,787,000 |
94,115 |
0.01 |
N/A |
|
|
IYH |
iShares Dow Jones US Health... |
40 |
New |
$59.26 |
$2,554,000 |
10,096 |
0.31% |
2,554,000 |
10,096 |
0.099 |
Closed - End Fund - E... |
|
|
MO |
Altria Group Inc |
53 |
New |
$43.59 |
$1,952,000 |
48,340 |
0.24% |
1,952,000 |
48,340 |
0.003 |
Cigarettes & Other To... |
|
|
WEC |
WEC Energy Group Inc |
80 |
New |
$83.22 |
$1,281,000 |
14,326 |
0.16% |
1,281,000 |
14,326 |
0.005 |
Multi Utilities |
|
|
NUE |
Nucor Corp |
96 |
New |
$173.92 |
$996,000 |
9,307 |
0.12% |
996,000 |
9,307 |
0.003 |
Steel & Iron |
|
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IRM |
Iron Mountain Inc |
102 |
New |
$75.32 |
$928,000 |
21,115 |
0.11% |
928,000 |
21,115 |
0.007 |
Business Services |
|
|
LIN |
Linde Plc |
108 |
New |
$423.60 |
$828,000 |
3,071 |
0.1% |
828,000 |
3,071 |
0.001 |
N/A |
|
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BX |
Blackstone Group LP |
109 |
New |
$120.62 |
$808,000 |
9,653 |
0.1% |
808,000 |
9,653 |
0.001 |
Asset Management |
|
|
BP |
BP Plc (ADR) |
117 |
New |
$38.70 |
$687,000 |
24,060 |
0.08% |
687,000 |
24,060 |
0.001 |
Integrated Oil & Gas |
|
|
PM |
Philip Morris International... |
123 |
New |
$97.40 |
$610,000 |
7,343 |
0.07% |
610,000 |
7,343 |
0 |
Cigarettes & Other To... |
|
|
VGR |
Vector Group Ltd |
132 |
New |
$9.81 |
$488,000 |
55,434 |
0.06% |
488,000 |
55,434 |
0.036 |
Cigarettes & Other To... |
|
|
NS |
Nustar Energy LP |
136 |
New |
$21.96 |
$459,000 |
34,000 |
0.06% |
459,000 |
34,000 |
0.031 |
Oil & Gas Pipelines &... |
|
|
LUMN |
Lumen Technologies, Inc |
151 |
New |
$1.32 |
$355,000 |
48,700 |
0.04% |
355,000 |
48,700 |
0.004 |
Telecom Services - Do... |
|
|
VCSH |
Vanguard Scottsdale Funds |
163 |
New |
$76.93 |
$306,000 |
4,117 |
0.04% |
306,000 |
4,117 |
0.001 |
N/A |
|
|
LQD |
iShares Trust Goldman Sachs |
174 |
New |
$106.40 |
$260,000 |
2,539 |
0.03% |
260,000 |
2,539 |
0.001 |
Closed - End Fund - E... |
|
|
CMI |
Cummins Inc |
175 |
New |
$280.74 |
$260,000 |
1,276 |
0.03% |
260,000 |
1,276 |
0 |
Diversified Machinery |
|
|
MFEM |
Pimco Rafi Dynamic Multifac... |
178 |
New |
$20.07 |
$251,000 |
15,171 |
0.03% |
251,000 |
15,171 |
0.011 |
N/A |
|
|
DUK |
Duke Energy Corp |
186 |
New |
$100.26 |
$238,000 |
2,556 |
0.03% |
238,000 |
2,556 |
0 |
Electric Utilities |
|
|
SCHF |
Schwab Strategic Trust |
195 |
New |
$38.52 |
$222,000 |
7,884 |
0.03% |
222,000 |
7,884 |
0.001 |
Closed - End Fund - Debt |
|
|
DOUG |
Douglas Elliman Inc. |
209 |
New |
$0.00 |
$114,000 |
27,717 |
0.01% |
114,000 |
27,717 |
0.036 |
N/A |
|
|
CVII.U |
Churchill Capital Vii Units |
210 |
New |
$0.00 |
$99,000 |
10,000 |
0.01% |
99,000 |
10,000 |
0.011 |
N/A |
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