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  Name: BUDROS, RUHLIN & ROE, INC.
  City: COLUMBUS
  State: OH
  Zip: 432157088
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-09-30
  Total Value : $814,257,000
  Total Value Change : $-27,157,000
  Securities Held Change : 13
   
All Securities Held : 219
  New Positions : 26
  Closed Positions : 16
  Increased Positions : 74
  Unchanged Positions : 47
  Decreased Positions : 72

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 229 Closed $79.26 $0 0 0% -258,000 -3,229 0    Closed - End Fund - Debt
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 222 Closed $38.69 $0 0 0% -210,000 -5,343 0    CATV Systems
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. 228 Closed $38.41 $0 0 0% -208,000 -4,283 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 221 Closed $486.18 $0 0 0% -1,539,000 -4,204 0    Application Software
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 227 Closed $338.99 $0 0 0% -212,000 -950 0    Closed - End Fund - E...
   (LEN)1 Year Chart         LEN Lennar Corp 220 Closed $158.10 $0 0 0% -1,080,000 -15,300 0    Residential Construct...
   (MCO)1 Year Chart         MCO Moodys Corp 226 Closed $380.56 $0 0 0% -1,591,000 -5,849 0    Business Services
   (ASTL)1 Year Chart         ASTL Algoma Steel Group Ord Shs 232 Closed $0.00 $0 0 0% -27,534,000 -1,060,663 0    N/A
   (QEFA)1 Year Chart         QEFA Spdr Msci Eafe Quality MixA 219 Closed $75.42 $0 0 0% -203,000 -3,280 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 225 Closed $386.77 $0 0 0% -205,000 -666 0    Closed - End Fund - E...
   (DPZ)1 Year Chart         DPZ Dominos Pizza Inc 231 Closed $514.33 $0 0 0% -767,000 -1,969 0    Food Wholesale
   (RPV)1 Year Chart         RPV Invesco S&P 500 Pure Value ETF 218 Closed $84.40 $0 0 0% -201,000 -2,683 0    Closed - End Fund - E...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 224 Closed $716.65 $0 0 0% -222,000 -468 0    Information Technolog...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 230 Closed $52.13 $0 0 0% -224,000 -4,887 0    Food - Major Diversified
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 217 Closed $23.33 $0 0 0% -91,000 -10,025 0    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 223 Closed $0.00 $0 0 0% -205,000 -4,374 0    N/A
      16 Records Found
  1    
Page 1 of 1
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