- New Purchases: BSV, WMT, ISRG, MCD, MINT, NFLX, SDY, CYBR, XLB, CRM, FTNT, GH, XLRE, CI, TWTR,
- Added Positions: ABBV, MA, XLV, AMTD, SRPT, OXY, XLI, NVR, PYPL, PSX, OMC, DRI, APD, XLF, HDV, XLK, INTU, CMI, ITW, BAX, LMT, NKE, SCHW, XLC, PEP, GILD, BLK, TXN, XLU, AMT, CDW, COST, DTE, D, XLE, PSA, TJX, HD, XLP, CINF, CVX, MDLZ, ORCL, GOOG, SCHV, IJT, EL,
- Reduced Positions: EFA, XLY, CVS, IEMG, MIC, QQQ, RPG, SQ, GE, BA, VEA, WFC, PFE, NEE, CAH, MMM, JNJ, TIP, GOOGL, VWO, IBM, XOM, VZ, C, FB, DEO, COP, MTD, BAC, HPE, MO, V, RTN, HBAN, UNH, UN, IWO, AMGN, ABT, BABA, UTX, DUSA, IWD, MHO, KMB, VOO, HPQ,
- Sold Out: HCA, IJR, CELG, SSO, IEFA, VO, WDAY, USB, CERS, KEY, NHLD, LTS, SPHS,
For the details of Budros, Ruhlin & Roe, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/budros%2C+ruhlin+%26+roe%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Budros, Ruhlin & Roe, Inc.- Vanguard Short-Term Bond ETF (BSV) - 26,819 shares, 2.03% of the total portfolio. New Position
- Walmart Inc (WMT) - 15,789 shares, 1.76% of the total portfolio. New Position
- Alphabet Inc (GOOG) - 1,366 shares, 1.72% of the total portfolio. Shares added by 1.56%
- Intuitive Surgical Inc (ISRG) - 3,080 shares, 1.71% of the total portfolio. New Position
- Huntington Bancshares Inc (HBAN) - 115,401 shares, 1.64% of the total portfolio. Shares reduced by 1.8%
Budros, Ruhlin & Roe, Inc. initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $80.18 and $80.69, with an estimated average price of $80.42. The stock is now traded at around $81.35. The impact to a portfolio due to this purchase was 2.03%. The holding were 26,819 shares as of .
New Purchase: Walmart Inc (WMT)Budros, Ruhlin & Roe, Inc. initiated holding in Walmart Inc. The purchase prices were between $116.12 and $121.28, with an estimated average price of $119.15. The stock is now traded at around $114.30. The impact to a portfolio due to this purchase was 1.76%. The holding were 15,789 shares as of .
New Purchase: Intuitive Surgical Inc (ISRG)Budros, Ruhlin & Roe, Inc. initiated holding in Intuitive Surgical Inc. The purchase prices were between $509 and $598.81, with an estimated average price of $563.25. The stock is now traded at around $560.67. The impact to a portfolio due to this purchase was 1.71%. The holding were 3,080 shares as of .
New Purchase: McDonald's Corp (MCD)Budros, Ruhlin & Roe, Inc. initiated holding in McDonald's Corp. The purchase prices were between $188.66 and $212.83, with an estimated average price of $198.14. The stock is now traded at around $214.17. The impact to a portfolio due to this purchase was 1.64%. The holding were 8,825 shares as of .
New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Budros, Ruhlin & Roe, Inc. initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $101.57 and $101.77, with an estimated average price of $101.66. The stock is now traded at around $101.94. The impact to a portfolio due to this purchase was 1.63%. The holding were 17,006 shares as of .
New Purchase: Netflix Inc (NFLX)Budros, Ruhlin & Roe, Inc. initiated holding in Netflix Inc. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $345.28. The impact to a portfolio due to this purchase was 0.26%. The holding were 854 shares as of .
Added: AbbVie Inc (ABBV)Budros, Ruhlin & Roe, Inc. added to a holding in AbbVie Inc by 265.09%. The purchase prices were between $72.13 and $90.25, with an estimated average price of $83.36. The stock is now traded at around $81.19. The impact to a portfolio due to this purchase was 0.97%. The holding were 16,042 shares as of .
Added: Mastercard Inc (MA)Budros, Ruhlin & Roe, Inc. added to a holding in Mastercard Inc by 100.89%. The purchase prices were between $260.85 and $300.74, with an estimated average price of $282.5. The stock is now traded at around $317.19. The impact to a portfolio due to this purchase was 0.54%. The holding were 3,851 shares as of .
Added: Health Care Select Sector SPDR Fund (XLV)Budros, Ruhlin & Roe, Inc. added to a holding in Health Care Select Sector SPDR Fund by 62.38%. The purchase prices were between $87.95 and $103.11, with an estimated average price of $96.42. The stock is now traded at around $99.21. The impact to a portfolio due to this purchase was 0.48%. The holding were 12,961 shares as of .
Added: Sarepta Therapeutics Inc (SRPT)Budros, Ruhlin & Roe, Inc. added to a holding in Sarepta Therapeutics Inc by 100.12%. The purchase prices were between $77.69 and $135.58, with an estimated average price of $101.97. The stock is now traded at around $114.42. The impact to a portfolio due to this purchase was 0.41%. The holding were 6,640 shares as of .
Added: TD Ameritrade Holding Corp (AMTD)Budros, Ruhlin & Roe, Inc. added to a holding in TD Ameritrade Holding Corp by 66.56%. The purchase prices were between $32.85 and $53.45, with an estimated average price of $43.72. The stock is now traded at around $47.77. The impact to a portfolio due to this purchase was 0.41%. The holding were 21,834 shares as of .
Added: Occidental Petroleum Corp (OXY)Budros, Ruhlin & Roe, Inc. added to a holding in Occidental Petroleum Corp by 45.05%. The purchase prices were between $37.34 and $44.23, with an estimated average price of $39.98. The stock is now traded at around $39.81. The impact to a portfolio due to this purchase was 0.28%. The holding were 23,531 shares as of .
Sold Out: HCA Healthcare Inc (HCA)Budros, Ruhlin & Roe, Inc. sold out a holding in HCA Healthcare Inc. The sale prices were between $115.09 and $149.26, with an estimated average price of $134.85.
Sold Out: iShares Core S&P Small-Cap ETF (IJR)Budros, Ruhlin & Roe, Inc. sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $74.68 and $84.14, with an estimated average price of $80.19.
Sold Out: Celgene Corp (CELG)Budros, Ruhlin & Roe, Inc. sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.
Sold Out: ProShares Ultra S&P500 (SSO)Budros, Ruhlin & Roe, Inc. sold out a holding in ProShares Ultra S&P500. The sale prices were between $120.99 and $151.85, with an estimated average price of $138.26.
Sold Out: iShares Core MSCI EAFE ETF (IEFA)Budros, Ruhlin & Roe, Inc. sold out a holding in iShares Core MSCI EAFE ETF. The sale prices were between $58.56 and $65.43, with an estimated average price of $62.77.
Sold Out: Vanguard Mid-Cap ETF (VO)Budros, Ruhlin & Roe, Inc. sold out a holding in Vanguard Mid-Cap ETF. The sale prices were between $162.13 and $178.73, with an estimated average price of $172.01.
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