- New Purchases: AVY, PRF, SHOP, IBP, MHO, SYK, PYPL, SQ, QQQ, ATVI, IWV, CRM, WDAY, AEP, GH, XLB, NOW, SDY, HEAR, ET, DS,
- Added Positions: PXF, SCHX, BRK.B, VIG, KMX, UNH, BA, KMB, MSFT, SRPT, XLF, XLK, RJI, PSX, XLY, OMC, MDLZ, LLY, GSC, DJP, IWM, PG, BMY, XLI, SBUX, TJX, APD, PSA, MCO, CSCO, BLK, LMT, ORCL, CMI, INTU, AMT, NKE, ABBV, MRK, T, KO, TXN, NVR, SCHW, CDW, QCOM, D, XOM, NFLX, XLP, BAX, ITW, VOO, MGM, WFC, DPZ, MSCI, XLE, HBAN, XLC, RPG, COST, ARCO, HPE, V, NI, FFBC, WOR, VBR, NVDA, SCHZ, IBM,
- Reduced Positions: FNDF, AMJ, IJR, BSV, EFV, PEP, AMZN, JPM, SPY, CVX, GOOG, MA, AAPL, IWB, AAXN, IWF, IWO, IVV, MINT, XLV, EFA, FRME, RGEN, BAC, SMG, VZ, FB, GILD, WMT, ABT, PFE, JNJ, AXP, GLD, IEMG, GOOGL, CINF, XLNX, C, MO, MMM, EEM, NEE, WEN, MNA, MTD, SCHV,
- Sold Out: DTE, OXY, EL, RTN, XLU, RTX, OTIS, SIRI, AMLP,
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.- Berkshire Hathaway Inc (BRK.B) - 564,709 shares, 20.18% of the total portfolio. Shares added by 3.03%
- SCHWAB STRATEGIC T (FNDF) - 3,460,998 shares, 16.45% of the total portfolio. Shares reduced by 44.18%
- Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) - 1,031,306 shares, 7.15% of the total portfolio. Shares added by 4666.18%
- VANGUARD SPECIALIZ (VIG) - 290,685 shares, 6.82% of the total portfolio. Shares added by 7.47%
- SCHWAB STRATEGIC T (SCHX) - 314,141 shares, 4.66% of the total portfolio. Shares added by 20.66%
Budros, Ruhlin & Roe, Inc. initiated holding in Avery Dennison Corp. The purchase prices were between $93.61 and $124.61, with an estimated average price of $109.77. The stock is now traded at around $116.59. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,407 shares as of .
New Purchase: Invesco FTSE RAFI US 1000 ETF (PRF)Budros, Ruhlin & Roe, Inc. initiated holding in Invesco FTSE RAFI US 1000 ETF. The purchase prices were between $88.04 and $119.61, with an estimated average price of $103.95. The stock is now traded at around $117.76. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,922 shares as of .
New Purchase: Shopify Inc (SHOP)Budros, Ruhlin & Roe, Inc. initiated holding in Shopify Inc. The purchase prices were between $346.3 and $949.2, with an estimated average price of $687.7. The stock is now traded at around $987.90. The impact to a portfolio due to this purchase was 0.08%. The holding were 396 shares as of .
New Purchase: Installed Building Products Inc (IBP)Budros, Ruhlin & Roe, Inc. initiated holding in Installed Building Products Inc. The purchase prices were between $31.51 and $74.29, with an estimated average price of $55.09. The stock is now traded at around $87.13. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,770 shares as of .
New Purchase: PayPal Holdings Inc (PYPL)Budros, Ruhlin & Roe, Inc. initiated holding in PayPal Holdings Inc. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $191.46. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,604 shares as of .
New Purchase: Stryker Corp (SYK)Budros, Ruhlin & Roe, Inc. initiated holding in Stryker Corp. The purchase prices were between $144.67 and $207.03, with an estimated average price of $184.16. The stock is now traded at around $188.40. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,754 shares as of .
Added: Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF)Budros, Ruhlin & Roe, Inc. added to a holding in Invesco FTSE RAFI Developed Markets ex-U.S. ETF by 4666.18%. The purchase prices were between $28.94 and $37.58, with an estimated average price of $32.75. The stock is now traded at around $36.99. The impact to a portfolio due to this purchase was 7%. The holding were 1,031,306 shares as of .
Added: SCHWAB STRATEGIC T (SCHX)Budros, Ruhlin & Roe, Inc. added to a holding in SCHWAB STRATEGIC T by 20.66%. The purchase prices were between $58.5 and $77.51, with an estimated average price of $69.74. The stock is now traded at around $80.97. The impact to a portfolio due to this purchase was 0.8%. The holding were 314,141 shares as of .
Added: CarMax Inc (KMX)Budros, Ruhlin & Roe, Inc. added to a holding in CarMax Inc by 22.10%. The purchase prices were between $48.6 and $98.35, with an estimated average price of $77.86. The stock is now traded at around $104.35. The impact to a portfolio due to this purchase was 0.27%. The holding were 82,554 shares as of .
Added: UnitedHealth Group Inc (UNH)Budros, Ruhlin & Roe, Inc. added to a holding in UnitedHealth Group Inc by 156.34%. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $323.70. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,370 shares as of .
Added: Boeing Co (BA)Budros, Ruhlin & Roe, Inc. added to a holding in Boeing Co by 342.64%. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $178.08. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,693 shares as of .
Added: Kimberly-Clark Corp (KMB)Budros, Ruhlin & Roe, Inc. added to a holding in Kimberly-Clark Corp by 216.64%. The purchase prices were between $125.66 and $143.96, with an estimated average price of $137.81. The stock is now traded at around $158.19. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,078 shares as of .
Sold Out: DTE Energy Co (DTE)Budros, Ruhlin & Roe, Inc. sold out a holding in DTE Energy Co. The sale prices were between $87.13 and $117.41, with an estimated average price of $103.92.
Sold Out: Occidental Petroleum Corp (OXY)Budros, Ruhlin & Roe, Inc. sold out a holding in Occidental Petroleum Corp. The sale prices were between $10.74 and $24.4, with an estimated average price of $15.66.
Sold Out: The Estee Lauder Companies Inc (EL)Budros, Ruhlin & Roe, Inc. sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $149.21 and $205.17, with an estimated average price of $178.17.
Sold Out: Raytheon Co (RTN)Budros, Ruhlin & Roe, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.
Sold Out: SELECT SECTOR SPDR (XLU)Budros, Ruhlin & Roe, Inc. sold out a holding in SELECT SECTOR SPDR. The sale prices were between $51.79 and $62.83, with an estimated average price of $57.66.
Sold Out: Raytheon Technologies Corp (RTX)Budros, Ruhlin & Roe, Inc. sold out a holding in Raytheon Technologies Corp. The sale prices were between $49.93 and $74.16, with an estimated average price of $62.35.
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