Budros, Ruhlin & Roe, LLC Buys Advanced Drainage Systems Inc, Emerson Electric Co, Baker Hughes Co, Sells CarMax Inc, Intuitive Surgical Inc, Amazon.com Inc

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Feb 15, 2022
Investment company Budros, Ruhlin & Roe, LLC (Current Portfolio) buys Advanced Drainage Systems Inc, Emerson Electric Co, Baker Hughes Co, Old Dominion Freight Line Inc, Agilon Health Inc, sells CarMax Inc, Intuitive Surgical Inc, Amazon.com Inc, Dominion Energy Inc, Salesforce.com Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Budros, Ruhlin & Roe, LLC. As of 2021Q4, Budros, Ruhlin & Roe, LLC owns 212 stocks with a total value of $923 million. These are the details of the buys and sells.

For the details of Budros, Ruhlin & Roe, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/budros%2C+ruhlin+%26+roe%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Budros, Ruhlin & Roe, LLC
  1. Berkshire Hathaway Inc (BRK.B) - 555,974 shares, 18.01% of the total portfolio. Shares reduced by 1.23%
  2. iShares MSCI Intl Quality Factor ETF (IQLT) - 2,390,721 shares, 10.20% of the total portfolio. Shares reduced by 0.44%
  3. Schwab Fundamental International Large Company Ind (FNDF) - 2,842,411 shares, 10.01% of the total portfolio. Shares reduced by 0.37%
  4. Berkshire Hathaway Inc (BRK.A) - 128 shares, 6.25% of the total portfolio. Shares reduced by 6.57%
  5. Vanguard Dividend Appreciation FTF (VIG) - 279,506 shares, 5.20% of the total portfolio. Shares reduced by 1.79%
New Purchase: Baker Hughes Co (BKR)

Budros, Ruhlin & Roe, LLC initiated holding in Baker Hughes Co. The purchase prices were between $22.55 and $26.96, with an estimated average price of $24.66. The stock is now traded at around $28.620000. The impact to a portfolio due to this purchase was 0.21%. The holding were 81,843 shares as of 2021-12-31.

New Purchase: Old Dominion Freight Line Inc (ODFL)

Budros, Ruhlin & Roe, LLC initiated holding in Old Dominion Freight Line Inc. The purchase prices were between $283.36 and $364, with an estimated average price of $338.6. The stock is now traded at around $296.090000. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,429 shares as of 2021-12-31.

New Purchase: Agilon Health Inc (AGL)

Budros, Ruhlin & Roe, LLC initiated holding in Agilon Health Inc. The purchase prices were between $21.43 and $27.39, with an estimated average price of $24.33. The stock is now traded at around $21.270000. The impact to a portfolio due to this purchase was 0.19%. The holding were 63,813 shares as of 2021-12-31.

New Purchase: SPDR S&P Emerging Asia Pacific ETF (GMF)

Budros, Ruhlin & Roe, LLC initiated holding in SPDR S&P Emerging Asia Pacific ETF. The purchase prices were between $116.98 and $127.61, with an estimated average price of $123.03. The stock is now traded at around $120.700000. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,048 shares as of 2021-12-31.

New Purchase: Northern Trust Corp (NTRS)

Budros, Ruhlin & Roe, LLC initiated holding in Northern Trust Corp. The purchase prices were between $108.05 and $125.51, with an estimated average price of $120.01. The stock is now traded at around $124.700000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,601 shares as of 2021-12-31.

New Purchase: United Parcel Service Inc (UPS)

Budros, Ruhlin & Roe, LLC initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $218.540000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,661 shares as of 2021-12-31.

Added: Advanced Drainage Systems Inc (WMS)

Budros, Ruhlin & Roe, LLC added to a holding in Advanced Drainage Systems Inc by 676.45%. The purchase prices were between $107.25 and $136.49, with an estimated average price of $123.4. The stock is now traded at around $118.550000. The impact to a portfolio due to this purchase was 1.95%. The holding were 151,920 shares as of 2021-12-31.

Added: Emerson Electric Co (EMR)

Budros, Ruhlin & Roe, LLC added to a holding in Emerson Electric Co by 336.55%. The purchase prices were between $86.79 and $100.15, with an estimated average price of $94.1. The stock is now traded at around $95.035000. The impact to a portfolio due to this purchase was 0.6%. The holding were 77,906 shares as of 2021-12-31.

Added: Financial Select Sector SPDR (XLF)

Budros, Ruhlin & Roe, LLC added to a holding in Financial Select Sector SPDR by 52.98%. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $40.300000. The impact to a portfolio due to this purchase was 0.14%. The holding were 97,353 shares as of 2021-12-31.

Added: Sea Ltd (SE)

Budros, Ruhlin & Roe, LLC added to a holding in Sea Ltd by 24.37%. The purchase prices were between $205.68 and $366.99, with an estimated average price of $296.89. The stock is now traded at around $138.795800. The impact to a portfolio due to this purchase was 0.1%. The holding were 21,839 shares as of 2021-12-31.

Added: Consumer Discretionary Select Sector SPDR (XLY)

Budros, Ruhlin & Roe, LLC added to a holding in Consumer Discretionary Select Sector SPDR by 21.64%. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $185.200000. The impact to a portfolio due to this purchase was 0.08%. The holding were 21,024 shares as of 2021-12-31.

Added: Materials Select Sector SPDR (XLB)

Budros, Ruhlin & Roe, LLC added to a holding in Materials Select Sector SPDR by 179.89%. The purchase prices were between $79.62 and $90.61, with an estimated average price of $86.09. The stock is now traded at around $84.580000. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,004 shares as of 2021-12-31.

Sold Out: Dominion Energy Inc (D)

Budros, Ruhlin & Roe, LLC sold out a holding in Dominion Energy Inc. The sale prices were between $70.85 and $78.57, with an estimated average price of $75.32.

Sold Out: Salesforce.com Inc (CRM)

Budros, Ruhlin & Roe, LLC sold out a holding in Salesforce.com Inc. The sale prices were between $247.21 and $309.96, with an estimated average price of $280.77.

Sold Out: Southern Copper Corp (SCCO)

Budros, Ruhlin & Roe, LLC sold out a holding in Southern Copper Corp. The sale prices were between $56.2 and $66.21, with an estimated average price of $60.23.

Sold Out: The Trade Desk Inc (TTD)

Budros, Ruhlin & Roe, LLC sold out a holding in The Trade Desk Inc. The sale prices were between $66.03 and $111.64, with an estimated average price of $88.27.

Sold Out: Vanguard Total Stock Market ETF (VTI)

Budros, Ruhlin & Roe, LLC sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $220.94 and $242.96, with an estimated average price of $235.47.

Sold Out: Illumina Inc (ILMN)

Budros, Ruhlin & Roe, LLC sold out a holding in Illumina Inc. The sale prices were between $347.28 and $421.83, with an estimated average price of $388.94.



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