Highland Private Wealth Management Buys Unity Software Inc, AvalonBay Communities Inc, Equity Residential, Sells Berkshire Hathaway Inc, The Walt Disney Co, Edwards Lifesciences Corp

• New Purchases: U, EQR, XOM, AVB, LMT, TWLO, CFG, OKE, ESS, ETN, SCHW, LRCX, JWN, SYK, NOW, CCL, WATT,
• Added Positions: BSV, BIV, EMB, USRT, ESGU, ESGD, IAU, ISR, AAPL, VTI, SPDW, QQQ, IVV, BA, NVDA, ESGE, SCHB, SCHD, SBUX, CRM, TSLA, FB, APD, HUM, GOOGL, NEE, BMY, DHR, MUB, SUB, PYPL, NKE, TGT, LLY, T, ABT, AMGN, AMAT, ADSK, CVS, CAT, CSCO, COST, DE, SYY, HD, INTC, INTU, LOW, SPGI, NFLX, MMM, ORCL, LIN,
• Reduced Positions: BRK.B, AMZN, SPY, DIS, VXUS, SCHF, QMCO, VWOB, VEU, IWB, IJH, IWM, BOND, EFA, ZTS, ABBV, WM, IJR, VZ, IWR, PEP, VB, VNQ, VUG, IVE, ACN, CVX, PLD, GOOG, CHTR, BDX, WMT, TXN, PG, PFE, PNC, MRK, MDLZ, JPM, CL, KO, C, CI,
• Sold Out: EW, SMAR,

For the details of Highland Private Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/highland+private+wealth+management/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 317,786 shares, 12.37% of the total portfolio. Shares added by 0.05%
2. Amazon.com Inc (AMZN) - 18,628 shares, 9.52% of the total portfolio. Shares reduced by 2.03%
3. Vanguard FTSE Developed Markets ETF (VEA) - 1,054,973 shares, 8.55% of the total portfolio. Shares added by 0.60%
4. BTC iShares Core MSCI EAFE ETF (IEFA) - 496,301 shares, 5.90% of the total portfolio. Shares added by 0.68%
5. Vanguard Short-Term Bond ETF (BSV) - 393,474 shares, 5.34% of the total portfolio. Shares added by 17.48%

Highland Private Wealth Management initiated holding in Unity Software Inc. The purchase prices were between $90.88 and $155.86, with an estimated average price of $123.21. The stock is now traded at around $97.739100. The impact to a portfolio due to this purchase was 0.51%. The holding were 30,700 shares as of 2021-03-31.

Highland Private Wealth Management initiated holding in AvalonBay Communities Inc. The purchase prices were between $155.07 and $193.42, with an estimated average price of $174.9. The stock is now traded at around $187.100000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,575 shares as of 2021-03-31.

Highland Private Wealth Management initiated holding in Equity Residential. The purchase prices were between $57.05 and $75.06, with an estimated average price of $66.22. The stock is now traded at around $71.780000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,142 shares as of 2021-03-31.

Highland Private Wealth Management initiated holding in Exxon Mobil Corp. The purchase prices were between $41.5 and $61.97, with an estimated average price of $52.4. The stock is now traded at around $55.500000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,953 shares as of 2021-03-31.

Highland Private Wealth Management initiated holding in Lockheed Martin Corp. The purchase prices were between $321.82 and $372.79, with an estimated average price of $342.99. The stock is now traded at around $388.040000. The impact to a portfolio due to this purchase was 0.04%. The holding were 722 shares as of 2021-03-31.

Highland Private Wealth Management initiated holding in ONEOK Inc. The purchase prices were between $37.5 and $51.6, with an estimated average price of $45.44. The stock is now traded at around $51.020000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,256 shares as of 2021-03-31.

Highland Private Wealth Management added to a holding in Isoray Inc by 38.74%. The purchase prices were between $0.53 and $2.47, with an estimated average price of $1.51. The stock is now traded at around $1.010000. The impact to a portfolio due to this purchase was 0.04%. The holding were 847,038 shares as of 2021-03-31.

Highland Private Wealth Management added to a holding in Vanguard Total Stock Market ETF by 39.45%. The purchase prices were between $191.23 and $208.16, with an estimated average price of $201.72. The stock is now traded at around $214.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,503 shares as of 2021-03-31.

Highland Private Wealth Management added to a holding in PowerShares QQQ Trust Ser 1 by 31.91%. The purchase prices were between $299.56 and $336.03, with an estimated average price of $319.4. The stock is now traded at around $336.670000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,240 shares as of 2021-03-31.

Highland Private Wealth Management added to a holding in Boeing Co by 26.20%. The purchase prices were between $194.03 and $269.19, with an estimated average price of $222.08. The stock is now traded at around $249.520000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,787 shares as of 2021-03-31.

Highland Private Wealth Management added to a holding in Schwab U.S. Broad Market ETF by 41.57%. The purchase prices were between $89.77 and $97.61, with an estimated average price of $94.59. The stock is now traded at around $100.240000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,066 shares as of 2021-03-31.

Highland Private Wealth Management added to a holding in iShares National Muni Bond ETF by 23.72%. The purchase prices were between $114.92 and $117.49, with an estimated average price of $116.27. The stock is now traded at around $116.410000. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,703 shares as of 2021-03-31.

Highland Private Wealth Management sold out a holding in Edwards Lifesciences Corp. The sale prices were between $78.68 and $90.67, with an estimated average price of $84.59.

Highland Private Wealth Management sold out a holding in Smartsheet Inc. The sale prices were between $59.79 and $84.41, with an estimated average price of $70.2.