Lee Financial Co Buys First Trust North American Energy Infrastructure F, Schwab Fundamental Emerging Markets Large Company , Schwab Fundamental U.S. Large Company Index ETF, Sells iShares Core U.S. Aggregate Bond ETF, iShares 0-5 Year TIPS Bond ETF, Equi

• New Purchases: FHN, CMA, TPL, CFB, SLV, COP, MSTR, CVS, WD, ARQT, SBUX, EOG, GPC, EBS, BMY, CC, LW, GTES, ASIX, KHC, VWO, CTVA, UWMC, PLTR, ITOT, VB, VOE, VSS, THRM, SU, CAG, ED, DVN, SJM, J, JWN, PXD, PLUG, PRTY, TROW, WAB, WY, HBI, FANG, AMC, PCTY,
• Added Positions: EMLP, FNDE, IVV, FNDX, BRK.B, TLT, WFC, DVY, XLE, MTUM, XOM, SUI, DIS, KO, EPD, MO, JPM, PG, PM, DMLP, ASHR, TRP, VICI, WMT, QSR, CVX, PFF, ACWI, FE, IVE, ATO, KMI, MSFT, AGNC, QCOM, MMM, AFIN, RTX, CONE, BABA, WTRH, VUG, QQQ, JPST, BP, EXC, DCP, SCHW, CAT, HON, BA, NUE, BAC, GE, HD, PFE, AMGN, ABT, GIS, RPM, IWM, IT, ABNB, BND, DOW, F, DD, GOOGL, BIO, SCHH, SCZ, SPY, VXUS, T, TRGP, SYK, TXN, PII, PAA, NS, PEP, OKE, WMB, BX, OXY, TSLA, REZI, MMP, HZNP, PSX, MDLZ, ESI, GOOG, JNJ, PFGC, NBLX, LUV, BJ,
• Reduced Positions: GLD, AGG, STIP, IJH, SCHA, ORI, MRK, IJR, SCHZ, SCHP, AAPL, SCHM, EEMV, VTI, SHY, NEP, ATEC, CMG, AVGO, SPYD, FGEN, FLOT, AMT, FEI, BR, WSO, BIPC, IVW, NEE, DEO, EMB, ECL, ENLC, ETRN, GLW, RETA, CSCO, CME, AZN, DOC, ABBV, GS, STAG, LIN, V, ET, CHE, EXPO, NOC, NVDA, VTRS, RWR, CMCSA, MDT, MXIM, SLB, CNC, SHYG, LOW, LAD, VEA, VNQ, VOO, ROCK, CWEN, MTDR, CDW, BAH, PSXP, BURL, ENB, HUBS, SHLX, POWI, HPE, TGT, SO, AAXJ, EA, AMJ, PNR,
• Sold Out: ELS, AGLE, TCP, SHOP, CXO, CRK, VBR, TIP, SRE, IWD, VXX, FSKR, BTT, BSCM, MRVL, IWP, DBI, VIOO, EFA, AMLP, JPIN, UNG, PE, ALC, PRSP, NVT, MFGP, ADNT, BSX, POOL, OGE, NOK, MSI, MKTX, JCI, HPQ, HAL, DYAI, DXC, CHL,

For the details of Lee Financial Co's stock buys and sells, go to https://www.gurufocus.com/guru/lee+financial+co/current-portfolio/portfolio

1. iShares Core S&P Mid-Cap ETF (IJH) - 234,454 shares, 14.68% of the total portfolio. Shares reduced by 3.66%
2. iShares Core S&P 500 ETF (IVV) - 108,764 shares, 10.41% of the total portfolio. Shares added by 8.48%
3. Schwab Fundamental Emerging Markets Large Company (FNDE) - 928,771 shares, 6.87% of the total portfolio. Shares added by 23.27%
4. SPDR Gold Shares ETF (GLD) - 145,342 shares, 5.59% of the total portfolio. Shares reduced by 8.54%
5. Berkshire Hathaway Inc (BRK.B) - 87,663 shares, 5.39% of the total portfolio. Shares added by 8.36%

Lee Financial Co initiated holding in First Horizon Corp. The purchase prices were between $12.84 and $17.7, with an estimated average price of $15.82. The stock is now traded at around $18.700000. The impact to a portfolio due to this purchase was 0.31%. The holding were 75,160 shares as of 2021-03-31.

Lee Financial Co initiated holding in Comerica Inc. The purchase prices were between $55.5 and $72.17, with an estimated average price of $65.44. The stock is now traded at around $78.140000. The impact to a portfolio due to this purchase was 0.18%. The holding were 10,177 shares as of 2021-03-31.

Lee Financial Co initiated holding in CrossFirst Bankshares Inc. The purchase prices were between $10.7 and $15.54, with an estimated average price of $12.87. The stock is now traded at around $14.670000. The impact to a portfolio due to this purchase was 0.06%. The holding were 17,544 shares as of 2021-03-31.

Lee Financial Co initiated holding in Texas Pacific Land Corp. The purchase prices were between $756.56 and $1703.78, with an estimated average price of $1120.36. The stock is now traded at around $1657.240000. The impact to a portfolio due to this purchase was 0.06%. The holding were 151 shares as of 2021-03-31.

Lee Financial Co initiated holding in iShares Silver Trust. The purchase prices were between $22.26 and $26.76, with an estimated average price of $24.35. The stock is now traded at around $25.160000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,599 shares as of 2021-03-31.

Lee Financial Co initiated holding in MicroStrategy Inc. The purchase prices were between $425.22 and $1272.94, with an estimated average price of $711.67. The stock is now traded at around $488.080000. The impact to a portfolio due to this purchase was 0.04%. The holding were 251 shares as of 2021-03-31.

Lee Financial Co added to a holding in First Trust North American Energy Infrastructure F by 618.01%. The purchase prices were between $20.4 and $23.04, with an estimated average price of $21.87. The stock is now traded at around $24.100000. The impact to a portfolio due to this purchase was 1.43%. The holding were 302,083 shares as of 2021-03-31.

Lee Financial Co added to a holding in Schwab Fundamental Emerging Markets Large Company by 23.27%. The purchase prices were between $28.31 and $31.2, with an estimated average price of $30.05. The stock is now traded at around $31.040000. The impact to a portfolio due to this purchase was 1.3%. The holding were 928,771 shares as of 2021-03-31.

Lee Financial Co added to a holding in Schwab Fundamental U.S. Large Company Index ETF by 425433.33%. The purchase prices were between $44.75 and $52.45, with an estimated average price of $48.9. The stock is now traded at around $54.190000. The impact to a portfolio due to this purchase was 0.63%. The holding were 51,064 shares as of 2021-03-31.

Lee Financial Co added to a holding in iShares 20+ Year Treasury Bond ETF by 20.95%. The purchase prices were between $133.74 and $156.95, with an estimated average price of $144.6. The stock is now traded at around $135.810000. The impact to a portfolio due to this purchase was 0.31%. The holding were 55,003 shares as of 2021-03-31.

Lee Financial Co added to a holding in Wells Fargo & Co by 4291.33%. The purchase prices were between $29.7 and $40.81, with an estimated average price of $35.37. The stock is now traded at around $46.400000. The impact to a portfolio due to this purchase was 0.3%. The holding were 32,935 shares as of 2021-03-31.

Lee Financial Co added to a holding in Exxon Mobil Corp by 81.86%. 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 $59.300000. The impact to a portfolio due to this purchase was 0.18%. The holding were 28,714 shares as of 2021-03-31.

Lee Financial Co sold out a holding in Equity Lifestyle Properties Inc. The sale prices were between $59.1 and $65, with an estimated average price of $62.22.

Lee Financial Co sold out a holding in Aeglea BioTherapeutics Inc. The sale prices were between $6.76 and $8.57, with an estimated average price of $7.67.

Lee Financial Co sold out a holding in TC Pipelines LP. The sale prices were between $29.12 and $31.71, with an estimated average price of $30.35.

Lee Financial Co sold out a holding in Shopify Inc. The sale prices were between $1039.91 and $1474, with an estimated average price of $1212.21.

Lee Financial Co sold out a holding in . The sale prices were between $57.69 and $69.8, with an estimated average price of $65.23.

Lee Financial Co sold out a holding in Sempra Energy. The sale prices were between $115.98 and $132.58, with an estimated average price of $124.4.