Vishria Bird Financial Group

Vishria Bird Financial Group as of June 30, 2021

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 58 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 7.7 $16M 53k 298.33
Apple (AAPL) 7.2 $15M 107k 136.96
Ishares Tr Core S&p Scp Etf (IJR) 6.5 $13M 117k 112.98
Amazon (AMZN) 6.3 $13M 3.7k 3440.20
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 6.2 $13M 219k 57.28
Microsoft Corporation (MSFT) 4.9 $9.9M 36k 270.90
Ark Etf Tr Innovation Etf (ARKK) 4.6 $9.4M 72k 130.78
Global X Fds Us Infr Dev Etf (PAVE) 4.2 $8.5M 329k 25.75
Agnc Invt Corp Com reit (AGNC) 3.7 $7.6M 450k 16.89
Credit Suisse Group Sponsored Adr 3.7 $7.5M 718k 10.49
Alibaba Group Hldg Sponsored Ads (BABA) 3.3 $6.6M 29k 226.78
Alphabet Cap Stk Cl A (GOOGL) 3.1 $6.3M 2.6k 2441.94
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.1 $6.2M 122k 50.90
Facebook Cl A (META) 2.9 $6.0M 17k 347.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $5.8M 71k 82.72
Blackstone Group Com Cl A (BX) 2.7 $5.6M 58k 97.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $5.5M 13k 428.04
BP Sponsored Adr (BP) 2.2 $4.4M 168k 26.42
Workday Cl A (WDAY) 2.1 $4.3M 18k 238.71
Southwest Airlines (LUV) 2.1 $4.2M 79k 53.09
Air Products & Chemicals (APD) 2.1 $4.2M 15k 287.66
Walt Disney Company (DIS) 1.9 $3.9M 23k 175.77
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 1.4 $2.9M 100k 28.46
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $2.0M 6.9k 290.02
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.9M 773.00 2505.82
Zendesk 0.8 $1.7M 12k 144.31
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 0.7 $1.5M 49k 30.56
Pinterest Cl A (PINS) 0.7 $1.4M 18k 78.94
Nio Spon Ads (NIO) 0.7 $1.4M 26k 53.21
Zillow Group Cl C Cap Stk (Z) 0.7 $1.4M 11k 122.21
Zillow Group Cl A (ZG) 0.6 $1.2M 10k 122.50
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $1.2M 24k 50.47
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) 0.6 $1.1M 39k 29.44
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.0M 4.2k 241.99
Kraneshares Tr Csi Chi Internet (KWEB) 0.4 $854k 12k 69.78
Airbnb Com Cl A (ABNB) 0.4 $803k 5.2k 153.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $720k 4.0k 178.66
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $696k 16k 43.67
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $696k 2.0k 345.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $489k 996.00 490.96
Johnson & Johnson (JNJ) 0.2 $438k 2.7k 164.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $428k 5.9k 72.73
Netflix (NFLX) 0.2 $413k 782.00 528.13
Caterpillar (CAT) 0.2 $350k 1.6k 217.93
Home Depot (HD) 0.2 $343k 1.1k 319.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $332k 1.5k 223.12
Wp Carey (WPC) 0.2 $316k 4.2k 74.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $314k 3.0k 103.94
Bank of America Corporation (BAC) 0.2 $310k 7.5k 41.23
JPMorgan Chase & Co. (JPM) 0.1 $294k 1.9k 155.80
Merck & Co (MRK) 0.1 $278k 3.6k 77.81
Tesla Motors (TSLA) 0.1 $278k 409.00 679.71
International Paper Company (IP) 0.1 $245k 4.0k 61.40
Select Sector Spdr Tr Technology (XLK) 0.1 $234k 1.6k 147.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $234k 869.00 269.27
Boeing Company (BA) 0.1 $224k 935.00 239.57
Chevron Corporation (CVX) 0.1 $211k 2.0k 104.56
Geron Corporation (GERN) 0.0 $29k 21k 1.41