Vishria Bird Financial Group

Vishria Bird Financial Group as of Dec. 31, 2023

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 59 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 9.6 $20M 81k 252.97
Apple (AAPL) 9.6 $20M 105k 192.53
Microsoft Corporation (MSFT) 6.5 $14M 37k 376.04
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW) 6.2 $13M 634k 20.69
Ishares Tr Core S&p Scp Etf (IJR) 6.0 $13M 116k 108.25
Amazon (AMZN) 5.5 $12M 77k 151.94
Global X Fds Us Infr Dev Etf (PAVE) 5.1 $11M 316k 34.46
Innovator Etfs Tr Equity Def Protn (TJUL) 4.9 $11M 408k 25.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $10M 26k 409.53
Alphabet Cap Stk Cl A (GOOGL) 3.5 $7.4M 53k 139.69
Ishares Tr TRS FLT RT BD (TFLO) 3.4 $7.3M 144k 50.47
Blackstone Group Inc Com Cl A (BX) 3.2 $6.7M 51k 130.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.1 $6.5M 128k 51.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $5.7M 12k 475.29
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.7 $5.7M 225k 25.30
BP Sponsored Adr (BP) 2.5 $5.2M 147k 35.40
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.2 $4.8M 290k 16.42
Snowflake Cl A (SNOW) 2.2 $4.6M 23k 199.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.6 $3.5M 38k 91.40
Amplitude Com Cl A (AMPL) 1.2 $2.5M 199k 12.72
Ishares Tr Us Hlthcare Etf (IYH) 1.1 $2.3M 7.9k 286.27
Wisdomtree Tr Floatng Rat Trea (USFR) 1.1 $2.2M 44k 50.23
Confluent Class A Com (CFLT) 1.0 $2.1M 89k 23.40
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $1.9M 59k 32.64
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.8M 13k 140.92
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.9 $1.8M 91k 19.95
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.1M 11k 100.30
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.1M 4.2k 262.31
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.5 $957k 30k 31.47
Chevron Corporation (CVX) 0.4 $841k 5.6k 149.09
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $812k 17k 48.31
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $721k 4.0k 178.91
Airbnb Com Cl A (ABNB) 0.3 $716k 5.3k 136.10
Tesla Motors (TSLA) 0.3 $661k 2.7k 248.40
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $628k 15k 43.28
Ameriprise Financial (AMP) 0.3 $587k 1.5k 379.94
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $574k 16k 35.61
First Horizon National Corporation (FHN) 0.3 $543k 38k 14.17
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $528k 1.4k 376.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $503k 992.00 507.06
Caterpillar (CAT) 0.2 $475k 1.6k 295.77
Home Depot (HD) 0.2 $440k 1.3k 346.18
Johnson & Johnson (JNJ) 0.2 $416k 2.7k 156.63
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $405k 11k 36.08
Merck & Co (MRK) 0.2 $376k 3.4k 109.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $332k 5.9k 56.38
JPMorgan Chase & Co. (JPM) 0.2 $328k 1.9k 170.21
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $320k 8.9k 36.15
Select Sector Spdr Tr Technology (XLK) 0.1 $305k 1.6k 192.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $303k 1.3k 237.46
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $300k 6.6k 45.45
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $298k 4.0k 75.18
Wal-Mart Stores (WMT) 0.1 $255k 1.6k 157.80
Meta Platforms Cl A (META) 0.1 $251k 709.00 354.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $241k 869.00 277.33
Abbvie (ABBV) 0.1 $233k 1.5k 154.82
Raytheon Technologies Corp (RTX) 0.1 $229k 2.7k 84.04
Bank of America Corporation (BAC) 0.1 $203k 6.0k 33.70
Geron Corporation (GERN) 0.0 $43k 21k 2.09