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Vishria Bird Financial Group

Latest statistics and disclosures from Vishria Bird Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are FDX, AAPL, MSFT, AMZN, IJR, and represent 35.63% of Vishria Bird Financial Group's stock portfolio.
Added to shares of these 10 stocks: IBIT, FDX, BIL, CMF, FNDX, ORCL, FNDE, SCHX, FNDA, SCHF.
Started 20 new stock positions in SCHA, EBND, SCHE, SCHF, SCHC, FNDA, PKG, CARR, ORCL, FNDF. FNDE, CMF, FNDX, VOO, JEPQ, FNDC, PRF, IBIT, IOT, AXP.
Reduced shares in these 10 stocks: AAPL, AMZN, PAVE, MSFT, JNJ, BSCW, LMBS, CVX, VTEB, GOOGL.
Vishria Bird Financial Group was a net buyer of stock by $22M.
Vishria Bird Financial Group has $264M in assets under management (AUM), dropping by 10.80%.
Central Index Key (CIK): 0001746438

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Positions held by Vishria Bird Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 82 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
FedEx Corporation (FDX)	9.9	$26M	+18%	95k	273.68	View chart
Apple (AAPL)	9.3	$25M		106k	233.00	View chart
Microsoft Corporation (MSFT)	5.9	$16M		36k	430.30	View chart
Amazon (AMZN)	5.3	$14M		75k	186.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.2	$14M		116k	116.96	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	5.0	$13M		634k	20.97	View chart
Global X Fds Us Infr Dev Etf (PAVE)	4.9	$13M		313k	41.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$12M		26k	488.06	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	4.1	$11M		399k	27.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.3	$8.7M		52k	165.85	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.3	$8.7M		460k	18.81	View chart
Blackstone Group Inc Com Cl A (BX)	3.0	$7.8M		51k	153.13	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.8	$7.3M		144k	50.60	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.7	$7.0M	+100%	76k	91.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$6.9M		12k	573.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$6.4M		124k	51.12	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	2.2	$5.9M		226k	26.27	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.9	$4.9M		294k	16.67	View chart
BP Sponsored Adr (BP)	1.7	$4.6M		146k	31.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.7	$4.5M	NEW	124k	36.13	View chart
Snowflake Cl A (SNOW)	1.0	$2.7M		24k	114.85	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.0	$2.6M		40k	65.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.9	$2.5M	NEW	43k	58.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$2.2M		59k	37.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$2.2M		44k	50.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.2M		13k	167.17	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.7	$1.8M		91k	20.01	View chart
Confluent Class A Com (CFLT)	0.7	$1.8M		89k	20.38	View chart
Amplitude Com Cl A (AMPL)	0.7	$1.8M		199k	8.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.3M		4.2k	314.44	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.2M		12k	100.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$1.1M		30k	35.25	View chart
Ameriprise Financial (AMP)	0.4	$1.0M	+9%	2.2k	469.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$980k	+145%	14k	67.84	View chart
Chevron Corporation (CVX)	0.3	$813k	-2%	5.5k	147.31	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$809k	-2%	16k	49.39	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$807k		4.0k	200.25	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$805k	NEW	11k	71.77	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.3	$742k		15k	51.13	View chart
Tesla Motors (TSLA)	0.3	$729k		2.8k	261.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$687k		18k	39.25	View chart
Listed Fd Tr Wahed Ftse Etf (HLAL)	0.3	$679k	+53%	13k	52.35	View chart
Airbnb Com Cl A (ABNB)	0.3	$664k		5.2k	126.81	View chart
Merck & Co (MRK)	0.2	$655k	+18%	5.8k	113.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$648k	+7%	2.3k	283.09	View chart
Oracle Corporation (ORCL)	0.2	$640k	NEW	3.8k	170.53	View chart
Caterpillar (CAT)	0.2	$628k		1.6k	391.03	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$612k	NEW	19k	32.29	View chart
First Horizon National Corporation (FHN)	0.2	$595k		38k	15.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$593k		1.4k	423.27	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$565k		991.00	570.13	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$559k	NEW	9.4k	59.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$550k	NEW	13k	41.15	View chart
Coinbase Global Com Cl A (COIN)	0.2	$513k	+55%	2.9k	178.00	View chart
Wal-Mart Stores (WMT)	0.2	$502k	+23%	6.2k	80.68	View chart
Home Depot (HD)	0.2	$498k		1.2k	404.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$437k		11k	38.93	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$424k	NEW	11k	37.36	View chart
Johnson & Johnson (JNJ)	0.2	$411k	-5%	2.5k	162.13	View chart
JPMorgan Chase & Co. (JPM)	0.2	$401k		1.9k	210.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$399k	NEW	7.7k	51.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$380k		4.0k	95.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$361k	NEW	12k	29.17	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$358k		1.6k	225.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$358k		8.9k	40.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$333k	NEW	8.7k	38.14	View chart
NVIDIA Corporation (NVDA)	0.1	$329k		2.7k	121.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$327k		2.7k	121.25	View chart
American Express Company (AXP)	0.1	$325k	NEW	1.2k	271.51	View chart
Abbvie (ABBV)	0.1	$299k		1.5k	197.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$294k	NEW	5.3k	55.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$290k	NEW	549.00	528.23	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$282k	NEW	6.9k	40.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$271k		4.3k	62.37	View chart
International Business Machines (IBM)	0.1	$264k		1.2k	221.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$243k	NEW	6.3k	38.56	View chart
Bank of America Corporation (BAC)	0.1	$240k		6.0k	39.69	View chart
Packaging Corporation of America (PKG)	0.1	$235k	NEW	1.1k	215.40	View chart
Samsara Com Cl A (IOT)	0.1	$219k	NEW	4.6k	48.03	View chart
Carrier Global Corporation (CARR)	0.1	$213k	NEW	2.6k	80.50	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$206k	NEW	9.7k	21.22	View chart
Geron Corporation (GERN)	0.0	$110k		24k	4.53	View chart

Past Filings by Vishria Bird Financial Group

SEC 13F filings are viewable for Vishria Bird Financial Group going back to 2018

Vishria Bird Financial Group 2024 Q3 filed Nov. 6, 2024
Vishria Bird Financial Group 2024 Q2 filed July 23, 2024
Vishria Bird Financial Group 2024 Q1 filed April 22, 2024
Vishria Bird Financial Group 2023 Q4 filed Jan. 25, 2024
Vishria Bird Financial Group 2023 Q3 filed Oct. 26, 2023
Vishria Bird Financial Group 2023 Q2 filed July 19, 2023
Vishria Bird Financial Group 2023 Q1 filed April 17, 2023
Vishria Bird Financial Group 2022 Q4 filed Feb. 1, 2023
Vishria Bird Financial Group 2022 Q3 filed Oct. 27, 2022
Vishria Bird Financial Group 2022 Q2 filed Aug. 4, 2022
Vishria Bird Financial Group 2022 Q1 filed May 3, 2022
Vishria Bird Financial Group 2021 Q4 filed Jan. 27, 2022
Vishria Bird Financial Group 2021 Q3 filed Oct. 15, 2021
Vishria Bird Financial Group 2021 Q2 filed Aug. 2, 2021
Vishria Bird Financial Group 2021 Q1 filed April 27, 2021
Vishria Bird Financial Group 2020 Q4 filed Jan. 26, 2021

View all past filings

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