Vishria Bird Financial Group
Latest statistics and disclosures from Vishria Bird Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, FDX, IJR, PAVE, MSFT, and represent 38.51% of Vishria Bird Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$6.9M), FSMB, TFLO, AAPL, MRNA, GOOG, NFLX, PFE, IJH, FDX.
- Started 6 new stock positions in FSMB, VTEB, IJH, MRNA, PFE, NFLX.
- Reduced shares in these 10 stocks: FMB (-$6.9M), , DAL, LMBS, AMPL, USFR, SCHX, SGOV, AMZN, IYH.
- Sold out of its positions in DAL, META, FMB.
- Vishria Bird Financial Group was a net seller of stock by $-6.3M.
- Vishria Bird Financial Group has $144M in assets under management (AUM), dropping by -3.42%.
- Central Index Key (CIK): 0001746438
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Portfolio Holdings for Vishria Bird Financial Group
Vishria Bird Financial Group holds 59 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 10.0 | $14M | +5% | 110k | 129.93 | |
FedEx Corporation (FDX) | 8.0 | $11M | 66k | 173.19 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 7.8 | $11M | 119k | 94.64 | ||
Global X Fds Us Infr Dev Etf (PAVE) | 6.4 | $9.1M | 345k | 26.49 | ||
Microsoft Corporation (MSFT) | 6.3 | $9.1M | 38k | 239.82 | ||
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.4 | $7.8M | 173k | 45.15 | ||
Ishares Tr TRS FLT RT BD (TFLO) | 5.2 | $7.4M | +21% | 147k | 50.41 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.9 | $7.0M | 26k | 266.26 | ||
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.8 | $6.9M | NEW | 140k | 49.49 | |
Amazon (AMZN) | 4.6 | $6.6M | 79k | 84.00 | ||
BP Sponsored Adr (BP) | 4.0 | $5.7M | 164k | 34.93 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $4.9M | 13k | 382.45 | ||
Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $4.8M | 55k | 88.24 | ||
Blackstone Group Inc Com Cl A (BX) | 2.7 | $3.9M | 52k | 74.20 | ||
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Snowflake Cl A (SNOW) | 2.4 | $3.4M | 24k | 143.53 | ||
Amplitude Com Cl A (AMPL) | 1.7 | $2.4M | -13% | 196k | 12.08 | |
Ishares Tr Us Hlthcare Etf (IYH) | 1.6 | $2.3M | 8.2k | 283.72 | ||
Wisdomtree Tr Floatng Rat Trea (USFR) | 1.6 | $2.3M | -3% | 45k | 50.27 | |
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.3 | $1.8M | NEW | 93k | 19.74 | |
Confluent Class A Com (CFLT) | 1.1 | $1.6M | 71k | 22.24 | ||
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $1.5M | +21% | 17k | 88.71 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 1.0 | $1.5M | 6.1k | 242.95 | ||
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $1.2M | -3% | 12k | 100.17 | |
Chevron Corporation (CVX) | 0.8 | $1.1M | 6.1k | 179.52 | ||
New Relic (NEWR) | 0.6 | $918k | 16k | 56.43 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.6 | $904k | 32k | 28.09 | ||
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $880k | 4.2k | 210.43 | ||
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $821k | -69% | 17k | 47.38 | |
First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $627k | 15k | 40.93 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $574k | 1.7k | 331.41 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.4 | $548k | 18k | 30.70 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $521k | 4.0k | 129.28 | ||
Johnson & Johnson (JNJ) | 0.3 | $469k | 2.7k | 176.58 | ||
Airbnb Com Cl A (ABNB) | 0.3 | $450k | 5.3k | 85.54 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $440k | 993.00 | 443.10 | ||
Home Depot (HD) | 0.3 | $401k | 1.3k | 315.50 | ||
Caterpillar (CAT) | 0.3 | $385k | 1.6k | 239.73 | ||
Merck & Co (MRK) | 0.3 | $382k | -3% | 3.4k | 110.85 | |
Zillow Group Cl C Cap Stk (Z) | 0.3 | $366k | 11k | 32.25 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.2 | $357k | 12k | 30.06 | ||
Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $332k | 11k | 30.18 | ||
Wp Carey (WPC) | 0.2 | $331k | 4.2k | 78.07 | ||
Tesla Motors (TSLA) | 0.2 | $328k | +20% | 2.7k | 123.12 | |
Zillow Group Cl A (ZG) | 0.2 | $315k | 10k | 31.24 | ||
Ameriprise Financial (AMP) | 0.2 | $314k | 1.0k | 311.20 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $289k | +15% | 1.5k | 191.01 | |
Moderna (MRNA) | 0.2 | $278k | NEW | 1.6k | 179.35 | |
Raytheon Technologies Corp (RTX) | 0.2 | $275k | 2.7k | 100.92 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.2 | $267k | 8.9k | 30.17 | ||
JPMorgan Chase & Co. (JPM) | 0.2 | $258k | 1.9k | 133.89 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $247k | 4.2k | 58.60 | ||
Bank of America Corporation (BAC) | 0.2 | $247k | 7.5k | 33.05 | ||
Netflix (NFLX) | 0.2 | $244k | NEW | 826.00 | 295.40 | |
Wal-Mart Stores (WMT) | 0.2 | $243k | 1.7k | 141.61 | ||
Abbvie (ABBV) | 0.2 | $243k | 1.5k | 161.46 | ||
Pfizer (PFE) | 0.2 | $228k | NEW | 4.5k | 51.14 | |
Listed Fd Tr Wahed Ftse Etf (HLAL) | 0.1 | $211k | 6.0k | 35.17 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $210k | NEW | 869.00 | 241.66 | |
Geron Corporation (GERN) | 0.0 | $50k | 21k | 2.43 |
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 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
- Vishria Bird Financial Group 2020 Q3 filed Nov. 2, 2020
- Vishria Bird Financial Group 2020 Q2 filed July 20, 2020
- Vishria Bird Financial Group 2020 Q1 filed April 13, 2020
- Vishria Bird Financial Group 2019 Q4 filed Jan. 9, 2020
- Vishria Bird Financial Group 2019 Q3 filed Oct. 15, 2019
- Vishria Bird Financial Group 2019 Q2 filed July 15, 2019
- Vishria Bird Financial Group 2019 Q1 filed April 5, 2019