Vishria Bird Financial Group

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 58 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.6 $14M 105k 136.72
FedEx Corporation (FDX) 8.8 $13M 59k 226.71
Ishares Tr Core S&p Scp Etf (IJR) 7.3 $11M 118k 92.41
Microsoft Corporation (MSFT) 6.5 $9.8M 38k 256.82
Amazon (AMZN) 5.6 $8.4M +1921% 79k 106.22
Meta Platforms Cl A (META) 5.5 $8.2M 51k 161.26
Global X Fds Us Infr Dev Etf (PAVE) 5.2 $7.9M 345k 22.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.2 $7.8M 175k 44.66
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 4.9 $7.3M -32% 145k 50.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $7.2M NEW 26k 280.29
Alphabet Cap Stk Cl A (GOOGL) 4.0 $5.9M 2.7k 2179.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $4.8M 13k 377.22
Blackstone Group Inc Com Cl A (BX) 3.2 $4.8M 52k 91.23
BP Sponsored Adr (BP) 3.1 $4.7M 166k 28.35

Setup an alert

Vishria Bird Financial Group will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Snowflake Cl A (SNOW) 2.2 $3.3M NEW 24k 139.04
Amplitude Com Cl A (AMPL) 2.1 $3.2M NEW 226k 14.29
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.1 $3.2M -7% 67k 48.31
Delta Air Lines Inc Del Com New (DAL) 1.6 $2.5M 86k 28.97
Ishares Tr Us Hlthcare Etf (IYH) 1.5 $2.2M NEW 8.3k 268.92
Ishares Tr TRS FLT RT BD (TFLO) 1.4 $2.1M NEW 41k 50.39
Confluent Class A Com (CFLT) 1.1 $1.7M NEW 72k 23.24
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.5M -10% 708.00 2187.85
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 1.0 $1.4M 6.1k 236.30
Chevron Corporation (CVX) 0.6 $888k 6.1k 144.79
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $879k 32k 27.31
Ishares Tr Rus 1000 Etf (IWB) 0.6 $869k 4.2k 207.80
New Relic (NEWR) 0.5 $814k 16k 50.04
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $598k 15k 38.88
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $554k 4.0k 137.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $533k -7% 1.7k 307.74
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $529k 18k 29.51
Tesla Motors (TSLA) 0.3 $498k +11% 740.00 672.97
Johnson & Johnson (JNJ) 0.3 $471k 2.7k 177.33
Airbnb Com Cl A (ABNB) 0.3 $469k 5.3k 89.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $411k 993.00 413.90
Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $397k 12k 32.79
Zillow Group Cl C Cap Stk (Z) 0.2 $360k 11k 31.72
Wp Carey (WPC) 0.2 $351k 4.2k 82.78
Home Depot (HD) 0.2 $338k 1.2k 274.57
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $338k -7% 12k 28.08
Merck & Co (MRK) 0.2 $326k 3.6k 91.24
Zillow Group Cl A (ZG) 0.2 $321k 10k 31.84
Caterpillar (CAT) 0.2 $287k 1.6k 178.70
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.2 $264k NEW 7.5k 35.17
Raytheon Technologies Corp (RTX) 0.2 $262k 2.7k 96.15
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $260k 8.9k 29.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $254k -28% 4.2k 60.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $251k -85% 3.3k 76.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $247k 1.3k 188.98
Ameriprise Financial (AMP) 0.2 $240k NEW 1.0k 237.86
Pfizer (PFE) 0.2 $234k NEW 4.5k 52.49
Bank of America Corporation (BAC) 0.2 $233k 7.5k 31.18
Abbvie (ABBV) 0.2 $231k 1.5k 153.49
Moderna (MRNA) 0.1 $225k 1.6k 142.77
JPMorgan Chase & Co. (JPM) 0.1 $217k 1.9k 112.61
Wal-Mart Stores (WMT) 0.1 $209k -31% 1.7k 121.79
Select Sector Spdr Tr Technology (XLK) 0.1 $202k 1.6k 127.36
Geron Corporation (GERN) 0.0 $32k 21k 1.55

Past Filings by Vishria Bird Financial Group

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