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, IJR, AAPL, FMB, AMZN, and represent 36.18% of Vishria Bird Financial Group's stock portfolio.
- Added to shares of these 10 stocks: ARKK (+$8.3M), APD, DIS, PMAR, CVX, IJH, IP, MSFT, FB, TSLA.
- Started 7 new stock positions in DIS, IP, IJH, ARKK, APD, PMAR, CVX.
- Reduced shares in these 10 stocks: VCSH (-$9.0M), , PAPR, GSY, NEAR, LMBS, IJR, BAC, WDAY, SPY.
- Sold out of its positions in FTCS, NEAR.
- Vishria Bird Financial Group was a net seller of stock by $-3.5M.
- Vishria Bird Financial Group has $181M in assets under management (AUM), dropping by 3.25%.
- Central Index Key (CIK): 0001746438
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 csv
Download as Excel
Portfolio Holdings for Vishria Bird Financial Group
Companies in the Vishria Bird Financial Group portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| FedEx Corporation (FDX) | 8.3 | $15M | 53k | 284.04 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 7.9 | $14M | 131k | 108.53 | ||
| Apple (AAPL) | 7.2 | $13M | 107k | 122.15 | ||
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 6.5 | $12M | 209k | 56.43 | ||
| Amazon (AMZN) | 6.4 | $12M | 3.7k | 3094.09 | ||
| Microsoft Corporation (MSFT) | 4.6 | $8.3M | 35k | 235.76 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 4.6 | $8.3M | NEW | 69k | 119.95 | |
| Bank of America Corporation (BAC) | 4.6 | $8.3M | -2% | 214k | 38.69 | |
| Agnc Invt Corp Com reit (AGNC) | 4.3 | $7.8M | 466k | 16.76 | ||
| Workday Cl A (WDAY) | 3.9 | $7.1M | -2% | 28k | 248.44 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.6 | $6.5M | 29k | 226.72 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.4 | $6.1M | -59% | 74k | 82.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $5.5M | -2% | 14k | 396.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $5.3M | 2.5k | 2062.40 | ||
Setup an alertVishria Bird Financial Group will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
| Facebook Cl A (FB) | 2.8 | $5.1M | +2% | 17k | 294.54 | |
| Southwest Airlines (LUV) | 2.7 | $4.9M | 81k | 61.05 | ||
| Blackstone Group Com Cl A (BX) | 2.5 | $4.5M | 60k | 74.53 | ||
| BP Sponsored Adr (BP) | 2.3 | $4.2M | 173k | 24.35 | ||
| Air Products & Chemicals (APD) | 2.2 | $4.1M | NEW | 14k | 281.34 | |
| Walt Disney Company (DIS) | 2.2 | $4.0M | NEW | 22k | 184.51 | |
| Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) | 1.6 | $2.8M | -45% | 103k | 27.55 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 1.1 | $1.9M | -5% | 7.1k | 269.88 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.0 | $1.8M | -14% | 36k | 51.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.6M | 753.00 | 2069.06 | ||
| Zillow Group Cl C Cap Stk (Z) | 0.8 | $1.5M | 12k | 129.62 | ||
| Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) | 0.8 | $1.4M | NEW | 49k | 29.54 | |
| Zillow Group Cl A (ZG) | 0.7 | $1.4M | 10k | 131.39 | ||
| Pinterest Cl A (PINS) | 0.7 | $1.3M | 18k | 74.03 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.7 | $1.3M | -64% | 26k | 50.48 | |
| Nio Spon Ads (NIO) | 0.6 | $1.0M | 26k | 38.96 | ||
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.5 | $944k | 12k | 76.36 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $936k | 4.2k | 223.82 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $711k | -15% | 2.2k | 330.24 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $677k | 4.0k | 167.99 | ||
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $669k | -6% | 16k | 41.59 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $477k | 1.0k | 476.52 | ||
| Johnson & Johnson (JNJ) | 0.2 | $437k | 2.7k | 164.53 | ||
| Netflix (NFLX) | 0.2 | $408k | 782.00 | 521.74 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $383k | -3% | 5.9k | 65.08 | |
| Caterpillar (CAT) | 0.2 | $372k | 1.6k | 231.63 | ||
| Tesla Motors (TSLA) | 0.2 | $337k | +24% | 504.00 | 668.65 | |
| Home Depot (HD) | 0.2 | $328k | 1.1k | 305.12 | ||
| Wp Carey (WPC) | 0.2 | $314k | -9% | 4.4k | 70.75 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $310k | -3% | 1.5k | 206.53 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $297k | 2.0k | 152.15 | ||
| Merck & Co (MRK) | 0.2 | $275k | -2% | 3.6k | 76.97 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $273k | -12% | 2.8k | 96.06 | |
| Chevron Corporation (CVX) | 0.1 | $248k | NEW | 2.4k | 104.91 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $243k | 3.6k | 68.24 | ||
| Boeing Company (BA) | 0.1 | $238k | 935.00 | 254.55 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $226k | NEW | 869.00 | 260.07 | |
| International Paper Company (IP) | 0.1 | $216k | NEW | 4.0k | 54.14 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $211k | 1.6k | 133.04 | ||
| Geron Corporation (GERN) | 0.0 | $33k | 21k | 1.60 | ||
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 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
- Vishria Bird Financial Group 2018 Q4 filed Jan. 17, 2019
- Vishria Bird Financial Group 2018 Q3 filed Oct. 30, 2018
- Vishria Bird Financial Group 2018 Q2 filed Aug. 6, 2018