Vishria Bird Financial Group

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

  • Top 5 stock holdings are VCSH, GSY, AAPL, AMZN, FMB, and represent 45.07% of Vishria Bird Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: GSY (+$14M), AAPL (+$8.6M), AGNC (+$6.6M), FMB, Z, ZG, LMBS, NIO, PINS, FTCS.
  • Started 5 new stock positions in ZG, GSY, AGNC, Z, NIO.
  • Reduced shares in these 10 stocks: VCSH (-$6.2M), FDX, CVX, PAPR, WPC, KWEB, FB, NEAR, AMZN, MDY.
  • Sold out of its positions in CVX.
  • Vishria Bird Financial Group was a net buyer of stock by $27M.
  • Vishria Bird Financial Group has $159M in assets under management (AUM), dropping by 24.35%.

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Portfolio Holdings for Vishria Bird Financial Group

Companies in the Vishria Bird Financial Group portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 14.1 $22M -21% 271k 82.85
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 8.5 $14M NEW 268k 50.52
Apple (AAPL) 7.8 $12M +226% 107k 115.81
Amazon (AMZN) 7.5 $12M 3.8k 3148.62
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 7.1 $11M +13% 204k 55.61
FedEx Corporation (FDX) 6.4 $10M -3% 40k 251.53
Alibaba Group Hldg Sponsored Ads (BABA) 5.4 $8.5M 29k 293.98
Microsoft Corporation (MSFT) 4.5 $7.2M 34k 210.32
Agnc Invt Corp Com reit (AGNC) 4.2 $6.6M NEW 477k 13.91
Workday Cl A (WDAY) 4.0 $6.4M 30k 215.14
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.7 $6.0M 94k 63.27
Bank of America Corporation (BAC) 3.3 $5.3M 218k 24.09
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 3.3 $5.2M -2% 195k 26.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $4.8M 14k 334.87

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Facebook Cl A (FB) 2.8 $4.4M 17k 261.91
Alphabet Cap Stk Cl A (GOOGL) 2.4 $3.8M 2.6k 1465.65
Blackstone Group Com Cl A (BX) 2.0 $3.2M 62k 52.21
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 1.0 $1.6M 7.6k 210.71
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $1.3M +240% 25k 51.66
Zillow Group Cl C Cap Stk (Z) 0.7 $1.2M NEW 12k 101.55
Zillow Group Cl A (ZG) 0.7 $1.0M NEW 10k 101.54
Alphabet Cap Stk Cl C (GOOG) 0.6 $991k 674.00 1470.33
Kraneshares Tr Csi Chi Internet (KWEB) 0.5 $849k -2% 12k 68.22
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $847k 3.1k 277.43
Ishares Tr Rus 1000 Etf (IWB) 0.5 $783k 4.2k 187.23
Pinterest Cl A (PINS) 0.5 $743k +39% 18k 41.51
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $592k 4.0k 146.90
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.4 $591k -3% 12k 50.14
Nio Spon Ads (NIO) 0.3 $552k NEW 26k 21.23
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $470k 19k 25.39
Johnson & Johnson (JNJ) 0.2 $395k 2.7k 148.72
Netflix (NFLX) 0.2 $391k 782.00 500.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $353k 1.5k 230.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $339k 1.0k 338.66
Wp Carey (WPC) 0.2 $318k -10% 4.9k 65.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $307k 1.1k 277.58
Merck & Co (MRK) 0.2 $303k 3.7k 82.95
Home Depot (HD) 0.2 $299k 1.1k 278.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $275k 3.4k 80.57
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $267k 3.8k 70.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $264k 1.6k 170.32
Ishares Tr Core S&p500 Etf (IVV) 0.2 $250k 745.00 335.57
Caterpillar (CAT) 0.2 $240k 1.6k 149.44
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $228k 3.6k 64.03
Geron Corporation (GERN) 0.0 $36k 21k 1.75

Past Filings by Vishria Bird Financial Group

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