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

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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

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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