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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, AAPL, MSFT, AMZN, BSCW, and represent 35.93% of Vishria Bird Financial Group's stock portfolio.
Added to shares of these 10 stocks: BSCT (+$8.5M), IYH, BIL, COIN, AAPL, NVDA, IBM, VTI, IJH, PKG.
Started 5 new stock positions in PKG, IBM, BSCT, COIN, NVDA.
Reduced shares in these 10 stocks: VTEB, TJUL, AMZN, PAVE, SPY, GOOGL, JPM, ABNB, CFLT, QQQ.
Vishria Bird Financial Group was a net buyer of stock by $15M.
Vishria Bird Financial Group has $234M in assets under management (AUM), dropping by 10.44%.
Central Index Key (CIK): 0001746438

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

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Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 64 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
FedEx Corporation (FDX)	10.0	$23M		81k	289.75	View chart
Apple (AAPL)	7.9	$18M	+2%	107k	171.48	View chart
Microsoft Corporation (MSFT)	6.6	$15M		37k	420.70	View chart
Amazon (AMZN)	5.9	$14M		76k	180.38	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)	5.5	$13M		639k	20.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.5	$13M		116k	110.52	View chart
Global X Fds Us Infr Dev Etf (PAVE)	5.4	$13M		315k	39.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$11M		26k	444.02	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	4.5	$11M		402k	26.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.6	$8.5M	NEW	463k	18.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.4	$8.0M		53k	150.92	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.1	$7.3M		145k	50.69	View chart
Blackstone Group Inc Com Cl A (BX)	2.9	$6.7M		51k	131.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.7	$6.3M	-2%	125k	50.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$6.3M		12k	523.10	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	2.5	$5.8M		226k	25.69	View chart
BP Sponsored Adr (BP)	2.4	$5.6M		148k	37.68	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.1	$5.0M	+42%	54k	91.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.0	$4.7M		291k	16.12	View chart
Snowflake Cl A (SNOW)	1.6	$3.8M	+2%	24k	161.61	View chart
Confluent Class A Com (CFLT)	1.2	$2.7M		89k	30.52	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.1	$2.5M	+412%	41k	61.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$2.2M		45k	50.28	View chart
Amplitude Com Cl A (AMPL)	0.9	$2.2M		200k	10.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.9	$2.1M		59k	35.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.0M	+2%	13k	152.27	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.8	$1.8M		91k	19.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.2M		4.2k	288.14	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.1M		11k	100.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$987k		30k	32.46	View chart
Chevron Corporation (CVX)	0.4	$890k		5.6k	157.77	View chart
Airbnb Com Cl A (ABNB)	0.4	$864k		5.2k	165.01	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$811k		17k	48.25	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$741k		4.0k	183.87	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.3	$690k		15k	47.55	View chart
Ameriprise Financial (AMP)	0.3	$677k		1.5k	438.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$644k	+8%	18k	36.80	View chart
Merck & Co (MRK)	0.3	$641k	+41%	4.9k	131.92	View chart
First Horizon National Corporation (FHN)	0.3	$590k		38k	15.40	View chart
Caterpillar (CAT)	0.3	$588k		1.6k	366.13	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$557k		1.4k	397.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$552k	+66%	2.1k	259.89	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$552k		992.00	556.45	View chart
Coinbase Global Com Cl A (COIN)	0.2	$490k	NEW	1.9k	264.86	View chart
Home Depot (HD)	0.2	$488k		1.3k	383.95	View chart
Tesla Motors (TSLA)	0.2	$480k	+2%	2.7k	175.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$421k		11k	37.51	View chart
Johnson & Johnson (JNJ)	0.2	$420k		2.7k	158.13	View chart
JPMorgan Chase & Co. (JPM)	0.2	$378k	-2%	1.9k	200.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$365k		5.9k	62.11	View chart
Meta Platforms Cl A (META)	0.1	$349k		718.00	486.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$336k		8.9k	37.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$335k		4.0k	84.51	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$330k		1.6k	208.07	View chart
Listed Fd Tr Wahed Ftse Etf (HLAL)	0.1	$319k		6.6k	48.33	View chart
Wal-Mart Stores (WMT)	0.1	$299k	+207%	5.0k	60.19	View chart
Abbvie (ABBV)	0.1	$274k		1.5k	182.06	View chart
NVIDIA Corporation (NVDA)	0.1	$271k	NEW	300.00	903.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$266k		2.7k	97.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$264k	+400%	4.3k	60.76	View chart
Bank of America Corporation (BAC)	0.1	$235k	+2%	6.2k	37.89	View chart
International Business Machines (IBM)	0.1	$228k	NEW	1.2k	190.95	View chart
Packaging Corporation of America (PKG)	0.1	$207k	NEW	1.1k	189.73	View chart
Geron Corporation (GERN)	0.0	$80k	+17%	24k	3.30	View chart

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 2024 Q1 filed April 22, 2024
Vishria Bird Financial Group 2023 Q4 filed Jan. 25, 2024
Vishria Bird Financial Group 2023 Q3 filed Oct. 26, 2023
Vishria Bird Financial Group 2023 Q2 filed July 19, 2023
Vishria Bird Financial Group 2023 Q1 filed April 17, 2023
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

View all past filings

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