Vishria Bird Financial Group

Vishria Bird Financial Group as of Sept. 30, 2021

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 62 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 8.4 $16M 315k 50.58
Apple (AAPL) 7.7 $15M 104k 141.50
Ishares Tr Core S&p Scp Etf (IJR) 6.9 $13M 120k 109.19
FedEx Corporation (FDX) 6.7 $13M 59k 219.30
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 6.7 $13M 225k 56.78
Amazon (AMZN) 6.6 $13M 3.8k 3285.08
Microsoft Corporation (MSFT) 5.5 $10M 37k 281.92
Global X Fds Us Infr Dev Etf (PAVE) 4.6 $8.7M 343k 25.41
Ark Etf Tr Innovation Etf (ARKK) 4.3 $8.1M 73k 110.54
Alphabet Cap Stk Cl A (GOOGL) 3.6 $6.9M 2.6k 2673.48
Blackstone Group Inc Com Cl A (BX) 3.5 $6.7M 58k 116.34
Facebook Cl A (META) 3.1 $6.0M 18k 339.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $5.8M 70k 82.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $5.7M 13k 429.12
BP Sponsored Adr (BP) 2.4 $4.6M 168k 27.33
Workday Cl A (WDAY) 2.3 $4.5M 18k 249.87
Confluent Class A Com (CFLT) 2.2 $4.3M 72k 59.65
Southwest Airlines (LUV) 2.2 $4.1M 80k 51.42
Walt Disney Company (DIS) 2.1 $3.9M 23k 169.18
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 1.5 $2.9M 100k 28.57
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.1M 773.00 2664.94
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $1.9M 6.7k 288.26
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.8 $1.5M 49k 30.68
Zendesk 0.7 $1.3M 12k 116.42
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $1.2M 24k 50.47
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $1.1M 39k 29.52
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.0M 4.2k 241.75
Zillow Group Cl C Cap Stk (Z) 0.5 $1.0M 11k 88.11
Nio Spon Ads (NIO) 0.5 $929k 26k 35.61
Pinterest Cl A (PINS) 0.5 $923k 18k 50.95
Zillow Group Cl A (ZG) 0.5 $893k 10k 88.57
Airbnb Com Cl A (ABNB) 0.5 $879k 5.2k 167.72
Chevron Corporation (CVX) 0.4 $825k 8.1k 101.43
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $723k 4.0k 179.40
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $685k 16k 44.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $653k 1.9k 338.52
Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $577k 12k 47.29
Home Depot (HD) 0.3 $484k 1.5k 328.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $478k 993.00 481.37
Netflix (NFLX) 0.3 $477k 782.00 609.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $435k 5.9k 73.92
Coinbase Global Com Cl A (COIN) 0.2 $431k 1.9k 227.68
Johnson & Johnson (JNJ) 0.2 $429k 2.7k 161.52
Tesla Motors (TSLA) 0.2 $420k 541.00 776.34
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $359k 12k 29.78
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.2 $343k 12k 29.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $330k 1.5k 221.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $327k 3.1k 104.14
Bank of America Corporation (BAC) 0.2 $315k 7.4k 42.44
Wp Carey (WPC) 0.2 $310k 4.2k 73.11
JPMorgan Chase & Co. (JPM) 0.2 $309k 1.9k 163.75
Caterpillar (CAT) 0.2 $308k 1.6k 191.78
Merck & Co (MRK) 0.1 $268k 3.6k 75.01
International Business Machines (IBM) 0.1 $246k 1.8k 139.06
Select Sector Spdr Tr Technology (XLK) 0.1 $237k 1.6k 149.43
Raytheon Technologies Corp (RTX) 0.1 $234k 2.7k 85.87
Philip Morris International (PM) 0.1 $234k 2.5k 94.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $229k 869.00 263.52
International Paper Company (IP) 0.1 $223k 4.0k 55.89
Boeing Company (BA) 0.1 $218k 991.00 219.98
Affirm Hldgs Com Cl A (AFRM) 0.1 $200k 1.7k 118.84
Geron Corporation (GERN) 0.0 $28k 21k 1.36