Vishria Bird Financial Group

Vishria Bird Financial Group as of Dec. 31, 2021

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 65 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.7 $19M 106k 177.57
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 7.9 $17M 341k 49.99
FedEx Corporation (FDX) 7.0 $15M 59k 258.63
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $14M 119k 114.51
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 6.2 $13M 235k 56.98
Amazon (AMZN) 6.0 $13M 3.9k 3334.28
Microsoft Corporation (MSFT) 5.8 $13M 37k 336.31
Amplitude Com Cl A (AMPL) 5.6 $12M 226k 52.94
Global X Fds Us Infr Dev Etf (PAVE) 4.7 $10M 348k 28.79
Ark Etf Tr Innovation Etf (ARKK) 3.6 $7.7M 82k 94.59
Alphabet Cap Stk Cl A (GOOGL) 3.6 $7.7M 2.7k 2896.88
Blackstone Group Inc Com Cl A (BX) 3.2 $6.8M 53k 129.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $6.1M 13k 474.99
Meta Platforms Cl A (META) 2.8 $6.1M 18k 336.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $5.5M 68k 81.26
Confluent Class A Com (CFLT) 2.5 $5.5M 72k 76.24
Workday Cl A (WDAY) 2.1 $4.6M 17k 273.19
BP Sponsored Adr (BP) 2.1 $4.4M 167k 26.63
Walt Disney Company (DIS) 1.8 $3.8M 25k 154.89
Delta Air Lines Inc Del Com New (DAL) 1.5 $3.3M 85k 39.08
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.3M 778.00 2893.32
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $2.0M 6.1k 324.07
New Relic 0.8 $1.8M 16k 109.98
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $1.2M 24k 50.30
Zendesk 0.6 $1.2M 12k 104.33
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.1M 4.2k 264.47
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.5 $984k 32k 30.57
Chevron Corporation (CVX) 0.4 $955k 8.1k 117.41
Airbnb Com Cl A (ABNB) 0.4 $877k 5.3k 166.54
Nio Spon Ads (NIO) 0.4 $825k 26k 31.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $824k 4.0k 204.47
Zillow Group Cl C Cap Stk (Z) 0.3 $725k 11k 63.88
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $712k 15k 46.29
Tesla Motors (TSLA) 0.3 $698k 743.00 940.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $677k 1.9k 363.20
Pinterest Cl A (PINS) 0.3 $658k 18k 36.32
Zillow Group Cl A (ZG) 0.3 $627k 10k 62.19
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $568k 18k 31.55
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $514k 993.00 517.62
Home Depot (HD) 0.2 $510k 1.2k 414.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $492k 5.9k 83.60
Coinbase Global Com Cl A (COIN) 0.2 $483k 1.9k 252.48
Netflix (NFLX) 0.2 $471k 782.00 602.30
Roblox Corp Cl A (RBLX) 0.2 $457k 4.4k 103.16
Johnson & Johnson (JNJ) 0.2 $454k 2.7k 170.93
Kraneshares Tr Csi Chi Internet (KWEB) 0.2 $442k 12k 36.51
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $397k 13k 30.42
Wal-Mart Stores (WMT) 0.2 $364k 2.5k 144.67
Wp Carey (WPC) 0.2 $348k 4.2k 82.08
Caterpillar (CAT) 0.2 $332k 1.6k 206.72
Bank of America Corporation (BAC) 0.2 $330k 7.4k 44.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $325k 2.9k 113.72
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $322k 11k 30.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $316k 1.3k 241.78
JPMorgan Chase & Co. (JPM) 0.1 $305k 1.9k 158.28
Affirm Hldgs Com Cl A (AFRM) 0.1 $285k 2.8k 100.60
Select Sector Spdr Tr Technology (XLK) 0.1 $276k 1.6k 174.02
Merck & Co (MRK) 0.1 $274k 3.6k 76.69
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $273k 8.9k 30.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $246k 869.00 283.08
International Business Machines (IBM) 0.1 $236k 1.8k 133.41
Raytheon Technologies Corp (RTX) 0.1 $235k 2.7k 86.24
Philip Morris International (PM) 0.1 $234k 2.5k 94.89
Abbvie (ABBV) 0.1 $204k 1.5k 135.55
Geron Corporation (GERN) 0.0 $25k 21k 1.21