Vishria Bird Financial Group as of March 31, 2022
Portfolio Holdings for Vishria Bird Financial Group
Vishria Bird Financial Group holds 59 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 10.3 | $19M | 107k | 174.61 | |
FedEx Corporation (FDX) | 7.5 | $14M | 59k | 231.39 | |
Ishares Tr Core S&p Scp Etf (IJR) | 7.2 | $13M | 120k | 107.88 | |
Amazon (AMZN) | 7.1 | $13M | 3.9k | 3259.89 | |
Microsoft Corporation (MSFT) | 6.4 | $12M | 38k | 308.32 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 6.3 | $11M | 214k | 53.06 | |
Facebook Cl A (META) | 6.3 | $11M | 51k | 222.36 | |
Global X Fds Us Infr Dev Etf (PAVE) | 5.5 | $9.9M | 350k | 28.28 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.3 | $9.6M | 178k | 53.85 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $7.5M | 2.7k | 2781.35 | |
Blackstone Group Inc Com Cl A (BX) | 3.7 | $6.7M | 53k | 126.94 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $5.8M | 13k | 451.65 | |
Ark Etf Tr Innovation Etf (ARKK) | 3.1 | $5.6M | 84k | 66.29 | |
BP Sponsored Adr (BP) | 2.7 | $4.9M | 167k | 29.40 | |
Workday Cl A (WDAY) | 2.2 | $4.0M | 17k | 239.44 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.9 | $3.5M | 72k | 48.95 | |
Delta Air Lines Inc Del Com New (DAL) | 1.9 | $3.4M | 86k | 39.57 | |
Walt Disney Company (DIS) | 1.9 | $3.4M | 25k | 137.18 | |
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.2M | 787.00 | 2792.88 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $1.8M | 23k | 78.07 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 1.0 | $1.8M | 6.1k | 289.12 | |
Zendesk | 0.8 | $1.4M | 12k | 120.30 | |
New Relic | 0.6 | $1.1M | 16k | 66.88 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.0M | 4.2k | 250.12 | |
Chevron Corporation (CVX) | 0.6 | $999k | 6.1k | 162.89 | |
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) | 0.5 | $987k | 32k | 30.67 | |
Airbnb Com Cl A (ABNB) | 0.5 | $904k | 5.3k | 171.67 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $746k | 4.0k | 185.11 | |
Tesla Motors (TSLA) | 0.4 | $714k | 663.00 | 1076.92 | |
First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $706k | 15k | 45.90 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $646k | 1.9k | 346.57 | |
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) | 0.3 | $581k | 18k | 32.27 | |
Zillow Group Cl C Cap Stk (Z) | 0.3 | $559k | 11k | 49.26 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $487k | 993.00 | 490.43 | |
Zillow Group Cl A (ZG) | 0.3 | $486k | 10k | 48.20 | |
Johnson & Johnson (JNJ) | 0.3 | $471k | 2.7k | 177.33 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $449k | 5.9k | 76.30 | |
Pinterest Cl A (PINS) | 0.2 | $446k | 18k | 24.62 | |
Innovator Etfs Tr S&p 500 Pwretf (POCT) | 0.2 | $395k | 13k | 30.26 | |
Wal-Mart Stores (WMT) | 0.2 | $375k | 2.5k | 149.05 | |
Home Depot (HD) | 0.2 | $368k | 1.2k | 298.94 | |
Caterpillar (CAT) | 0.2 | $358k | 1.6k | 222.91 | |
Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $345k | 12k | 28.50 | |
Wp Carey (WPC) | 0.2 | $343k | 4.2k | 80.90 | |
Innovator Etfs Tr S&p 500 Pwr Bu (PAUG) | 0.2 | $320k | 11k | 30.21 | |
Netflix (NFLX) | 0.2 | $308k | 823.00 | 374.24 | |
Bank of America Corporation (BAC) | 0.2 | $308k | 7.5k | 41.22 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $298k | 1.3k | 228.00 | |
Merck & Co (MRK) | 0.2 | $293k | 3.6k | 82.00 | |
Innovator Etfs Tr S&P 500 PWR (PJUL) | 0.2 | $272k | 8.9k | 30.73 | |
Raytheon Technologies Corp (RTX) | 0.1 | $270k | 2.7k | 99.08 | |
Moderna (MRNA) | 0.1 | $267k | 1.6k | 172.15 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $263k | 1.9k | 136.48 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $252k | 1.6k | 158.89 | |
Abbvie (ABBV) | 0.1 | $244k | 1.5k | 162.13 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $233k | 869.00 | 268.12 | |
Roblox Corp Cl A (RBLX) | 0.1 | $205k | 4.4k | 46.28 | |
Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $201k | 4.9k | 40.85 | |
Geron Corporation (GERN) | 0.0 | $28k | 21k | 1.36 |