Vishria Bird Financial Group

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