Vishria Bird Financial Group

Vishria Bird Financial Group as of Sept. 30, 2022

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 56 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.8 $15M 105k 138.20
Ishares Tr Core S&p Scp Etf (IJR) 7.0 $10M 119k 87.19
FedEx Corporation (FDX) 6.5 $9.6M 65k 148.46
Amazon (AMZN) 6.0 $8.9M 79k 113.00
Microsoft Corporation (MSFT) 6.0 $8.9M 38k 232.90
Global X Fds Us Infr Dev Etf (PAVE) 5.4 $8.0M 346k 23.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.0 $7.4M 174k 42.35
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 4.7 $6.9M 142k 48.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $6.9M 26k 267.28
Meta Platforms Cl A (META) 4.7 $6.9M 51k 135.69
Ishares Tr TRS FLT RT BD (TFLO) 4.1 $6.1M 122k 50.50
Alphabet Cap Stk Cl A (GOOGL) 3.5 $5.2M 55k 95.66
BP Sponsored Adr (BP) 3.2 $4.7M 165k 28.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $4.6M 13k 357.17
Blackstone Group Inc Com Cl A (BX) 2.9 $4.4M 52k 83.69
Snowflake Cl A (SNOW) 2.7 $4.1M 24k 169.98
Amplitude Com Cl A (AMPL) 2.4 $3.5M 227k 15.47
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.8 $2.7M 57k 47.35
Wisdomtree Tr Floatng Rat Trea (USFR) 1.6 $2.3M 46k 50.28
Delta Air Lines Inc Del Com New (DAL) 1.6 $2.3M 83k 28.05
Ishares Tr Us Hlthcare Etf (IYH) 1.4 $2.1M 8.3k 253.00
Confluent Class A Com (CFLT) 1.1 $1.7M 71k 23.77
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $1.4M 6.1k 226.43
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.4M 14k 96.14
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.2M 12k 100.28
New Relic 0.6 $933k 16k 57.36
Chevron Corporation (CVX) 0.6 $881k 6.1k 143.65
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $863k 32k 26.81
Ishares Tr Rus 1000 Etf (IWB) 0.6 $825k 4.2k 197.27
Tesla Motors (TSLA) 0.4 $588k 2.2k 265.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $574k 4.0k 142.43
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $565k 15k 36.81
Airbnb Com Cl A (ABNB) 0.4 $553k 5.3k 105.11
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $522k 18k 29.12
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $498k 1.7k 287.53
Johnson & Johnson (JNJ) 0.3 $434k 2.7k 163.40
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $399k 993.00 401.81
Home Depot (HD) 0.2 $351k 1.3k 276.16
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $345k 12k 28.66
Zillow Group Cl C Cap Stk (Z) 0.2 $325k 11k 28.64
Merck & Co (MRK) 0.2 $308k 3.6k 86.20
Wp Carey (WPC) 0.2 $296k 4.2k 69.81
Zillow Group Cl A (ZG) 0.2 $289k 10k 28.66
Kraneshares Tr Csi Chi Internet (KWEB) 0.2 $274k 11k 24.67
Caterpillar (CAT) 0.2 $264k 1.6k 164.38
Ameriprise Financial (AMP) 0.2 $254k 1.0k 251.73
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $253k 8.9k 28.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $244k 4.2k 57.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $235k 1.3k 179.80
Bank of America Corporation (BAC) 0.2 $226k 7.5k 30.24
Raytheon Technologies Corp (RTX) 0.2 $223k 2.7k 81.83
Wal-Mart Stores (WMT) 0.2 $223k 1.7k 129.95
Abbvie (ABBV) 0.1 $202k 1.5k 134.22
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $201k 6.0k 33.50
JPMorgan Chase & Co. (JPM) 0.1 $201k 1.9k 104.31
Geron Corporation (GERN) 0.0 $48k 21k 2.33