Vishria Bird Financial Group

Vishria Bird Financial Group as of Dec. 31, 2022

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 59 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.0 $14M 110k 129.93
FedEx Corporation (FDX) 8.0 $11M 66k 173.19
Ishares Tr Core S&p Scp Etf (IJR) 7.8 $11M 119k 94.64
Global X Fds Us Infr Dev Etf (PAVE) 6.4 $9.1M 345k 26.49
Microsoft Corporation (MSFT) 6.3 $9.1M 38k 239.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.4 $7.8M 173k 45.15
Ishares Tr TRS FLT RT BD (TFLO) 5.2 $7.4M 147k 50.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $7.0M 26k 266.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.8 $6.9M 140k 49.49
Amazon (AMZN) 4.6 $6.6M 79k 84.00
BP Sponsored Adr (BP) 4.0 $5.7M 164k 34.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $4.9M 13k 382.45
Alphabet Cap Stk Cl A (GOOGL) 3.4 $4.8M 55k 88.24
Blackstone Group Inc Com Cl A (BX) 2.7 $3.9M 52k 74.20
Snowflake Cl A (SNOW) 2.4 $3.4M 24k 143.53
Amplitude Com Cl A (AMPL) 1.7 $2.4M 196k 12.08
Ishares Tr Us Hlthcare Etf (IYH) 1.6 $2.3M 8.2k 283.72
Wisdomtree Tr Floatng Rat Trea (USFR) 1.6 $2.3M 45k 50.27
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.3 $1.8M 93k 19.74
Confluent Class A Com (CFLT) 1.1 $1.6M 71k 22.24
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.5M 17k 88.71
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $1.5M 6.1k 242.95
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.2M 12k 100.17
Chevron Corporation (CVX) 0.8 $1.1M 6.1k 179.52
New Relic 0.6 $918k 16k 56.43
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $904k 32k 28.09
Ishares Tr Rus 1000 Etf (IWB) 0.6 $880k 4.2k 210.43
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.6 $821k 17k 47.38
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $627k 15k 40.93
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $574k 1.7k 331.41
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $548k 18k 30.70
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $521k 4.0k 129.28
Johnson & Johnson (JNJ) 0.3 $469k 2.7k 176.58
Airbnb Com Cl A (ABNB) 0.3 $450k 5.3k 85.54
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $440k 993.00 443.10
Home Depot (HD) 0.3 $401k 1.3k 315.50
Caterpillar (CAT) 0.3 $385k 1.6k 239.73
Merck & Co (MRK) 0.3 $382k 3.4k 110.85
Zillow Group Cl C Cap Stk (Z) 0.3 $366k 11k 32.25
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $357k 12k 30.06
Kraneshares Tr Csi Chi Internet (KWEB) 0.2 $332k 11k 30.18
Wp Carey (WPC) 0.2 $331k 4.2k 78.07
Tesla Motors (TSLA) 0.2 $328k 2.7k 123.12
Zillow Group Cl A (ZG) 0.2 $315k 10k 31.24
Ameriprise Financial (AMP) 0.2 $314k 1.0k 311.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $289k 1.5k 191.01
Moderna (MRNA) 0.2 $278k 1.6k 179.35
Raytheon Technologies Corp (RTX) 0.2 $275k 2.7k 100.92
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $267k 8.9k 30.17
JPMorgan Chase & Co. (JPM) 0.2 $258k 1.9k 133.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $247k 4.2k 58.60
Bank of America Corporation (BAC) 0.2 $247k 7.5k 33.05
Netflix (NFLX) 0.2 $244k 826.00 295.40
Wal-Mart Stores (WMT) 0.2 $243k 1.7k 141.61
Abbvie (ABBV) 0.2 $243k 1.5k 161.46
Pfizer (PFE) 0.2 $228k 4.5k 51.14
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $211k 6.0k 35.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $210k 869.00 241.66
Geron Corporation (GERN) 0.0 $50k 21k 2.43