Vishria Bird Financial Group

Vishria Bird Financial Group as of March 31, 2023

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 55 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.5 $18M 109k 164.90
FedEx Corporation (FDX) 9.6 $15M 66k 228.49
Ishares Tr Core S&p Scp Etf (IJR) 7.3 $11M 117k 96.70
Microsoft Corporation (MSFT) 7.0 $11M 38k 288.31
Global X Fds Us Infr Dev Etf (PAVE) 5.8 $9.1M 319k 28.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $8.3M 26k 320.94
Amazon (AMZN) 5.2 $8.1M 78k 103.28
Ishares Tr TRS FLT RT BD (TFLO) 4.7 $7.4M 147k 50.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.5 $7.0M 138k 50.66
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.4 $6.9M 75k 91.83
BP Sponsored Adr (BP) 3.6 $5.7M 150k 37.94
Alphabet Cap Stk Cl A (GOOGL) 3.6 $5.6M 54k 103.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $5.0M 12k 409.40
Blackstone Group Inc Com Cl A (BX) 2.9 $4.5M 52k 87.85
Snowflake Cl A (SNOW) 2.4 $3.7M 24k 154.29
Amplitude Com Cl A (AMPL) 1.8 $2.7M 221k 12.44
Ishares Tr Us Hlthcare Etf (IYH) 1.4 $2.2M 8.2k 273.04
Wisdomtree Tr Floatng Rat Trea (USFR) 1.4 $2.2M 45k 50.27
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.2 $1.9M 93k 19.88
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.8M 18k 104.01
Confluent Class A Com (CFLT) 1.1 $1.7M 71k 24.08
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $1.6M 5.9k 275.91
New Relic 0.8 $1.2M 16k 75.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.2M 12k 100.55
Chevron Corporation (CVX) 0.6 $985k 6.0k 163.21
Ishares Tr Rus 1000 Etf (IWB) 0.6 $942k 4.2k 225.25
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $876k 30k 28.81
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $813k 17k 47.85
Airbnb Com Cl A (ABNB) 0.4 $654k 5.3k 124.31
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $603k 4.0k 149.63
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $574k 18k 32.15
Tesla Motors (TSLA) 0.4 $553k 2.7k 207.58
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $542k 15k 37.35
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $466k 1.4k 332.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $455k 993.00 458.21
Ameriprise Financial (AMP) 0.3 $445k 1.5k 306.69
Johnson & Johnson (JNJ) 0.3 $412k 2.7k 155.12
Home Depot (HD) 0.2 $375k 1.3k 295.04
Caterpillar (CAT) 0.2 $368k 1.6k 229.14
Merck & Co (MRK) 0.2 $367k 3.4k 106.50
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $355k 11k 31.63
Wp Carey (WPC) 0.2 $328k 4.2k 77.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $289k 6.0k 48.45
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $280k 8.9k 31.63
Raytheon Technologies Corp (RTX) 0.2 $267k 2.7k 97.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $260k 1.3k 203.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $253k 4.0k 63.82
JPMorgan Chase & Co. (JPM) 0.2 $251k 1.9k 130.25
Wal-Mart Stores (WMT) 0.2 $247k 1.7k 147.46
Select Sector Spdr Tr Technology (XLK) 0.2 $240k 1.6k 151.32
Abbvie (ABBV) 0.2 $240k 1.5k 159.47
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $234k 6.0k 39.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $217k 869.00 249.71
Meta Platforms Cl A (META) 0.1 $212k 1.0k 211.58
Geron Corporation (GERN) 0.0 $45k 21k 2.18