Vishria Bird Financial Group

Vishria Bird Financial Group as of June 30, 2023

Portfolio Holdings for Vishria Bird Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.6 $21M 109k 193.97
FedEx Corporation (FDX) 9.8 $16M 66k 247.90
Microsoft Corporation (MSFT) 7.6 $13M 38k 340.53
Ishares Tr Core S&p Scp Etf (IJR) 6.9 $12M 117k 99.65
Amazon (AMZN) 6.0 $10M 77k 130.36
Global X Fds Us Infr Dev Etf (PAVE) 5.9 $10M 318k 31.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.7 $9.5M 26k 369.41
Ishares Tr TRS FLT RT BD (TFLO) 4.4 $7.4M 146k 50.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.1 $6.9M 137k 50.22
Alphabet Cap Stk Cl A (GOOGL) 3.8 $6.4M 54k 119.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $5.3M 12k 443.27
BP Sponsored Adr (BP) 3.1 $5.3M 150k 35.29
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.1 $5.2M 57k 91.81
Blackstone Group Inc Com Cl A (BX) 2.8 $4.8M 52k 92.97
Snowflake Cl A (SNOW) 2.5 $4.2M 24k 175.97
Confluent Class A Com (CFLT) 2.1 $3.5M 100k 35.31
Wisdomtree Tr Floatng Rat Trea (USFR) 1.3 $2.2M 44k 50.32
Ishares Tr Us Hlthcare Etf (IYH) 1.3 $2.2M 7.9k 280.31
Amplitude Com Cl A (AMPL) 1.3 $2.2M 198k 11.00
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.1 $1.8M 91k 19.74
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $1.7M 5.9k 294.04
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.6M 13k 120.98
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $1.2M 12k 100.61
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.0M 4.2k 243.66
Chevron Corporation (CVX) 0.6 $950k 6.0k 157.42
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.5 $908k 30k 29.86
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $801k 17k 47.65
Tesla Motors (TSLA) 0.4 $697k 2.7k 261.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $684k 4.0k 169.73
Airbnb Com Cl A (ABNB) 0.4 $674k 5.3k 128.11
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $591k 18k 33.77
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $547k 15k 37.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $482k 1.4k 344.04
Ameriprise Financial (AMP) 0.3 $482k 1.5k 332.18
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $476k 993.00 479.36
Johnson & Johnson (JNJ) 0.3 $440k 2.7k 165.66
New Relic 0.3 $435k 6.6k 65.48
First Horizon National Corporation (FHN) 0.3 $432k 38k 11.27
Merck & Co (MRK) 0.2 $398k 3.4k 115.50
Caterpillar (CAT) 0.2 $395k 1.6k 245.95
Home Depot (HD) 0.2 $395k 1.3k 310.78
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $376k 11k 33.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $312k 6.0k 52.31
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $303k 8.9k 34.23
Wp Carey (WPC) 0.2 $286k 4.2k 67.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $281k 1.3k 220.22
JPMorgan Chase & Co. (JPM) 0.2 $280k 1.9k 145.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $279k 4.0k 70.38
Select Sector Spdr Tr Technology (XLK) 0.2 $276k 1.6k 174.02
Raytheon Technologies Corp (RTX) 0.2 $267k 2.7k 97.98
Wal-Mart Stores (WMT) 0.2 $263k 1.7k 157.01
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.2 $257k 6.0k 42.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $227k 869.00 261.22
Abbvie (ABBV) 0.1 $203k 1.5k 134.88
Geron Corporation (GERN) 0.0 $66k 21k 3.20