Vishria Bird Financial Group

Vishria Bird Financial Group as of Sept. 30, 2023

Portfolio Holdings for Vishria Bird Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 12.1 $21M 80k 264.92
Apple (AAPL) 10.5 $19M 109k 171.21
Microsoft Corporation (MSFT) 6.8 $12M 38k 315.74
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $11M 117k 94.33
Innovator Etfs Tr Equity Def Protn (TJUL) 5.7 $10M 413k 24.42
Amazon (AMZN) 5.6 $9.8M 77k 127.12
Global X Fds Us Infr Dev Etf (PAVE) 5.5 $9.7M 318k 30.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $9.2M 26k 358.29
Ishares Tr TRS FLT RT BD (TFLO) 4.2 $7.4M 146k 50.74
Alphabet Cap Stk Cl A (GOOGL) 4.0 $7.0M 54k 130.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $6.5M 135k 48.10
BP Sponsored Adr (BP) 3.3 $5.8M 150k 38.72
Blackstone Group Inc Com Cl A (BX) 3.1 $5.5M 52k 107.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $5.1M 12k 427.49
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.2 $3.9M 43k 91.82
Snowflake Cl A (SNOW) 2.1 $3.6M 24k 152.77
Confluent Class A Com (CFLT) 1.5 $2.7M 90k 29.61
Amplitude Com Cl A (AMPL) 1.3 $2.3M 198k 11.57
Wisdomtree Tr Floatng Rat Trea (USFR) 1.3 $2.3M 45k 50.31
Ishares Tr Us Hlthcare Etf (IYH) 1.2 $2.1M 7.9k 270.09
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.0 $1.8M 91k 19.39
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.8M 13k 131.88
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $1.7M 59k 28.15
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $1.2M 12k 100.70
Chevron Corporation (CVX) 0.6 $1.1M 6.2k 168.67
Ishares Tr Rus 1000 Etf (IWB) 0.6 $982k 4.2k 234.82
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.5 $898k 30k 29.53
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $794k 17k 47.24
Airbnb Com Cl A (ABNB) 0.4 $722k 5.3k 137.24
Tesla Motors (TSLA) 0.4 $669k 2.7k 250.28
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $649k 4.0k 161.04
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $586k 18k 33.48
New Relic 0.3 $569k 6.6k 85.65
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $549k 15k 37.83
Ameriprise Financial (AMP) 0.3 $509k 1.5k 329.66
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $469k 1.4k 334.76
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $453k 993.00 456.19
Caterpillar (CAT) 0.2 $438k 1.6k 272.73
First Horizon National Corporation (FHN) 0.2 $422k 38k 11.01
Johnson & Johnson (JNJ) 0.2 $414k 2.7k 155.87
Home Depot (HD) 0.2 $384k 1.3k 302.12
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $381k 11k 33.95
Merck & Co (MRK) 0.2 $355k 3.4k 103.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $299k 5.9k 50.64
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $298k 8.9k 33.67
JPMorgan Chase & Co. (JPM) 0.2 $279k 1.9k 144.78
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.2 $274k 6.6k 41.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $271k 4.0k 68.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $271k 1.3k 212.38
Select Sector Spdr Tr Technology (XLK) 0.1 $260k 1.6k 163.93
Wal-Mart Stores (WMT) 0.1 $258k 1.6k 159.65
Wp Carey (WPC) 0.1 $229k 4.2k 54.01
Abbvie (ABBV) 0.1 $224k 1.5k 148.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $217k 869.00 249.71
Geron Corporation (GERN) 0.0 $44k 21k 2.13