Vishria Bird Financial Group

Vishria Bird Financial Group as of March 31, 2024

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 64 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 10.0 $23M 81k 289.75
Apple (AAPL) 7.9 $18M 107k 171.48
Microsoft Corporation (MSFT) 6.6 $15M 37k 420.70
Amazon (AMZN) 5.9 $14M 76k 180.38
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW) 5.5 $13M 639k 20.25
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $13M 116k 110.52
Global X Fds Us Infr Dev Etf (PAVE) 5.4 $13M 315k 39.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $11M 26k 444.02
Innovator Etfs Trust Equity Def Protn (TJUL) 4.5 $11M 402k 26.31
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.6 $8.5M 463k 18.30
Alphabet Cap Stk Cl A (GOOGL) 3.4 $8.0M 53k 150.92
Ishares Tr TRS FLT RT BD (TFLO) 3.1 $7.3M 145k 50.69
Blackstone Group Inc Com Cl A (BX) 2.9 $6.7M 51k 131.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $6.3M 125k 50.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $6.3M 12k 523.10
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.5 $5.8M 226k 25.69
BP Sponsored Adr (BP) 2.4 $5.6M 148k 37.68
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.1 $5.0M 54k 91.80
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.0 $4.7M 291k 16.12
Snowflake Cl A (SNOW) 1.6 $3.8M 24k 161.61
Confluent Class A Com (CFLT) 1.2 $2.7M 89k 30.52
Ishares Tr Us Hlthcare Etf (IYH) 1.1 $2.5M 41k 61.91
Wisdomtree Tr Floatng Rat Trea (USFR) 1.0 $2.2M 45k 50.28
Amplitude Com Cl A (AMPL) 0.9 $2.2M 200k 10.88
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $2.1M 59k 35.20
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.0M 13k 152.27
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.8 $1.8M 91k 19.84
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.2M 4.2k 288.14
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.1M 11k 100.75
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $987k 30k 32.46
Chevron Corporation (CVX) 0.4 $890k 5.6k 157.77
Airbnb Com Cl A (ABNB) 0.4 $864k 5.2k 165.01
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $811k 17k 48.25
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $741k 4.0k 183.87
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $690k 15k 47.55
Ameriprise Financial (AMP) 0.3 $677k 1.5k 438.19
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $644k 18k 36.80
Merck & Co (MRK) 0.3 $641k 4.9k 131.92
First Horizon National Corporation (FHN) 0.3 $590k 38k 15.40
Caterpillar (CAT) 0.3 $588k 1.6k 366.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $557k 1.4k 397.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $552k 2.1k 259.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $552k 992.00 556.45
Coinbase Global Com Cl A (COIN) 0.2 $490k 1.9k 264.86
Home Depot (HD) 0.2 $488k 1.3k 383.95
Tesla Motors (TSLA) 0.2 $480k 2.7k 175.70
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $421k 11k 37.51
Johnson & Johnson (JNJ) 0.2 $420k 2.7k 158.13
JPMorgan Chase & Co. (JPM) 0.2 $378k 1.9k 200.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $365k 5.9k 62.11
Meta Platforms Cl A (META) 0.1 $349k 718.00 486.07
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $336k 8.9k 37.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $335k 4.0k 84.51
Select Sector Spdr Tr Technology (XLK) 0.1 $330k 1.6k 208.07
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $319k 6.6k 48.33
Wal-Mart Stores (WMT) 0.1 $299k 5.0k 60.19
Abbvie (ABBV) 0.1 $274k 1.5k 182.06
NVIDIA Corporation (NVDA) 0.1 $271k 300.00 903.33
Raytheon Technologies Corp (RTX) 0.1 $266k 2.7k 97.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $264k 4.3k 60.76
Bank of America Corporation (BAC) 0.1 $235k 6.2k 37.89
International Business Machines (IBM) 0.1 $228k 1.2k 190.95
Packaging Corporation of America (PKG) 0.1 $207k 1.1k 189.73
Geron Corporation (GERN) 0.0 $80k 24k 3.30