Vishria Bird Financial Group

Vishria Bird Financial Group as of June 30, 2024

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 62 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 10.1 $24M 80k 299.84
Apple (AAPL) 9.5 $23M 107k 210.62
Microsoft Corporation (MSFT) 6.8 $16M 36k 446.96
Amazon (AMZN) 6.1 $15M 76k 193.25
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 5.3 $13M 635k 20.02
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $12M 116k 106.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $12M 26k 479.11
Global X Fds Us Infr Dev Etf (PAVE) 4.9 $12M 314k 37.02
Innovator Etfs Trust Equity Def Protn (TJUL) 4.5 $11M 399k 26.78
Alphabet Cap Stk Cl A (GOOGL) 4.0 $9.5M 52k 182.15
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.5 $8.4M 460k 18.16
Ishares Tr TRS FLT RT BD (TFLO) 3.1 $7.3M 144k 50.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $6.5M 12k 544.21
Blackstone Group Inc Com Cl A (BX) 2.7 $6.3M 51k 123.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $6.2M 125k 50.11
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.4 $5.7M 226k 25.44
BP Sponsored Adr (BP) 2.2 $5.3M 146k 36.10
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.0 $4.7M 294k 15.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.5 $3.5M 38k 91.77
Snowflake Cl A (SNOW) 1.4 $3.2M 24k 135.07
Confluent Class A Com (CFLT) 1.1 $2.6M 89k 29.53
Ishares Tr Us Hlthcare Etf (IYH) 1.0 $2.5M 40k 61.26
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.4M 13k 183.40
Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $2.2M 44k 50.31
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $2.2M 59k 36.65
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.8 $1.8M 91k 19.77
Amplitude Com Cl A (AMPL) 0.7 $1.8M 199k 8.90
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.2M 4.2k 297.47
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.2M 12k 100.73
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $1.0M 30k 34.10
Chevron Corporation (CVX) 0.4 $882k 5.6k 156.36
Ameriprise Financial (AMP) 0.4 $852k 2.0k 427.28
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $808k 17k 48.07
Airbnb Com Cl A (ABNB) 0.3 $794k 5.2k 151.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $735k 4.0k 182.38
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $672k 15k 46.31
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $664k 18k 37.94
Merck & Co (MRK) 0.3 $604k 4.9k 123.87
First Horizon National Corporation (FHN) 0.3 $604k 38k 15.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $568k 2.1k 267.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $548k 1.4k 391.15
Tesla Motors (TSLA) 0.2 $548k 2.8k 197.76
Caterpillar (CAT) 0.2 $535k 1.6k 333.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $531k 992.00 535.28
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $430k 11k 38.31
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.2 $429k 8.5k 50.65
Home Depot (HD) 0.2 $423k 1.2k 343.90
Coinbase Global Com Cl A (COIN) 0.2 $411k 1.9k 222.16
Johnson & Johnson (JNJ) 0.2 $391k 2.7k 146.28
JPMorgan Chase & Co. (JPM) 0.2 $385k 1.9k 202.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $378k 5.9k 64.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $367k 4.0k 92.58
Select Sector Spdr Tr Technology (XLK) 0.2 $359k 1.6k 226.36
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $344k 8.9k 38.87
Wal-Mart Stores (WMT) 0.1 $340k 5.0k 67.70
NVIDIA Corporation (NVDA) 0.1 $335k 2.7k 123.62
Raytheon Technologies Corp (RTX) 0.1 $275k 2.7k 100.33
Abbvie (ABBV) 0.1 $259k 1.5k 171.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $254k 4.3k 58.46
Bank of America Corporation (BAC) 0.1 $240k 6.0k 39.69
International Business Machines (IBM) 0.1 $207k 1.2k 173.37
Geron Corporation (GERN) 0.0 $103k 24k 4.24