Vishria Bird Financial Group

Vishria Bird Financial Group as of Sept. 30, 2024

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 82 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 9.9 $26M 95k 273.68
Apple (AAPL) 9.3 $25M 106k 233.00
Microsoft Corporation (MSFT) 5.9 $16M 36k 430.30
Amazon (AMZN) 5.3 $14M 75k 186.33
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $14M 116k 116.96
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 5.0 $13M 634k 20.97
Global X Fds Us Infr Dev Etf (PAVE) 4.9 $13M 313k 41.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $12M 26k 488.06
Innovator Etfs Trust Equity Def Protn (TJUL) 4.1 $11M 399k 27.44
Alphabet Cap Stk Cl A (GOOGL) 3.3 $8.7M 52k 165.85
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.3 $8.7M 460k 18.81
Blackstone Group Inc Com Cl A (BX) 3.0 $7.8M 51k 153.13
Ishares Tr TRS FLT RT BD (TFLO) 2.8 $7.3M 144k 50.60
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.7 $7.0M 76k 91.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $6.9M 12k 573.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $6.4M 124k 51.12
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.2 $5.9M 226k 26.27
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.9 $4.9M 294k 16.67
BP Sponsored Adr (BP) 1.7 $4.6M 146k 31.39
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.7 $4.5M 124k 36.13
Snowflake Cl A (SNOW) 1.0 $2.7M 24k 114.85
Ishares Tr Us Hlthcare Etf (IYH) 1.0 $2.6M 40k 65.00
Ishares Tr Calif Mun Bd Etf (CMF) 0.9 $2.5M 43k 58.10
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.8 $2.2M 59k 37.70
Wisdomtree Tr Floatng Rat Trea (USFR) 0.8 $2.2M 44k 50.22
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.2M 13k 167.17
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.7 $1.8M 91k 20.01
Confluent Class A Com (CFLT) 0.7 $1.8M 89k 20.38
Amplitude Com Cl A (AMPL) 0.7 $1.8M 199k 8.97
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.3M 4.2k 314.44
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.2M 12k 100.73
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $1.1M 30k 35.25
Ameriprise Financial (AMP) 0.4 $1.0M 2.2k 469.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $980k 14k 67.84
Chevron Corporation (CVX) 0.3 $813k 5.5k 147.31
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $809k 16k 49.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $807k 4.0k 200.25
Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $805k 11k 71.77
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $742k 15k 51.13
Tesla Motors (TSLA) 0.3 $729k 2.8k 261.57
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $687k 18k 39.25
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.3 $679k 13k 52.35
Airbnb Com Cl A (ABNB) 0.3 $664k 5.2k 126.81
Merck & Co (MRK) 0.2 $655k 5.8k 113.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $648k 2.3k 283.09
Oracle Corporation (ORCL) 0.2 $640k 3.8k 170.53
Caterpillar (CAT) 0.2 $628k 1.6k 391.03
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $612k 19k 32.29
First Horizon National Corporation (FHN) 0.2 $595k 38k 15.53
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $593k 1.4k 423.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $565k 991.00 570.13
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $559k 9.4k 59.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $550k 13k 41.15
Coinbase Global Com Cl A (COIN) 0.2 $513k 2.9k 178.00
Wal-Mart Stores (WMT) 0.2 $502k 6.2k 80.68
Home Depot (HD) 0.2 $498k 1.2k 404.88
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $437k 11k 38.93
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $424k 11k 37.36
Johnson & Johnson (JNJ) 0.2 $411k 2.5k 162.13
JPMorgan Chase & Co. (JPM) 0.2 $401k 1.9k 210.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $399k 7.7k 51.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $380k 4.0k 95.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $361k 12k 29.17
Select Sector Spdr Tr Technology (XLK) 0.1 $358k 1.6k 225.73
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $358k 8.9k 40.45
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $333k 8.7k 38.14
NVIDIA Corporation (NVDA) 0.1 $329k 2.7k 121.40
Raytheon Technologies Corp (RTX) 0.1 $327k 2.7k 121.25
American Express Company (AXP) 0.1 $325k 1.2k 271.51
Abbvie (ABBV) 0.1 $299k 1.5k 197.75
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $294k 5.3k 55.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $290k 549.00 528.23
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $282k 6.9k 40.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $271k 4.3k 62.37
International Business Machines (IBM) 0.1 $264k 1.2k 221.11
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $243k 6.3k 38.56
Bank of America Corporation (BAC) 0.1 $240k 6.0k 39.69
Packaging Corporation of America (PKG) 0.1 $235k 1.1k 215.40
Samsara Com Cl A (IOT) 0.1 $219k 4.6k 48.03
Carrier Global Corporation (CARR) 0.1 $213k 2.6k 80.50
Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $206k 9.7k 21.22
Geron Corporation (GERN) 0.0 $110k 24k 4.53