Vishria Bird Financial Group

Vishria Bird Financial Group as of Dec. 31, 2024

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 9.4 $27M 95k 281.33
Apple (AAPL) 9.2 $26M 105k 250.42
Alphabet Cap Stk Cl A (GOOGL) 8.3 $24M 125k 189.30
Amazon (AMZN) 5.8 $16M 75k 219.39
Microsoft Corporation (MSFT) 5.3 $15M 36k 421.51
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $13M 116k 115.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $13M 25k 511.24
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 4.5 $13M 633k 20.11
Global X Fds Us Infr Dev Etf (PAVE) 4.4 $13M 311k 40.41
Innovator Etfs Trust Equity Def Protn (TJUL) 3.8 $11M 396k 27.77
Blackstone Group Inc Com Cl A (BX) 3.1 $8.8M 51k 172.42
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.9 $8.4M 459k 18.34
Ishares Tr TRS FLT RT BD (TFLO) 2.5 $7.3M 144k 50.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $7.0M 12k 586.09
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.3 $6.6M 124k 53.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $6.2M 124k 50.13
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.1 $6.0M 65k 91.44
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.0 $5.7M 224k 25.58
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.6 $4.7M 291k 16.05
BP Sponsored Adr (BP) 1.5 $4.3M 145k 29.56
Snowflake Cl A (SNOW) 1.3 $3.6M 24k 154.43
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.5M 13k 190.48
Confluent Class A Com (CFLT) 0.9 $2.5M 88k 27.96
Ishares Tr Calif Mun Bd Etf (CMF) 0.9 $2.4M 43k 57.28
Ishares Tr Us Hlthcare Etf (IYH) 0.8 $2.3M 40k 58.26
Wisdomtree Tr Floatng Rat Trea (USFR) 0.8 $2.2M 44k 50.31
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.8 $2.2M 59k 37.42
Amplitude Com Cl A (AMPL) 0.7 $2.1M 199k 10.55
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.6 $1.8M 91k 19.84
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.3M 4.2k 322.09
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.2M 12k 100.32
Ameriprise Financial (AMP) 0.4 $1.2M 2.2k 532.20
Tesla Motors (TSLA) 0.4 $1.1M 2.8k 404.02
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $1.1M 30k 35.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.0M 43k 23.19
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $904k 4.0k 224.32
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $797k 16k 48.66
Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $797k 34k 23.69
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $784k 15k 54.16
First Horizon National Corporation (FHN) 0.3 $772k 38k 20.15
Chevron Corporation (CVX) 0.3 $756k 5.2k 144.83
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.3 $726k 14k 52.72
Coinbase Global Com Cl A (COIN) 0.3 $716k 2.9k 248.44
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $703k 18k 40.17
Airbnb Com Cl A (ABNB) 0.2 $688k 5.2k 131.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $663k 2.3k 289.65
Oracle Corporation (ORCL) 0.2 $625k 3.8k 166.53
Wal-Mart Stores (WMT) 0.2 $623k 6.9k 90.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $596k 1.4k 425.41
Caterpillar (CAT) 0.2 $583k 1.6k 363.01
Merck & Co (MRK) 0.2 $573k 5.8k 99.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $563k 989.00 569.26
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $557k 19k 29.68
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $499k 17k 29.06
Home Depot (HD) 0.2 $478k 1.2k 388.62
JPMorgan Chase & Co. (JPM) 0.2 $456k 1.9k 239.62
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $444k 11k 39.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $439k 24k 18.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $402k 4.0k 101.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $401k 16k 25.88
Select Sector Spdr Tr Technology (XLK) 0.1 $369k 1.6k 232.66
Johnson & Johnson (JNJ) 0.1 $367k 2.5k 144.77
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $364k 8.9k 41.13
NVIDIA Corporation (NVDA) 0.1 $364k 2.7k 134.32
American Express Company (AXP) 0.1 $355k 1.2k 296.57
Samsara Com Cl A (IOT) 0.1 $351k 8.0k 43.67
Raytheon Technologies Corp (RTX) 0.1 $310k 2.7k 115.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $305k 5.4k 56.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $296k 549.00 539.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $293k 11k 26.62
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $280k 6.9k 40.38
Abbvie (ABBV) 0.1 $274k 1.5k 177.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $271k 4.3k 62.37
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $270k 7.9k 34.14
International Business Machines (IBM) 0.1 $262k 1.2k 219.43
Packaging Corporation of America (PKG) 0.1 $246k 1.1k 225.48
Bank of America Corporation (BAC) 0.1 $233k 5.3k 43.90
Vanguard Index Fds Large Cap Etf (VV) 0.1 $204k 757.00 269.48
Geron Corporation (GERN) 0.0 $86k 24k 3.54