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  Name: Vishria Bird Financial Group LLC
  City: MEMPHIS
  State: TN
  Zip: 38119
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $233,632,000
  Total Value Change : $22,085,000
  Securities Held Change : 5
   
All Securities Held : 64
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 26
  Unchanged Positions : 22
  Decreased Positions : 11

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSCT)1 Year Chart         BSCT Invesco Bulletshares 2029 C... 10 New $0.00 $8,465,000 462,577 3.62% 8,465,000 462,577 2.056    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 44 New $219.91 $490,000 1,850 0.21% 490,000 1,850 0.001    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 58 New $946.30 $271,000 300 0.12% 271,000 300 0    Semiconductor - Speci...
   (IBM)1 Year Chart         IBM International Business Mach... 62 New $168.26 $228,000 1,194 0.1% 228,000 1,194 0    Diversified Computer ...
   (PKG)1 Year Chart         PKG Packaging Corp Of America 63 New $182.03 $207,000 1,091 0.09% 207,000 1,091 0.001    Paper & Paper Products

      5 Records Found
  1    
Page 1 of 1
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