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| Name: |
Vishria Bird Financial Group LLC |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38119 |
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data |
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| Holdings
Found :
22 |
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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 |
|
RYT |
Invesco S&P 500 Equal Weigh... |
25 |
- |
$35.18 |
$2,078,000 |
59,040 |
0.89% |
151,000 |
0 |
0.066 |
Closed - End Fund - E... |
|
|
FSMB |
First Trust Short Duration ... |
27 |
- |
$0.00 |
$1,807,000 |
91,087 |
0.77% |
-10,000 |
0 |
0.276 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
28 |
- |
$291.20 |
$1,205,000 |
4,182 |
0.52% |
108,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
PMAY |
Innovator S&p 500 Power Buf... |
30 |
- |
$0.00 |
$987,000 |
30,411 |
0.42% |
30,000 |
0 |
0.034 |
N/A |
|
|
CVX |
Chevron Corp |
31 |
- |
$163.05 |
$890,000 |
5,641 |
0.38% |
49,000 |
0 |
0 |
Integrated Oil & Gas |
|
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LMBS |
First Trust Low Duration Mo... |
33 |
- |
$0.00 |
$811,000 |
16,809 |
0.35% |
-1,000 |
0 |
0.014 |
N/A |
|
|
XLY |
SPDR cnsmr discr sel sect |
34 |
- |
$178.95 |
$741,000 |
4,030 |
0.32% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
FXO |
First Trust Financials Alph... |
35 |
- |
$47.54 |
$690,000 |
14,511 |
0.3% |
62,000 |
0 |
0.048 |
Closed - End Fund - Debt |
|
|
AMP |
Ameriprise Financial Inc |
36 |
- |
$439.39 |
$677,000 |
1,545 |
0.29% |
90,000 |
0 |
0.001 |
Asset Management |
|
|
FHN |
First Horizon National Corp... |
39 |
- |
$15.98 |
$590,000 |
38,320 |
0.25% |
47,000 |
0 |
0.007 |
Domestic Regional Banks |
|
|
CAT |
Caterpillar Inc |
40 |
- |
$360.04 |
$588,000 |
1,606 |
0.25% |
113,000 |
0 |
0 |
Farm & Construction M... |
|
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DIA |
Diamonds Trust |
41 |
- |
$399.28 |
$557,000 |
1,401 |
0.24% |
29,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
42 |
- |
$556.17 |
$552,000 |
992 |
0.24% |
49,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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HD |
Home Depot Inc |
45 |
- |
$348.67 |
$488,000 |
1,271 |
0.21% |
48,000 |
0 |
0 |
Home Improvement Stores |
|
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POCT |
Innovator S&p 500 Power Buf... |
47 |
- |
$0.00 |
$421,000 |
11,224 |
0.18% |
16,000 |
0 |
0.012 |
N/A |
|
|
JNJ |
Johnson & Johnson |
48 |
- |
$152.67 |
$420,000 |
2,656 |
0.18% |
4,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PJUL |
Innovator S&p 500 Power Buf... |
52 |
- |
$0.00 |
$336,000 |
8,851 |
0.14% |
16,000 |
0 |
0.01 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
53 |
- |
$86.66 |
$335,000 |
3,964 |
0.14% |
37,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
XLK |
SPDR Technology Sector |
54 |
- |
$213.03 |
$330,000 |
1,586 |
0.14% |
25,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
HLAL |
Wahed Ftse Usa Shariah Etf |
55 |
- |
$0.00 |
$319,000 |
6,600 |
0.14% |
19,000 |
0 |
0.007 |
N/A |
|
|
ABBV |
Abbvie Inc. |
57 |
- |
$163.79 |
$274,000 |
1,505 |
0.12% |
41,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
RTX |
RTX Corp |
59 |
- |
$101.02 |
$266,000 |
2,725 |
0.11% |
37,000 |
0 |
0 |
Conglomerates |
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