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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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Filing Period: |
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| Holdings
Found :
11 |
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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 |
|
AMZN |
Amazon.com Inc |
4 |
- |
$185.99 |
$13,772,000 |
76,349 |
5.89% |
2,109,000 |
-411 |
0.001 |
Internet Software & S... |
|
|
PAVE |
Global X Us Infrastructure ... |
7 |
- |
$0.00 |
$12,526,000 |
314,632 |
5.36% |
1,644,000 |
-1,148 |
0.236 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
8 |
- |
$452.90 |
$11,319,000 |
25,492 |
4.84% |
878,000 |
-3 |
0.005 |
Closed - End Fund - Debt |
|
|
TJUL |
Innovator Equity Defined Pr... |
9 |
- |
$0.00 |
$10,574,000 |
401,906 |
4.53% |
114,000 |
-5,591 |
4.466 |
N/A |
|
|
GOOGL |
Alphabet Inc |
11 |
- |
$172.51 |
$7,972,000 |
52,822 |
3.41% |
581,000 |
-88 |
0.001 |
Search Engines & Info... |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
14 |
- |
$50.34 |
$6,306,000 |
124,625 |
2.7% |
-218,000 |
-3,169 |
0.007 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
15 |
- |
$529.78 |
$6,251,000 |
11,950 |
2.68% |
548,000 |
-49 |
0 |
Closed - End Fund - E... |
|
|
CFLT |
Confluent, Inc. |
21 |
- |
$31.87 |
$2,712,000 |
88,856 |
1.16% |
631,000 |
-62 |
0.046 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
32 |
- |
$145.80 |
$864,000 |
5,236 |
0.37% |
148,000 |
-25 |
0.002 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
49 |
- |
$202.11 |
$378,000 |
1,887 |
0.16% |
50,000 |
-40 |
0 |
Domestic Money Center... |
|
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SCHX |
Schwab Strategic Trust |
50 |
- |
$62.84 |
$365,000 |
5,877 |
0.16% |
33,000 |
-12 |
0 |
Closed - End Fund - Debt |
|
