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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
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26 |
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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 |
|
FDX |
Fedex Corp |
1 |
- |
$259.04 |
$23,371,000 |
80,660 |
10% |
3,005,000 |
154 |
0.031 |
AirDelivery & Freight... |
|
|
AAPL |
Apple Inc |
2 |
- |
$187.43 |
$18,423,000 |
107,436 |
7.89% |
-1,842,000 |
2,182 |
0.001 |
Personal Computers |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$416.56 |
$15,431,000 |
36,679 |
6.6% |
1,689,000 |
135 |
0 |
Application Software |
|
|
BSCW |
Invesco Bulletshares 2032 C... |
5 |
- |
$0.00 |
$12,940,000 |
638,990 |
5.54% |
-186,000 |
4,575 |
0.71 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
6 |
- |
$110.40 |
$12,866,000 |
116,409 |
5.51% |
270,000 |
46 |
0.02 |
Closed - End Fund - E... |
|
|
TFLO |
Ishares Treasury Floating R... |
12 |
- |
$0.00 |
$7,333,000 |
144,660 |
3.14% |
60,000 |
556 |
0.016 |
N/A |
|
|
BX |
Blackstone Group LP |
13 |
- |
$120.62 |
$6,716,000 |
51,121 |
2.87% |
32,000 |
68 |
0.008 |
Asset Management |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
16 |
- |
$25.55 |
$5,800,000 |
225,771 |
2.48% |
103,000 |
603 |
0.106 |
N/A |
|
|
BP |
BP Plc (ADR) |
17 |
- |
$37.96 |
$5,560,000 |
147,548 |
2.38% |
357,000 |
576 |
0.004 |
Integrated Oil & Gas |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
18 |
- |
$0.00 |
$4,965,000 |
54,086 |
2.13% |
1,506,000 |
16,242 |
0.006 |
Closed - End Fund - E... |
|
|
BSCV |
Invesco Bulletshares 2031 C... |
19 |
- |
$0.00 |
$4,691,000 |
291,001 |
2.01% |
-65,000 |
1,287 |
1.848 |
N/A |
|
|
SNOW |
Snowflake Inc. |
20 |
- |
$160.95 |
$3,847,000 |
23,804 |
1.65% |
-761,000 |
648 |
0.008 |
N/A |
|
|
IYH |
iShares Dow Jones US Health... |
22 |
- |
$60.46 |
$2,513,000 |
40,590 |
1.08% |
246,000 |
32,671 |
0.4 |
Closed - End Fund - E... |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
23 |
- |
$50.44 |
$2,236,000 |
44,468 |
0.96% |
12,000 |
195 |
0.008 |
N/A |
|
|
AMPL |
Amplitude, Inc. |
24 |
- |
$0.00 |
$2,171,000 |
199,542 |
0.93% |
-355,000 |
985 |
0.29 |
N/A |
|
|
GOOG |
Alphabet Inc |
26 |
- |
$171.93 |
$2,025,000 |
13,299 |
0.87% |
196,000 |
320 |
0 |
Search Engines & Info... |
|
|
SGOV |
Ishares 03 Month Treasury B... |
29 |
- |
$0.00 |
$1,138,000 |
11,295 |
0.49% |
22,000 |
168 |
0.013 |
N/A |
|
|
PMAR |
Innovator S&p 500 Power Buf... |
37 |
- |
$0.00 |
$644,000 |
17,501 |
0.28% |
70,000 |
1,383 |
0.039 |
N/A |
|
|
MRK |
Merck & Co Inc |
38 |
- |
$131.20 |
$641,000 |
4,859 |
0.27% |
265,000 |
1,413 |
0 |
Drug Manufacturers - ... |
|
|
VTI |
Vanguard Total Stock Market... |
43 |
- |
$259.45 |
$552,000 |
2,124 |
0.24% |
249,000 |
848 |
0 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
46 |
- |
$177.81 |
$480,000 |
2,732 |
0.21% |
-181,000 |
71 |
0 |
Auto Manufacturers |
|
|
FB |
Meta Platforms Inc |
51 |
- |
$471.85 |
$349,000 |
718 |
0.15% |
98,000 |
9 |
0 |
Internet Service Prov... |
|
|
WMT |
Wal-Mart Stores Inc |
56 |
- |
$60.24 |
$299,000 |
4,968 |
0.13% |
44,000 |
3,352 |
0 |
Discount, Variety Stores |
|
|
IJH |
iShares S&P MidCap 400 Index |
60 |
- |
$60.31 |
$264,000 |
4,345 |
0.11% |
23,000 |
3,476 |
0.002 |
Closed - End Fund - E... |
|
|
BAC |
Bank of America Corp |
61 |
- |
$38.49 |
$235,000 |
6,202 |
0.1% |
32,000 |
178 |
0 |
Domestic Money Center... |
|
|
GERN |
Geron Corporation |
64 |
- |
$3.68 |
$80,000 |
24,265 |
0.03% |
37,000 |
3,650 |
0.004 |
Drug Manufacturers - ... |
|
