 |
Size ($ in 1000's)
At 03/31/2024: $233,632
At 12/31/2023: $211,547
Vishria Bird Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vishria Bird Financial Group LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Vishria Bird Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Vishria Bird Financial Group LLC.
In the Vishria Bird Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Vishria Bird Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Vishria Bird Financial Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| FEDEX CORP |
80,660 |
+154 |
$23,371 | | FDX | 80,660 | +154 | $23,371 | | APPLE INC |
107,436 |
+2,182 |
$18,423 | | AAPL | 107,436 | +2,182 | $18,423 | | MICROSOFT CORP |
36,679 |
+135 |
$15,431 | | MSFT | 36,679 | +135 | $15,431 | | AMAZON COM INC |
76,349 |
-411 |
$13,772 | | AMZN | 76,349 | -411 | $13,772 | | INVESCO EXCHNG TRAD SLF INDE |
638,990 |
+4,575 |
$12,940 | | BSCW | 638,990 | +4,575 | $12,940 | | ISHARES TR (IJR) |
116,409 |
+46 |
$12,866 | | IJR | 116,409 | +46 | $12,866 | | GLOBAL X FDS |
314,632 |
-1,148 |
$12,526 | | PAVE | 314,632 | -1,148 | $12,526 | | INVESCO QQQ TR |
25,492 |
-3 |
$11,319 | | QQQ | 25,492 | -3 | $11,319 | | INNOVATOR ETFS TRUST (TJUL) |
401,906 |
-5,591 |
$10,574 | | TJUL | 401,906 | -5,591 | $10,574 | | INVESCO EXCH TRD SLF IDX FD |
462,577 |
+462,577 |
$8,465 | | BSCT | 462,577 | +462,577 | $8,465 | | ALPHABET INC |
52,822 |
-88 |
$7,972 | | GOOGL | 52,822 | -88 | $7,972 | | ISHARES TR (TFLO) |
144,660 |
+556 |
$7,333 | | TFLO | 144,660 | +556 | $7,333 | | BLACKSTONE INC |
51,121 |
+68 |
$6,716 | | BX | 51,121 | +68 | $6,716 | | VANGUARD MUN BD FDS (VTEB) |
124,625 |
-3,169 |
$6,306 | | VTEB | 124,625 | -3,169 | $6,306 | | SPDR S&P 500 ETF TR (SPY) |
11,950 |
-49 |
$6,251 | | SPY | 11,950 | -49 | $6,251 | | SPDR SER TR (HYMB) |
225,771 |
+603 |
$5,800 | | HYMB | 225,771 | +603 | $5,800 | | BP PLC |
147,548 |
+576 |
$5,560 | | BP | 147,548 | +576 | $5,560 | | SPDR SER TR (BIL) |
54,086 |
+16,242 |
$4,965 | | BIL | 54,086 | +16,242 | $4,965 | | INVESCO EXCH TRD SLF IDX FD |
291,001 |
+1,287 |
$4,691 | | BSCV | 291,001 | +1,287 | $4,691 | | SNOWFLAKE INC |
23,804 |
+648 |
$3,847 | | SNOW | 23,804 | +648 | $3,847 | | CONFLUENT INC |
88,856 |
-62 |
$2,712 | | CFLT | 88,856 | -62 | $2,712 | | ISHARES TR (IYH) |
40,590 |
+32,671 |
$2,513 | | IYH | 40,590 | +32,671 | $2,513 | | WISDOMTREE TR |
44,468 |
+195 |
$2,236 | | USFR | 44,468 | +195 | $2,236 | | AMPLITUDE INC |
199,542 |
+985 |
$2,171 | | AMPL | 199,542 | +985 | $2,171 | | INVESCO EXCHANGE TRADED FD T (RSPT) |
59,040 |
UNCH |
$2,078 | | RSPT | 59,040 | UNCH | $2,078 | | ALPHABET INC |
13,299 |
+320 |
$2,025 | | GOOG | 13,299 | +320 | $2,025 | | FIRST TR EXCH TRADED FD III (FSMB) |
91,087 |
UNCH |
$1,807 | | FSMB | 91,087 | UNCH | $1,807 | | ISHARES TR (IWB) |
4,182 |
UNCH |
$1,205 | | IWB | 4,182 | UNCH | $1,205 | | ISHARES TR (SGOV) |
11,295 |
+168 |
$1,138 | | SGOV | 11,295 | +168 | $1,138 | | INNOVATOR ETFS TRUST (PMAY) |
30,411 |
UNCH |
$987 | | PMAY | 30,411 | UNCH | $987 | | CHEVRON CORP NEW |
5,641 |
UNCH |
$890 | | CVX | 5,641 | UNCH | $890 | | AIRBNB INC |
5,236 |
-25 |
$864 | | ABNB | 5,236 | -25 | $864 | | FIRST TR EXCHANGE TRADED FD (LMBS) |
16,809 |
UNCH |
$811 | | LMBS | 16,809 | UNCH | $811 | | SELECT SECTOR SPDR TR (XLY) |
4,030 |
UNCH |
$741 | | XLY | 4,030 | UNCH | $741 | | FIRST TR EXCHANGE TRADED FD (FXO) |
14,511 |
UNCH |
$690 | | FXO | 14,511 | UNCH | $690 | | AMERIPRISE FINL INC |
1,545 |
UNCH |
$677 | | AMP | 1,545 | UNCH | $677 | | INNOVATOR ETFS TRUST (PMAR) |
17,501 |
+1,383 |
$644 | | PMAR | 17,501 | +1,383 | $644 | | MERCK & CO INC |
4,859 |
+1,413 |
$641 | | MRK | 4,859 | +1,413 | $641 | | FIRST HORIZON CORPORATION |
38,320 |
UNCH |
$590 | | FHN | 38,320 | UNCH | $590 | | CATERPILLAR INC |
1,606 |
UNCH |
$588 | | CAT | 1,606 | UNCH | $588 | | SPDR DOW JONES INDL AVERAGE (DIA) |
1,401 |
UNCH |
$557 | | DIA | 1,401 | UNCH | $557 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
992 |
UNCH |
$552 | | MDY | 992 | UNCH | $552 | | VANGUARD INDEX FDS (VTI) |
2,124 |
+848 |
$552 | | VTI | 2,124 | +848 | $552 | | COINBASE GLOBAL INC |
1,850 |
+1,850 |
$490 | | COIN | 1,850 | +1,850 | $490 | | HOME DEPOT INC |
1,271 |
UNCH |
$488 | | HD | 1,271 | UNCH | $488 | | TESLA INC |
2,732 |
+71 |
$480 | | TSLA | 2,732 | +71 | $480 | | INNOVATOR ETFS TRUST (POCT) |
11,224 |
UNCH |
$421 | | POCT | 11,224 | UNCH | $421 | | JOHNSON & JOHNSON |
2,656 |
UNCH |
$420 | | JNJ | 2,656 | UNCH | $420 | | JPMORGAN CHASE & CO |
1,887 |
-40 |
$378 | | JPM | 1,887 | -40 | $378 | | SCHWAB STRATEGIC TR |
5,877 |
-12 |
$365 | | SCHX | 5,877 | -12 | $365 |
See Full List: All Stocks Held By Vishria Bird Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vishria Bird Financial Group LLC
|
|
