13F HOLDINGS REPORT
Vishria Bird Financial Group, LLC
Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0001746438-23-000003
Total Value
$143,456
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 110,425 | $14,347 | 10.00% |
| 2 | FEDEX CORP | FDX | 65,880 | $11,410 | 7.95% |
| 3 | ISHARES TR | 464287804 | 118,761 | $11,240 | 7.84% |
| 4 | GLOBAL X FDS | 37954Y673 | 345,264 | $9,146 | 6.38% |
| 5 | MICROSOFT CORP | MSFT | 37,983 | $9,109 | 6.35% |
| 6 | SCHWAB STRATEGIC TR | 808524201 | 172,671 | $7,796 | 5.43% |
| 7 | ISHARES TR | 46434V860 | 147,415 | $7,431 | 5.18% |
| 8 | INVESCO QQQ TR | IVZ | 26,207 | $6,978 | 4.86% |
| 9 | VANGUARD MUN BD FDS | 922907746 | 140,314 | $6,944 | 4.84% |
| 10 | AMAZON COM INC | AMZN | 78,817 | $6,621 | 4.62% |
| 11 | BP PLC | BPPFF | 164,302 | $5,739 | 4.00% |
| 12 | SPDR S&P 500 ETF TR | SPY | 12,854 | $4,916 | 3.43% |
| 13 | ALPHABET INC | GOOG | 54,851 | $4,840 | 3.37% |
| 14 | BLACKSTONE INC | BX | 52,173 | $3,871 | 2.70% |
| 15 | SNOWFLAKE INC | SNOW | 23,891 | $3,429 | 2.39% |
| 16 | AMPLITUDE INC | AMPL | 196,169 | $2,370 | 1.65% |
| 17 | ISHARES TR | 464287762 | 8,237 | $2,337 | 1.63% |
| 18 | WISDOMTREE TR | WT | 44,840 | $2,254 | 1.57% |
| 19 | FIRST TR EXCH TRADED FD III | 33739P830 | 93,255 | $1,841 | 1.28% |
| 20 | CONFLUENT INC | 20717M103 | 70,786 | $1,574 | 1.10% |
| 21 | ALPHABET INC | GOOG | 17,348 | $1,539 | 1.07% |
| 22 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,067 | $1,474 | 1.03% |
| 23 | ISHARES TR | 46436E718 | 11,940 | $1,196 | 0.83% |
| 24 | CHEVRON CORP NEW | CVX | 6,133 | $1,101 | 0.77% |
| 25 | NEW RELIC INC | 64829B100 | 16,267 | $918 | 0.64% |
| 26 | INNOVATOR ETFS TR | INHD | 32,186 | $904 | 0.63% |
| 27 | ISHARES TR | 464287622 | 4,182 | $880 | 0.61% |
| 28 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 17,327 | $821 | 0.57% |
| 29 | FIRST TR EXCHANGE TRADED FD | 33734X135 | 15,317 | $627 | 0.44% |
| 30 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,732 | $574 | 0.40% |
| 31 | INNOVATOR ETFS TR | INHD | 17,853 | $548 | 0.38% |
| 32 | SELECT SECTOR SPDR TR | 81369Y407 | 4,030 | $521 | 0.36% |
| 33 | JOHNSON & JOHNSON | JNJ | 2,656 | $469 | 0.33% |
| 34 | AIRBNB INC | ABNB | 5,261 | $450 | 0.31% |
| 35 | SPDR S&P MIDCAP 400 ETF TR | MDY | 993 | $440 | 0.31% |
| 36 | HOME DEPOT INC | HD | 1,271 | $401 | 0.28% |
| 37 | CATERPILLAR INC | CAT | 1,606 | $385 | 0.27% |
| 38 | MERCK & CO INC | MRK | 3,446 | $382 | 0.27% |
| 39 | ZILLOW GROUP INC | Z | 11,349 | $366 | 0.26% |
| 40 | INNOVATOR ETFS TR | INHD | 11,878 | $357 | 0.25% |
| 41 | KRANESHARES TR | 500767306 | 11,001 | $332 | 0.23% |
| 42 | WP CAREY INC | 92936U109 | 4,240 | $331 | 0.23% |
| 43 | TESLA INC | TSLA | 2,664 | $328 | 0.23% |
| 44 | ZILLOW GROUP INC | Z | 10,082 | $315 | 0.22% |
| 45 | AMERIPRISE FINL INC | 03076C106 | 1,009 | $314 | 0.22% |
| 46 | VANGUARD INDEX FDS | 922908769 | 1,513 | $289 | 0.20% |
| 47 | MODERNA INC | MRNA | 1,550 | $278 | 0.19% |
| 48 | RAYTHEON TECHNOLOGIES CORP | RTX | 2,725 | $275 | 0.19% |
| 49 | INNOVATOR ETFS TR | INHD | 8,851 | $267 | 0.19% |
| 50 | JPMORGAN CHASE & CO | VYLD | 1,927 | $258 | 0.18% |
| 51 | BANK AMERICA CORP | 060505104 | 7,473 | $247 | 0.17% |
| 52 | ISHARES TR | 464287309 | 4,215 | $247 | 0.17% |
| 53 | NETFLIX INC | NFLX | 826 | $244 | 0.17% |
| 54 | ABBVIE INC | ABBV | 1,505 | $243 | 0.17% |
| 55 | WALMART INC | WMT | 1,716 | $243 | 0.17% |
| 56 | PFIZER INC | PFE | 4,458 | $228 | 0.16% |
| 57 | LISTED FD TR | 53656F607 | 6,000 | $211 | 0.15% |
| 58 | ISHARES TR | 464287507 | 869 | $210 | 0.15% |
| 59 | GERON CORP | GERN | 20,615 | $50 | 0.03% |