13F HOLDINGS REPORT
Vishria Bird Financial Group, LLC
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001746438-25-000003
Total Value
$285,422
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FEDEX CORP | FDX | 95,139 | $26,765 | 9.38% |
| 2 | APPLE INC | AAPL | 105,076 | $26,313 | 9.22% |
| 3 | ALPHABET INC | GOOG | 124,707 | $23,607 | 8.27% |
| 4 | AMAZON COM INC | AMZN | 74,863 | $16,424 | 5.75% |
| 5 | MICROSOFT CORP | MSFT | 36,089 | $15,212 | 5.33% |
| 6 | ISHARES TR | 464287804 | 115,832 | $13,346 | 4.68% |
| 7 | INVESCO QQQ TR | IVZ | 25,311 | $12,940 | 4.53% |
| 8 | INVESCO EXCH TRD SLF IDX FD | IVZ | 633,407 | $12,738 | 4.46% |
| 9 | GLOBAL X FDS | 37954Y673 | 311,043 | $12,569 | 4.40% |
| 10 | INNOVATOR ETFS TRUST | INHD | 395,548 | $10,984 | 3.85% |
| 11 | BLACKSTONE INC | BX | 50,935 | $8,782 | 3.08% |
| 12 | INVESCO EXCH TRD SLF IDX FD | IVZ | 458,742 | $8,413 | 2.95% |
| 13 | ISHARES TR | 46434V860 | 144,030 | $7,269 | 2.55% |
| 14 | SPDR S&P 500 ETF TR | SPY | 11,952 | $7,005 | 2.45% |
| 15 | ISHARES BITCOIN TRUST ETF | IBIT | 123,850 | $6,570 | 2.30% |
| 16 | VANGUARD MUN BD FDS | 922907746 | 123,634 | $6,198 | 2.17% |
| 17 | SPDR SER TR | 78468R663 | 65,400 | $5,980 | 2.10% |
| 18 | SPDR SER TR | 78464A284 | 223,886 | $5,727 | 2.01% |
| 19 | INVESCO EXCH TRD SLF IDX FD | IVZ | 290,453 | $4,662 | 1.63% |
| 20 | BP PLC | BPPFF | 145,316 | $4,296 | 1.51% |
| 21 | SNOWFLAKE INC | SNOW | 23,629 | $3,649 | 1.28% |
| 22 | ALPHABET INC | GOOG | 12,999 | $2,476 | 0.87% |
| 23 | CONFLUENT INC | 20717M103 | 88,126 | $2,464 | 0.86% |
| 24 | ISHARES TR | 464288356 | 42,493 | $2,434 | 0.85% |
| 25 | ISHARES TR | 464287762 | 39,857 | $2,322 | 0.81% |
| 26 | WISDOMTREE TR | WT | 44,046 | $2,216 | 0.78% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 59,040 | $2,209 | 0.77% |
| 28 | AMPLITUDE INC | AMPL | 198,831 | $2,098 | 0.74% |
| 29 | FIRST TR EXCH TRADED FD III | 33739P830 | 90,875 | $1,803 | 0.63% |
| 30 | ISHARES TR | 464287622 | 4,182 | $1,347 | 0.47% |
| 31 | ISHARES TR | 46436E718 | 11,752 | $1,179 | 0.41% |
| 32 | AMERIPRISE FINL INC | 03076C106 | 2,174 | $1,157 | 0.41% |
| 33 | TESLA INC | TSLA | 2,787 | $1,126 | 0.39% |
| 34 | INNOVATOR ETFS TRUST | INHD | 30,411 | $1,092 | 0.38% |
| 35 | SCHWAB STRATEGIC TR | 808524201 | 43,335 | $1,005 | 0.35% |
| 36 | SELECT SECTOR SPDR TR | 81369Y407 | 4,030 | $904 | 0.32% |
| 37 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 16,379 | $797 | 0.28% |
| 38 | SCHWAB STRATEGIC TR | 808524771 | 33,648 | $797 | 0.28% |
| 39 | FIRST TR EXCHANGE TRADED FD | 33734X135 | 14,475 | $784 | 0.27% |
| 40 | FIRST HORIZON CORPORATION | FHN-PH | 38,320 | $772 | 0.27% |
| 41 | CHEVRON CORP NEW | CVX | 5,220 | $756 | 0.26% |
| 42 | LISTED FD TR | 53656F607 | 13,772 | $726 | 0.25% |
| 43 | COINBASE GLOBAL INC | COIN | 2,882 | $716 | 0.25% |
| 44 | INNOVATOR ETFS TRUST | INHD | 17,501 | $703 | 0.25% |
| 45 | AIRBNB INC | ABNB | 5,236 | $688 | 0.24% |
| 46 | VANGUARD INDEX FDS | 922908769 | 2,289 | $663 | 0.23% |
| 47 | ORACLE CORP | ORCL-PD | 3,753 | $625 | 0.22% |
| 48 | WALMART INC | WMT | 6,899 | $623 | 0.22% |
| 49 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,401 | $596 | 0.21% |
| 50 | CATERPILLAR INC | CAT | 1,606 | $583 | 0.20% |
| 51 | MERCK & CO INC | MRK | 5,755 | $573 | 0.20% |
| 52 | SPDR S&P MIDCAP 400 ETF TR | MDY | 989 | $563 | 0.20% |
| 53 | SCHWAB STRATEGIC TR | 808524763 | 18,768 | $557 | 0.20% |
| 54 | SCHWAB STRATEGIC TR | 808524730 | 17,172 | $499 | 0.17% |
| 55 | HOME DEPOT INC | HD | 1,230 | $478 | 0.17% |
| 56 | JPMORGAN CHASE & CO. | VYLD | 1,903 | $456 | 0.16% |
| 57 | INNOVATOR ETFS TRUST | INHD | 11,224 | $444 | 0.16% |
| 58 | SCHWAB STRATEGIC TR | 808524805 | 23,724 | $439 | 0.15% |
| 59 | ISHARES TR | 464287309 | 3,964 | $402 | 0.14% |
| 60 | SCHWAB STRATEGIC TR | 808524607 | 15,494 | $401 | 0.14% |
| 61 | SELECT SECTOR SPDR TR | 81369Y803 | 1,586 | $369 | 0.13% |
| 62 | JOHNSON & JOHNSON | JNJ | 2,535 | $367 | 0.13% |
| 63 | NVIDIA CORPORATION | NVDA | 2,710 | $364 | 0.13% |
| 64 | INNOVATOR ETFS TRUST | INHD | 8,851 | $364 | 0.13% |
| 65 | AMERICAN EXPRESS CO | AXP | 1,197 | $355 | 0.12% |
| 66 | SAMSARA INC | IOT | 8,037 | $351 | 0.12% |
| 67 | RTX CORPORATION | RTX | 2,681 | $310 | 0.11% |
| 68 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 5,410 | $305 | 0.11% |
| 69 | VANGUARD INDEX FDS | 922908363 | 549 | $296 | 0.10% |
| 70 | SCHWAB STRATEGIC TR | 808524706 | 11,007 | $293 | 0.10% |
| 71 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,934 | $280 | 0.10% |
| 72 | ABBVIE INC | ABBV | 1,542 | $274 | 0.10% |
| 73 | ISHARES TR | 464287507 | 4,345 | $271 | 0.09% |
| 74 | SCHWAB STRATEGIC TR | 808524748 | 7,909 | $270 | 0.09% |
| 75 | INTERNATIONAL BUSINESS MACHS | INTR | 1,194 | $262 | 0.09% |
| 76 | PACKAGING CORP AMER | 695156109 | 1,091 | $246 | 0.09% |
| 77 | BANK AMERICA CORP | 060505104 | 5,308 | $233 | 0.08% |
| 78 | VANGUARD INDEX FDS | 922908637 | 757 | $204 | 0.07% |
| 79 | GERON CORP | GERN | 24,265 | $86 | 0.03% |