$98.9 Million is the total value of Vishria Bird Financial Group, LLC's 50 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | ISHARES TRmin vol usa etf | $4,130,000 | – | 70,234 | +100.0% | 4.18% | – |
| FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $3,969,000 | – | 73,481 | +100.0% | 4.02% | – |
| NEAR | New | ISHARES US ETF TRsht mat bd etf | $3,056,000 | – | 60,833 | +100.0% | 3.09% | – |
| NFLX | New | NETFLIX INC | $265,000 | – | 743 | +100.0% | 0.27% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $209,000 | – | 1,103 | +100.0% | 0.21% | – |
| IP | New | INTL PAPER CO | $207,000 | – | 4,466 | +100.0% | 0.21% | – |
| HD | New | HOME DEPOT INC | $206,000 | – | 1,075 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FEDEX CORP | 22 | Q3 2023 | 12.1% |
| SPDR S&P 500 ETF TR | 22 | Q3 2023 | 10.0% |
| MICROSOFT CORP | 22 | Q3 2023 | 7.6% |
| ALPHABET INC | 22 | Q3 2023 | 7.9% |
| ISHARES TR | 22 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 22 | Q3 2023 | 7.8% |
| SPDR DOW JONES INDL AVRG ETF | 22 | Q3 2023 | 5.4% |
| INVESCO EXCHANGE TRADED FD T | 22 | Q3 2023 | 1.7% |
| ALPHABET INC | 22 | Q3 2023 | 1.2% |
| FIRST TR EXCHANGE TRADED FD | 22 | Q3 2023 | 6.1% |
View Vishria Bird Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-27 |
View Vishria Bird Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.