$87.4 Million is the total value of Vishria Bird Financial Group, LLC's 48 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANDX | Exit | ANDEAVOR LOGISTICS LP | $0 | – | -5,675 | -100.0% | -0.21% | – |
| WMGI | Exit | WRIGHT MED GROUP N V | $0 | – | -7,374 | -100.0% | -0.22% | – |
| BA | Exit | BOEING CO | $0 | – | -835 | -100.0% | -0.30% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,847 | -100.0% | -0.35% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -5,083 | -100.0% | -0.74% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -202,560 | -100.0% | -5.86% | – |
| AAPL | Exit | APPLE INC | $0 | – | -37,368 | -100.0% | -7.38% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,464 | -100.0% | -8.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
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.