$103 Million is the total value of Vishria Bird Financial Group, LLC's 49 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $9,546,000 | – | 32,509 | +100.0% | 9.26% | – |
| BAC | New | BANK AMER CORP | $7,244,000 | – | 205,691 | +100.0% | 7.03% | – |
| AMZN | New | AMAZON COM INC | $6,868,000 | – | 3,717 | +100.0% | 6.66% | – |
| UBER | New | UBER TECHNOLOGIES INC | $379,000 | – | 12,739 | +100.0% | 0.37% | – |
| BA | New | BOEING CO | $273,000 | – | 837 | +100.0% | 0.26% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $235,000 | – | 1,106 | +100.0% | 0.23% | – |
| WMGI | New | WRIGHT MED GROUP N V | $225,000 | – | 7,374 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-09
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.