$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -3,775 | -100.0% | -0.29% | – |
| TGE | Exit | TALLGRASS ENERGY LP | $0 | – | -16,500 | -100.0% | -0.38% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -24,910 | -100.0% | -1.23% | – |
| JD | Exit | JD COM INCspon adr cl a | $0 | – | -90,864 | -100.0% | -2.93% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -69,676 | -100.0% | -5.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -73,215 | -100.0% | -5.29% | – |
| FTCS | Exit | FIRST TR EXCHANGE TRADED FDcap strength etf | $0 | – | -82,478 | -100.0% | -5.36% | – |
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.