$203 Million is the total value of Vishria Bird Financial Group, LLC's 58 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PAVE | New | GLOBAL X FDSus infr dev etf | $8,480,000 | – | 329,329 | +100.0% | 4.17% | – |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $7,528,000 | – | 717,682 | +100.0% | 3.70% | – |
| ZEN | New | ZENDESK INC | $1,671,000 | – | 11,579 | +100.0% | 0.82% | – |
| PMAY | New | INNOVATOR ETFS TRs&p 500 pwr buf | $1,142,000 | – | 38,787 | +100.0% | 0.56% | – |
| ABNB | New | AIRBNB INC | $803,000 | – | 5,241 | +100.0% | 0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
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.