Vishria Bird Financial Group, LLC Reduced Holdings in Q4 2024

Vishria Bird Financial Group, LLC

  • $285 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11K
- 14.35%
$91.29 - $91.8 $1M - $1.01M
65.4K $5.98M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-317
- 0.05%
N/A
633K $12.7M
MSFT
Microsoft Corp

Technology
-281
- 0.77%
$406.35 - $454.46 $114K - $128K
36.1K $15.2M
IYH
Ishares Tr

ETFs
-543
- 1.34%
$57.53 - $65.24 $31.2K - $35.4K
39.9K $2.32M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.62K
- 0.52%
$40.41 - $45.95 $65.6K - $74.6K
311K $12.6M
BP
Bp PLC

Energy
-595
- 0.41%
$28.16 - $33.14 $16.8K - $19.7K
145K $4.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-517
- 0.44%
$113.92 - $127.38 $58.9K - $65.9K
116K $13.3M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.62K
- 0.35%
$18.28 - $18.87 $29.7K - $30.6K
459K $8.41M
BSCV
Invesco ETF Self Indexed Fd Tr
-3.19K
- 1.09%
$16.02 - $16.72 $51K - $53.3K
290K $4.66M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.89K
- 0.83%
$25.3 - $26.31 $47.7K - $49.6K
224K $5.73M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.78K
- 9.41%
$28.89 - $33.95 $51.5K - $60.5K
17.2K $499K
MRK
Merck & Co., Inc.

Healthcare
-17
- 0.29%
$96.31 - $114.76 $1.64K - $1.95K
5.76K $573K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.37K
- 11.07%
$26.63 - $30.23 $36.5K - $41.4K
11K $293K
FNDC
Schwab Fundamental Intl Small

ETFs
-821
- 9.4%
$33.92 - $38.03 $27.8K - $31.2K
7.91K $270K
CVX
Chevron Corp

Energy
-299
- 5.42%
$141.15 - $162.53 $42.2K - $48.6K
5.22K $756K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-212
- 0.23%
$19.8 - $20.06 $4.2K - $4.25K
90.9K $1.8M
RTX
Raytheon Technologies Corp

Industrials
-16
- 0.59%
$114.45 - $127.21 $1.83K - $2.04K
2.68K $310K
BAC
Bank Of America Corp

Financial Services
-739
- 12.22%
$39.22 - $47.77 $29K - $35.3K
5.31K $233K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-12
- 0.1%
$100.16 - $100.7 $1.2K - $1.21K
11.8K $1.18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.2%
$563.99 - $620.12 $1.13K - $1.24K
989 $563K
USFR
Wisdomtree Floating Rate Treas

ETFs
-36
- 0.08%
$50.23 - $50.46 $1.81K - $1.82K
44K $2.22M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-36
- 0.25%
$50.63 - $59.0 $1.82K - $2.12K
14.5K $784K
Innovator Etfs Trust
-3.21K
- 0.8%
N/A
396K $11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-141
- 0.55%
$481.22 - $538.17 $67.9K - $75.9K
25.3K $12.9M
CFLT
Confluent, Inc.

Technology
-470
- 0.53%
$18.9 - $33.66 $8.88K - $15.8K
88.1K $2.46M
SNOW
Snowflake Inc.

Technology
-149
- 0.63%
$109.65 - $186.51 $16.3K - $27.8K
23.6K $3.65M
BX
Blackstone Inc.

Financial Services
-113
- 0.22%
$148.45 - $199.05 $16.8K - $22.5K
50.9K $8.78M
AAPL
Apple Inc.

Technology
-673
- 0.64%
$221.69 - $259.02 $149K - $174K
105K $26.3M
Ishares Bitcoin Trust ETF
-443
- 0.36%
N/A
124K $6.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-411
- 0.55%
$180.88 - $232.93 $74.3K - $95.7K
74.9K $16.4M
Activity Summary
Buys All Purchases 13 New Holdings 1 Increased Positions 12 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vishria Bird Financial Group, LLC Portfolio

Follow Vishria Bird Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vishria Bird Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vishria Bird Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email