Vishria Bird Financial Group, LLC Portfolio Holdings
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
Vishria Bird Financial Group, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $264 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fedex Corp with a value of $26M, Apple Inc. with a value of $24.6M, Microsoft Corp with a value of $15.7M, Amazon Com Inc with a value of $14M, and Ishares Core S&P Sm Cap ETF with a value of $13.6M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $238M to 264M.
Below you can find more details about Vishria Bird Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
ETFs: $110 Million
Technology: $48.6 Million
Industrials: $27.2 Million
Consumer Cyclical: $16.2 Million
Communication Services: $10.8 Million
Financial Services: $10.4 Million
Energy: $5.39 Million
Healthcare: $1.48 Million
Other: $502,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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