Vishria Bird Financial Group, LLC Portfolio Holdings
Vishria Bird Financial Group, LLC
- $238 Million
- Q2 2024
Vishria Bird Financial Group, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $238 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fedex Corp with a value of $24.1M, Apple Inc. with a value of $22.6M, Microsoft Corp with a value of $16.3M, Amazon Com Inc with a value of $14.6M, and Invesco Exg Tr Slf Indx Fd Tr with a value of $12.7M.
Examining the 13F form we can see an increase of $4.4M in the current position value, from $234M to 238M.
Below you can find more details about Vishria Bird Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
ETFs: $93.1 Million
Technology: $47.5 Million
Industrials: $24.9 Million
Consumer Cyclical: $16.4 Million
Communication Services: $11.9 Million
Financial Services: $8.4 Million
Energy: $6.16 Million
Healthcare: $1.36 Million
Other: $340,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|