Vishria Bird Financial Group, LLC Top Holdings and 13F Report (2024) → Urgent Nvidia Warning (From Altimetry) (Ad) About Vishria Bird Financial Group, LLCInvestment ActivityVishria Bird Financial Group, LLC has $233.63 thousand in total holdings as of March 31, 2024.Vishria Bird Financial Group, LLC owns shares of 64 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.39% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Vishria Bird Financial Group, LLC has purchased 59 new stocks and bought additional shares in 26 stocks.Vishria Bird Financial Group, LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings FedEx $23,371Apple $18,423Microsoft $15,431Amazon.com $13,772Invesco BulletShares 2032 Corporate Bond ETF $12,940 Largest New Holdings this Quarter Invesco BulletShares 2029 Corporate Bond ETF $8,465 HoldingCoinbase Global $490 HoldingNVIDIA $271 HoldingInternational Business Machines $228 HoldingPackaging Co. of America $207 Holding Largest Purchases this Quarter Invesco BulletShares 2029 Corporate Bond ETF 462,577 shares (about $8.47K)iShares U.S. Healthcare ETF 32,671 shares (about $2.02K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 16,242 shares (about $1.49K)Coinbase Global 1,850 shares (about $490.00)Apple 2,182 shares (about $374.17) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 3,169 shares (about $160.35)INNOVATOR ETFS TRUST 5,591 shares (about $147.10)Amazon.com 411 shares (about $74.14)Global X U.S. Infrastructure Development ETF 1,148 shares (about $45.70)SPDR S&P 500 ETF Trust 49 shares (about $25.63) Sector Allocation Over TimeMap of 500 Largest Holdings ofVishria Bird Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFDXFedEx$23,371$45 ▲0.2%80,66010.0%TransportationAAPLApple$18,423$374 ▲2.1%107,4367.9%Computer and TechnologyMSFTMicrosoft$15,431$57 ▲0.4%36,6796.6%Computer and TechnologyAMZNAmazon.com$13,772$74 ▼-0.5%76,3495.9%Retail/WholesaleBSCWInvesco BulletShares 2032 Corporate Bond ETF$12,940$93 ▲0.7%638,9905.5%ETFIJRiShares Core S&P Small-Cap ETF$12,866$5 ▲0.0%116,4095.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$12,526$46 ▼-0.4%314,6325.4%ETFQQQInvesco QQQ$11,319$1 ▼0.0%25,4924.8%FinanceINNOVATOR ETFS TRUST$10,574$147 ▼-1.4%401,9064.5%EQUITY DEF PROTNBSCTInvesco BulletShares 2029 Corporate Bond ETF$8,465$8,465 ▲New Holding462,5773.6%ETFGOOGLAlphabet$7,972$13 ▼-0.2%52,8223.4%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$7,333$28 ▲0.4%144,6603.1%ETFBXBlackstone$6,716$9 ▲0.1%51,1212.9%FinanceVTEBVanguard Tax-Exempt Bond ETF$6,306$160 ▼-2.5%124,6252.7%ETFSPYSPDR S&P 500 ETF Trust$6,251$26 ▼-0.4%11,9502.7%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$5,800$15 ▲0.3%225,7712.5%ETFBPBP$5,560$22 ▲0.4%147,5482.4%Oils/EnergyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,965$1,491 ▲42.9%54,0862.1%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$4,691$21 ▲0.4%291,0012.0%ETFSNOWSnowflake$3,847$105 ▲2.8%23,8041.6%Computer and TechnologyCFLTConfluent$2,712$2 ▼-0.1%88,8561.2%Business ServicesIYHiShares U.S. Healthcare ETF$2,513$2,023 ▲412.6%40,5901.1%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,236$10 ▲0.4%44,4681.0%FinanceAMPLAmplitude$2,171$11 ▲0.5%199,5420.9%Business ServicesRSPTInvesco S&P 500 Equal Weight Technology ETF$2,0780.0%59,0400.9%ETFGOOGAlphabet$2,025$49 ▲2.5%13,2990.9%Computer and TechnologyFSMBFirst Trust Short Duration Managed Municipal ETF$1,8070.0%91,0870.8%ETFIWBiShares Russell 1000 ETF$1,2050.0%4,1820.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,138$17 ▲1.5%11,2950.5%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$9870.0%30,4110.4%ETFCVXChevron$8900.0%5,6410.4%Oils/EnergyABNBAirbnb$864$4 ▼-0.5%5,2360.4%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$8110.0%16,8090.3%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$7410.0%4,0300.3%FinanceFXOFirst Trust Financial AlphaDEX Fund$6900.0%14,5110.3%ETFAMPAmeriprise Financial$6770.0%1,5450.3%FinancePMARInnovator U.S. Equity Power Buffer ETF - March$644$51 ▲8.6%17,5010.3%TransportationMRKMerck & Co., Inc.$641$186 ▲41.0%4,8590.3%MedicalFHNFirst Horizon$5900.0%38,3200.3%FinanceCATCaterpillar$5880.0%1,6060.3%Industrial ProductsDIASPDR Dow Jones Industrial Average ETF Trust$5570.0%1,4010.2%FinanceVTIVanguard Total Stock Market ETF$552$220 ▲66.5%2,1240.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$5520.0%9920.2%ETFCOINCoinbase Global$490$490 ▲New Holding1,8500.2%FinanceHDHome Depot$4880.0%1,2710.2%Retail/WholesaleTSLATesla$480$12 ▲2.7%2,7320.2%Auto/Tires/TrucksPOCTInnovator U.S. Equity Power Buffer ETF - October$4210.0%11,2240.2%ETFJNJJohnson & Johnson$4200.0%2,6560.2%MedicalJPMJPMorgan Chase & Co.$378$8 ▼-2.1%1,8870.2%FinanceSCHXSchwab US Large-Cap ETF$365$1 ▼-0.2%5,8770.2%ETFMETAMeta Platforms$349$4 ▲1.3%7180.1%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$3360.0%8,8510.1%ETFIVWiShares S&P 500 Growth ETF$3350.0%3,9640.1%ETFXLKTechnology Select Sector SPDR Fund$3300.0%1,5860.1%ETFHLALWahed FTSE USA Shariah ETF$3190.0%6,6000.1%ETFWMTWalmart$299$202 ▲207.4%4,9680.1%Retail/WholesaleABBVAbbVie$2740.0%1,5050.1%MedicalNVDANVIDIA$271$271 ▲New Holding3000.1%Computer and TechnologyRTXRTX$2660.0%2,7250.1%AerospaceIJHiShares Core S&P Mid-Cap ETF$264$211 ▲400.0%4,3450.1%ETFBACBank of America$235$7 ▲3.0%6,2020.1%FinanceIBMInternational Business Machines$228$228 ▲New Holding1,1940.1%Computer and TechnologyPKGPackaging Co. of America$207$207 ▲New Holding1,0910.1%Industrial ProductsGERNGeron$80$12 ▲17.7%24,2650.0%MedicalShowing largest 100 holdings. 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