Asset Manager
← All Institutions
Vishria Bird Financial Group, LLC
Market Value
$0
-100.0%
Holdings
95
-8
New Purchases
0
Added To
0
Closed
95
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 29 | $0 | 0% |
| Large Cap | 34 | $0 | 0% |
| Mid Cap | 17 | $0 | 0% |
| Small Cap | 13 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$452.4B
Median Market Cap
$46.4B
Avg P/E
43.7
Median P/E
31.4
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
40
# ETFs / Funds
55
Top Holdings (95 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MRK | —% | — | — | — | -$514K | -6,119 | -100.0% | SOLD |
| 2 | FDX | —% | — | — | — | -$24M | -102,647 | -100.0% | SOLD |
| 3 | UBER | —% | — | — | — | -$250K | -2,556 | -100.0% | SOLD |
| 4 | HD | —% | — | — | — | -$443K | -1,094 | -100.0% | SOLD |
| 5 | AXP | —% | — | — | — | -$418K | -1,258 | -100.0% | SOLD |
| 6 | ABBV | —% | — | — | — | -$381K | -1,644 | -100.0% | SOLD |
| 7 | IBM | —% | — | — | — | -$347K | -1,230 | -100.0% | SOLD |
| 8 | FHN | —% | — | — | — | -$435K | -19,223 | -100.0% | SOLD |
| 9 | CAT | —% | — | — | — | -$768K | -1,609 | -100.0% | SOLD |
| 10 | BX | —% | — | — | — | -$8M | -48,669 | -100.0% | SOLD |
| 11 | JPM | —% | — | — | — | -$655K | -2,075 | -100.0% | SOLD |
| 12 | GERN | —% | — | — | — | -$33K | -24,265 | -100.0% | SOLD |
| 13 | CVX | —% | — | — | — | -$821K | -5,285 | -100.0% | SOLD |
| 14 | IOT | —% | — | — | — | -$936K | -25,122 | -100.0% | SOLD |
| 15 | JNJ | —% | — | — | — | -$479K | -2,585 | -100.0% | SOLD |
| 16 | RTX | —% | — | — | — | -$454K | -2,712 | -100.0% | SOLD |
| 17 | PKG | —% | — | — | — | -$238K | -1,093 | -100.0% | SOLD |
| 18 | HOOD | —% | — | — | — | -$825K | -5,759 | -100.0% | SOLD |
| 19 | AMRX | —% | — | — | — | -$421K | -42,064 | -100.0% | SOLD |
| 20 | APP | —% | — | — | — | -$410K | -571 | -100.0% | SOLD |
| 21 | DFIC | —% | — | — | — | -$1M | -34,243 | -100.0% | SOLD |
| 22 | AMZN | —% | — | — | — | -$16M | -72,610 | -100.0% | SOLD |
| 23 | IBMQ | —% | — | — | — | -$29M | -1,144,685 | -100.0% | SOLD |
| 24 | BAC | —% | — | — | — | -$276K | -5,353 | -100.0% | SOLD |
| 25 | SCHC | —% | — | — | — | -$265K | -5,822 | -100.0% | SOLD |
| 26 | AAPL | —% | — | — | — | -$25M | -96,839 | -100.0% | SOLD |
| 27 | COIN | —% | — | — | — | -$1M | -4,278 | -100.0% | SOLD |
| 28 | BSCW | —% | — | — | — | -$14M | -687,736 | -100.0% | SOLD |
| 29 | META | —% | — | — | — | -$610K | -830 | -100.0% | SOLD |
| 30 | AMPL | —% | — | — | — | -$1M | -108,430 | -100.0% | SOLD |
| 31 | DIHP | —% | — | — | — | -$235K | -7,733 | -100.0% | SOLD |
| 32 | SCHA | —% | — | — | — | -$432K | -15,494 | -100.0% | SOLD |
| 33 | IVV | —% | — | — | — | -$1M | -1,664 | -100.0% | SOLD |
| 34 | PAVE | —% | — | — | — | -$14M | -302,058 | -100.0% | SOLD |
| 35 | SHOP | —% | — | — | — | -$403K | -2,710 | -100.0% | SOLD |
| 36 | AMP | —% | — | — | — | -$1M | -2,638 | -100.0% | SOLD |
| 37 | XLK | —% | — | — | — | -$447K | -1,586 | -100.0% | SOLD |
| 38 | VTI | —% | — | — | — | -$754K | -2,299 | -100.0% | SOLD |
| 39 | VB | —% | — | — | — | -$618K | -2,431 | -100.0% | SOLD |
| 40 | XLY | —% | — | — | — | -$966K | -4,030 | -100.0% | SOLD |
| 41 | VEA | —% | — | — | — | -$13M | -212,357 | -100.0% | SOLD |
| 42 | UMMA | —% | — | — | — | -$222K | -8,057 | -100.0% | SOLD |
| 43 | ABNB | —% | — | — | — | -$763K | -6,288 | -100.0% | SOLD |
| 44 | FNDX | —% | — | — | — | -$885K | -33,648 | -100.0% | SOLD |
| 45 | IBIT | —% | — | — | — | -$8M | -123,700 | -100.0% | SOLD |
| 46 | IBDR | —% | — | — | — | -$2M | -86,973 | -100.0% | SOLD |
| 47 | IJH | —% | — | — | — | -$9M | -131,791 | -100.0% | SOLD |
| 48 | PRF | —% | — | — | — | -$313K | -6,934 | -100.0% | SOLD |
| 49 | TSLA | —% | — | — | — | -$1M | -2,785 | -100.0% | SOLD |
| 50 | POCT | —% | — | — | — | -$475K | -11,031 | -100.0% | SOLD |
| 51 | SPY | —% | — | — | — | -$8M | -11,576 | -100.0% | SOLD |
| 52 | VV | —% | — | — | — | -$233K | -757 | -100.0% | SOLD |
| 53 | DIA | —% | — | — | — | -$511K | -1,101 | -100.0% | SOLD |
| 54 | WMT | —% | — | — | — | -$730K | -7,087 | -100.0% | SOLD |
| 55 | BSCV | —% | — | — | — | -$5M | -280,579 | -100.0% | SOLD |
| 56 | DFIV | —% | — | — | — | -$235K | -5,103 | -100.0% | SOLD |
| 57 | BSCT | —% | — | — | — | -$8M | -443,196 | -100.0% | SOLD |
| 58 | AVGO | —% | — | — | — | -$4M | -11,383 | -100.0% | SOLD |
| 59 | GOOGL | —% | — | — | — | -$29M | -121,008 | -100.0% | SOLD |
| 60 | GOOG | —% | — | — | — | -$3M | -13,622 | -100.0% | SOLD |
| 61 | PXH | —% | — | — | — | -$207K | -8,127 | -100.0% | SOLD |
| 62 | BIL | —% | — | — | — | -$5M | -49,478 | -100.0% | SOLD |
| 63 | IBDT | —% | — | — | — | -$66M | -2,604,008 | -100.0% | SOLD |
| 64 | IWB | —% | — | — | — | -$2M | -4,182 | -100.0% | SOLD |
| 65 | IJR | —% | — | — | — | -$13M | -112,036 | -100.0% | SOLD |
| 66 | IVW | —% | — | — | — | -$479K | -3,964 | -100.0% | SOLD |
| 67 | IMTM | —% | — | — | — | -$235K | -4,907 | -100.0% | SOLD |
| 68 | MSFT | —% | — | — | — | -$18M | -35,377 | -100.0% | SOLD |
| 69 | IBDS | —% | — | — | — | -$10M | -408,784 | -100.0% | SOLD |
| 70 | QQQ | —% | — | — | — | -$15M | -24,344 | -100.0% | SOLD |
| 71 | NVDA | —% | — | — | — | -$1M | -6,622 | -100.0% | SOLD |
| 72 | RSPT | —% | — | — | — | -$3M | -59,035 | -100.0% | SOLD |
| 73 | IBDV | —% | — | — | — | -$19M | -877,222 | -100.0% | SOLD |
| 74 | FXO | —% | — | — | — | -$860K | -14,475 | -100.0% | SOLD |
| 75 | MDY | —% | — | — | — | -$589K | -989 | -100.0% | SOLD |
| 76 | HLAL | —% | — | — | — | -$847K | -14,280 | -100.0% | SOLD |
| 77 | PRFZ | —% | — | — | — | -$211K | -4,649 | -100.0% | SOLD |
| 78 | NFLX | —% | — | — | — | -$291K | -243 | -100.0% | SOLD |
| 79 | SCHE | —% | — | — | — | -$367K | -11,007 | -100.0% | SOLD |
| 80 | SCHX | —% | — | — | — | -$1M | -42,363 | -100.0% | SOLD |
| 81 | SCHF | —% | — | — | — | -$570K | -24,476 | -100.0% | SOLD |
| 82 | VOO | —% | — | — | — | -$563K | -920 | -100.0% | SOLD |
| 83 | ORCL | —% | — | — | — | -$1M | -3,766 | -100.0% | SOLD |
| 84 | IBDU | —% | — | — | — | -$19M | -826,064 | -100.0% | SOLD |
| 85 | FNDE | —% | — | — | — | -$621K | -17,172 | -100.0% | SOLD |
| 86 | IBDW | —% | — | — | — | -$19M | -912,481 | -100.0% | SOLD |
| 87 | RBLX | —% | — | — | — | -$303K | -2,190 | -100.0% | SOLD |
| 88 | PMAR | —% | — | — | — | -$750K | -17,086 | -100.0% | SOLD |
| 89 | IBMP | —% | — | — | — | -$6M | -232,359 | -100.0% | SOLD |
| 90 | PMAY | —% | — | — | — | -$1M | -30,411 | -100.0% | SOLD |
| 91 | IBMR | —% | — | — | — | -$10M | -382,903 | -100.0% | SOLD |
| 92 | FNDC | —% | — | — | — | -$352K | -7,909 | -100.0% | SOLD |
| 93 | PJUL | —% | — | — | — | -$404K | -8,851 | -100.0% | SOLD |
| 94 | TJUL | —% | — | — | — | -$11M | -381,472 | -100.0% | SOLD |
| 95 | CFLT | —% | — | — | — | -$15M | -745,621 | -100.0% | SOLD |