Vishria Bird Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$264M
Signature - Title
Susan Todd - Chief Compliance Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Vishria Bird Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vishria Bird Financial Group, LLC reported 82 stock holdings with total value $264M as of Q3 2024. Top holdings included FDX, AAPL, MSFT, AMZN, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 82 $264M +$22.9M -$663K +$22.2M FDX, AAPL, MSFT, AMZN, IJR 13F-HR 11/6/2024, 12:57 PM
Q2 2024 62 $238M +$697K -$2.97M -$2.27M FDX, AAPL, MSFT, AMZN, BSCW 13F-HR 7/23/2024, 12:18 PM
Q1 2024 64 $234M +$14.9M -$482K +$14.5M FDX, AAPL, MSFT, AMZN, BSCW 13F-HR 4/22/2024, 01:52 PM
Q4 2023 59 $212M +$24.3M -$3.97M +$20.3M FDX, AAPL, MSFT, BSCW, IJR 13F-HR 1/25/2024, 02:35 PM
Q3 2023 55 $176M +$15.4M -$2.12M +$13.3M FDX, AAPL, MSFT, IJR, TJUL 13F-HR 10/26/2023, 11:58 AM
Q2 2023 55 $168M +$1.6M -$3.87M -$2.28M AAPL, FDX, MSFT, IJR, AMZN 13F-HR 7/19/2023, 01:10 PM
Q1 2023 55 $156M +$7.81M -$12.9M -$5.12M AAPL, FDX, IJR, MSFT, PAVE 13F-HR 4/17/2023, 11:55 AM
Q4 2022 59 $143M +$12.4M -$18.8M -$6.32M AAPL, FDX, IJR, PAVE, MSFT 13F-HR 2/1/2023, 04:12 PM
Q3 2022 56 $149M +$15.4M -$1.81M +$13.6M AAPL, IJR, FDX, AMZN, MSFT 13F-HR 10/27/2022, 12:55 PM
Q2 2022 58 $150M +$28.7M -$22.5M +$6.14M AAPL, FDX, IJR, MSFT, AMZN 13F-HR 8/4/2022, 10:37 AM
Q1 2022 59 $181M +$18.3M -$38.9M -$20.6M AAPL, FDX, IJR, AMZN, MSFT 13F-HR 5/3/2022, 01:46 PM
Q4 2021 65 $215M +$22.9M -$10.6M +$12.3M AAPL, LMBS, FDX, IJR, FMB 13F-HR 1/27/2022, 11:02 AM
Q3 2021 62 $191M +$20.3M -$26.5M -$6.17M LMBS, AAPL, IJR, FDX, FMB 13F-HR 10/15/2021, 11:30 AM
Q2 2021 58 $203M +$25.8M -$15M +$10.8M FDX, AAPL, IJR, AMZN, FMB 13F-HR 8/2/2021, 09:41 AM
Q1 2021 54 $181M +$18.9M -$22.4M -$3.47M FDX, IJR, AAPL, FMB, AMZN 13F-HR 4/27/2021, 09:32 AM
Q4 2020 49 $176M +$25.4M -$19.1M +$6.29M VCSH, AAPL, FDX, IJR, AMZN 13F-HR 1/26/2021, 02:26 PM
Q3 2020 45 $159M +$34.3M -$7.02M +$27.3M VCSH, GSY, AAPL, AMZN, FMB 13F-HR 11/2/2020, 10:55 AM
Q2 2020 41 $128M +$44.3M -$33M +$11.3M VCSH, AAPL, AMZN, FMB, MSFT 13F-HR 7/20/2020, 11:42 AM
Q1 2020 43 $95.4M +$20.4M -$7.94M +$12.5M AAPL, SCHX, AMZN, SPY, BABA 13F-HR 4/13/2020, 09:07 AM
Q4 2019 48 $103M +$37M -$27M +$9.92M AAPL, SPY, BAC, AMZN, FDX 13F-HR 1/9/2020, 10:12 AM
Q3 2019 48 $87.4M +$10.6M -$23.6M -$13M SPY, GOOGL, FDX, META, ITA 13F-HR 10/15/2019, 10:49 AM
Q2 2019 51 $100M +$4.68M -$5.4M -$723K SPY, AMZN, AAPL, FDX, GOOGL 13F-HR 7/15/2019, 12:49 PM
Q1 2019 50 $98.9M +$12.3M -$15.1M -$2.82M SPY, AMZN, AAPL, FDX, GOOGL 13F-HR 4/5/2019, 12:17 PM
Q4 2018 48 $90.4M +$9.64M -$14.9M -$5.29M SPY, AMZN, CHI, FDX, AAPL 13F-HR 1/17/2019, 11:09 AM
Q3 2018 50 $117M +$5.19M -$3.71M +$1.48M CHI, SPY, AMZN, AMJ, FDX 13F-HR 10/30/2018, 09:24 AM
Q2 2018 48 $108M $0 $0 AMZN, CHI, AMJ, SPY, FDX 13F-HR 8/3/2018, 09:19 PM