0001746438-18-000006.txt : 20181030 0001746438-18-000006.hdr.sgml : 20181030 20181030092422 ACCESSION NUMBER: 0001746438-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181030 DATE AS OF CHANGE: 20181030 EFFECTIVENESS DATE: 20181030 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vishria Bird Financial Group, LLC CENTRAL INDEX KEY: 0001746438 IRS NUMBER: 824081603 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18856 FILM NUMBER: 181145671 BUSINESS ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 BUSINESS PHONE: 901-683-5858 MAIL ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001746438 XXXXXXXX 09-30-2018 09-30-2018 Vishria Bird Financial Group, LLC

1053 W REX ROAD SUITE 2 MEMPHIS TN 38119

13F HOLDINGS REPORT 028-18856 N Susan Todd 901-683-5858 Susan Todd Memphis TN 10-30-2018 0 50 116605 false INFORMATION TABLE 2 VBFG.13F.2018Q3.xml ALPHABET INC CAP STK CL C 02079K107 428 359 SH SOLE 0 0 0 359 ALPHABET INC CAP STK CL A 02079K305 6442 5337 SH SOLE 0 0 0 5337 AMAZON COM INC COM 023135106 8943 4465 SH SOLE 0 0 0 4465 AMERICAN EXPRESS CO COM 025816109 303 2847 SH SOLE 0 0 0 2847 AMERIPRISE FINL INC COM 03076C106 691 4677 SH SOLE 0 0 0 4677 ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 276 5675 SH SOLE 0 0 0 5675 APPLE INC COM 037833100 8099 35879 SH SOLE 0 0 0 35879 BANK AMER CORP COM 060505104 5811 197265 SH SOLE 0 0 0 197265 BOEING CO COM 097023105 311 835 SH SOLE 0 0 0 835 CVS HEALTH CORP COM 126650100 4768 60575 SH SOLE 0 0 0 60575 CALAMOS CONV OPP AND INC FD SH BEN INT 128117108 9145 759518 SH SOLE 0 0 0 759518 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 153 11528 SH SOLE 0 0 0 11528 CATERPILLAR INC DEL COM 149123101 245 1606 SH SOLE 0 0 0 1606 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 249 6300 SH SOLE 0 0 0 6300 CHEVRON CORP NEW COM 166764100 305 2496 SH SOLE 0 0 0 2496 ENTERPRISE PRODS PARTNERS L COM 293792107 267 9290 SH SOLE 0 0 0 9290 EXXON MOBIL CORP COM 30231G102 429 5040 SH SOLE 0 0 0 5040 FACEBOOK INC CL A 30303M102 4719 28692 SH SOLE 0 0 0 28692 FEDEX CORP COM 31428X106 8508 35332 SH SOLE 0 0 0 35332 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 1204 37661 SH SOLE 0 0 0 37661 FIRST TR EXCH TRD ALPHA FD I EUROPE ALPHADEX 33737J117 6553 171455 SH SOLE 0 0 0 171455 GERON CORP COM 374163103 36 20615 SH SOLE 0 0 0 20615 GILEAD SCIENCES INC COM 375558103 4713 61039 SH SOLE 0 0 0 61039 HOME DEPOT INC COM 437076102 223 1075 SH SOLE 0 0 0 1075 INTL PAPER CO COM 460146103 220 4466 SH SOLE 0 0 0 4466 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1852 11007 SH SOLE 0 0 0 11007 ISHARES TR CORE S&P500 ETF 464287200 389 1330 SH SOLE 0 0 0 1330 ISHARES TR S&P 500 GRWT ETF 464287309 271 1529 SH SOLE 0 0 0 1529 ISHARES TR CORE S&P MCP ETF 464287507 222 1103 SH SOLE 0 0 0 1103 ISHARES TR RUS 1000 ETF 464287622 676 4182 SH SOLE 0 0 0 4182 ISHARES TR CORE S&P SCP ETF 464287804 339 3885 SH SOLE 0 0 0 3885 ISHARES TR EUROPE ETF 464287861 1123 24910 SH SOLE 0 0 0 24910 ISHARES TR US AER DEF ETF 464288760 4697 21704 SH SOLE 0 0 0 21704 JPMORGAN CHASE & CO COM 46625H100 314 2784 SH SOLE 0 0 0 2784 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 8843 322037 SH SOLE 0 0 0 322037 JD COM INC SPON ADR CL A 47215P106 2040 78196 SH SOLE 0 0 0 78196 JOHNSON & JOHNSON COM 478160104 659 4767 SH SOLE 0 0 0 4767 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 256 3775 SH SOLE 0 0 0 3775 MERCK & CO INC COM 58933Y105 296 4168 SH SOLE 0 0 0 4168 MICROSOFT CORP COM 594918104 495 4332 SH SOLE 0 0 0 4332 NETFLIX INC COM 64110L106 262 700 SH SOLE 0 0 0 700 SPDR S&P 500 ETF TR TR UNIT 78462F103 9016 31013 SH SOLE 0 0 0 31013 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 5137 19429 SH SOLE 0 0 0 19429 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 438 1193 SH SOLE 0 0 0 1193 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1653 23760 SH SOLE 0 0 0 23760 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 462 3945 SH SOLE 0 0 0 3945 TALLGRASS ENERGY LP CLASS A SHS 874696107 389 16500 SH SOLE 0 0 0 16500 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3240 40162 SH SOLE 0 0 0 40162 VANGUARD INDEX FDS TOTAL STK MKT 922908769 281 1875 SH SOLE 0 0 0 1875 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 214 7374 SH SOLE 0 0 0 7374