0001746438-19-000003.txt : 20190117 0001746438-19-000003.hdr.sgml : 20190117 20190117110931 ACCESSION NUMBER: 0001746438-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190117 DATE AS OF CHANGE: 20190117 EFFECTIVENESS DATE: 20190117 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: 19530390 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 12-31-2018 12-31-2018 Vishria Bird Financial Group, LLC
1053 W REX ROAD SUITE 2 MEMPHIS TN 38119
13F HOLDINGS REPORT 028-18856 N
Susan Todd Chief Compliance Officer 901-683-5858 Susan Todd Memphis TN 01-17-2019 0 48 90391 false
INFORMATION TABLE 2 VBFG.13F.2018Q4.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3196 23319 SH SOLE 0 0 0 23319 ALPHABET INC CAP STK CL C 02079K107 372 359 SH SOLE 0 0 0 359 ALPHABET INC CAP STK CL A 02079K305 5618 5376 SH SOLE 0 0 0 5376 AMAZON COM INC COM 023135106 6691 4455 SH SOLE 0 0 0 4455 AMERICAN EXPRESS CO COM 025816109 271 2847 SH SOLE 0 0 0 2847 AMERIPRISE FINL INC COM 03076C106 488 4677 SH SOLE 0 0 0 4677 APPLE INC COM 037833100 5715 36229 SH SOLE 0 0 0 36229 BANK AMER CORP COM 060505104 4855 197023 SH SOLE 0 0 0 197023 BOEING CO COM 097023105 269 835 SH SOLE 0 0 0 835 CVS HEALTH CORP COM 126650100 3969 60584 SH SOLE 0 0 0 60584 CALAMOS CONV OPP AND INC FD SH BEN INT 128117108 6500 733673 SH SOLE 0 0 0 733673 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 386 41104 SH SOLE 0 0 0 41104 CATERPILLAR INC DEL COM 149123101 204 1606 SH SOLE 0 0 0 1606 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 227 6300 SH SOLE 0 0 0 6300 CHEVRON CORP NEW COM 166764100 272 2496 SH SOLE 0 0 0 2496 ENTERPRISE PRODS PARTNERS L COM 293792107 228 9290 SH SOLE 0 0 0 9290 EXXON MOBIL CORP COM 30231G102 344 5046 SH SOLE 0 0 0 5046 FACEBOOK INC CL A 30303M102 3799 28977 SH SOLE 0 0 0 28977 FEDEX CORP COM 31428X106 5734 35541 SH SOLE 0 0 0 35541 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 1002 37109 SH SOLE 0 0 0 37109 FIRST TR EXCH TRD ALPHA FD I EUROPE ALPHADEX 33737J117 3979 128452 SH SOLE 0 0 0 128452 GERON CORP COM 374163103 21 20615 SH SOLE 0 0 0 20615 GILEAD SCIENCES INC COM 375558103 3830 61239 SH SOLE 0 0 0 61239 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1540 10934 SH SOLE 0 0 0 10934 ISHARES TR CORE S&P500 ETF 464287200 335 1330 SH SOLE 0 0 0 1330 ISHARES TR S&P 500 GRWT ETF 464287309 230 1529 SH SOLE 0 0 0 1529 ISHARES TR RUS 1000 ETF 464287622 580 4182 SH SOLE 0 0 0 4182 ISHARES TR CORE S&P SCP ETF 464287804 269 3885 SH SOLE 0 0 0 3885 ISHARES TR EUROPE ETF 464287861 974 24910 SH SOLE 0 0 0 24910 ISHARES TR US AER DEF ETF 464288760 3790 21926 SH SOLE 0 0 0 21926 JPMORGAN CHASE & CO COM 46625H100 263 2692 SH SOLE 0 0 0 2692 JD COM INC SPON ADR CL A 47215P106 1663 79468 SH SOLE 0 0 0 79468 JOHNSON & JOHNSON COM 478160104 615 4767 SH SOLE 0 0 0 4767 KRANESHARES TR CSI CHI INTERNET 500767306 458 12223 SH SOLE 0 0 0 12223 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 215 3775 SH SOLE 0 0 0 3775 MERCK & CO INC COM 58933Y105 318 4168 SH SOLE 0 0 0 4168 MICROSOFT CORP COM 594918104 468 4611 SH SOLE 0 0 0 4611 SPDR S&P 500 ETF TR TR UNIT 78462F103 7726 30914 SH SOLE 0 0 0 30914 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 4602 19734 SH SOLE 0 0 0 19734 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 361 1193 SH SOLE 0 0 0 1193 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1657 27757 SH SOLE 0 0 0 27757 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3147 65657 SH SOLE 0 0 0 65657 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 391 3945 SH SOLE 0 0 0 3945 TALLGRASS ENERGY LP CLASS A SHS 874696107 402 16500 SH SOLE 0 0 0 16500 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1399 28775 SH SOLE 0 0 0 28775 VANGUARD INDEX FDS TOTAL STK MKT 922908769 239 1875 SH SOLE 0 0 0 1875 W P CAREY INC COM 92936U109 578 8849 SH SOLE 0 0 0 8849 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 201 7374 SH SOLE 0 0 0 7374