0001746438-24-000003.txt : 20240422 0001746438-24-000003.hdr.sgml : 20240422 20240422135235 ACCESSION NUMBER: 0001746438-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vishria Bird Financial Group, LLC CENTRAL INDEX KEY: 0001746438 ORGANIZATION NAME: IRS NUMBER: 824081603 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18856 FILM NUMBER: 24860716 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 X0202 13F-HR LIVE false false false 0001746438 XXXXXXXX 03-31-2024 03-31-2024 Vishria Bird Financial Group, LLC
1053 W REX ROAD SUITE 2 MEMPHIS TN 38119
13F HOLDINGS REPORT 028-18856 000291979 801-112527 N
Susan Todd Chief Compliance Officer 901-683-5858 Susan Todd Memphis TN 04-22-2024 0 64 233632 false
INFORMATION TABLE 2 VBFG.13F.2024Q1.xml ABBVIE INC COM 00287Y109 274 1505 SH SOLE 0 0 0 1505 AIRBNB INC COM CL A 009066101 864 5236 SH SOLE 0 0 0 5236 ALPHABET INC CAP STK CL A 02079K305 7972 52822 SH SOLE 0 0 0 52822 ALPHABET INC CAP STK CL C 02079K107 2025 13299 SH SOLE 0 0 0 13299 AMAZON COM INC COM 023135106 13772 76349 SH SOLE 0 0 0 76349 AMERIPRISE FINL INC COM 03076C106 677 1545 SH SOLE 0 0 0 1545 AMPLITUDE INC COM CL A 03213A104 2171 199542 SH SOLE 0 0 0 199542 APPLE INC COM 037833100 18423 107436 SH SOLE 0 0 0 107436 BANK AMERICA CORP COM 060505104 235 6202 SH SOLE 0 0 0 6202 BLACKSTONE INC COM 09260D107 6716 51121 SH SOLE 0 0 0 51121 BP PLC SPONSORED ADR 055622104 5560 147548 SH SOLE 0 0 0 147548 CATERPILLAR INC COM 149123101 588 1606 SH SOLE 0 0 0 1606 CHEVRON CORP NEW COM 166764100 890 5641 SH SOLE 0 0 0 5641 COINBASE GLOBAL INC COM CL A 19260Q107 490 1850 SH SOLE 0 0 0 1850 CONFLUENT INC CLASS A COM 20717M103 2712 88856 SH SOLE 0 0 0 88856 FEDEX CORP COM 31428X106 23371 80660 SH SOLE 0 0 0 80660 FIRST HORIZON CORPORATION COM 320517105 590 38320 SH SOLE 0 0 0 38320 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1807 91087 SH SOLE 0 0 0 91087 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 690 14511 SH SOLE 0 0 0 14511 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 811 16809 SH SOLE 0 0 0 16809 GERON CORP COM 374163103 80 24265 SH SOLE 0 0 0 24265 GLOBAL X FDS US INFR DEV ETF 37954Y673 12526 314632 SH SOLE 0 0 0 314632 HOME DEPOT INC COM 437076102 488 1271 SH SOLE 0 0 0 1271 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 987 30411 SH SOLE 0 0 0 30411 INNOVATOR ETFS TRUST EQUITY DEF PROTN 45783Y541 10574 401906 SH SOLE 0 0 0 401906 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383 644 17501 SH SOLE 0 0 0 17501 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 421 11224 SH SOLE 0 0 0 11224 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 336 8851 SH SOLE 0 0 0 8851 INTERNATIONAL BUSINESS MACHS COM 459200101 228 1194 SH SOLE 0 0 0 1194 INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 46138J429 4691 291001 SH SOLE 0 0 0 291001 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 8465 462577 SH SOLE 0 0 0 462577 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 2078 59040 SH SOLE 0 0 0 59040 INVESCO EXCHNG TRAD SLF INDE BULLETSHS 2032 46139W858 12940 638990 SH SOLE 0 0 0 638990 INVESCO QQQ TR UNIT SER 1 46090E103 11319 25492 SH SOLE 0 0 0 25492 ISHARES TR CORE S&P MCP ETF 464287507 264 4345 SH SOLE 0 0 0 4345 ISHARES TR 0-3 MNTH TREASRY 46436E718 1138 11295 SH SOLE 0 0 0 11295 ISHARES TR S&P 500 GRWT ETF 464287309 335 3964 SH SOLE 0 0 0 3964 ISHARES TR RUS 1000 ETF 464287622 1205 4182 SH SOLE 0 0 0 4182 ISHARES TR US HLTHCARE ETF 464287762 2513 40590 SH SOLE 0 0 0 40590 ISHARES TR CORE S&P SCP ETF 464287804 12866 116409 SH SOLE 0 0 0 116409 ISHARES TR TRS FLT RT BD 46434V860 7333 144660 SH SOLE 0 0 0 144660 JOHNSON & JOHNSON COM 478160104 420 2656 SH SOLE 0 0 0 2656 JPMORGAN CHASE & CO COM 46625H100 378 1887 SH SOLE 0 0 0 1887 LISTED FD TR WAHED FTSE ETF 53656F607 319 6600 SH SOLE 0 0 0 6600 MERCK & CO INC COM 58933Y105 641 4859 SH SOLE 0 0 0 4859 META PLATFORMS INC CL A 30303M102 349 718 SH SOLE 0 0 0 718 MICROSOFT CORP COM 594918104 15431 36679 SH SOLE 0 0 0 36679 NVIDIA CORPORATION COM 67066G104 271 300 SH SOLE 0 0 0 300 PACKAGING CORP AMER COM 695156109 207 1091 SH SOLE 0 0 0 1091 RTX CORPORATION COM 75513E101 266 2725 SH SOLE 0 0 0 2725 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 365 5877 SH SOLE 0 0 0 5877 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 741 4030 SH SOLE 0 0 0 4030 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 330 1586 SH SOLE 0 0 0 1586 SNOWFLAKE INC CL A 833445109 3847 23804 SH SOLE 0 0 0 23804 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 557 1401 SH SOLE 0 0 0 1401 SPDR S&P 500 ETF TR TR UNIT 78462F103 6251 11950 SH SOLE 0 0 0 11950 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 552 992 SH SOLE 0 0 0 992 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4965 54086 SH SOLE 0 0 0 54086 SPDR SER TR NUVEEN BLOOMBERG 78464A284 5800 225771 SH SOLE 0 0 0 225771 TESLA INC COM 88160R101 480 2732 SH SOLE 0 0 0 2732 VANGUARD INDEX FDS TOTAL STK MKT 922908769 552 2124 SH SOLE 0 0 0 2124 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6306 124625 SH SOLE 0 0 0 124625 WALMART INC COM 931142103 299 4968 SH SOLE 0 0 0 4968 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 2236 44468 SH SOLE 0 0 0 44468