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Vishria Bird Financial Group, LLC Buys Amplitude Inc, Delta Air Lines Inc, New Relic Inc, Sells ...

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·5 min read
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Investment company Vishria Bird Financial Group, LLC (Current Portfolio) buys Amplitude Inc, Delta Air Lines Inc, New Relic Inc, Roblox Corp, Innovator U.S. Equity Power Buffer ETF - October, sells Southwest Airlines Co, Innovator U.S. Equity Power Buffer ETF - April, Innovator U.S. Equity Power Buffer ETF - March, Boeing Co, International Paper Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Vishria Bird Financial Group, LLC. As of 2021Q4, Vishria Bird Financial Group, LLC owns 65 stocks with a total value of $215 million. These are the details of the buys and sells.

  • New Purchases: AMPL, DAL, NEWR, RBLX, POCT, WMT, ABBV,

  • Added Positions: LMBS, ARKK, FMB, AAPL, AMZN, DIS, TSLA, GOOGL, PAVE, MSFT, FB, AFRM, JPM, COIN,

  • Reduced Positions: PMAR, BX, WDAY, RYT, VCSH, IJR, SPY, PJUL, HD, PAUG, SCHX, VTI, DIA,

  • Sold Out: LUV, PAPR, BA, IP, SLVM,


For the details of Vishria Bird Financial Group, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/vishria+bird+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Vishria Bird Financial Group, LLC

  1. Apple Inc (AAPL) - 105,838 shares, 8.75% of the total portfolio. Shares added by 1.49%

  2. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 340,830 shares, 7.93% of the total portfolio. Shares added by 8.12%

  3. FedEx Corp (FDX) - 58,496 shares, 7.04% of the total portfolio.

  4. iShares Core S&P Small-Cap ETF (IJR) - 119,074 shares, 6.34% of the total portfolio. Shares reduced by 1.04%

  5. First Trust Managed Municipal ETF (FMB) - 235,031 shares, 6.23% of the total portfolio. Shares added by 4.62%

New Purchase: Amplitude Inc (AMPL)

Vishria Bird Financial Group, LLC initiated holding in Amplitude Inc. The purchase prices were between $49.12 and $84.8, with an estimated average price of $63.17. The stock is now traded at around $34.760000. The impact to a portfolio due to this purchase was 5.57%. The holding were 225,925 shares as of 2021-12-31.

New Purchase: Delta Air Lines Inc (DAL)

Vishria Bird Financial Group, LLC initiated holding in Delta Air Lines Inc. The purchase prices were between $33.53 and $44.96, with an estimated average price of $39.93. The stock is now traded at around $38.360000. The impact to a portfolio due to this purchase was 1.54%. The holding were 84,601 shares as of 2021-12-31.

New Purchase: New Relic Inc (NEWR)

Vishria Bird Financial Group, LLC initiated holding in New Relic Inc. The purchase prices were between $70.58 and $125.97, with an estimated average price of $97.26. The stock is now traded at around $102.390000. The impact to a portfolio due to this purchase was 0.83%. The holding were 16,267 shares as of 2021-12-31.

New Purchase: Roblox Corp (RBLX)

Vishria Bird Financial Group, LLC initiated holding in Roblox Corp. The purchase prices were between $70.22 and $134.72, with an estimated average price of $97.97. The stock is now traded at around $59.540000. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,430 shares as of 2021-12-31.

New Purchase: Innovator U.S. Equity Power Buffer ETF - October (POCT)

Vishria Bird Financial Group, LLC initiated holding in Innovator U.S. Equity Power Buffer ETF - October. The purchase prices were between $29.29 and $30.47, with an estimated average price of $30.05. The stock is now traded at around $29.500000. The impact to a portfolio due to this purchase was 0.18%. The holding were 13,052 shares as of 2021-12-31.

New Purchase: Walmart Inc (WMT)

Vishria Bird Financial Group, LLC initiated holding in Walmart Inc. The purchase prices were between $135.47 and $151.28, with an estimated average price of $143.31. The stock is now traded at around $136.950000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,516 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Vishria Bird Financial Group, LLC added to a holding in Tesla Inc by 37.34%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $860.600000. The impact to a portfolio due to this purchase was 0.1%. The holding were 743 shares as of 2021-12-31.

Added: Affirm Holdings Inc (AFRM)

Vishria Bird Financial Group, LLC added to a holding in Affirm Holdings Inc by 68.33%. The purchase prices were between $97.37 and $168.52, with an estimated average price of $131.88. The stock is now traded at around $50.240000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,833 shares as of 2021-12-31.

Sold Out: Southwest Airlines Co (LUV)

Vishria Bird Financial Group, LLC sold out a holding in Southwest Airlines Co. The sale prices were between $39.36 and $55.06, with an estimated average price of $46.75.

Sold Out: Innovator U.S. Equity Power Buffer ETF - April (PAPR)

Vishria Bird Financial Group, LLC sold out a holding in Innovator U.S. Equity Power Buffer ETF - April. The sale prices were between $28.55 and $29.37, with an estimated average price of $29.08.

Sold Out: Boeing Co (BA)

Vishria Bird Financial Group, LLC sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: International Paper Co (IP)

Vishria Bird Financial Group, LLC sold out a holding in International Paper Co. The sale prices were between $44.57 and $55.81, with an estimated average price of $49.18.

Sold Out: Sylvamo Corp (SLVM)

Vishria Bird Financial Group, LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.



Here is the complete portfolio of Vishria Bird Financial Group, LLC. Also check out:

1. Vishria Bird Financial Group, LLC's Undervalued Stocks

2. Vishria Bird Financial Group, LLC's Top Growth Companies, and

3. Vishria Bird Financial Group, LLC's High Yield stocks

4. Stocks that Vishria Bird Financial Group, LLC keeps buyingThis article first appeared on GuruFocus.