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Vishria Bird Financial Group, LLC Buys iShares Edge MSCI Min Vol USA, Netflix Inc, The Home Depot Inc, Sells Calamos Convertible Opprtnty & Income, First Trust Europe AlphaDEX Fund, Vanguard FTSEEuropean

Investment company Vishria Bird Financial Group, LLC buys iShares Edge MSCI Min Vol USA, Netflix Inc, The Home Depot Inc, International Paper Co, iShares Core S&P Mid-Cap, sells Calamos Convertible Opprtnty & Income, First Trust Europe AlphaDEX Fund, Vanguard FTSEEuropean, Calamos Convertible & High Income Fund, First Trust Financials AlphaDEX, Johnson & Johnson, JPMorgan Chase, Exxon Mobil Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Vishria Bird Financial Group, LLC. As of 2019Q1, Vishria Bird Financial Group, LLC owns 47 stocks with a total value of $94 million. These are the details of the buys and sells.

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. SPDR S&P 500 (SPY) - 30,390 shares, 9.15% of the total portfolio. Shares reduced by 1.7%
  2. Amazon.com Inc (AMZN) - 4,387 shares, 8.32% of the total portfolio. Shares reduced by 1.53%
  3. Apple Inc (AAPL) - 35,561 shares, 7.20% of the total portfolio. Shares reduced by 1.84%
  4. FedEx Corp (FDX) - 35,546 shares, 6.87% of the total portfolio. Shares added by 0.01%
  5. Alphabet Inc (GOOGL) - 5,316 shares, 6.67% of the total portfolio. Shares reduced by 1.12%
New Purchase: iShares Edge MSCI Min Vol USA (USMV)

Vishria Bird Financial Group, LLC initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.10. The impact to a portfolio due to this purchase was 4.4%. The holding were 70,234 shares as of .

New Purchase: Netflix Inc (NFLX)

Vishria Bird Financial Group, LLC initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $366.72. The impact to a portfolio due to this purchase was 0.28%. The holding were 743 shares as of .

New Purchase: iShares Core S&P Mid-Cap (IJH)

Vishria Bird Financial Group, LLC initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $194.44. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,103 shares as of .

New Purchase: The Home Depot Inc (HD)

Vishria Bird Financial Group, LLC initiated holding in The Home Depot Inc. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $202.58. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,075 shares as of .

New Purchase: International Paper Co (IP)

Vishria Bird Financial Group, LLC initiated holding in International Paper Co. The purchase prices were between $40.36 and $47.74, with an estimated average price of $45.71. The stock is now traded at around $47.63. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,466 shares as of .

Sold Out: Calamos Convertible Opprtnty & Income (CHI)

Vishria Bird Financial Group, LLC sold out a holding in Calamos Convertible Opprtnty & Income. The sale prices were between $8.86 and $10.4, with an estimated average price of $10.03.

Sold Out: First Trust Europe AlphaDEX Fund (FEP)

Vishria Bird Financial Group, LLC sold out a holding in First Trust Europe AlphaDEX Fund. The sale prices were between $30.55 and $35.65, with an estimated average price of $33.88.

Sold Out: Vanguard FTSEEuropean (VGK)

Vishria Bird Financial Group, LLC sold out a holding in Vanguard FTSEEuropean. The sale prices were between $47.99 and $55.13, with an estimated average price of $52.2.

Sold Out: Calamos Convertible & High Income Fund (CHY)

Vishria Bird Financial Group, LLC sold out a holding in Calamos Convertible & High Income Fund. The sale prices were between $9.4 and $11.06, with an estimated average price of $10.74.

Sold Out: JPMorgan Chase & Co (JPM)

Vishria Bird Financial Group, LLC sold out a holding in JPMorgan Chase & Co. The sale prices were between $97.11 and $107.19, with an estimated average price of $103.

Reduced: First Trust Financials AlphaDEX (FXO)

Vishria Bird Financial Group, LLC reduced to a holding in First Trust Financials AlphaDEX by 38.31%. The sale prices were between $26.79 and $31.16, with an estimated average price of $29.88. The stock is now traded at around $31.07. The impact to a portfolio due to this sale was -0.43%. Vishria Bird Financial Group, LLC still held 22,893 shares as of .

Reduced: Johnson & Johnson (JNJ)

Vishria Bird Financial Group, LLC reduced to a holding in Johnson & Johnson by 44.28%. The sale prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $135.89. The impact to a portfolio due to this sale was -0.31%. Vishria Bird Financial Group, LLC still held 2,656 shares as of .

Reduced: Exxon Mobil Corp (XOM)

Vishria Bird Financial Group, LLC reduced to a holding in Exxon Mobil Corp by 25.39%. The sale prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $82.28. The impact to a portfolio due to this sale was -0.1%. Vishria Bird Financial Group, LLC still held 3,765 shares as of .



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 buying

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