Bluebird Wealth Management LLC
78 holdingsFiling period: 2026-03-31Current AUM: $111.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 17.3K | $4.4M | $5.3M | 4.78% | +356 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 24.5K | $4.3M | $4.9M | 4.40% | -6,274 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 8.2K | $3.0M | $3.8M | 3.42% | +536 | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 5.2K | $3.0M | $2.9M | 2.61% | -812 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 14.0K | $2.9M | $3.8M | 3.41% | +39 | 2026-03-31 |
| 6 | — | LYONDELLBASELL INDUSTRIES NV | 32.1K | $2.6M | $2.6M | 2.32% | -- | 2026-03-31 |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | 6.6K | $2.6M | $5.0M | 4.50% | +273 | 2026-03-31 |
| 8 | ANET | ARISTA NETWORKS INC | 18.0K | $2.2M | $3.3M | 2.92% | -2,866 | 2026-03-31 |
| 9 | BCS | BARCLAYS PLC | 103.0K | $2.2M | $2.8M | 2.54% | -247 | 2026-03-31 |
| 10 | C | CITIGROUP INC | 18.9K | $2.1M | $2.5M | 2.24% | -3,876 | 2026-03-31 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | 39.3K | $2.1M | $2.3M | 2.07% | -- | 2026-03-31 |
| 12 | TER | TERADYNE INC | 6.8K | $2.0M | $2.5M | 2.25% | +3.9K | 2026-03-31 |
| 13 | NFLX | NETFLIX INC. | 20.8K | $2.0M | $1.5M | 1.34% | -1,928 | 2026-03-31 |
| 14 | REGN | REGENERON PHARMACEUTICALS | 2.6K | $2.0M | $2.0M | 1.76% | +12 | 2026-03-31 |
| 15 | WMT | WALMART INC | 15.8K | $2.0M | $1.8M | 1.58% | +532 | 2026-03-31 |
| 16 | TJX | TJX COS INC NEW | 12.3K | $2.0M | $1.9M | 1.74% | -218 | 2026-03-31 |
| 17 | GS | GOLDMAN SACHS GROUP INC | 2.2K | $1.9M | $2.3M | 2.05% | -421 | 2026-03-31 |
| 18 | UBER | UBER TECHNOLOGIES INC | 26.1K | $1.9M | $1.8M | 1.65% | -5,460 | 2026-03-31 |
| 19 | LLY | ELI LILLY & CO | 2.0K | $1.8M | $2.3M | 2.05% | -8 | 2026-03-31 |
| 20 | — | SPOTIFY TECHNOLOGY S A | 3.8K | $1.8M | $1.8M | 1.63% | -33 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 6.0K | $1.8M | $2.1M | 1.88% | -2,272 | 2026-03-31 |
| 22 | NOW | SERVICENOW INC | 16.8K | $1.8M | $1.9M | 1.67% | +8.2K | 2026-03-31 |
| 23 | CAT | CATERPILLAR INC | 2.5K | $1.7M | $2.0M | 1.80% | -- | 2026-03-31 |
| 24 | GLW | CORNING INC | 12.3K | $1.7M | $1.7M | 1.52% | -- | 2026-03-31 |
| 25 | AXP | AMERICAN EXPRESS CO | 5.3K | $1.6M | $1.8M | 1.61% | -1,503 | 2026-03-31 |
← Scroll →
Page 1 of 4