Top 50 Bluebird Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.48% | 17.3K | $4.4M | +2.11%(+356) | $263.24(+17.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.37% | 24.5K | $4.3M | -20.41%(-6.27K) | $186.54(+4.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.11% | 8.2K | $3.0M | +6.98%(+536) | $495.96(-21.27%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.06% | 5.2K | $3.0M | -13.45%(-812) | $697.24(-16.40%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.99% | 14.0K | $2.9M | +0.28%(+39) | $225.18(+7.77%) | 2026-03-31 | |
| LYB | LYONDELLBASELL INDUSTRIES NV | 2.65% | 32.1K | $2.6M | new | $61.93(-13.84%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.63% | 6.6K | $2.6M | +4.33%(+273) | $477.50(-59.38%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 2.27% | 18.0K | $2.2M | -13.71%(-2.87K) | $138.37(+15.62%) | 2026-03-31 | |
| BCS | BARCLAYS PLC | 2.23% | 103.0K | $2.2M | -0.24%(-247) | $23.06(+20.42%) | 2026-03-31 | |
| C | CITIGROUP INC | 2.19% | 18.9K | $2.1M | -17.02%(-3.88K) | $109.10(+28.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -35.84% | -73.59% |
| Top 20 Holdings Unweighted | -35.39% | -73.03% |
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