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Bluebird Wealth Management LLC

Portfolio Manager
Bluebird Wealth Management LLC
Performance
-10.50% (2026 Q1)
AUM (13F)
$97.67M
# of Holdings
77
Performance Rank
Allocation (Top 20)
49.93%

Bluebird Wealth Management LLC Holdings Map

Top 50 Bluebird Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.48%17.3K$4.4M
+2.11%(+356)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.9K shares2026-Q1: 17.3K shares
$263.24(+17.24%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.37%24.5K$4.3M
-20.41%(-6.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.7K shares2026-Q1: 24.5K shares
$186.54(+4.44%)
2026-03-31
MSFT
MICROSOFT CORP
3.11%8.2K$3.0M
+6.98%(+536)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.7K shares2026-Q1: 8.2K shares
$495.96(-21.27%)
2026-03-31
META
META PLATFORMS INC
3.06%5.2K$3.0M
-13.45%(-812)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.0K shares2026-Q1: 5.2K shares
$697.24(-16.40%)
2026-03-31
AMZN
AMAZON COM INC
2.99%14.0K$2.9M
+0.28%(+39)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.0K shares2026-Q1: 14.0K shares
$225.18(+7.77%)
2026-03-31
LYB
LYONDELLBASELL INDUSTRIES NV
2.65%32.1K$2.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 32.1K shares
$61.93(-13.84%)
2026-03-31
CRWD
CROWDSTRIKE HLDGS INC
2.63%6.6K$2.6M
+4.33%(+273)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.3K shares2026-Q1: 6.6K shares
$477.50(-59.38%)
2026-03-31
ANET
ARISTA NETWORKS INC
2.27%18.0K$2.2M
-13.71%(-2.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.9K shares2026-Q1: 18.0K shares
$138.37(+15.62%)
2026-03-31
BCS
BARCLAYS PLC
2.23%103.0K$2.2M
-0.24%(-247)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 103.3K shares2026-Q1: 103.0K shares
$23.06(+20.42%)
2026-03-31
C
CITIGROUP INC
2.19%18.9K$2.1M
-17.02%(-3.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.8K shares2026-Q1: 18.9K shares
$109.10(+28.30%)
2026-03-31

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