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The Analysis of Bluebird Wealth Management LLC's Holdings & P&L

Currently, Bluebird Wealth Management LLC holds 77 types of securities in its portfolio with a total value $97.7M. In the most recent quarter, they have increased their positions in LYB (+32.1K shares, valued at $2.6M), VWO (+39.3K shares, valued at $2.1M), CAT (+2.5K shares, valued at $1.7M); decreased their positions in NVDA (-6.3K shares, valued at $1.1M), RCL (-2.6K shares, valued at $718.8K), JPM (-2.3K shares, valued at $668.4K); initiated new positions in LYB (+32.1K shares, valued at $2.6M), VWO (+39.3K shares, valued at $2.1M), CAT (+2.5K shares, valued at $1.7M).

1M P&L

-12.5M-10.17%

3M P&L

-5.4M-4.66%

HY P&L

-3.5M-3.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application7.5M

7.6%

2Software - Infrastructure7.2M

7.3%

3N/A7.0M

7.1%

Top Industries by Stock Count

1Software - Application7 stocks

9.1%

2N/A7 stocks

9.1%

3Software - Infrastructure5 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC17.3K shares2.11%2026-03-312026-05-08

NVDA NVIDIA CORPORATION24.5K shares-20.41%2026-03-312026-05-08

MSFT MICROSOFT CORP8.2K shares6.98%2026-03-312026-05-08

META META PLATFORMS INC5.2K shares-13.45%2026-03-312026-05-08

AMZN AMAZON COM INC14.0K shares0.28%2026-03-312026-05-08

LYB LYONDELLBASELL INDUSTRIES NV32.1K sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC6.6K shares4.33%2026-03-312026-05-08

ANET ARISTA NETWORKS INC18.0K shares-13.71%2026-03-312026-05-08

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BCS BARCLAYS PLC103.0K shares-0.24%2026-03-312026-05-08

C CITIGROUP INC18.9K shares-17.02%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F39.3K sharesnew addition2026-03-312026-05-08

TER TERADYNE INC6.8K shares130.50%2026-03-312026-05-08

NFLX NETFLIX INC.20.8K shares-8.48%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS2.6K shares0.47%2026-03-312026-05-08

WMT WALMART INC15.8K shares3.47%2026-03-312026-05-08

TJX TJX COS INC NEW12.3K shares-1.74%2026-03-312026-05-08

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GS GOLDMAN SACHS GROUP INC2.2K shares-15.80%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC26.1K shares-17.29%2026-03-312026-05-08

LLY ELI LILLY & CO2.0K shares-0.40%2026-03-312026-05-08

SPOT SPOTIFY TECHNOLOGY S A3.8K shares-0.87%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO6.0K shares-27.56%2026-03-312026-05-08

NOW SERVICENOW INC16.8K shares96.71%2026-03-312026-05-08

CAT CATERPILLAR INC2.5K sharesnew addition2026-03-312026-05-08

GLW CORNING INC12.3K sharesnew addition2026-03-312026-05-08

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AXP AMERICAN EXPRESS CO5.3K shares-21.96%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD12.4K shares0.78%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC15.6K shares3.47%2026-03-312026-05-08

RTX RTX CORPORATION7.7K shares2.30%2026-03-312026-05-08

LIN LINDE PLC3.0K shares-0.37%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP5.3K shares-32.98%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR29.8K shares2.15%2026-03-312026-05-08

DUK DUKE ENERGY CORP NEW10.5K shares4.57%2026-03-312026-05-08

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MELI MERCADOLIBRE INC791 shares0.51%2026-03-312026-05-08

ETN EATON CORP PLC3.8K shares3.00%2026-03-312026-05-08

PG PROCTER & GAMBLE CO9.2K sharesnew addition2026-03-312026-05-08

VST VISTRA CORP8.7K shares0.98%2026-03-312026-05-08

SHOP SHOPIFY INC10.9K shares1.63%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC2.9K shares-0.28%2026-03-312026-05-08

SYK STRYKER CORPORATION3.6K shares3.46%2026-03-312026-05-08

GOOG ALPHABET INC4.0K sharesnew addition2026-03-312026-05-08

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HOOD ROBINHOOD MKTS INC16.5K shares-5.08%2026-03-312026-05-08

VOO VANGUARD INDEX FDS1.9K shares-3.57%2026-03-312026-05-08

DDOG DATADOG INC9.3K shares37.67%2026-03-312026-05-08

SE SEA LTD13.0K shares-0.30%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON4.4K sharesnew addition2026-03-312026-05-08

VRT VERTIV HOLDINGS CO4.2K shares3.87%2026-03-312026-05-08

ORCL ORACLE CORP6.7K shares2.33%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR6.4K shares0.00%2026-03-312026-05-08

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VHT VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-05-08

COIN COINBASE GLOBAL INC4.1K shares50.46%2026-03-312026-05-08

EL LAUDER ESTEE COS INC9.8K sharesnew addition2026-03-312026-05-08

SBUX STARBUCKS CORP7.8K shares3.83%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-05-08

RDDT REDDIT INC4.2K shares12.80%2026-03-312026-05-08

APP APPLOVIN CORP1.4K shares-7.43%2026-03-312026-05-08

SNOW SNOWFLAKE INC3.5K shares0.96%2026-03-312026-05-08

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AMD ADVANCED MICRO DEVICES INC2.2K sharesnew addition2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS5.7K shares-0.36%2026-03-312026-05-08

RKT ROCKET COS INC26.8K shares2.42%2026-03-312026-05-08

XOM EXXON MOBIL CORP2.2K shares16.33%2026-03-312026-05-08

NU NU HLDGS LTD25.3K shares4.59%2026-03-312026-05-08

HUBS HUBSPOT INC1.4K shares0.35%2026-03-312026-05-08

T AT&T INC11.7K shares4.33%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F4.4K shares44.48%2026-03-312026-05-08

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BE BLOOM ENERGY CORP2.3K sharesnew addition2026-03-312026-05-08

TOST TOAST INC11.4K shares0.00%2026-03-312026-05-08

ASTS AST SPACEMOBILE INC3.6K sharesnew addition2026-03-312026-05-08

AFRM AFFIRM HLDGS INC5.9K shares-49.12%2026-03-312026-05-08

HII HUNTINGTON INGALLS INDS INC695 sharesnew addition2026-03-312026-05-08

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-08

SO SOUTHERN CO2.5K sharesnew addition2026-03-312026-05-08

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HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-05-08

DKNG DRAFTKINGS INC NEW10.7K shares0.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS883 shares6.39%2026-03-312026-05-08

CSCO CISCO SYS INC2.7K sharesnew addition2026-03-312026-05-08

NVS NOVARTIS AG1.3K sharesnew addition2026-03-312026-05-08

AAPL

APPLE INC

2.11%

Shares17.3K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-20.41%

Shares24.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

6.98%

Shares8.2K

Event2026-03-31

Filed2026-05-08