Sponsored

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

Currently, Bluebird Wealth Management LLC holds 89 types of securities in its portfolio with a total value $115.3M. In the most recent quarter, they have increased their positions in ASML (+896 shares, valued at $1.8M), INTC (+11.7K shares, valued at $1.6M), MDB (+4.4K shares, valued at $1.5M); decreased their positions in ANET (-7.0K shares, valued at $1.2M), N/A (-13.0K shares, valued at $928.8K), N/A (-2.2K shares, valued at $698.9K); initiated new positions in ASML (+896 shares, valued at $1.8M), INTC (+11.7K shares, valued at $1.6M), MDB (+4.4K shares, valued at $1.5M).

1M P&L

+602.6K+0.68%

3M P&L

+3.4M+3.95%

HY P&L

+9.7M+12.14%

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

1Semiconductors9.0M

10.1%

2N/A7.3M

8.2%

3Internet Retail5.6M

6.3%

Top Industries by Stock Count

1N/A8 stocks

11.6%

2Banks - Regional6 stocks

8.7%

3Semiconductors5 stocks

7.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION25.5K shares4.36%2026-06-302026-08-05

AAPL APPLE INC16.4K shares-5.04%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC6.2K shares-5.79%2026-06-302026-08-05

AMZN AMAZON COM INC13.3K shares-4.95%2026-06-302026-08-05

DATADOG INC DATADOG INC11.5K shares23.51%2026-06-302026-08-05

MSFT MICROSOFT CORP7.8K shares-4.65%2026-06-302026-08-05

TER TERADYNE INC5.8K shares-14.52%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC5.0K shares-5.09%2026-06-302026-08-05

Sponsored

CAT CATERPILLAR INC2.4K shares-1.87%2026-06-302026-08-05

GLW CORNING INC9.7K shares-21.11%2026-06-302026-08-05

BCS BARCLAYS PLC87.5K shares-15.02%2026-06-302026-08-05

C CITIGROUP INC16.7K shares-11.39%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F38.9K shares-0.86%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.1K shares18.32%2026-06-302026-08-05

LLY ELI LILLY & CO1.9K shares-6.38%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC2.1K shares-5.97%2026-06-302026-08-05

Sponsored

VRT VERTIV HOLDINGS CO5.6K shares35.53%2026-06-302026-08-05

ANET ARISTA NETWORKS INC11.1K shares-38.66%2026-06-302026-08-05

TJX TJX COS INC NEW12.0K shares-2.25%2026-06-302026-08-05

ASML ASML HLDG NV896 sharesnew addition2026-06-302026-08-05

WMT WALMART INC15.3K shares-3.25%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO5.0K shares-5.45%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC23.4K shares-10.26%2026-06-302026-08-05

INTC INTEL CORP11.7K sharesnew addition2026-06-302026-08-05

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A3.5K shares-5.78%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC16.2K shares-3.11%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC14.9K shares-4.12%2026-06-302026-08-05

HOOD ROBINHOOD MKTS INC15.8K shares-4.60%2026-06-302026-08-05

ETN EATON CORP PLC3.7K shares-2.92%2026-06-302026-08-05

REGN REGENERON PHARMACEUTICALS2.5K shares-3.96%2026-06-302026-08-05

MDB MONGODB INC4.4K sharesnew addition2026-06-302026-08-05

VOO VANGUARD INDEX FDS2.2K shares15.74%2026-06-302026-08-05

Sponsored

PG PROCTER & GAMBLE CO9.9K shares7.75%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION7.6K shares-2.10%2026-06-302026-08-05

LIN LINDE PLC2.8K shares-7.13%2026-06-302026-08-05

GOOG ALPHABET INC3.9K shares-1.69%2026-06-302026-08-05

RDDT REDDIT INC8.0K shares92.74%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC2.7K shares-5.76%2026-06-302026-08-05

ORACLE CORP ORACLE CORP9.1K shares36.78%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR29.2K shares-2.02%2026-06-302026-08-05

Sponsored

VST VISTRA CORP8.3K shares-5.47%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION17.4K sharesnew addition2026-06-302026-08-05

MELI MERCADOLIBRE INC747 shares-5.56%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW9.9K shares-5.12%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR6.4K shares0.00%2026-06-302026-08-05

SHOP SHOPIFY INC10.5K shares-4.35%2026-06-302026-08-05

SE SEA LTD12.4K shares-4.31%2026-06-302026-08-05

SYK STRYKER CORPORATION3.5K shares-2.93%2026-06-302026-08-05

Sponsored

JNJ JOHNSON & JOHNSON4.1K shares-6.50%2026-06-302026-08-05

HUBS HUBSPOT INC5.6K shares283.56%2026-06-302026-08-05

BROADCOM INC BROADCOM INC2.7K sharesnew addition2026-06-302026-08-05

MU MICRON TECHNOLOGY INC859 sharesnew addition2026-06-302026-08-05

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP3.1K shares-41.47%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC1.5K shares-33.14%2026-06-302026-08-05

SNOWFLAKE INC SNOWFLAKE INC3.2K shares-6.67%2026-06-302026-08-05

VHT VANGUARD WORLD FD2.7K shares0.00%2026-06-302026-08-05

Sponsored

SBUX STARBUCKS CORP7.6K shares-2.66%2026-06-302026-08-05

APPLOVIN CORP APPLOVIN CORP1.3K shares-5.42%2026-06-302026-08-05

BE BLOOM ENERGY CORP2.1K shares-6.21%2026-06-302026-08-05

MBWM MERCANTILE BK CORP10.6K sharesnew addition2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.7.8K shares-62.54%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS7.2K shares24.79%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC1.6K shares-9.02%2026-06-302026-08-05

AFFIRM HLDGS INC AFFIRM HLDGS INC5.4K shares-9.20%2026-06-302026-08-05

Sponsored

MRVL MARVELL TECHNOLOGY INC1.5K sharesnew addition2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F5.0K shares13.37%2026-06-302026-08-05

CAC CAMDEN NATL CORP7.4K sharesnew addition2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC1.5K sharesnew addition2026-06-302026-08-05

FNLC FIRST BANCORP INC ME10.5K sharesnew addition2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP2.6K shares19.60%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC2.9K shares7.40%2026-06-302026-08-05

NU NU HLDGS LTD24.0K shares-5.13%2026-06-302026-08-05

Sponsored

TOST TOAST INC11.4K shares0.00%2026-06-302026-08-05

CVX CHEVRON CORPORATION1.8K shares51.28%2026-06-302026-08-05

ASTS AST SPACEMOBILE INC3.4K shares-6.59%2026-06-302026-08-05

CIPHER DIGITAL INC CIPHER DIGITAL INC11.5K sharesnew addition2026-06-302026-08-05

PLD PROLOGIS INC.2.0K sharesnew addition2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS1.1K sharesnew addition2026-06-302026-08-05

DKNG DRAFTKINGS INC NEW10.6K shares-1.06%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS950 shares7.59%2026-06-302026-08-05

Sponsored

FANG DIAMONDBACK ENERGY INC1.5K sharesnew addition2026-06-302026-08-05

VUG VANGUARD INDEX FDS3.0K sharesnew addition2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares0.00%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO2.6K shares5.31%2026-06-302026-08-05

RY ROYAL BK CDA1.2K sharesnew addition2026-06-302026-08-05

GABC GERMAN AMERN BANCORP INC5.0K sharesnew addition2026-06-302026-08-05

KLAC KLA CORP750 sharesnew addition2026-06-302026-08-05

NVS NOVARTIS AG1.4K shares6.59%2026-06-302026-08-05

Sponsored

AMGN AMGEN INC596 sharesnew addition2026-06-302026-08-05

NVDA

NVIDIA CORPORATION

4.36%

Shares25.5K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-5.04%

Shares16.4K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

-5.79%

Shares6.2K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-4.95%

Shares13.3K

Event2026-06-30

Filed2026-08-05

DATADOG INC

23.51%

Shares11.5K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-4.65%

Shares7.8K

Event2026-06-30

Filed2026-08-05

TER

TERADYNE INC

-14.52%

Shares5.8K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-5.09%

Shares5.0K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-1.87%

Shares2.4K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

-21.11%

Shares9.7K

Event2026-06-30

Filed2026-08-05

BCS

BARCLAYS PLC

-15.02%

Shares87.5K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

-11.39%

Shares16.7K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

-0.86%

Shares38.9K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

18.32%

Shares7.1K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-6.38%

Shares1.9K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-5.97%

Shares2.1K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

35.53%

Shares5.6K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-38.66%

Shares11.1K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

-2.25%

Shares12.0K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

New

Shares896

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-3.25%

Shares15.3K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-5.45%

Shares5.0K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-10.26%

Shares23.4K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

New

Shares11.7K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY S A

-5.78%

Shares3.5K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-3.11%

Shares16.2K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

-4.12%

Shares14.9K

Event2026-06-30

Filed2026-08-05

HOOD

ROBINHOOD MKTS INC

-4.60%

Shares15.8K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

-2.92%

Shares3.7K

Event2026-06-30

Filed2026-08-05

REGN

REGENERON PHARMACEUTICALS

-3.96%

Shares2.5K

Event2026-06-30

Filed2026-08-05

MDB

MONGODB INC

New

Shares4.4K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

15.74%

Shares2.2K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

7.75%

Shares9.9K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-2.10%

Shares7.6K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

-7.13%

Shares2.8K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-1.69%

Shares3.9K

Event2026-06-30

Filed2026-08-05

RDDT

REDDIT INC

92.74%

Shares8.0K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

-5.76%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

36.78%

Shares9.1K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

-2.02%

Shares29.2K

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

-5.47%

Shares8.3K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION

New

Shares17.4K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

-5.56%

Shares747

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-5.12%

Shares9.9K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-4.35%

Shares10.5K

Event2026-06-30

Filed2026-08-05

SEA LTD

-4.31%

Shares12.4K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

-2.93%

Shares3.5K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-6.50%

Shares4.1K

Event2026-06-30

Filed2026-08-05

HUBS

HUBSPOT INC

283.56%

Shares5.6K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

New

Shares859

Event2026-06-30

Filed2026-08-05

ROYAL CARIBBEAN GROUP

-41.47%

Shares3.1K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-33.14%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC

-6.67%

Shares3.2K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-2.66%

Shares7.6K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP

-5.42%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BLOOM ENERGY CORP

-6.21%

Shares2.1K

Event2026-06-30

Filed2026-08-05

MBWM

MERCANTILE BK CORP

New

Shares10.6K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-62.54%

Shares7.8K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

24.79%

Shares7.2K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

-9.02%

Shares1.6K

Event2026-06-30

Filed2026-08-05

AFFIRM HLDGS INC

-9.20%

Shares5.4K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

13.37%

Shares5.0K

Event2026-06-30

Filed2026-08-05

CAC

CAMDEN NATL CORP

New

Shares7.4K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

FNLC

FIRST BANCORP INC ME

New

Shares10.5K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

19.60%

Shares2.6K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

7.40%

Shares2.9K

Event2026-06-30

Filed2026-08-05

NU HLDGS LTD

-5.13%

Shares24.0K

Event2026-06-30

Filed2026-08-05

TOST

TOAST INC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

51.28%

Shares1.8K

Event2026-06-30

Filed2026-08-05

ASTS

AST SPACEMOBILE INC

-6.59%

Shares3.4K

Event2026-06-30

Filed2026-08-05

CIPHER DIGITAL INC

New

Shares11.5K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

DKNG

DRAFTKINGS INC NEW

-1.06%

Shares10.6K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

7.59%

Shares950

Event2026-06-30

Filed2026-08-05

FANG

DIAMONDBACK ENERGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

5.31%

Shares2.6K

Event2026-06-30

Filed2026-08-05

ROYAL BK CDA

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

GABC

GERMAN AMERN BANCORP INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

New

Shares750

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

6.59%

Shares1.4K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

New

Shares596

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available