Vishria Bird Financial Group, LLC Top Holdings and 13F Report (2025)

About Vishria Bird Financial Group, LLC

Investment Activity

Vishria Bird Financial Group, LLC has $294.35 million in total holdings as of March 31, 2025.
Vishria Bird Financial Group, LLC owns shares of 83 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 12.53% of the portfolio was purchased this quarter.
About 1.73% of the portfolio was sold this quarter.
This quarter, Vishria Bird Financial Group, LLC has purchased 79 new stocks and bought additional shares in 13 stocks.
Vishria Bird Financial Group, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Confluent: $28,946,736
Apple: $23,407,219
FedEx: $23,192,985
Alphabet: $18,972,627
Amazon.com: $13,932,033

Largest New Holdings this Quarter

464287200 - iShares Core S&P 500 ETF: $935,002 Holding
03168L105 - Amneal Pharmaceuticals: $350,217 Holding
82509L107 - Shopify: $258,751 Holding
808524888 - Schwab International Small-Cap Equity ETF: $208,893 Holding
64110L106 - Netflix: $207,022 Holding

Largest Purchases this Quarter

Confluent: 1,146,803 shares (about $26.88M)
iShares Core S&P Mid-Cap ETF: 128,300 shares (about $7.49M)
iShares Core S&P 500 ETF: 1,664 shares (about $935.00K)
Amneal Pharmaceuticals: 41,792 shares (about $350.22K)
Shopify: 2,710 shares (about $258.75K)

Largest Sales this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 14,236 shares (about $1.31M)
First Horizon: 19,160 shares (about $372.09K)
Alphabet: 2,018 shares (about $312.06K)
Amazon.com: 1,637 shares (about $311.46K)
Invesco QQQ: 617 shares (about $289.32K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CFLT Confluent	$28,946,736	$26,881,063 ▲	1,301.3%	1,234,929	9.8%	Computer and Technology
AAPL Apple	$23,407,219	$66,639 ▲	0.3%	105,376	8.0%	Computer and Technology
FDX FedEx	$23,192,985		0.0%	95,139	7.9%	Transportation
GOOGL Alphabet	$18,972,627	$312,064 ▼	-1.6%	122,689	6.4%	Computer and Technology
AMZN Amazon.com	$13,932,033	$311,457 ▼	-2.2%	73,226	4.7%	Retail/Wholesale
MSFT Microsoft	$13,323,320	$224,107 ▼	-1.7%	35,492	4.5%	Computer and Technology
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$12,706,989	$195,511 ▼	-1.5%	623,809	4.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,859,179	$253,373 ▼	-2.1%	113,409	4.0%	ETF
QQQ Invesco QQQ	$11,579,510	$289,324 ▼	-2.4%	24,694	3.9%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$11,554,360	$181,293 ▼	-1.5%	306,238	3.9%	ETF
INNOVATOR ETFS TRUST	$10,938,686	$160,391 ▼	-1.4%	389,832	3.7%	EQUITY DEF PROTN
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$8,365,128	$135,362 ▼	-1.6%	451,437	2.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,739,836	$7,486,305 ▲	2,952.8%	132,645	2.6%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$7,383,492	$86,933 ▲	1.2%	145,746	2.5%	ETF
BX Blackstone	$6,879,043	$240,703 ▼	-3.4%	49,213	2.3%	Finance
SPY SPDR S&P 500 ETF Trust	$6,490,602	$195,227 ▼	-2.9%	11,603	2.2%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$6,104,600	$30,119 ▼	-0.5%	123,027	2.1%	ETF
ISHARES BITCOIN TRUST ETF	$5,700,335	$97,084 ▼	-1.7%	121,776	1.9%	SHS BEN INT
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$5,586,760	$59,645 ▼	-1.1%	221,521	1.9%	ETF
BP BP	$4,704,987	$205,240 ▼	-4.2%	139,242	1.6%	Energy
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$4,693,288	$1,305,872 ▼	-21.8%	51,164	1.6%	ETF
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$4,660,843	$76,445 ▼	-1.6%	285,766	1.6%	ETF
SNOW Snowflake	$3,380,388	$73,226 ▼	-2.1%	23,128	1.1%	Computer and Technology
CMF iShares California Muni Bond ETF	$2,391,506		0.0%	42,493	0.8%	ETF
IYH iShares U.S. Healthcare ETF	$2,375,136	$51,756 ▼	-2.1%	39,007	0.8%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$2,206,820	$10,016 ▼	-0.5%	43,847	0.7%	Finance
GOOG Alphabet	$2,062,080	$31,246 ▲	1.5%	13,199	0.7%	Computer and Technology
AMPL Amplitude	$2,034,851	$8,763 ▲	0.4%	199,691	0.7%	Business Services
RSPT Invesco S&P 500 Equal Weight Technology ETF	$2,019,168		0.0%	59,040	0.7%	ETF
FSMB First Trust Short Duration Managed Municipal ETF	$1,794,678	$11,008 ▼	-0.6%	90,321	0.6%	ETF
IWB iShares Russell 1000 ETF	$1,282,787		0.0%	4,182	0.4%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,167,269	$15,805 ▼	-1.3%	11,595	0.4%	ETF
PMAY Innovator U.S. Equity Power Buffer ETF - May	$1,088,714		0.0%	30,411	0.4%	ETF
AMP Ameriprise Financial	$1,052,223		0.0%	2,174	0.4%	Finance
SCHX Schwab US Large-Cap ETF	$956,837		0.0%	43,335	0.3%	ETF
IVV iShares Core S&P 500 ETF	$935,002	$935,002 ▲	New Holding	1,664	0.3%	ETF
CVX Chevron	$873,245		0.0%	5,220	0.3%	Energy
LMBS First Trust Low Duration Opportunities ETF	$800,226	$4,965 ▼	-0.6%	16,278	0.3%	Manufacturing
XLY Consumer Discretionary Select Sector SPDR Fund	$795,764		0.0%	4,030	0.3%	Finance
FNDX Schwab Fundamental U.S. Large Company Index ETF	$794,429		0.0%	33,648	0.3%	ETF
FXO First Trust Financial AlphaDEX Fund	$767,175		0.0%	14,475	0.3%	ETF
TSLA Tesla	$749,040	$26,696 ▲	3.7%	2,890	0.3%	Auto/Tires/Trucks
PMAR Innovator U.S. Equity Power Buffer ETF - March	$698,899		0.0%	17,501	0.2%	Transportation
VTI Vanguard Total Stock Market ETF	$631,857	$2,748 ▲	0.4%	2,299	0.2%	ETF
ABNB Airbnb	$625,714	$239 ▲	0.0%	5,238	0.2%	Consumer Discretionary
WMT Walmart	$611,809	$6,145 ▲	1.0%	6,969	0.2%	Retail/Wholesale
HLAL Wahed FTSE USA Shariah ETF	$575,018	$97,578 ▼	-14.5%	11,774	0.2%	ETF
CAT Caterpillar	$529,890	$330 ▲	0.1%	1,607	0.2%	Industrials
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$528,898		0.0%	17,172	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$527,612		0.0%	989	0.2%	ETF
ORCL Oracle	$524,707		0.0%	3,753	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$516,569		0.0%	5,755	0.2%	Medical
FNDA Schwab Fundamental U.S. Small Company Index ETF	$514,056		0.0%	18,768	0.2%	ETF
COIN Coinbase Global	$496,367		0.0%	2,882	0.2%	Finance
SCHF Schwab International Equity ETF	$484,135	$14,875 ▲	3.2%	24,476	0.2%	ETF
JPM JPMorgan Chase & Co.	$466,806		0.0%	1,903	0.2%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$462,288	$125,964 ▼	-21.4%	1,101	0.2%	Finance
POCT Innovator U.S. Equity Power Buffer ETF - October	$436,052		0.0%	11,224	0.1%	ETF
JNJ Johnson & Johnson	$420,404		0.0%	2,535	0.1%	Medical
NVDA NVIDIA	$405,842	$112,162 ▲	38.2%	3,745	0.1%	Computer and Technology
HD Home Depot	$397,699	$53,149 ▼	-11.8%	1,085	0.1%	Retail/Wholesale
FHN First Horizon	$372,087	$372,087 ▼	-50.0%	19,160	0.1%	Finance
IVW iShares S&P 500 Growth ETF	$367,978		0.0%	3,964	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$363,024		0.0%	15,494	0.1%	ETF
PJUL Innovator U.S. Equity Power Buffer ETF - July	$355,722		0.0%	8,851	0.1%	ETF
RTX RTX	$355,125		0.0%	2,681	0.1%	Aerospace
AMRX Amneal Pharmaceuticals	$350,217	$350,217 ▲	New Holding	41,792	0.1%	Medical
XLK Technology Select Sector SPDR Fund	$327,477		0.0%	1,586	0.1%	ETF
ABBV AbbVie	$323,080		0.0%	1,542	0.1%	Medical
AXP American Express	$321,955		0.0%	1,197	0.1%	Finance
IOT Samsara	$308,058		0.0%	8,037	0.1%	Computer and Technology
SCHE Schwab Emerging Markets Equity ETF	$303,463		0.0%	11,007	0.1%	ETF
IBM International Business Machines	$296,900		0.0%	1,194	0.1%	Computer and Technology
FNDC Schwab Fundamental International Small Cap Company Index ETF	$286,306		0.0%	7,909	0.1%	ETF
VOO Vanguard S&P 500 ETF	$282,137		0.0%	549	0.1%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$280,203		0.0%	6,934	0.1%	ETF
SHOP Shopify	$258,751	$258,751 ▲	New Holding	2,710	0.1%	Computer and Technology
BAC Bank of America	$221,503		0.0%	5,308	0.1%	Finance
PKG Packaging Co. of America	$216,040		0.0%	1,091	0.1%	Industrials
SCHC Schwab International Small-Cap Equity ETF	$208,893	$208,893 ▲	New Holding	5,822	0.1%	ETF
NFLX Netflix	$207,022	$207,022 ▲	New Holding	222	0.1%	Consumer Discretionary
HOOD Robinhood Markets	$205,353	$205,353 ▲	New Holding	4,934	0.1%	Finance
GERN Geron	$38,581		0.0%	24,265	0.0%	Medical
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$0	$305 ▼	-100.0%	0	0.0%	ETF
VV Vanguard Large-Cap ETF	$0	$204 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Vishria Bird Financial Group, LLC Top Holdings and 13F Report (2025)

About Vishria Bird Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Vishria Bird Financial Group, LLC Top Holdings and 13F Report (2025)

About Vishria Bird Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVishria Bird Financial Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools