Vishria Bird Financial Group

Latest statistics and disclosures from Vishria Bird Financial Group's latest quarterly 13F-HR filing:

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Positions held by Vishria Bird Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 89 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FedEx Corporation (FDX) 7.2 $22M 95k 227.31
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Alphabet Cap Stk Cl A (GOOGL) 7.1 $21M 121k 176.23
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Apple (AAPL) 6.7 $20M -7% 98k 205.17
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Confluent Class A Com (CFLT) 6.2 $19M -39% 744k 24.93
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Microsoft Corporation (MSFT) 5.8 $17M 35k 497.41
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Amazon (AMZN) 5.3 $16M 73k 219.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $14M 24k 551.64
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Global X Fds Us Infr Dev Etf (PAVE) 4.4 $13M 303k 43.58
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Ishares Tr Core S&p Scp Etf (IJR) 4.1 $12M 112k 109.29
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Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 3.9 $12M -7% 577k 20.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.9 $12M NEW 208k 57.01
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Innovator Etfs Trust Equity Def Protn (TJUL) 3.6 $11M 382k 28.69
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.8 $8.4M 447k 18.70
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Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $8.2M 132k 62.02
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.5 $7.6M 124k 61.21
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Blackstone Group Inc Com Cl A (BX) 2.4 $7.3M 49k 149.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $7.2M 12k 617.85
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Ishares Tr TRS FLT RT BD (TFLO) 2.3 $7.1M -4% 140k 50.65
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $6.6M +9% 135k 49.03
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Spdr Series Trust Nuveen Ice High (HYMB) 1.8 $5.4M 219k 24.78
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.6 $4.7M 283k 16.53
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.5 $4.5M -4% 49k 91.73
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.8 $2.4M 59k 40.78
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Alphabet Cap Stk Cl C (GOOG) 0.8 $2.3M 13k 177.39
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Amplitude Com Cl A (AMPL) 0.7 $2.2M -10% 178k 12.40
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $2.2M 43k 50.31
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.6 $1.8M 90k 19.91
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.4M 4.2k 339.57
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Ameriprise Financial (AMP) 0.5 $1.4M +20% 2.6k 533.63
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $1.1M 30k 37.79
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.1M -7% 11k 100.69
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.0M -2% 42k 24.44
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.0M 1.7k 620.90
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Coinbase Global Com Cl A (COIN) 0.3 $1.0M 2.9k 350.49
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Tesla Motors (TSLA) 0.3 $918k 2.9k 317.69
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $876k 4.0k 217.33
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $826k 34k 24.54
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First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $812k 15k 56.06
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Oracle Corporation (ORCL) 0.3 $791k -3% 3.6k 218.63
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Listed Fds Tr Wahed Ftse Etf (HLAL) 0.3 $764k +21% 14k 53.52
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Chevron Corporation (CVX) 0.2 $747k 5.2k 143.19
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $746k -7% 15k 49.26
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $742k NEW 24k 31.09
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $722k -2% 17k 42.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $699k 2.3k 303.93
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Airbnb Com Cl A (ABNB) 0.2 $693k 5.2k 132.34
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Wal-Mart Stores (WMT) 0.2 $681k 7.0k 97.78
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Caterpillar (CAT) 0.2 $624k 1.6k 388.14
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Samsara Com Cl A (IOT) 0.2 $619k +93% 16k 39.78
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NVIDIA Corporation (NVDA) 0.2 $592k 3.7k 158.00
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $567k 17k 33.01
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $560k 989.00 566.48
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $555k NEW 2.3k 236.98
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JPMorgan Chase & Co. (JPM) 0.2 $555k 1.9k 289.94
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $541k 25k 22.10
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $485k 1.1k 440.65
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Robinhood Mkts Com Cl A (HOOD) 0.2 $462k 4.9k 93.63
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $456k 11k 41.30
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Merck & Co (MRK) 0.2 $456k 5.8k 79.16
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $443k +42% 780.00 568.03
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $436k 4.0k 110.10
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Ishares Tr Ibonds Dec 2030 (IBMS) 0.1 $408k NEW 16k 25.66
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First Horizon National Corporation (FHN) 0.1 $406k 19k 21.20
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Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $406k NEW 16k 25.23
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $405k NEW 16k 25.41
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $403k NEW 16k 25.35
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Select Sector Spdr Tr Technology (XLK) 0.1 $402k 1.6k 253.23
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Home Depot (HD) 0.1 $398k 1.1k 366.69
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $392k 16k 25.30
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Raytheon Technologies Corp (RTX) 0.1 $392k 2.7k 146.02
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American Express Company (AXP) 0.1 $391k +2% 1.2k 318.89
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $388k 8.9k 43.85
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Johnson & Johnson (JNJ) 0.1 $387k 2.5k 152.75
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International Business Machines (IBM) 0.1 $352k 1.2k 294.78
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Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.1 $338k 42k 8.09
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $333k 7.9k 42.05
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $332k 11k 30.14
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $313k 2.7k 115.35
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Netflix (NFLX) 0.1 $297k 222.00 1339.13
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $293k 6.9k 42.27
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Abbvie (ABBV) 0.1 $286k 1.5k 185.62
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Bank of America Corporation (BAC) 0.1 $251k 5.3k 47.32
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $248k 5.8k 42.59
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Uber Technologies (UBER) 0.1 $225k NEW 2.4k 93.30
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $216k NEW 757.00 285.30
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Listed Fds Tr Wahed Dow Jones (UMMA) 0.1 $214k NEW 8.0k 26.64
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Philip Morris International (PM) 0.1 $206k NEW 1.1k 182.13
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Packaging Corporation of America (PKG) 0.1 $206k 1.1k 188.45
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Geron Corporation (GERN) 0.0 $34k 24k 1.41
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Past Filings by Vishria Bird Financial Group

SEC 13F filings are viewable for Vishria Bird Financial Group going back to 2018

View all past filings