Vishria Bird Financial Group

Vishria Bird Financial Group as of March 31, 2025

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 83 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Confluent Class A Com (CFLT) 9.8 $29M 1.2M 23.44
Apple (AAPL) 8.0 $23M 105k 222.13
FedEx Corporation (FDX) 7.9 $23M 95k 243.78
Alphabet Cap Stk Cl A (GOOGL) 6.4 $19M 123k 154.64
Amazon (AMZN) 4.7 $14M 73k 190.26
Microsoft Corporation (MSFT) 4.5 $13M 36k 375.39
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 4.3 $13M 624k 20.37
Ishares Tr Core S&p Scp Etf (IJR) 4.0 $12M 113k 104.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $12M 25k 468.92
Global X Fds Us Infr Dev Etf (PAVE) 3.9 $12M 306k 37.73
Innovator Etfs Trust Equity Def Protn (TJUL) 3.7 $11M 390k 28.06
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.8 $8.4M 451k 18.53
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $7.7M 133k 58.35
Ishares Tr TRS FLT RT BD (TFLO) 2.5 $7.4M 146k 50.66
Blackstone Group Inc Com Cl A (BX) 2.3 $6.9M 49k 139.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $6.5M 12k 559.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $6.1M 123k 49.62
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.9 $5.7M 122k 46.81
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.9 $5.6M 222k 25.22
BP Sponsored Adr (BP) 1.6 $4.7M 139k 33.79
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.6 $4.7M 51k 91.73
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.6 $4.7M 286k 16.31
Snowflake Cl A (SNOW) 1.1 $3.4M 23k 146.16
Ishares Tr Calif Mun Bd Etf (CMF) 0.8 $2.4M 43k 56.28
Ishares Tr Us Hlthcare Etf (IYH) 0.8 $2.4M 39k 60.89
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $2.2M 44k 50.33
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.1M 13k 156.23
Amplitude Com Cl A (AMPL) 0.7 $2.0M 200k 10.19
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.7 $2.0M 59k 34.20
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.6 $1.8M 90k 19.87
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.3M 4.2k 306.74
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.2M 12k 100.67
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $1.1M 30k 35.80
Ameriprise Financial (AMP) 0.4 $1.1M 2.2k 484.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $957k 43k 22.08
Ishares Tr Core S&p500 Etf (IVV) 0.3 $935k 1.7k 561.90
Chevron Corporation (CVX) 0.3 $873k 5.2k 167.29
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $800k 16k 49.16
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $796k 4.0k 197.46
Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $794k 34k 23.61
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $767k 15k 53.00
Tesla Motors (TSLA) 0.3 $749k 2.9k 259.18
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $699k 18k 39.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $632k 2.3k 274.84
Airbnb Com Cl A (ABNB) 0.2 $626k 5.2k 119.46
Wal-Mart Stores (WMT) 0.2 $612k 7.0k 87.79
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.2 $575k 12k 48.84
Caterpillar (CAT) 0.2 $530k 1.6k 329.74
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $529k 17k 30.80
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $528k 989.00 533.48
Oracle Corporation (ORCL) 0.2 $525k 3.8k 139.81
Merck & Co (MRK) 0.2 $517k 5.8k 89.76
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $514k 19k 27.39
Coinbase Global Com Cl A (COIN) 0.2 $496k 2.9k 172.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $484k 25k 19.78
JPMorgan Chase & Co. (JPM) 0.2 $467k 1.9k 245.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $462k 1.1k 419.88
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $436k 11k 38.85
Johnson & Johnson (JNJ) 0.1 $420k 2.5k 165.84
NVIDIA Corporation (NVDA) 0.1 $406k 3.7k 108.37
Home Depot (HD) 0.1 $398k 1.1k 366.54
First Horizon National Corporation (FHN) 0.1 $372k 19k 19.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $368k 4.0k 92.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $363k 16k 23.43
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $356k 8.9k 40.19
Raytheon Technologies Corp (RTX) 0.1 $355k 2.7k 132.46
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.1 $350k 42k 8.38
Select Sector Spdr Tr Technology (XLK) 0.1 $328k 1.6k 206.48
Abbvie (ABBV) 0.1 $323k 1.5k 209.52
American Express Company (AXP) 0.1 $322k 1.2k 268.97
Samsara Com Cl A (IOT) 0.1 $308k 8.0k 38.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $304k 11k 27.57
International Business Machines (IBM) 0.1 $297k 1.2k 248.66
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $286k 7.9k 36.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $282k 549.00 513.91
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $280k 6.9k 40.41
Shopify Cl A (SHOP) 0.1 $259k 2.7k 95.48
Bank of America Corporation (BAC) 0.1 $222k 5.3k 41.73
Packaging Corporation of America (PKG) 0.1 $216k 1.1k 198.02
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $209k 5.8k 35.88
Netflix (NFLX) 0.1 $207k 222.00 932.53
Robinhood Mkts Com Cl A (HOOD) 0.1 $205k 4.9k 41.62
Geron Corporation (GERN) 0.0 $39k 24k 1.59