Vishria Bird Financial Group

Vishria Bird Financial Group as of Sept. 30, 2025

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ibds Dec28 Etf (IBDT) 13.0 $67M 2.6M 25.52
Alphabet Cap Stk Cl A (GOOGL) 5.8 $29M 121k 243.10
Ishares Tr Ibonds Dec 28 (IBMQ) 5.8 $29M 1.1M 25.64
Apple (AAPL) 4.8 $25M 97k 254.63
FedEx Corporation (FDX) 4.7 $24M 103k 235.81
Ishares Tr Ibonds Dec 2030 (IBDV) 3.8 $19M 877k 22.15
Ishares Tr Ibonds Dec 29 (IBDU) 3.8 $19M 826k 23.47
Ishares Tr Ibonds Dec 2031 (IBDW) 3.8 $19M 913k 21.22
Microsoft Corporation (MSFT) 3.6 $18M 35k 517.95
Amazon (AMZN) 3.1 $16M 73k 219.57
Confluent Class A Com (CFLT) 2.9 $15M 746k 19.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $15M 24k 600.37
Global X Fds Us Infr Dev Etf (PAVE) 2.8 $14M 302k 47.63
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 2.8 $14M 688k 20.88
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $13M 112k 118.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $13M 212k 59.92
Innovator Etfs Trust Equity Def Protn (TJUL) 2.2 $11M 382k 29.29
Ishares Tr Ibonds Dec 2031 (IBMT) 2.1 $11M 408k 25.89
Ishares Tr Ibonds Dec 2030 (IBMS) 2.0 $10M 400k 26.08
Ishares Tr Ibonds 27 Etf (IBDS) 2.0 $9.9M 409k 24.34
Ishares Tr Ibonds Dec 2029 (IBMR) 1.9 $9.8M 383k 25.53
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $8.6M 132k 65.26
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.6 $8.3M 443k 18.81
Blackstone Group Inc Com Cl A (BX) 1.6 $8.3M 49k 170.85
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.6 $8.0M 124k 65.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $7.7M 12k 666.18
Ishares Tr Ibonds Dec 27 (IBMP) 1.2 $5.9M 232k 25.48
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.9 $4.7M 281k 16.68
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.9 $4.5M 50k 91.75
Broadcom (AVGO) 0.7 $3.8M 11k 329.91
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.3M 14k 243.55
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.5 $2.6M 59k 44.58
Ishares Tr Ibonds Dec2026 (IBDR) 0.4 $2.1M 87k 24.30
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.5M 4.2k 365.48
Coinbase Global Com Cl A (COIN) 0.3 $1.4M 4.3k 337.49
Ameriprise Financial (AMP) 0.3 $1.3M 2.6k 491.16
Tesla Motors (TSLA) 0.2 $1.2M 2.8k 444.72
NVIDIA Corporation (NVDA) 0.2 $1.2M 6.6k 186.58
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $1.2M 30k 38.90
Amplitude Com Cl A (AMPL) 0.2 $1.2M 108k 10.72
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $1.1M 34k 32.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.1M 42k 26.34
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.1M 1.7k 669.30
Oracle Corporation (ORCL) 0.2 $1.1M 3.8k 281.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $966k 4.0k 239.64
Samsara Com Cl A (IOT) 0.2 $936k 25k 37.25
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $885k 34k 26.30
First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $860k 15k 59.39
Listed Fds Tr Wahed Ftse Etf (HLAL) 0.2 $847k 14k 59.33
Robinhood Mkts Com Cl A (HOOD) 0.2 $825k 5.8k 143.18
Chevron Corporation (CVX) 0.2 $821k 5.3k 155.29
Caterpillar (CAT) 0.2 $768k 1.6k 477.15
Airbnb Com Cl A (ABNB) 0.1 $764k 6.3k 121.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $755k 2.3k 328.17
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $750k 17k 43.91
Wal-Mart Stores (WMT) 0.1 $730k 7.1k 103.06
JPMorgan Chase & Co. (JPM) 0.1 $655k 2.1k 315.43
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $621k 17k 36.16
Vanguard Index Fds Small Cp Etf (VB) 0.1 $618k 2.4k 254.28
Meta Platforms Cl A (META) 0.1 $610k 830.00 734.52
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $590k 989.00 596.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $570k 25k 23.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $563k 920.00 612.38
Merck & Co (MRK) 0.1 $514k 6.1k 83.93
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $511k 1.1k 463.74
Johnson & Johnson (JNJ) 0.1 $479k 2.6k 185.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $479k 4.0k 120.72
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $475k 11k 43.10
Raytheon Technologies Corp (RTX) 0.1 $454k 2.7k 167.33
Select Sector Spdr Tr Technology (XLK) 0.1 $447k 1.6k 281.86
Home Depot (HD) 0.1 $443k 1.1k 405.19
First Horizon National Corporation (FHN) 0.1 $435k 19k 22.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $432k 16k 27.90
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.1 $421k 42k 10.01
American Express Company (AXP) 0.1 $418k 1.3k 332.06
Applovin Corp Com Cl A (APP) 0.1 $410k 571.00 718.54
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $404k 8.9k 45.60
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $403k 2.7k 148.61
Abbvie (ABBV) 0.1 $381k 1.6k 231.54
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $367k 11k 33.37
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $352k 7.9k 44.51
International Business Machines (IBM) 0.1 $347k 1.2k 282.16
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $314k 6.9k 45.21
Roblox Corp Cl A (RBLX) 0.1 $303k 2.2k 138.52
Netflix (NFLX) 0.1 $291k 243.00 1198.92
Bank of America Corporation (BAC) 0.1 $276k 5.4k 51.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $265k 5.8k 45.51
Uber Technologies (UBER) 0.0 $250k 2.6k 97.97
Packaging Corporation of America (PKG) 0.0 $238k 1.1k 217.93
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $235k 5.1k 46.12
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $235k 7.7k 30.40
Ishares Tr Msci Intl Moment (IMTM) 0.0 $235k 4.9k 47.88
Vanguard Index Fds Large Cap Etf (VV) 0.0 $233k 757.00 307.86
Listed Fds Tr Wahed Dow Jones (UMMA) 0.0 $222k 8.1k 27.56
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $211k 4.6k 45.42
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $207k 8.1k 25.42
Geron Corporation (GERN) 0.0 $33k 24k 1.37