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 $285.42 thousand in total holdings as of December 31, 2024.
Vishria Bird Financial Group, LLC owns shares of 79 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 5.63% of the portfolio was purchased this quarter.
About 1.14% of the portfolio was sold this quarter.
This quarter, Vishria Bird Financial Group, LLC has purchased 82 new stocks and bought additional shares in 12 stocks.
Vishria Bird Financial Group, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

FedEx: $26,765
Apple: $26,313
Alphabet: $23,607
Amazon.com: $16,424
Microsoft: $15,212

Largest New Holdings this Quarter

Vanguard Large-Cap ETF: $204 Holding

Largest Purchases this Quarter

Alphabet: 72,430 shares (about $13.71K)
Schwab US Large-Cap ETF: 28,890 shares (about $670.00)
Schwab Fundamental U.S. Large Company Index ETF: 22,432 shares (about $531.33)
Schwab Fundamental U.S. Small Company Index ETF: 9,384 shares (about $278.50)
Vanguard Large-Cap ETF: 757 shares (about $204.00)

Largest Sales this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 10,955 shares (about $1.00K)
Apple: 673 shares (about $168.53)
Microsoft: 281 shares (about $118.45)
Amazon.com: 411 shares (about $90.17)
INNOVATOR ETFS TRUST: 3,207 shares (about $89.06)

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
FDX FedEx	$26,765		0.0%	95,139	9.4%	Transportation
AAPL Apple	$26,313	$169 ▼	-0.6%	105,076	9.2%	Computer and Technology
GOOGL Alphabet	$23,607	$13,711 ▲	138.6%	124,707	8.3%	Computer and Technology
AMZN Amazon.com	$16,424	$90 ▼	-0.5%	74,863	5.8%	Retail/Wholesale
MSFT Microsoft	$15,212	$118 ▼	-0.8%	36,089	5.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$13,346	$60 ▼	-0.4%	115,832	4.7%	ETF
QQQ Invesco QQQ	$12,940	$72 ▼	-0.6%	25,311	4.5%	Finance
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$12,738	$6 ▼	-0.1%	633,407	4.5%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$12,569	$66 ▼	-0.5%	311,043	4.4%	ETF
INNOVATOR ETFS TRUST	$10,984	$89 ▼	-0.8%	395,548	3.8%	EQUITY DEF PROTN
BX Blackstone	$8,782	$19 ▼	-0.2%	50,935	3.1%	Finance
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$8,413	$30 ▼	-0.4%	458,742	2.9%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$7,269	$23 ▲	0.3%	144,030	2.5%	ETF
SPY SPDR S&P 500 ETF Trust	$7,005		0.0%	11,952	2.5%	Finance
ISHARES BITCOIN TRUST ETF	$6,570	$24 ▼	-0.4%	123,850	2.3%	SHS BEN INT
VTEB Vanguard Tax-Exempt Bond ETF	$6,198	$34 ▼	-0.6%	123,634	2.2%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$5,980	$1,002 ▼	-14.3%	65,400	2.1%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$5,727	$48 ▼	-0.8%	223,886	2.0%	ETF
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$4,662	$51 ▼	-1.1%	290,453	1.6%	ETF
BP BP	$4,296	$18 ▼	-0.4%	145,316	1.5%	Oils/Energy
SNOW Snowflake	$3,649	$23 ▼	-0.6%	23,629	1.3%	Computer and Technology
GOOG Alphabet	$2,476		0.0%	12,999	0.9%	Computer and Technology
CFLT Confluent	$2,464	$13 ▼	-0.5%	88,126	0.9%	Computer and Technology
CMF iShares California Muni Bond ETF	$2,434		0.0%	42,493	0.9%	ETF
IYH iShares U.S. Healthcare ETF	$2,322	$32 ▼	-1.3%	39,857	0.8%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$2,216	$2 ▼	-0.1%	44,046	0.8%	Finance
RSPT Invesco S&P 500 Equal Weight Technology ETF	$2,209		0.0%	59,040	0.8%	ETF
AMPL Amplitude	$2,098		0.0%	198,831	0.7%	Business Services
FSMB First Trust Short Duration Managed Municipal ETF	$1,803	$4 ▼	-0.2%	90,875	0.6%	ETF
IWB iShares Russell 1000 ETF	$1,347		0.0%	4,182	0.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,179	$1 ▼	-0.1%	11,752	0.4%	ETF
AMP Ameriprise Financial	$1,157		0.0%	2,174	0.4%	Finance
TSLA Tesla	$1,126		0.0%	2,787	0.4%	Auto/Tires/Trucks
PMAY Innovator U.S. Equity Power Buffer ETF - May	$1,092		0.0%	30,411	0.4%	ETF
SCHX Schwab US Large-Cap ETF	$1,005	$670 ▲	200.0%	43,335	0.4%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$904		0.0%	4,030	0.3%	Finance
FNDX Schwab Fundamental U.S. Large Company Index ETF	$797	$531 ▲	200.0%	33,648	0.3%	ETF
LMBS First Trust Low Duration Opportunities ETF	$797		0.0%	16,379	0.3%	Manufacturing
FXO First Trust Financial AlphaDEX Fund	$784	$2 ▼	-0.2%	14,475	0.3%	ETF
FHN First Horizon	$772		0.0%	38,320	0.3%	Finance
CVX Chevron	$756	$43 ▼	-5.4%	5,220	0.3%	Oils/Energy
HLAL Wahed FTSE USA Shariah ETF	$726	$42 ▲	6.2%	13,772	0.3%	ETF
COIN Coinbase Global	$716		0.0%	2,882	0.3%	Business Services
PMAR Innovator U.S. Equity Power Buffer ETF - March	$703		0.0%	17,501	0.2%	Transportation
ABNB Airbnb	$688		0.0%	5,236	0.2%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$663		0.0%	2,289	0.2%	ETF
ORCL Oracle	$625		0.0%	3,753	0.2%	Computer and Technology
WMT Walmart	$623	$61 ▲	10.9%	6,899	0.2%	Retail/Wholesale
DIA SPDR Dow Jones Industrial Average ETF Trust	$596		0.0%	1,401	0.2%	Finance
CAT Caterpillar	$583		0.0%	1,606	0.2%	Industrial Products
MRK Merck & Co., Inc.	$573	$2 ▼	-0.3%	5,755	0.2%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$563	$1 ▼	-0.2%	989	0.2%	ETF
FNDA Schwab Fundamental U.S. Small Company Index ETF	$557	$279 ▲	100.0%	18,768	0.2%	ETF
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$499	$52 ▼	-9.4%	17,172	0.2%	ETF
HD Home Depot	$478		0.0%	1,230	0.2%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$456		0.0%	1,903	0.2%	Finance
POCT Innovator U.S. Equity Power Buffer ETF - October	$444		0.0%	11,224	0.2%	ETF
SCHF Schwab International Equity ETF	$439	$192 ▲	77.5%	23,724	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$402		0.0%	3,964	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$401	$201 ▲	100.0%	15,494	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$369		0.0%	1,586	0.1%	ETF
JNJ Johnson & Johnson	$367		0.0%	2,535	0.1%	Medical
NVDA NVIDIA	$364		0.0%	2,710	0.1%	Computer and Technology
PJUL Innovator U.S. Equity Power Buffer ETF - July	$364		0.0%	8,851	0.1%	ETF
AXP American Express	$355		0.0%	1,197	0.1%	Finance
IOT Samsara	$351	$152 ▲	76.3%	8,037	0.1%	Computer and Technology
RTX RTX	$310	$2 ▼	-0.6%	2,681	0.1%	Aerospace
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$305	$4 ▲	1.2%	5,410	0.1%	ETF
VOO Vanguard S&P 500 ETF	$296		0.0%	549	0.1%	ETF
SCHE Schwab Emerging Markets Equity ETF	$293	$36 ▼	-11.1%	11,007	0.1%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$280		0.0%	6,934	0.1%	ETF
ABBV AbbVie	$274	$5 ▲	2.0%	1,542	0.1%	Medical
IJH iShares Core S&P Mid-Cap ETF	$271		0.0%	4,345	0.1%	ETF
FNDC Schwab Fundamental International Small Cap Company Index ETF	$270	$28 ▼	-9.4%	7,909	0.1%	ETF
IBM International Business Machines	$262		0.0%	1,194	0.1%	Computer and Technology
PKG Packaging Co. of America	$246		0.0%	1,091	0.1%	Industrial Products
BAC Bank of America	$233	$32 ▼	-12.2%	5,308	0.1%	Finance
VV Vanguard Large-Cap ETF	$204	$204 ▲	New Holding	757	0.1%	ETF
GERN Geron	$86		0.0%	24,265	0.0%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$0	$424 ▼	-100.0%	0	0.0%	ETF
SCHC Schwab International Small-Cap Equity ETF	$0	$243 ▼	-100.0%	0	0.0%	ETF
CARR Carrier Global	$0	$213 ▼	-100.0%	0	0.0%	Computer and Technology
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	$0	$206 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

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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