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Vishria Bird Financial Group, Llc

Portfolio Manager
Vishria Bird Financial Group, Llc
Performance
+7.31% (2025 Q3)
AUM (13F)
$509.89M
# of Holdings
97
Performance Rank
Allocation (Top 20)
77.05%

Vishria Bird Financial Group, Llc Holdings Map

Top 50 Vishria Bird Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IBDT
ISHARES TR
13.03%2.60M$66.5Mnew2025-Q3: 2.60M shares
$25.42(+0.08%)
2025-09-30
GOOGL
ALPHABET INC
5.77%121.0K$29.4M
-0.24%(-295)
2024-Q3: 52.3K shares2024-Q4: 124.7K shares2025-Q1: 122.7K shares2025-Q2: 121.3K shares2025-Q3: 121.0K shares
$127.55(+145.79%)
2025-09-30
IBMQ
ISHARES TR
5.76%1.14M$29.3M
+7086.17%(+1.13M)
2025-Q2: 15.9K shares2025-Q3: 1.14M shares
$25.58(-0.08%)
2025-09-30
AAPL
APPLE INC
4.84%96.8K$24.7M
-1.12%(-1.10K)
2024-Q3: 105.7K shares2024-Q4: 105.1K shares2025-Q1: 105.4K shares2025-Q2: 97.9K shares2025-Q3: 96.8K shares
$56.49(+383.99%)
2025-09-30
FDX
FEDEX CORP
4.75%102.6K$24.2M
+7.89%(+7.51K)
2024-Q3: 95.1K shares2024-Q4: 95.1K shares2025-Q1: 95.1K shares2025-Q2: 95.1K shares2025-Q3: 102.6K shares
$247.93(+19.52%)
2025-09-30
IBDV
ISHARES TR
3.81%877.2K$19.4Mnew2025-Q3: 877.2K shares
$22.04(+0.25%)
2025-09-30
IBDU
ISHARES TR
3.8%826.1K$19.4Mnew2025-Q3: 826.1K shares
$23.37(+0.20%)
2025-09-30
IBDW
ISHARES TR
3.8%912.5K$19.4Mnew2025-Q3: 912.5K shares
$21.09(+0.37%)
2025-09-30
MSFT
MICROSOFT CORP
3.59%35.4K$18.3M
+1.23%(+431)
2024-Q3: 36.4K shares2024-Q4: 36.1K shares2025-Q1: 35.5K shares2025-Q2: 34.9K shares2025-Q3: 35.4K shares
$157.53(+209.61%)
2025-09-30
AMZN
AMAZON COM INC
3.13%72.6K$15.9M
+0.11%(+79)
2024-Q3: 75.3K shares2024-Q4: 74.9K shares2025-Q1: 73.2K shares2025-Q2: 72.5K shares2025-Q3: 72.6K shares
$84.22(+176.09%)
2025-09-30

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