Top 50 Vishria Bird Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBDT | ISHARES TR | 13.03% | 2.60M | $66.5M | new | $25.42(+0.08%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 5.77% | 121.0K | $29.4M | -0.24%(-295) | $127.55(+145.79%) | 2025-09-30 | |
| IBMQ | ISHARES TR | 5.76% | 1.14M | $29.3M | +7086.17%(+1.13M) | $25.58(-0.08%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.84% | 96.8K | $24.7M | -1.12%(-1.10K) | $56.49(+383.99%) | 2025-09-30 | |
| FDX | FEDEX CORP | 4.75% | 102.6K | $24.2M | +7.89%(+7.51K) | $247.93(+19.52%) | 2025-09-30 | |
| IBDV | ISHARES TR | 3.81% | 877.2K | $19.4M | new | $22.04(+0.25%) | 2025-09-30 | |
| IBDU | ISHARES TR | 3.8% | 826.1K | $19.4M | new | $23.37(+0.20%) | 2025-09-30 | |
| IBDW | ISHARES TR | 3.8% | 912.5K | $19.4M | new | $21.09(+0.37%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 3.59% | 35.4K | $18.3M | +1.23%(+431) | $157.53(+209.61%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 3.13% | 72.6K | $15.9M | +0.11%(+79) | $84.22(+176.09%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.59% | +62.61% |
| Top 20 Holdings Unweighted | +16.10% | +56.47% |
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