Vishria Bird Financial Group, LLC Portfolio Holdings

Vishria Bird Financial Group, LLC

  • $267 Million
  • Q2 2025

Vishria Bird Financial Group, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fedex Corp with a value of $21.6M, Alphabet Inc. with a value of $21.4M, Apple Inc. with a value of $20.1M, Confluent, Inc. with a value of $18.6M, and Microsoft Corp with a value of $17.4M.

Examining the 13F form we can see an increase of $4.22M in the current position value, from $263M to 267M.

Below you can find more details about Vishria Bird Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
ETFs: $122 Million
Technology: $62.6 Million
Communication Services: $24 Million
Industrials: $22.6 Million
Consumer Cyclical: $18.1 Million
Financial Services: $10.3 Million
Healthcare: $1.5 Million
Consumer Defensive: $887,000
Other: $747,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.9B
$21.6 Million 8.09% of portfolio
95,139
Q3 2024 Added 18.54%
$1.16T
$21.4 Million 8.0% of portfolio
121,303
Q2 2025 Reduced 1.13%
$3.43T
$20.1 Million 7.52% of portfolio
97,940
Q2 2025 Reduced 7.06%
$2.43B
$18.6 Million 6.94% of portfolio
744,181
Q2 2025 Reduced 39.74%
$3.91T
$17.4 Million 6.51% of portfolio
34,946
Q2 2025 Reduced 1.54%
$2.26T
$15.9 Million 5.96% of portfolio
72,531
Q2 2025 Reduced 0.95%
$0
$13.5 Million 5.05% of portfolio
24,437
Q2 2025 Reduced 1.04%
$0
$13.2 Million 4.95% of portfolio
303,354
Q2 2025 Reduced 0.94%
$0
$12.3 Million 4.59% of portfolio
112,318
Q2 2025 Reduced 0.96%
$0
$11.9 Million 4.44% of portfolio
208,205
Q2 2025 New
$0
$8.36 Million 3.13% of portfolio
447,051
Q2 2025 Reduced 0.97%
$0
$8.2 Million 3.07% of portfolio
132,237
Q2 2025 Reduced 0.31%
$120B
$7.3 Million 2.73% of portfolio
48,793
Q2 2025 Reduced 0.85%
$0
$7.15 Million 2.68% of portfolio
11,576
Q2 2025 Reduced 0.23%
$0
$7.06 Million 2.64% of portfolio
139,471
Q2 2025 Reduced 4.31%
$0
$6.63 Million 2.48% of portfolio
135,312
Q2 2025 Added 9.99%
$0
$4.67 Million 1.75% of portfolio
282,516
Q2 2025 Reduced 1.14%
$0
$4.49 Million 1.68% of portfolio
48,969
Q2 2025 Reduced 4.29%
$1.2T
$2.34 Million 0.88% of portfolio
13,199
Q1 2025 Added 1.54%
$810M
$2.21 Million 0.83% of portfolio
178,209
Q2 2025 Reduced 10.76%
$0
$2.17 Million 0.81% of portfolio
43,218
Q2 2025 Reduced 1.43%
$0
$1.79 Million 0.67% of portfolio
89,701
Q2 2025 Reduced 0.69%
$0
$1.42 Million 0.53% of portfolio
4,182
Q2 2018 New
$54.2B
$1.4 Million 0.52% of portfolio
2,628
Q2 2025 Added 20.88%
$0
$1.15 Million 0.43% of portfolio
30,411
Q1 2023 Reduced 5.51%
$0
$1.08 Million 0.4% of portfolio
10,700
Q2 2025 Reduced 7.72%
$0
$1.03 Million 0.39% of portfolio
1,664
Q1 2025 New
$0
$1.04 Million 0.39% of portfolio
42,369
Q2 2025 Reduced 2.23%
$43B
$1.01 Million 0.38% of portfolio
2,882
Q3 2024 Added 55.78%
$1.01T
$918,000 0.34% of portfolio
2,890
Q1 2025 Added 3.7%
$0
$875,000 0.33% of portfolio
4,030
Q1 2020 Added 2.15%
$0
$825,000 0.31% of portfolio
33,648
Q4 2024 Added 200.0%
$691B
$790,000 0.3% of portfolio
3,617
Q2 2025 Reduced 3.62%
$0
$811,000 0.3% of portfolio
14,475
Q4 2024 Reduced 0.25%
$0
$763,000 0.29% of portfolio
14,274
Q2 2025 Added 21.23%
$299B
$747,000 0.28% of portfolio
5,220
Q4 2024 Reduced 5.42%
$0
$745,000 0.28% of portfolio
15,137
Q2 2025 Reduced 7.01%
$0
$741,000 0.28% of portfolio
23,853
Q2 2025 New
$0
$721,000 0.27% of portfolio
17,086
Q2 2025 Reduced 2.37%
$52.1B
$693,000 0.26% of portfolio
5,238
Q1 2025 Added 0.04%
$0
$698,000 0.26% of portfolio
2,299
Q1 2025 Added 0.44%
$281B
$681,000 0.25% of portfolio
6,969
Q1 2025 Added 1.01%
$226B
$623,000 0.23% of portfolio
1,607
Q1 2025 Added 0.06%
$4.07B
$618,000 0.23% of portfolio
15,552
Q2 2025 Added 93.51%
$447B
$591,000 0.22% of portfolio
3,744
Q2 2025 Reduced 0.03%
$0
$555,000 0.21% of portfolio
2,342
Q2 2025 New
$0
$566,000 0.21% of portfolio
17,172
Q4 2024 Reduced 9.41%
$855B
$554,000 0.21% of portfolio
1,913
Q2 2025 Added 0.53%
$0
$560,000 0.21% of portfolio
989
Q4 2024 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $267 Million
  • Prior Value $263 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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