Vishria Bird Financial Group, LLC Portfolio Holdings

Vishria Bird Financial Group, LLC

  • $263 Million
  • Q1 2025

Vishria Bird Financial Group, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Confluent, Inc. with a value of $28.9M, Apple Inc. with a value of $23.4M, Fedex Corp with a value of $23.2M, Alphabet Inc. with a value of $19M, and Amazon Com Inc with a value of $13.9M.

Examining the 13F form we can see an decrease of $22.5M in the current position value, from $285M to 263M.

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

Portfolio value $263 Million
ETFs: $106 Million
Technology: $73.6 Million
Industrials: $24.1 Million
Communication Services: $21.2 Million
Consumer Cyclical: $15.9 Million
Financial Services: $9.31 Million
Energy: $5.58 Million
Healthcare: $1.65 Million
Other: $611,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4B
$28.9 Million 11.01% of portfolio
1,234,929
Q1 2025 Added 1,301.32%
$3.42T
$23.4 Million 8.9% of portfolio
105,376
Q1 2025 Added 0.29%
$54.7B
$23.2 Million 8.82% of portfolio
95,139
Q3 2024 Added 18.54%
$957B
$19 Million 7.22% of portfolio
122,689
Q1 2025 Reduced 1.62%
$1.88T
$13.9 Million 5.3% of portfolio
73,226
Q1 2025 Reduced 2.19%
$2.95T
$13.3 Million 5.07% of portfolio
35,492
Q1 2025 Reduced 1.65%
$0
$11.9 Million 4.51% of portfolio
113,409
Q1 2025 Reduced 2.09%
$0
$11.6 Million 4.4% of portfolio
24,694
Q1 2025 Reduced 2.44%
$0
$11.6 Million 4.39% of portfolio
306,238
Q1 2025 Reduced 1.54%
$0
$8.37 Million 3.18% of portfolio
451,437
Q1 2025 Reduced 1.59%
$0
$7.74 Million 2.94% of portfolio
132,645
Q1 2025 Added 2,952.82%
$0
$7.38 Million 2.81% of portfolio
145,746
Q1 2025 Added 1.19%
$93.4B
$6.88 Million 2.62% of portfolio
49,213
Q1 2025 Reduced 3.38%
$0
$6.49 Million 2.47% of portfolio
11,603
Q1 2025 Reduced 2.92%
$0
$6.1 Million 2.32% of portfolio
123,027
Q1 2025 Reduced 0.49%
$0
$5.59 Million 2.12% of portfolio
221,521
Q1 2025 Reduced 1.06%
$0
$4.69 Million 1.78% of portfolio
51,164
Q1 2025 Reduced 21.77%
$0
$4.66 Million 1.77% of portfolio
285,766
Q1 2025 Reduced 1.61%
$51B
$3.38 Million 1.29% of portfolio
23,128
Q1 2025 Reduced 2.12%
$0
$2.39 Million 0.91% of portfolio
42,493
Q3 2024 New
$0
$2.38 Million 0.9% of portfolio
39,007
Q1 2025 Reduced 2.13%
$0
$2.21 Million 0.84% of portfolio
43,847
Q1 2025 Reduced 0.45%
$979B
$2.06 Million 0.78% of portfolio
13,199
Q1 2025 Added 1.54%
$613M
$2.03 Million 0.77% of portfolio
199,691
Q1 2025 Added 0.43%
$0
$1.79 Million 0.68% of portfolio
90,321
Q1 2025 Reduced 0.61%
$0
$1.28 Million 0.49% of portfolio
4,182
Q2 2018 New
$0
$1.17 Million 0.44% of portfolio
11,595
Q1 2025 Reduced 1.34%
$0
$1.09 Million 0.41% of portfolio
30,411
Q1 2023 Reduced 5.51%
$50.3B
$1.05 Million 0.4% of portfolio
2,174
Q3 2024 Added 9.03%
$0
$956,000 0.36% of portfolio
43,335
Q4 2024 Added 200.0%
$0
$935,000 0.36% of portfolio
1,664
Q1 2025 New
$266B
$873,000 0.33% of portfolio
5,220
Q4 2024 Reduced 5.42%
$0
$794,000 0.3% of portfolio
33,648
Q4 2024 Added 200.0%
$0
$795,000 0.3% of portfolio
4,030
Q1 2020 Added 2.15%
$0
$800,000 0.3% of portfolio
16,278
Q1 2025 Reduced 0.62%
$0
$767,000 0.29% of portfolio
14,475
Q4 2024 Reduced 0.25%
$891B
$748,000 0.28% of portfolio
2,890
Q1 2025 Added 3.7%
$0
$698,000 0.27% of portfolio
17,501
Q1 2024 Added 8.58%
$48.7B
$625,000 0.24% of portfolio
5,238
Q1 2025 Added 0.04%
$0
$631,000 0.24% of portfolio
2,299
Q1 2025 Added 0.44%
$264B
$611,000 0.23% of portfolio
6,969
Q1 2025 Added 1.01%
$0
$575,000 0.22% of portfolio
11,774
Q1 2025 Reduced 14.51%
$216B
$516,000 0.2% of portfolio
5,755
Q4 2024 Reduced 0.29%
$0
$514,000 0.2% of portfolio
18,768
Q4 2024 Added 100.0%
$379B
$524,000 0.2% of portfolio
3,753
Q3 2024 New
$163B
$529,000 0.2% of portfolio
1,607
Q1 2025 Added 0.06%
$0
$527,000 0.2% of portfolio
989
Q4 2024 Reduced 0.2%
$0
$528,000 0.2% of portfolio
17,172
Q4 2024 Reduced 9.41%
$29.2B
$496,000 0.19% of portfolio
2,882
Q3 2024 Added 55.78%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $263 Million
  • Prior Value $285 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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