Vishria Bird Financial Group, LLC Reduced Holdings in Q2 2025

Vishria Bird Financial Group, LLC

  • $267 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CFLT
Confluent, Inc.

Technology
-491K
- 39.74%
$19.44 - $24.93 $9.54M - $12.2M
744K $18.6M
AAPL
Apple Inc.

Technology
-7.44K
- 7.06%
$172.42 - $223.89 $1.28M - $1.66M
97.9K $20.1M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.28K
- 4.31%
$50.47 - $50.66 $317K - $318K
139K $7.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.2K
- 4.29%
$91.43 - $91.74 $201K - $201K
49K $4.49M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.35K
- 1.06%
$24.14 - $25.43 $56.7K - $59.7K
219K $5.43M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-895
- 7.72%
$100.35 - $100.71 $89.8K - $90.1K
10.7K $1.08M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.14K
- 7.01%
$48.5 - $49.35 $55.3K - $56.3K
15.1K $745K
USFR
Wisdomtree Floating Rate Treas

ETFs
-629
- 1.43%
$50.28 - $50.47 $31.6K - $31.7K
43.2K $2.17M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-620
- 0.69%
$19.58 - $19.93 $12.1K - $12.4K
89.7K $1.79M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-4.39K
- 0.97%
$18.28 - $18.7 $80.2K - $82K
447K $8.36M
Innovator Etfs Trust
-7.4K
- 1.9%
N/A
382K $0
BSCV
Invesco ETF Self Indexed Fd Tr
-3.25K
- 1.14%
$15.97 - $16.53 $51.9K - $53.7K
283K $4.67M
POCT
Innovator U.S. Equity Power Bu

ETFs
-193
- 1.72%
$36.35 - $41.3 $7.02K - $7.97K
11K $455K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-415
- 2.37%
$37.18 - $42.23 $15.4K - $17.5K
17.1K $721K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-966
- 2.23%
$19.6 - $24.44 $18.9K - $23.6K
42.4K $1.04M
AMPL
Amplitude, Inc.

Technology
-21.5K
- 10.76%
$7.71 - $12.97 $166K - $279K
178K $2.21M
NVDA
Nvidia Corp

Technology
-1
- 0.03%
$94.31 - $157.99 $94.3 - $158
3.74K $591K
HOOD
Robinhood Markets, Inc.

Technology
-3
- 0.06%
$34.17 - $93.63 $103 - $281
4.93K $461K
ORCL
Oracle Corp

Technology
-136
- 3.62%
$122.82 - $218.63 $16.7K - $29.7K
3.62K $790K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.09K
- 0.96%
$90.56 - $109.49 $98.8K - $119K
112K $12.3M
BX
Blackstone Inc.

Financial Services
-420
- 0.85%
$120.07 - $151.11 $50.4K - $63.5K
48.8K $7.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-408
- 0.31%
$51.16 - $62.02 $20.9K - $25.3K
132K $8.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 0.23%
$496.48 - $617.85 $13.4K - $16.7K
11.6K $7.15M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.88K
- 0.94%
$33.78 - $43.68 $97.4K - $126K
303K $13.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-257
- 1.04%
$416.06 - $551.64 $107K - $142K
24.4K $13.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-695
- 0.95%
$167.32 - $223.3 $116K - $155K
72.5K $15.9M
GOOGL
Alphabet Inc.

Communication Services
-1.39K
- 1.13%
$144.7 - $178.6 $201K - $248K
121K $21.4M
MSFT
Microsoft Corp

Technology
-546
- 1.54%
$354.56 - $497.45 $194K - $272K
34.9K $17.4M
Activity Summary
Buys All Purchases 19 New Holdings 11 Increased Positions 8 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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