Vishria Bird Financial Group, LLC Portfolio Holdings
Vishria Bird Financial Group, LLC
- $285 Million
- Q4 2024
Vishria Bird Financial Group, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $285 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fedex Corp with a value of $26.8M, Apple Inc. with a value of $26.3M, Alphabet Inc. with a value of $23.6M, Amazon Com Inc with a value of $16.4M, and Microsoft Corp with a value of $15.2M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $264M to 285M.
Below you can find more details about Vishria Bird Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$285 Million
ETFs: $107 Million
Technology: $52.1 Million
Industrials: $27.7 Million
Communication Services: $26.1 Million
Consumer Cyclical: $19 Million
Financial Services: $11.8 Million
Energy: $5.05 Million
Healthcare: $1.3 Million
Other: $623,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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