Vishria Bird Financial Group, LLC Portfolio Holdings
Vishria Bird Financial Group, LLC
- $443 Million
- Q3 2025
Vishria Bird Financial Group, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $443 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2028 Ter with a value of $66.5M, Alphabet Inc. with a value of $29.4M, Ishares Tr Ibonds Dec 2028 Ter with a value of $29.3M, Apple Inc. with a value of $24.7M, and Fedex Corp with a value of $24.2M.
Examining the 13F form we can see an increase of $176M in the current position value, from $267M to 443M.
Below you can find more details about Vishria Bird Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$443 Million
ETFs: $237 Million
Technology: $69.6 Million
Communication Services: $33.9 Million
Industrials: $25.4 Million
Consumer Cyclical: $18.6 Million
Financial Services: $11.4 Million
Healthcare: $1.83 Million
Energy: $820,000
Other: $730,000
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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