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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|