The Analysis of Vishria Bird Financial Group, LLC's Holdings
Currently, Vishria Bird Financial Group, LLC holds 97 types of securities in its portfolio with a total value $509.9M. In the most recent quarter, they have increased their positions in IBDT (+2.6M shares, valued at $66.5M), IBMQ (+1.1M shares, valued at $28.9M), IBDV (+877.2K shares, valued at $19.4M); decreased their positions in AMPL (-69.8K shares, valued at $748.0K), AAPL (-1.1K shares, valued at $280.3K), BSCT (-3.9K shares, valued at $72.5K); initiated new positions in IBDT (+2.6M shares, valued at $66.5M), IBDV (+877.2K shares, valued at $19.4M), IBDU (+826.1K shares, valued at $19.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IBDT ISHARES TR2.6M sharesnew addition2025-09-302025-10-21
GOOGL ALPHABET INC121.0K shares-0.24%2025-09-302025-10-21 IBMQ ISHARES TR1.1M shares7086.17%2025-09-302025-10-21 AAPL APPLE INC96.8K shares-1.12%2025-09-302025-10-21 FDX FEDEX CORP102.6K shares7.89%2025-09-302025-10-21 IBDV ISHARES TR877.2K sharesnew addition2025-09-302025-10-21 IBDU ISHARES TR826.1K sharesnew addition2025-09-302025-10-21 IBDW ISHARES TR912.5K sharesnew addition2025-09-302025-10-21 MSFT MICROSOFT CORP35.4K shares1.23%2025-09-302025-10-21 AMZN AMAZON COM INC72.6K shares0.11%2025-09-302025-10-21 CFLT CONFLUENT INC745.6K shares0.19%2025-09-302025-10-21 QQQ INVESCO QQQ TR24.3K shares-0.38%2025-09-302025-10-21 PAVE GLOBAL X FDS302.1K shares-0.43%2025-09-302025-10-21 BSCW INVESCO EXCH TRD SLF IDX FD687.7K shares19.27%2025-09-302025-10-21 IJR ISHARES TR112.0K shares-0.25%2025-09-302025-10-21 VEA VANGUARD TAX-MANAGED FDS212.4K shares1.99%2025-09-302025-10-21 TJUL INNOVATOR ETFS TRUST381.5K shares-0.25%2025-09-302025-10-21 IBMT ISHARES TR408.3K sharesnew addition2025-09-302025-10-21 IBMS ISHARES TR399.6K shares2416.32%2025-09-302025-10-21 IBDS ISHARES TR408.8K sharesnew addition2025-09-302025-10-21 IBMR ISHARES TR382.9K shares2278.87%2025-09-302025-10-21 IJH ISHARES TR131.8K shares-0.34%2025-09-302025-10-21 BSCT INVESCO EXCH TRD SLF IDX FD443.2K shares-0.86%2025-09-302025-10-21 BX BLACKSTONE INC48.7K shares-0.25%2025-09-302025-10-21 IBIT ISHARES BITCOIN TRUST ETF123.7K shares-0.11%2025-09-302025-10-21 SPY SPDR S&P 500 ETF TR11.6K shares0.00%2025-09-302025-10-21 IBMP ISHARES TR232.4K shares1361.01%2025-09-302025-10-21 BSCV INVESCO EXCH TRD SLF IDX FD280.6K shares-0.69%2025-09-302025-10-21 BIL SPDR SERIES TRUST49.5K shares1.04%2025-09-302025-10-21 AVGO BROADCOM INC11.4K sharesnew addition2025-09-302025-10-21 GOOG ALPHABET INC13.6K shares3.20%2025-09-302025-10-21 RSPT INVESCO EXCHANGE TRADED FD T59.0K shares-0.01%2025-09-302025-10-21 IBDR ISHARES TR87.0K sharesnew addition2025-09-302025-10-21 IWB ISHARES TR4.2K shares0.00%2025-09-302025-10-21 COIN COINBASE GLOBAL INC4.3K shares48.44%2025-09-302025-10-21 AMP AMERIPRISE FINL INC2.6K shares0.38%2025-09-302025-10-21 TSLA TESLA INC2.8K shares-3.63%2025-09-302025-10-21 NVDA NVIDIA CORPORATION6.6K shares76.87%2025-09-302025-10-21 PMAY INNOVATOR ETFS TRUST30.4K shares0.00%2025-09-302025-10-21 AMPL AMPLITUDE INC108.4K shares-39.16%2025-09-302025-10-21 DFIC DIMENSIONAL ETF TRUST34.2K shares43.56%2025-09-302025-10-21 SCHX SCHWAB STRATEGIC TR42.4K shares-0.01%2025-09-302025-10-21 IVV ISHARES TR1.7K shares0.00%2025-09-302025-10-21 ORCL ORACLE CORP3.8K shares4.12%2025-09-302025-10-21 XLY SELECT SECTOR SPDR TR4.0K shares0.00%2025-09-302025-10-21 IOT SAMSARA INC25.1K shares61.54%2025-09-302025-10-21 FNDX SCHWAB STRATEGIC TR33.6K shares0.00%2025-09-302025-10-21 FXO FIRST TR EXCHANGE TRADED FD14.5K shares0.00%2025-09-302025-10-21 HLAL LISTED FDS TR14.3K shares0.04%2025-09-302025-10-21 HOOD ROBINHOOD MKTS INC5.8K shares16.79%2025-09-302025-10-21 CVX CHEVRON CORP NEW5.3K shares1.25%2025-09-302025-10-21 CAT CATERPILLAR INC1.6K shares0.12%2025-09-302025-10-21 ABNB AIRBNB INC6.3K shares20.05%2025-09-302025-10-21 VTI VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-10-21 PMAR INNOVATOR ETFS TRUST17.1K shares0.00%2025-09-302025-10-21 WMT WALMART INC7.1K shares1.69%2025-09-302025-10-21 JPM JPMORGAN CHASE & CO.2.1K shares8.47%2025-09-302025-10-21 FNDE SCHWAB STRATEGIC TR17.2K shares0.00%2025-09-302025-10-21 VB VANGUARD INDEX FDS2.4K shares3.80%2025-09-302025-10-21 META META PLATFORMS INC830 sharesnew addition2025-09-302025-10-21 MDY SPDR S&P MIDCAP 400 ETF TR989 shares0.00%2025-09-302025-10-21 SCHF SCHWAB STRATEGIC TR24.5K shares0.00%2025-09-302025-10-21 VOO VANGUARD INDEX FDS920 shares17.95%2025-09-302025-10-21 MRK MERCK & CO INC6.1K shares6.32%2025-09-302025-10-21 DIA SPDR DOW JONES INDL AVERAGE1.1K shares0.00%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON2.6K shares1.97%2025-09-302025-10-21 IVW ISHARES TR4.0K shares0.00%2025-09-302025-10-21 POCT INNOVATOR ETFS TRUST11.0K shares0.00%2025-09-302025-10-21 RTX RTX CORPORATION2.7K shares1.16%2025-09-302025-10-21 XLK SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-10-21 HD HOME DEPOT INC1.1K shares0.83%2025-09-302025-10-21 FHN FIRST HORIZON CORPORATION19.2K shares0.33%2025-09-302025-10-21 SCHA SCHWAB STRATEGIC TR15.5K shares0.00%2025-09-302025-10-21 AMRX AMNEAL PHARMACEUTICALS INC42.1K shares0.65%2025-09-302025-10-21 AXP AMERICAN EXPRESS CO1.3K shares2.53%2025-09-302025-10-21 APP APPLOVIN CORP571 sharesnew addition2025-09-302025-10-21 PJUL INNOVATOR ETFS TRUST8.9K shares0.00%2025-09-302025-10-21 SHOP SHOPIFY INC2.7K shares0.00%2025-09-302025-10-21 ABBV ABBVIE INC1.6K shares6.61%2025-09-302025-10-21 SCHE SCHWAB STRATEGIC TR11.0K shares0.00%2025-09-302025-10-21 FNDC SCHWAB STRATEGIC TR7.9K shares0.00%2025-09-302025-10-21 IBM INTERNATIONAL BUSINESS MACHS1.2K shares3.02%2025-09-302025-10-21 PRF INVESCO EXCHANGE TRADED FD T6.9K shares0.00%2025-09-302025-10-21 RBLX ROBLOX CORP2.2K sharesnew addition2025-09-302025-10-21 NFLX NETFLIX INC243 shares9.46%2025-09-302025-10-21 BAC BANK AMERICA CORP5.4K shares0.85%2025-09-302025-10-21 SCHC SCHWAB STRATEGIC TR5.8K shares0.00%2025-09-302025-10-21 UBER UBER TECHNOLOGIES INC2.6K shares5.97%2025-09-302025-10-21 PKG PACKAGING CORP AMER1.1K shares0.18%2025-09-302025-10-21 DFIV DIMENSIONAL ETF TRUST5.1K sharesnew addition2025-09-302025-10-21 DIHP DIMENSIONAL ETF TRUST7.7K sharesnew addition2025-09-302025-10-21 IMTM ISHARES TR4.9K sharesnew addition2025-09-302025-10-21 VV VANGUARD INDEX FDS757 shares0.00%2025-09-302025-10-21 UMMA LISTED FDS TR8.1K shares0.32%2025-09-302025-10-21 PRFZ INVESCO EXCHANGE TRADED FD T4.6K sharesnew addition2025-09-302025-10-21 PXH INVESCO EXCH TRADED FD TR II8.1K sharesnew addition2025-09-302025-10-21 GERN GERON CORP24.3K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available