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The Analysis of Vishria Bird Financial Group, LLC's Holdings & P&L

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).

1M P&L

+26.9M+5.83%

3M P&L

+10.8M+2.27%

HY P&L

+20.5M+4.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A347.6M

68.2%

2Software - Infrastructure35.1M

6.9%

3Internet Content & Information33.3M

6.5%

Top Industries by Stock Count

1N/A57 stocks

58.8%

2Software - Application4 stocks

4.1%

3Software - Infrastructure4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

GERN GERON CORP24.3K shares0.00%2025-09-302025-10-21

IBDT

ISHARES TR

New

Shares2.6M

Event2025-09-30

Filed2025-10-21

GOOGL

ALPHABET INC

-0.24%

Shares121.0K

Event2025-09-30

Filed2025-10-21

IBMQ

ISHARES TR

7086.17%

Shares1.1M

Event2025-09-30

Filed2025-10-21

AAPL

APPLE INC

-1.12%

Shares96.8K

Event2025-09-30

Filed2025-10-21

FDX

FEDEX CORP

7.89%

Shares102.6K

Event2025-09-30

Filed2025-10-21

IBDV

ISHARES TR

New

Shares877.2K

Event2025-09-30

Filed2025-10-21

IBDU

ISHARES TR

New

Shares826.1K

Event2025-09-30

Filed2025-10-21

IBDW

ISHARES TR

New

Shares912.5K

Event2025-09-30

Filed2025-10-21

MSFT

MICROSOFT CORP

1.23%

Shares35.4K

Event2025-09-30

Filed2025-10-21

AMZN

AMAZON COM INC

0.11%

Shares72.6K

Event2025-09-30

Filed2025-10-21

CFLT

CONFLUENT INC

0.19%

Shares745.6K

Event2025-09-30

Filed2025-10-21

QQQ

INVESCO QQQ TR

-0.38%

Shares24.3K

Event2025-09-30

Filed2025-10-21

PAVE

GLOBAL X FDS

-0.43%

Shares302.1K

Event2025-09-30

Filed2025-10-21

BSCW

INVESCO EXCH TRD SLF IDX FD

19.27%

Shares687.7K

Event2025-09-30

Filed2025-10-21

IJR

ISHARES TR

-0.25%

Shares112.0K

Event2025-09-30

Filed2025-10-21

VEA

VANGUARD TAX-MANAGED FDS

1.99%

Shares212.4K

Event2025-09-30

Filed2025-10-21

TJUL

INNOVATOR ETFS TRUST

-0.25%

Shares381.5K

Event2025-09-30

Filed2025-10-21

IBMT

ISHARES TR

New

Shares408.3K

Event2025-09-30

Filed2025-10-21

IBMS

ISHARES TR

2416.32%

Shares399.6K

Event2025-09-30

Filed2025-10-21

IBDS

ISHARES TR

New

Shares408.8K

Event2025-09-30

Filed2025-10-21

IBMR

ISHARES TR

2278.87%

Shares382.9K

Event2025-09-30

Filed2025-10-21

IJH

ISHARES TR

-0.34%

Shares131.8K

Event2025-09-30

Filed2025-10-21

BSCT

INVESCO EXCH TRD SLF IDX FD

-0.86%

Shares443.2K

Event2025-09-30

Filed2025-10-21

BLACKSTONE INC

-0.25%

Shares48.7K

Event2025-09-30

Filed2025-10-21

IBIT

ISHARES BITCOIN TRUST ETF

-0.11%

Shares123.7K

Event2025-09-30

Filed2025-10-21

SPY

SPDR S&P 500 ETF TR

0.00%

Shares11.6K

Event2025-09-30

Filed2025-10-21

IBMP

ISHARES TR

1361.01%

Shares232.4K

Event2025-09-30

Filed2025-10-21

BSCV

INVESCO EXCH TRD SLF IDX FD

-0.69%

Shares280.6K

Event2025-09-30

Filed2025-10-21

BIL

SPDR SERIES TRUST

1.04%

Shares49.5K

Event2025-09-30

Filed2025-10-21

AVGO

BROADCOM INC

New

Shares11.4K

Event2025-09-30

Filed2025-10-21

GOOG

ALPHABET INC

3.20%

Shares13.6K

Event2025-09-30

Filed2025-10-21

RSPT

INVESCO EXCHANGE TRADED FD T

-0.01%

Shares59.0K

Event2025-09-30

Filed2025-10-21

IBDR

ISHARES TR

New

Shares87.0K

Event2025-09-30

Filed2025-10-21

IWB

ISHARES TR

0.00%

Shares4.2K

Event2025-09-30

Filed2025-10-21

COIN

COINBASE GLOBAL INC

48.44%

Shares4.3K

Event2025-09-30

Filed2025-10-21

AMP

AMERIPRISE FINL INC

0.38%

Shares2.6K

Event2025-09-30

Filed2025-10-21

TSLA

TESLA INC

-3.63%

Shares2.8K

Event2025-09-30

Filed2025-10-21

NVDA

NVIDIA CORPORATION

76.87%

Shares6.6K

Event2025-09-30

Filed2025-10-21

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares30.4K

Event2025-09-30

Filed2025-10-21

AMPL

AMPLITUDE INC

-39.16%

Shares108.4K

Event2025-09-30

Filed2025-10-21

DFIC

DIMENSIONAL ETF TRUST

43.56%

Shares34.2K

Event2025-09-30

Filed2025-10-21

SCHX

SCHWAB STRATEGIC TR

-0.01%

Shares42.4K

Event2025-09-30

Filed2025-10-21

IVV

ISHARES TR

0.00%

Shares1.7K

Event2025-09-30

Filed2025-10-21

ORCL

ORACLE CORP

4.12%

Shares3.8K

Event2025-09-30

Filed2025-10-21

XLY

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2025-09-30

Filed2025-10-21

IOT

SAMSARA INC

61.54%

Shares25.1K

Event2025-09-30

Filed2025-10-21

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares33.6K

Event2025-09-30

Filed2025-10-21

FXO

FIRST TR EXCHANGE TRADED FD

0.00%

Shares14.5K

Event2025-09-30

Filed2025-10-21

HLAL

LISTED FDS TR

0.04%

Shares14.3K

Event2025-09-30

Filed2025-10-21

HOOD

ROBINHOOD MKTS INC

16.79%

Shares5.8K

Event2025-09-30

Filed2025-10-21

CVX

CHEVRON CORP NEW

1.25%

Shares5.3K

Event2025-09-30

Filed2025-10-21

CAT

CATERPILLAR INC

0.12%

Shares1.6K

Event2025-09-30

Filed2025-10-21

ABNB

AIRBNB INC

20.05%

Shares6.3K

Event2025-09-30

Filed2025-10-21

VTI

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2025-09-30

Filed2025-10-21

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares17.1K

Event2025-09-30

Filed2025-10-21

WMT

WALMART INC

1.69%

Shares7.1K

Event2025-09-30

Filed2025-10-21

JPM

JPMORGAN CHASE & CO.

8.47%

Shares2.1K

Event2025-09-30

Filed2025-10-21

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares17.2K

Event2025-09-30

Filed2025-10-21

VANGUARD INDEX FDS

3.80%

Shares2.4K

Event2025-09-30

Filed2025-10-21