VB
| |
Vishria Bird Financial Group, LLC13F | |
| Vishria Bird Financial Group, LLC | |
| Last update 2025-07-07 | 89 Stocks (11 new) |
| Value $301.00 Mil | Turnover 6 % |
Vishria Bird Financial Group, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDX | FedEx Corp | 95,139 | 21,626.0 | 0% | 7.190 | 0% | 0.040 | +13.46% | -14.43% | 56,120.4 | Transportation | |
GOOGL | Alphabet Inc | 121,303 | 21,377.3 | -1.13% | 7.110 | -0.07% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
AAPL | Apple Inc | 97,940 | 20,094.4 | -7.06% | 6.680 | -0.56% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
CFLT | Confluent Inc | 744,181 | 18,552.4 | -39.74% | 6.170 | -3.91% | 0.220 | +21.04% | -5.76% | 8,969.3 | Software | |
MSFT | Microsoft Corp | 34,946 | 17,382.5 | -1.54% | 5.780 | -0.07% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AMZN | Amazon.com Inc | 72,531 | 15,912.6 | -0.95% | 5.290 | -0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 24,437 | 13,480.4 | -1.04% | 4.480 | -0.04% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 303,354 | 13,220.2 | -0.94% | 4.390 | -0.04% | 0.150 | +25.39% | +14.50% | 9,134.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 112,318 | 12,275.2 | -0.96% | 4.080 | -0.04% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
BSCW |
Invesco BulletShares 2032 Corporate Bond ETF
Invesco BulletShares 2032 Corporate Bond ETF
| 576,609 | 11,878.1 | -7.57% | 3.950 | -0.33% | 1.300 | +3.70% | +5.09% | 942.3 |
Vishria Bird Financial Group, LLC's Historical Top Holdings Breakdowns
Vishria Bird Financial Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | New Buy New Buy | +3.95% | 45.65 ($53.52) 57.01 | $58.50 | 9.30% | New holding | 208,205 | 208,205 | |
CFLT | Confluent Inc | 2025-06-30 | Reduce Reduce | -3.91% | 19.44 ($22.55) 24.93 | $26.35 | 16.85% | Reduce -39.74% | 744,181 | -490,748 | |
BP | BP PLC | 2025-06-30 | Sold Out Sold Out | -1.60% | 26.11 ($29.4) 33.81 | $32.71 | 11.26% | Sold Out | 0 | -139,242 | |
SNOW | Snowflake Inc | 2025-06-30 | Sold Out Sold Out | -1.15% | 130.53 ($180.25) 223.77 | $212.56 | 17.93% | Sold Out | 0 | -23,128 | |
CMF | iShares California Muni Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.81% | 54.52 ($55.53) 56.7 | $55.25 | -0.50% | Sold Out | 0 | -42,493 | |
IYH | iShares U.S. Healthcare ETF | 2025-06-30 | Sold Out Sold Out | -0.81% | 53.97 ($56.47) 60.89 | $57.26 | 1.40% | Sold Out | 0 | -39,007 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.56% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Reduce -7.06% | 97,940 | -7,436 | |
BSCW |
Invesco BulletShares 2032 Corporate Bond ETF
Invesco BulletShares 2032 Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.33% | 19.89 ($20.28) 20.6 | $20.53 | 1.23% | Reduce -7.57% | 576,609 | -47,200 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-06-30 | New Buy New Buy | +0.25% | 24.94 ($29.27) 31.15 | $31.96 | 9.19% | New holding | 23,853 | 23,853 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Add Add | +0.20% | 48.13 ($48.86) 49.85 | $48.54 | -0.65% | Add 9.99% | 135,312 | 12,285 |
Vishria Bird Financial Group, LLC Total Holding History ($B)
Vishria Bird Financial Group, LLC's Asset Allocation
Vishria Bird Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Vishria Bird Financial Group, LLC's Hypothetical Growth since 2025-06-30
Vishria Bird Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Vishria Bird Financial Group, LLC's Holdings Heat Map
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Vishria Bird Financial Group, LLC's Holdings Bubble Chart
Vishria Bird Financial Group, LLC News
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