Vishria Bird Financial Group, LLC Portfolio Holdings
Q3 2025•96 long positions•$499.3M portfolio value
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Holding104 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $66.5M 13.31% | +$66.5M New | — 2.6M shares | 0 → 2.6M +$66.5M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $29.4M 5.89% | -$71.7K Sold | 0.001% 121.0K shares | 121.3K → 121.0K −$71.7K | -0.24% | $2.95T Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $29.3M 5.88% | +$28.9M Bought | — 1.1M shares | 15.9K → 1.1M +$28.9M | +7,086.17% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $24.7M 4.94% | -$280.3K Sold | 0.001% 96.8K shares | 97.9K → 96.8K −$280.3K | -1.12% | $3.78T Mega Cap | Q2 2018 Held for 7y 5m | |
Integrated Freight & Logistics Industrials | $24.2M 4.85% | +$1.8M Bought | 0.044% 102.6K shares | 95.1K → 102.6K +$1.8M | +7.89% | $55.6B Large Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $19.4M 3.89% | +$19.4M New | — 877.2K shares | 0 → 877.2K +$19.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $19.4M 3.88% | +$19.4M New | — 826.1K shares | 0 → 826.1K +$19.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $19.4M 3.88% | +$19.4M New | — 912.5K shares | 0 → 912.5K +$19.4M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $18.3M 3.67% | +$223.2K Bought | 0.0% 35.4K shares | 34.9K → 35.4K +$223.2K | +1.23% | $3.85T Mega Cap | Q2 2018 Held for 7y 5m | |
Specialty Retail Consumer Cyclical | $15.9M 3.19% | +$17.3K Bought | 0.001% 72.6K shares | 72.5K → 72.6K +$17.3K | +0.11% | $2.34T Mega Cap | Q2 2018 Held for 7y 5m | |
Software - Infrastructure Technology | $14.8M 2.96% | +$28.5K Bought | 0.216% 745.6K shares | 744.2K → 745.6K +$28.5K | +0.19% | $6.8B Mid Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $14.6M 2.93% | -$55.8K Sold | — 24.3K shares | 24.4K → 24.3K −$55.8K | -0.38% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $14.4M 2.88% | -$61.7K Sold | — 302.1K shares | 303.4K → 302.1K −$61.7K | -0.43% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $14.4M 2.88% | +$2.3M Bought | — 687.7K shares | 576.6K → 687.7K +$2.3M | +19.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.3M 2.67% | -$33.5K Sold | — 112.0K shares | 112.3K → 112.0K −$33.5K | -0.25% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $12.7M 2.55% | +$248.8K Bought | — 212.4K shares | 208.2K → 212.4K +$248.8K | +1.99% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $11.2M 2.24% | -$28.2K Sold | — 381.5K shares | 382.4K → 381.5K −$28.2K | -0.25% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $10.4M 2.09% | +$10.0M Bought | — 399.6K shares | 15.9K → 399.6K +$10.0M | +2,416.32% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.9M 1.99% | +$9.9M New | — 408.8K shares | 0 → 408.8K +$9.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $9.8M 1.96% | +$9.4M Bought | — 382.9K shares | 16.1K → 382.9K +$9.4M | +2,278.87% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.6M 1.72% | -$29.1K Sold | — 131.8K shares | 132.2K → 131.8K −$29.1K | -0.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.3M 1.67% | -$72.5K Sold | — 443.2K shares | 447.1K → 443.2K −$72.5K | -0.86% | — — | Q1 2024 Held for 1y 8m | |
Asset Management Financial Services | $8.3M 1.67% | -$21.2K Sold | 0.006% 48.7K shares | 48.8K → 48.7K −$21.2K | -0.25% | $133.37B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.0M 1.61% | -$8.7K Sold | — 123.7K shares | 123.8K → 123.7K −$8.7K | -0.11% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.7M 1.54% | — | — 11.6K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $5.9M 1.19% | +$5.5M Bought | — 232.4K shares | 15.9K → 232.4K +$5.5M | +1,361.01% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.7M 0.937% | -$32.3K Sold | — 280.6K shares | 282.5K → 280.6K −$32.3K | -0.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.5M 0.909% | +$46.7K Bought | — 49.5K shares | 49.0K → 49.5K +$46.7K | +1.04% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $3.8M 0.752% | +$3.8M New | 0.0% 11.4K shares | 0 → 11.4K +$3.8M | New | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $3.3M 0.664% | +$103.0K Bought | 0.0% 13.6K shares | 13.2K → 13.6K +$103.0K | +3.2% | $2.95T Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $2.6M 0.527% | -$222.9 Sold | — 59.0K shares | 59.0K → 59.0K −$222.9 | -0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.423% | +$2.1M New | — 87.0K shares | 0 → 87.0K +$2.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.5M 0.306% | — | — 4.2K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
Software - Application Technology | $1.4M 0.289% | +$471.1K Bought | 0.002% 4.3K shares | 2.9K → 4.3K +$471.1K | +48.44% | $86.7B Large Cap | Q1 2024 Held for 1y 8m | |
Asset Management Financial Services | $1.3M 0.259% | +$4.9K Bought | 0.003% 2.6K shares | 2.6K → 2.6K +$4.9K | +0.38% | $46.3B Large Cap | Q2 2022 Held for 3y 5m | |
Auto - Manufacturers Consumer Cyclical | $1.2M 0.248% | -$46.7K Sold | 0.0% 2.8K shares | 2.9K → 2.8K −$46.7K | -3.63% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $1.2M 0.247% | +$537.0K Bought | 0.0% 6.6K shares | 3.7K → 6.6K +$537.0K | +76.87% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.2M 0.237% | — | — 30.4K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Software - Application Technology | $1.2M 0.233% | -$748.0K Sold | 0.082% 108.4K shares | 178.2K → 108.4K −$748.0K | -39.16% | $1.4B Small Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.225% | +$340.7K Bought | — 34.2K shares | 23.9K → 34.2K +$340.7K | +43.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.223% | -$158.0 Sold | — 42.4K shares | 42.4K → 42.4K −$158.0 | -0.01% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $1.1M 0.223% | — | — 1.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $1.1M 0.212% | +$41.9K Bought | 0.0% 3.8K shares | 3.6K → 3.8K +$41.9K | +4.12% | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $965.7K 0.193% | — | — 4.0K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
Software - Infrastructure Technology | $935.8K 0.187% | +$356.5K Bought | 0.004% 25.1K shares | 15.6K → 25.1K +$356.5K | +61.54% | $21.4B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $884.9K 0.177% | — | — 33.6K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $859.7K 0.172% | — | — 14.5K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $847.2K 0.17% | +$356.0 Bought | — 14.3K shares | 14.3K → 14.3K +$356.0 | +0.04% | — — | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $824.6K 0.165% | +$118.6K Bought | 0.001% 5.8K shares | 4.9K → 5.8K +$118.6K | +16.79% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $820.7K 0.164% | +$10.1K Bought | 0.0% 5.3K shares | 5.2K → 5.3K +$10.1K | +1.25% | $312.88B Mega Cap | Q1 2021 Held for 4y 8m |
