Vishria Bird Financial Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Vishria Bird Financial Group, LLC reported 83 stock positions worth $294.4 million. Its top holding was Confluent Class A (CFLT) at 9.8% of the portfolio, followed by Apple (AAPL, 8.0%) and FedEx (FDX, 7.9%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 13 and reduced 27. The biggest buy was Confluent Class A (CFLT, shares +1301%) and the biggest sale Alphabet Class A (GOOGL, shares −2%).

Most Recent 13F
Q3 2025
Location
MEMPHIS, TN
CIK
0001746438
Portfolio Value
$294.4M (Q1 2025)
SEC Filing
0002063364-25-000047 ↗ filed Apr 28, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $233.6M Q1 2024 Q2 2024: $238.0M Q2 2024 Q3 2024: $263.7M Q3 2024 Q4 2024: $285.4M Q4 2024 Q1 2025: $294.4M $294.4M Q1 2025 Q2 2025: $300.9M Q2 2025 Q3 2025: $509.9M Q3 2025

Holdings 83 stocks · $294.4M
CFLT Confluent Inc. Class A 9.83% 1,234,929 $28.9M Add +1301.3%
AAPL Apple Inc. 7.95% 105,376 $23.4M Add +0.3%
FDX FedEx Corp. 7.88% 95,139 $23.2M No change
GOOGL Alphabet Inc. Class A 6.45% 122,689 $19.0M Reduce -1.6%
AMZN Amazon.com Inc. 4.73% 73,226 $13.9M Reduce -2.2%
MSFT Microsoft Corp. 4.53% 35,492 $13.3M Reduce -1.6%
BSCW Invesco Bulletshares 2032 CB 4.32% 623,809 $12.7M Reduce -1.5%
IJR iShares Core S&P Small-Cap E 4.03% 113,409 $11.9M Reduce -2.1%
QQQ Invesco QQQ Trust Series 1 3.93% 24,694 $11.6M Reduce -2.4%
PAVE Global X US Infrastructure 3.93% 306,238 $11.6M Reduce -1.5%
TJUL Innovator Equity Defined Pro 3.72% 389,832 $10.9M Reduce -1.4%
BSCT Invesco Bulletshares 2029 CB 2.84% 451,437 $8.4M Reduce -1.6%
IJH iShares Core S&P Midcap ETF 2.63% 132,645 $7.7M Add +2952.8%
TFLO iShares Treasury Floating Ra 2.51% 145,746 $7.4M Add +1.2%
BX Blackstone Inc. 2.34% 49,213 $6.9M Reduce -3.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.21% 11,603 $6.5M Reduce -2.9%
VTEB Vanguard Tax-Exempt Bond ETF 2.07% 123,027 $6.1M Reduce -0.5%
IBIT iShares Bitcoin Trust ETF 1.94% 121,776 $5.7M Reduce -1.7%
HYMB SS SPDR N Ice HY Muni ETF 1.90% 221,521 $5.6M Reduce -1.1%
BP BP PLC-Spons ADR 1.60% 139,242 $4.7M Reduce -4.2%
BIL SS SPDR BB 1-3M T-Bill ETF 1.59% 51,164 $4.7M Reduce -21.8%
BSCV Invesco Bulletshares 2031 CB 1.58% 285,766 $4.7M Reduce -1.6%
SNOW Snowflake Inc. 1.15% 23,128 $3.4M Reduce -2.1%
CMF iShares California Muni Bond 0.81% 42,493 $2.4M No change
IYH iShares U.S. Healthcare ETF 0.81% 39,007 $2.4M Reduce -2.1%
USFR Wisdomtree Floating Rate Tre 0.75% 43,847 $2.2M Reduce -0.5%
GOOG Alphabet Inc. Class C 0.70% 13,199 $2.1M Add +1.5%
AMPL Amplitude Inc. Class A 0.69% 199,691 $2.0M Add +0.4%
RSPT Invesco S&P 500 Equal Weight 0.69% 59,040 $2.0M No change
FSMB First Trust Short Dur Manag 0.61% 90,321 $1.8M Reduce -0.6%
IWB iShares Russell 1000 ETF 0.44% 4,182 $1.3M No change
SGOV iShares 0-3 Month Treasury B 0.40% 11,595 $1.2M Reduce -1.3%
PMAY Innovator U.S. Equity Power 0.37% 30,411 $1.1M No change
AMP Ameriprise Financial Inc. 0.36% 2,174 $1.1M No change
SCHX Schwab US Large-Cap ETF 0.33% 43,335 $957K No change
IVV iShares Core S&P 500 ETF 0.32% 1,664 $935K New
CVX Chevron Corp. 0.30% 5,220 $873K No change
LMBS First Trust Low Duration Opp 0.27% 16,278 $800K Reduce -0.6%
XLY SS Consumer Disc Select Sect 0.27% 4,030 $796K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.27% 33,648 $794K No change
FXO First Trust Financial Alphad 0.26% 14,475 $767K No change
TSLA Tesla Inc. 0.25% 2,890 $749K Add +3.7%
PMAR Innovator U.S. Equity Power 0.24% 17,501 $699K No change
VTI VG Morningstar TS MKT ETF-US 0.21% 2,299 $632K Add +0.4%
ABNB Airbnb Inc. Class A 0.21% 5,238 $626K Add +0.0%
WMT Walmart Inc. 0.21% 6,969 $612K Add +1.0%
HLAL Wahed Ftse USA Shariah ETF 0.20% 11,774 $575K Reduce -14.5%
CAT Caterpillar Inc. 0.18% 1,607 $530K Add +0.1%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.18% 17,172 $529K No change
MDY State Street SPDR S&P Midcap 0.18% 989 $528K No change
ORCL Oracle Corp. 0.18% 3,753 $525K No change
MRK Merck & Co. Inc. 0.18% 5,755 $517K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.17% 18,768 $514K No change
COIN Coinbase Global Inc. Class A 0.17% 2,882 $496K No change
SCHF Schwab Intl Equity ETF 0.16% 24,476 $484K Add +3.2%
JPM JPMorgan Chase & Co. 0.16% 1,903 $467K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 1,101 $462K Reduce -21.4%
POCT Innovator U.S. Equity Power 0.15% 11,224 $436K No change
JNJ Johnson & Johnson 0.14% 2,535 $420K No change
NVDA Nvidia Corp. 0.14% 3,745 $406K Add +38.2%
HD Home Depot Inc. 0.14% 1,085 $398K Reduce -11.8%
FHN First Horizon Corp. 0.13% 19,160 $372K Reduce -50.0%
IVW iShares S&P 500 Growth ETF 0.13% 3,964 $368K No change
SCHA Schwab US Small-Cap ETF 0.12% 15,494 $363K No change
PJUL Innovator U.S. Equity Power 0.12% 8,851 $356K No change
RTX RTX Corp. 0.12% 2,681 $355K No change
AMRX Amneal Pharmaceuticals Inc. 0.12% 41,792 $350K New
XLK SS Technology Select Sector 0.11% 1,586 $327K No change
ABBV Abbvie Inc. 0.11% 1,542 $323K No change
AXP American Express Co. 0.11% 1,197 $322K No change
IOT Samsara Inc. Class A 0.10% 8,037 $308K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.10% 11,007 $303K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,194 $297K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.10% 7,909 $286K No change
VOO Vanguard S&P 500 ETF 0.10% 549 $282K No change
PRF Invesco Rafi US 1000 ETF 0.10% 6,934 $280K No change
SHOP Shopify Inc. Class A 0.09% 2,710 $259K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 5,308 $222K No change
PKG Packaging Corp. of America 0.07% 1,091 $216K No change
SCHC Schwab Intl Small-Cap Equity 0.07% 5,822 $209K New
NFLX Netflix Inc. 0.07% 222 $207K New
HOOD Robinhood Markets Inc. Class A 0.07% 4,934 $205K New
GERN Geron Corp. 0.01% 24,265 $39K No change

Portfolio Sells Q4 2024 → Q1 2025
GOOGL Alphabet Inc. Class A Reduce -1.6% 6.45% −1.83
AMZN Amazon.com Inc. Reduce -2.2% 4.73% −1.02
MSFT Microsoft Corp. Reduce -1.6% 4.53% −0.80
BX Blackstone Inc. Reduce -3.4% 2.34% −0.74
IJR iShares Core S&P Small-Cap E Reduce -2.1% 4.03% −0.65
QQQ Invesco QQQ Trust Series 1 Reduce -2.4% 3.93% −0.60
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -21.8% 1.59% −0.50
PAVE Global X US Infrastructure Reduce -1.5% 3.93% −0.48
IBIT iShares Bitcoin Trust ETF Reduce -1.7% 1.94% −0.37
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.9% 2.21% −0.25
BSCW Invesco Bulletshares 2032 CB Reduce -1.5% 4.32% −0.15
FHN First Horizon Corp. Reduce -50.0% 0.13% −0.14
TJUL Innovator Equity Defined Pro Reduce -1.4% 3.72% −0.13
SNOW Snowflake Inc. Reduce -2.1% 1.15% −0.13
HYMB SS SPDR N Ice HY Muni ETF Reduce -1.1% 1.90% −0.11
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −0.11
BSCT Invesco Bulletshares 2029 CB Reduce -1.6% 2.84% −0.11
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.5% 2.07% −0.10
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.07
HLAL Wahed Ftse USA Shariah ETF Reduce -14.5% 0.20% −0.06
DIA SS SPDR Dow Jones Indus Avg Reduce -21.4% 0.16% −0.05
BSCV Invesco Bulletshares 2031 CB Reduce -1.6% 1.58% −0.05
HD Home Depot Inc. Reduce -11.8% 0.14% −0.03
USFR Wisdomtree Floating Rate Tre Reduce -0.5% 0.75% −0.03
FSMB First Trust Short Dur Manag Reduce -0.6% 0.61% −0.02
SGOV iShares 0-3 Month Treasury B Reduce -1.3% 0.40% −0.02
LMBS First Trust Low Duration Opp Reduce -0.6% 0.27% −0.01
IYH iShares U.S. Healthcare ETF Reduce -2.1% 0.81% −0.01
BP BP PLC-Spons ADR Reduce -4.2% 1.60% +0.09

Portfolio Buys Q4 2024 → Q1 2025
CFLT Confluent Inc. Class A Add +1301.3% 9.83% +8.97
IJH iShares Core S&P Midcap ETF Add +2952.8% 2.63% +2.53
IVV iShares Core S&P 500 ETF New 0.32% +0.32
AMRX Amneal Pharmaceuticals Inc. New 0.12% +0.12
SHOP Shopify Inc. Class A New 0.09% +0.09
SCHC Schwab Intl Small-Cap Equity New 0.07% +0.07
NFLX Netflix Inc. New 0.07% +0.07
HOOD Robinhood Markets Inc. Class A New 0.07% +0.07
SCHF Schwab Intl Equity ETF Add +3.2% 0.16% +0.01
NVDA Nvidia Corp. Add +38.2% 0.14% +0.01
WMT Walmart Inc. Add +1.0% 0.21% −0.01
VTI VG Morningstar TS MKT ETF-US Add +0.4% 0.21% −0.02
CAT Caterpillar Inc. Add +0.1% 0.18% −0.02
ABNB Airbnb Inc. Class A Add +0.0% 0.21% −0.03
TFLO iShares Treasury Floating Ra Add +1.2% 2.51% −0.04
AMPL Amplitude Inc. Class A Add +0.4% 0.69% −0.04
TSLA Tesla Inc. Add +3.7% 0.25% −0.14
GOOG Alphabet Inc. Class C Add +1.5% 0.70% −0.17
AAPL Apple Inc. Add +0.3% 7.95% −1.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 97$509.9MIBDT, GOOGL, IBMQ, AAPL, FDX
Q2 2025 89$300.9MFDX, GOOGL, AAPL, CFLT, MSFT
Q1 2025 83$294.4MCFLT, AAPL, FDX, GOOGL, AMZN
Q4 2024 79$285.4MFDX, AAPL, GOOGL, AMZN, MSFT
Q3 2024 82$263.7MFDX, AAPL, MSFT, AMZN, IJR
Q2 2024 62$238.0MFDX, AAPL, MSFT, AMZN, BSCW
Q1 2024 64$233.6MFDX, AAPL, MSFT, AMZN, BSCW