Vishria-Bird-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "SNOW",
  "FNDA",
  "ABNB",
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "CAT",
  "AMRX",
  "AMPL",
  "HD",
  null,
  "GERN",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "FHN",
  null,
  "BX",
  "AMP",
  "IJR",
  "ORCL",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  "PKG",
  "IOT",
  "FNDX",
  null,
  null,
  null,
  "SCHX",
  "SHOP",
  "RTX",
  null,
  "BP",
  "IBM",
  "PRF",
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  "VTEB",
  "VOO",
  "WMT",
  null,
  "SCHF",
  "SCHA",
  "DIA",
  null,
  null,
  "FDX",
  "BAC",
  "CVX",
  "COIN",
  "CFLT",
  "IWB",
  "QQQ",
  "MDY",
  "GOOG",
  "JNJ",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 83
Total Value: 294354393
Accession Number: 0002063364-25-000047
Form Type: 13F-HR
CIK: vishria-bird-financial-group
Manager Name: Vishria-Bird-Financial-Group

Data Enrichment

67% identified

56 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $294.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R663

Shares:51.2K

Value:$4.7M

% of Portfolio:1.6% ($4.7M/$294.4M)

46138J429

Shares:285.8K

Value:$4.7M

% of Portfolio:1.6% ($4.7M/$294.4M)

Snowflake Inc.

SNOW|833445109

Shares:23.1K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$294.4M)

464288356

Shares:42.5K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$294.4M)

464287762

Shares:39.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$294.4M)

97717Y527

Shares:43.8K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$294.4M)

Alphabet Inc.

GOOG|02079K107

Shares:13.2K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$294.4M)

Amplitude, Inc.

AMPL|03213A104

Shares:199.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$294.4M)

46137V282

Shares:59.0K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$294.4M)

33739P830

Shares:90.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$294.4M)

464287622

IWB|464287622

Shares:4.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$294.4M)

46436E718

Shares:11.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$294.4M)

45782C318

Shares:30.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$294.4M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:2.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$294.4M)

808524201

SCHX|808524201

Shares:43.3K

Value:$956.8K

% of Portfolio:0.3% ($956.8K/$294.4M)

464287200

IVV|464287200

Shares:1.7K

Value:$935.0K

% of Portfolio:0.3% ($935.0K/$294.4M)

CHEVRON CORP

CVX|166764100

Shares:5.2K

Value:$873.2K

% of Portfolio:0.3% ($873.2K/$294.4M)

33739Q200

Shares:16.3K

Value:$800.2K

% of Portfolio:0.3% ($800.2K/$294.4M)

81369Y407

Shares:4.0K

Value:$795.8K

% of Portfolio:0.3% ($795.8K/$294.4M)

808524771

FNDX|808524771

Shares:33.6K

Value:$794.4K

% of Portfolio:0.3% ($794.4K/$294.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R663)✕	51.2K	QoQ -21.76% (-14.2K) YoY -5.40% (-2.9K)	All Managers (Combined)	$4.7M	1.6% ($4.7M/$294.4M)	QoQ +78383.07% (-$4.7M) YoY +94427.45% (-$4.7M)
(cusip46138J429)✕	285.8K	QoQ -1.61% (-4.7K) YoY -1.79% (-5.2K)	All Managers (Combined)	$4.7M	1.6% ($4.7M/$294.4M)	QoQ +99875.18% (-$4.7M) YoY +99257.13% (-$4.7M)
Snowflake Inc.(SNOWcusip833445109)	23.1K	QoQ -2.12% (-501) YoY -2.83% (-676)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$294.4M)	QoQ +92538.75% (-$3.4M) YoY +87770.75% (-$3.4M)
(cusip464288356)✕	42.5K	QoQ 0.00% (+0) YoY NEW(+42.5K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$294.4M)	QoQ +98154.14% (+$2.4M) YoY NEW(+$2.4M)
(cusip464287762)✕	39.0K	QoQ -2.13% (-850) YoY -3.89% (-1.6K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$294.4M)	QoQ +102188.37% (-$2.4M) YoY +94413.96% (-$2.4M)
(cusip97717Y527)✕	43.8K	QoQ -0.45% (-199) YoY -1.39% (-621)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$294.4M)	QoQ +99485.74% (-$2.2M) YoY +98594.99% (-$2.2M)
Alphabet Inc.(GOOGcusip02079K107)	13.2K	QoQ +1.53% (+200) YoY -0.75% (-100)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$294.4M)	QoQ +83182.71% (+$2.1M) YoY +101731.11% (-$2.1M)
Amplitude, Inc.(AMPLcusip03213A104)	199.7K	QoQ +0.43% (+860) YoY +0.07% (+149)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$294.4M)	QoQ +96890.03% (+$2.0M) YoY +93628.74% (+$2.0M)
(cusip46137V282)✕	59.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$294.4M)	QoQ +91306.42% (+$2.0M) YoY +97068.81% (+$2.0M)
(cusip33739P830)✕	90.3K	QoQ -0.60% (-554) YoY -0.84% (-766)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$294.4M)	QoQ +99438.43% (-$1.8M) YoY +99218.09% (-$1.8M)
(IWBcusip464287622)	4.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$294.4M)	QoQ +95132.88% (+$1.3M) YoY +106355.35% (+$1.3M)
(cusip46436E718)✕	11.6K	QoQ -1.33% (-157) YoY +2.65% (+300)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$294.4M)	QoQ +98905.00% (-$1.2M) YoY +102471.96% (+$1.2M)
(cusip45782C318)✕	30.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$294.4M)	QoQ +99599.08% (+$1.1M) YoY +110205.36% (+$1.1M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	2.2K	QoQ 0.00% (+0) YoY +40.71% (+629)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$294.4M)	QoQ +90844.07% (+$1.1M) YoY +155324.37% (+$1.1M)
(SCHXcusip808524201)	43.3K	QoQ 0.00% (+0) YoY +637.36% (+37.5K)	All Managers (Combined)	$956.8K	0.3% ($956.8K/$294.4M)	QoQ +95107.66% (+$955.8K) YoY +262047.12% (+$956.5K)
(IVVcusip464287200)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$935.0K	0.3% ($935.0K/$294.4M)	QoQ NEW(+$935.0K) YoY NEW(+$935.0K)
CHEVRON CORP(CVXcusip166764100)	5.2K	QoQ 0.00% (+0) YoY -7.46% (-421)	All Managers (Combined)	$873.2K	0.3% ($873.2K/$294.4M)	QoQ +115408.59% (+$872.5K) YoY +98017.41% (-$872.4K)
(cusip33739Q200)✕	16.3K	QoQ -0.61% (-101) YoY -3.15% (-531)	All Managers (Combined)	$800.2K	0.3% ($800.2K/$294.4M)	QoQ +100304.76% (-$799.4K) YoY +98571.51% (-$799.4K)
(cusip81369Y407)✕	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$795.8K	0.3% ($795.8K/$294.4M)	QoQ +87926.99% (+$794.9K) YoY +107290.55% (+$795.0K)
(FNDXcusip808524771)	33.6K	QoQ 0.00% (+0) YoY NEW(+33.6K)	All Managers (Combined)	$794.4K	0.3% ($794.4K/$294.4M)	QoQ +99577.41% (+$793.6K) YoY NEW(+$794.4K)