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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33734X135

Shares:14.5K

Value:$767.2K

% of Portfolio:0.3% ($767.2K/$294.4M)

Tesla, Inc.

TSLA|88160R101

Shares:2.9K

Value:$749.0K

% of Portfolio:0.3% ($749.0K/$294.4M)

45782C383

Shares:17.5K

Value:$698.9K

% of Portfolio:0.2% ($698.9K/$294.4M)

922908769

VTI|922908769

Shares:2.3K

Value:$631.9K

% of Portfolio:0.2% ($631.9K/$294.4M)

Airbnb, Inc.

ABNB|009066101

Shares:5.2K

Value:$625.7K

% of Portfolio:0.2% ($625.7K/$294.4M)

Walmart Inc.

WMT|931142103

Shares:7.0K

Value:$611.8K

% of Portfolio:0.2% ($611.8K/$294.4M)

53656F607

Shares:11.8K

Value:$575.0K

% of Portfolio:0.2% ($575.0K/$294.4M)

CATERPILLAR INC

CAT|149123101

Shares:1.6K

Value:$529.9K

% of Portfolio:0.2% ($529.9K/$294.4M)

808524730

Shares:17.2K

Value:$528.9K

% of Portfolio:0.2% ($528.9K/$294.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:989

Value:$527.6K

% of Portfolio:0.2% ($527.6K/$294.4M)

ORACLE CORP

ORCL|68389X105

Shares:3.8K

Value:$524.7K

% of Portfolio:0.2% ($524.7K/$294.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.8K

Value:$516.6K

% of Portfolio:0.2% ($516.6K/$294.4M)

808524763

FNDA|808524763

Shares:18.8K

Value:$514.1K

% of Portfolio:0.2% ($514.1K/$294.4M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:2.9K

Value:$496.4K

% of Portfolio:0.2% ($496.4K/$294.4M)

808524805

SCHF|808524805

Shares:24.5K

Value:$484.1K

% of Portfolio:0.2% ($484.1K/$294.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.9K

Value:$466.8K

% of Portfolio:0.2% ($466.8K/$294.4M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.1K

Value:$462.3K

% of Portfolio:0.2% ($462.3K/$294.4M)

45782C797

Shares:11.2K

Value:$436.1K

% of Portfolio:0.1% ($436.1K/$294.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.5K

Value:$420.4K

% of Portfolio:0.1% ($420.4K/$294.4M)

NVIDIA CORP

NVDA|67066G104

Shares:3.7K

Value:$405.8K

% of Portfolio:0.1% ($405.8K/$294.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X135)✕	14.5K	QoQ 0.00% (+0) YoY -0.24% (-36)	All Managers (Combined)	$767.2K	0.3% ($767.2K/$294.4M)	QoQ +97753.95% (+$766.4K) YoY +111084.78% (-$766.5K)
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ +3.69% (+103) YoY +5.78% (+158)	All Managers (Combined)	$749.0K	0.3% ($749.0K/$294.4M)	QoQ +66422.20% (+$747.9K) YoY +155950.00% (+$748.6K)
(cusip45782C383)✕	17.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$698.9K	0.2% ($698.9K/$294.4M)	QoQ +99316.64% (+$698.2K) YoY +108424.68% (+$698.3K)
(VTIcusip922908769)	2.3K	QoQ +0.43% (+10) YoY +8.23% (+175)	All Managers (Combined)	$631.9K	0.2% ($631.9K/$294.4M)	QoQ +95202.71% (+$631.2K) YoY +114366.84% (+$631.3K)
Airbnb, Inc.(ABNBcusip009066101)	5.2K	QoQ +0.03% (+2) YoY +0.03% (+2)	All Managers (Combined)	$625.7K	0.2% ($625.7K/$294.4M)	QoQ +90846.80% (+$625.0K) YoY +72320.60% (+$624.9K)
Walmart Inc.(WMTcusip931142103)	7.0K	QoQ +1.01% (+70) YoY +40.27% (+2.0K)	All Managers (Combined)	$611.8K	0.2% ($611.8K/$294.4M)	QoQ +98103.69% (+$611.2K) YoY +204518.39% (+$611.5K)
(cusip53656F607)✕	11.8K	QoQ -14.50% (-2.0K) YoY +78.39% (+5.2K)	All Managers (Combined)	$575.0K	0.2% ($575.0K/$294.4M)	QoQ +79103.58% (-$574.3K) YoY +180156.42% (+$574.7K)
CATERPILLAR INC(CATcusip149123101)	1.6K	QoQ +0.06% (+1) YoY +0.06% (+1)	All Managers (Combined)	$529.9K	0.2% ($529.9K/$294.4M)	QoQ +90790.22% (+$529.3K) YoY +90017.34% (+$529.3K)
(cusip808524730)✕	17.2K	QoQ 0.00% (+0) YoY NEW(+17.2K)	All Managers (Combined)	$528.9K	0.2% ($528.9K/$294.4M)	QoQ +105891.58% (+$528.4K) YoY NEW(+$528.9K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	989	QoQ 0.00% (+0) YoY -0.30% (-3)	All Managers (Combined)	$527.6K	0.2% ($527.6K/$294.4M)	QoQ +93614.38% (+$527.0K) YoY +95481.88% (-$527.1K)
ORACLE CORP(ORCLcusip68389X105)	3.8K	QoQ 0.00% (+0) YoY NEW(+3.8K)	All Managers (Combined)	$524.7K	0.2% ($524.7K/$294.4M)	QoQ +83853.12% (+$524.1K) YoY NEW(+$524.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.8K	QoQ 0.00% (+0) YoY +18.44% (+896)	All Managers (Combined)	$516.6K	0.2% ($516.6K/$294.4M)	QoQ +90051.65% (+$516.0K) YoY +80487.98% (+$515.9K)
(FNDAcusip808524763)	18.8K	QoQ 0.00% (+0) YoY NEW(+18.8K)	All Managers (Combined)	$514.1K	0.2% ($514.1K/$294.4M)	QoQ +92190.12% (+$513.5K) YoY NEW(+$514.1K)
Coinbase Global, Inc.(COINcusip19260Q107)	2.9K	QoQ 0.00% (+0) YoY +55.78% (+1.0K)	All Managers (Combined)	$496.4K	0.2% ($496.4K/$294.4M)	QoQ +69225.00% (+$495.7K) YoY +101199.38% (+$495.9K)
(SCHFcusip808524805)	24.5K	QoQ +3.16% (+752) YoY NEW(+24.5K)	All Managers (Combined)	$484.1K	0.2% ($484.1K/$294.4M)	QoQ +110181.32% (+$483.7K) YoY NEW(+$484.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.9K	QoQ 0.00% (+0) YoY +0.84% (+16)	All Managers (Combined)	$466.8K	0.2% ($466.8K/$294.4M)	QoQ +102269.73% (+$466.4K) YoY +123393.65% (+$466.4K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.1K	QoQ -21.41% (-300) YoY -21.41% (-300)	All Managers (Combined)	$462.3K	0.2% ($462.3K/$294.4M)	QoQ +77465.10% (-$461.7K) YoY +82896.05% (-$461.7K)
(cusip45782C797)✕	11.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$436.1K	0.1% ($436.1K/$294.4M)	QoQ +98109.90% (+$435.6K) YoY +103475.29% (+$435.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.5K	QoQ 0.00% (+0) YoY -4.55% (-121)	All Managers (Combined)	$420.4K	0.1% ($420.4K/$294.4M)	QoQ +114451.49% (+$420.0K) YoY +99996.19% (-$420.0K)
NVIDIA CORP(NVDAcusip67066G104)	3.7K	QoQ +38.19% (+1.0K) YoY +1148.33% (+3.4K)	All Managers (Combined)	$405.8K	0.1% ($405.8K/$294.4M)	QoQ +111395.05% (+$405.5K) YoY +149657.19% (+$405.6K)