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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Vishria-Bird-Financial-Group
Data Enrichment
67% identified56 identified27 unidentified
Holdings
83 positions • $294.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NETFLIX INC(NFLXcusip64110L106) | 222 | QoQ NEW(+222) YoY NEW(+222) | All Managers (Combined) | $207.0K | 0.1% ($207.0K/$294.4M) | QoQ NEW(+$207.0K) YoY NEW(+$207.0K) |
| 4.9K | QoQ NEW(+4.9K) YoY NEW(+4.9K) | All Managers (Combined) | $205.4K | 0.1% ($205.4K/$294.4M) | QoQ NEW(+$205.4K) YoY NEW(+$205.4K) | |
GERON CORP(GERNcusip374163103) | 24.3K | All Managers (Combined) | $38.6K | 0.0% ($38.6K/$294.4M) |