Vishria Bird Financial Group, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Vishria Bird Financial Group, LLC opened 4 positions, added to 29, reduced 5, sold out of 1 and left 2 unchanged. The largest increase in value was GOOGL (+$8,039,767); the largest decrease was CFLT (-$3,789,136).
- CFLT: Country of operation United States; Class CLASS A COM; Shares 2025-06-30 744,181; Shares 2025-09-30 745,621.
- FDX: Country of operation United States; Class COM; Shares 2025-06-30 95,139; Shares 2025-09-30 102,647.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-06-30 13,199; Shares 2025-09-30 13,622.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 34,946; Shares 2025-09-30 35,377.
Two Form 13F-HR filings compared (SEC CIK 1746438): 2025-06-30 (filed 2025-07-07) and 2025-09-30 (filed 2025-10-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| CFLT CONFLUENT INC | United States | CLASS A COM | 744,181 | 745,621 | +1,440 | $18,552,432 | $14,763,296 | -$3,789,136 |
| FDX FEDEX CORP | United States | COM | 95,139 | 102,647 | +7,508 | $21,626,046 | $24,205,189 | +$2,579,143 |
| GOOG ALPHABET INC | United States | CAP STK CL C | 13,199 | 13,622 | +423 | $2,341,371 | $3,317,638 | +$976,267 |
| MSFT MICROSOFT CORP | United States | COM | 34,946 | 35,377 | +431 | $17,382,461 | $18,323,517 | +$941,056 |
| NVDA NVIDIA CORPORATION | United States | COM | 3,744 | 6,622 | +2,878 | $591,548 | $1,235,552 | +$644,004 |
| COIN COINBASE GLOBAL INC | United States | COM CL A | 2,882 | 4,278 | +1,396 | $1,010,112 | $1,443,782 | +$433,670 |
| HOOD ROBINHOOD MKTS INC | United States | COM CL A | 4,931 | 5,759 | +828 | $461,690 | $824,574 | +$362,884 |
| IOT SAMSARA INC | United States | COM CL A | 15,552 | 25,122 | +9,570 | $618,659 | $935,795 | +$317,136 |
| ORCL ORACLE CORP | United States | COM | 3,617 | 3,766 | +149 | $790,785 | $1,059,150 | +$268,365 |
| CAT CATERPILLAR INC | United States | COM | 1,607 | 1,609 | +2 | $623,738 | $767,734 | +$143,996 |
| AMP AMERIPRISE FINL INC | United States | COM | 2,628 | 2,638 | +10 | $1,402,387 | $1,295,682 | -$106,705 |
| JPM JPMORGAN CHASE & CO. | United States | COM | 1,913 | 2,075 | +162 | $554,646 | $654,517 | +$99,871 |
| ABBV ABBVIE INC | United States | COM | 1,542 | 1,644 | +102 | $286,226 | $380,652 | +$94,426 |
| JNJ JOHNSON & JOHNSON | United States | COM | 2,535 | 2,585 | +50 | $387,221 | $479,311 | +$92,090 |
| AMRX AMNEAL PHARMACEUTICALS INC | COM STK CL A | 41,792 | 42,064 | +272 | $338,097 | $421,061 | +$82,964 | |
| CVX CHEVRON CORP NEW | United States | COM | 5,220 | 5,285 | +65 | $747,444 | $820,699 | +$73,255 |
| ABNB AIRBNB INC | United States | COM CL A | 5,238 | 6,288 | +1,050 | $693,178 | $763,489 | +$70,311 |
| RTX RTX CORPORATION | United States | COM | 2,681 | 2,712 | +31 | $391,480 | $453,799 | +$62,319 |
| MRK MERCK & CO INC | United States | COM | 5,755 | 6,119 | +364 | $455,566 | $513,568 | +$58,002 |
| WMT WALMART INC | United States | COM | 6,969 | 7,087 | +118 | $681,429 | $730,386 | +$48,957 |
| HD HOME DEPOT INC | United States | COM | 1,085 | 1,094 | +9 | $397,855 | $443,278 | +$45,423 |
| PKG PACKAGING CORP AMER | United States | COM | 1,091 | 1,093 | +2 | $205,599 | $238,197 | +$32,598 |
| AMZN AMAZON COM INC | United States | COM | 72,531 | 72,610 | +79 | $15,912,639 | $15,942,978 | +$30,339 |
| FHN FIRST HORIZON CORPORATION | United States | COM | 19,160 | 19,223 | +63 | $406,192 | $434,632 | +$28,440 |
| AXP AMERICAN EXPRESS CO | United States | COM | 1,227 | 1,258 | +31 | $391,272 | $417,736 | +$26,464 |
| UBER UBER TECHNOLOGIES INC | United States | COM | 2,412 | 2,556 | +144 | $225,040 | $250,411 | +$25,371 |
| BAC BANK AMERICA CORP | United States | COM | 5,308 | 5,353 | +45 | $251,175 | $276,161 | +$24,986 |
| NFLX NETFLIX INC | United States | COM | 222 | 243 | +21 | $297,287 | $291,338 | -$5,949 |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 1,194 | 1,230 | +36 | $351,967 | $347,057 | -$4,910 |
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