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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vishria Bird Financial Group LLC
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| CRD # | 291979 |
| SEC # | 801-112527 |
| CIK # | 0001746438 |
| AUM | $599.7 M (2025-04-08) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 901-216-1600 |
| Address | 1053 W Rex Road Memphis, TN 38119 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001746438 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fedex Corp | 21.6 | ||
| Alphabet Inc | 21.4 | ||
| Apple Inc | 20.1 | ||
| Confluent Inc | 18.6 | ||
| Microsoft Corp | 17.4 | ||
| Amazon Com Inc | 15.9 | ||
| iShares Bitcoin Trust | 7.6 | ||
| Blackstone Group LP | 7.3 | ||
| Alphabet Inc | 2.3 | ||
| Amplitude Inc | 2.2 | ||
| Ameriprise Financial Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 68.4 |
| (b) Individuals (high net worth individuals) | 118 | 530.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,243 | 599.7 |
| By Discretionary | ||
| Discretionary | 1,074 | 534.7 |
| Non-Discretionary | 169 | 65.0 |
| Total | 1,243 | 599.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 599.6 | |
| Total | 1,243 | 599.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001746438] |
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Tyler-Stone Wealth Management LLC
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OH | 0.6 |
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TX | 0.6 |
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Arjuna Capital LLC
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