Bay Rivers Group
Latest statistics and disclosures from Bay Rivers Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AVGO, NVDA, USMV, TLT, and represent 30.16% of Bay Rivers Group's stock portfolio.
- Added to shares of these 10 stocks: DELL, LRCX, UNH, CRM, SPY, HEQT, STRL, AGGH, SHY, BRK.B.
- Started 8 new stock positions in FLOT, STRL, AGGH, HEQT, ANF, BBAI, DELL, LRCX.
- Reduced shares in these 10 stocks: , DE, Lam Research Corporation, , HD, APP, MSTR, AVGO, AAPL, AMZN.
- Sold out of its positions in ELV, DE, GD, Lam Research Corporation, LMT, LAZR, MSTR, XLE, Super Micro Computer.
- Bay Rivers Group was a net seller of stock by $-3.1M.
- Bay Rivers Group has $206M in assets under management (AUM), dropping by 2.51%.
- Central Index Key (CIK): 0001798924
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Portfolio Holdings for Bay Rivers Group
Bay Rivers Group holds 83 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.5 | $18M | -2% | 70k | 250.42 |
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| Broadcom (AVGO) | 7.2 | $15M | -2% | 65k | 231.84 |
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| NVIDIA Corporation (NVDA) | 6.8 | $14M | 104k | 134.29 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 4.3 | $8.9M | 100k | 88.79 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.4 | $6.9M | 79k | 87.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $6.2M | 12k | 511.21 |
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| Microsoft Corporation (MSFT) | 3.0 | $6.2M | 15k | 421.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.0 | $6.1M | 31k | 195.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $5.9M | +7% | 10k | 586.07 |
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| Meta Platforms Cl A (META) | 2.8 | $5.8M | -3% | 9.9k | 585.53 |
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| Costco Wholesale Corporation (COST) | 2.6 | $5.3M | 5.8k | 916.21 |
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| Amazon (AMZN) | 2.5 | $5.1M | -5% | 23k | 219.39 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.5 | $5.1M | 12k | 425.50 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.4 | $5.0M | 21k | 242.17 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $5.0M | 12k | 410.44 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $5.0M | +4% | 69k | 71.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $4.9M | -3% | 26k | 189.30 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.3 | $4.8M | +4% | 24k | 198.18 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.2 | $4.6M | 8.0k | 569.54 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.2 | $4.4M | +5% | 55k | 80.27 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $3.4M | 25k | 137.57 |
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| salesforce (CRM) | 1.6 | $3.4M | +33% | 10k | 334.32 |
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| UnitedHealth (UNH) | 1.6 | $3.3M | +39% | 6.6k | 505.89 |
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| Advanced Micro Devices (AMD) | 1.5 | $3.2M | 26k | 120.79 |
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| Netflix (NFLX) | 1.5 | $3.2M | 3.6k | 891.32 |
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| Blackstone Group Inc Com Cl A (BX) | 1.5 | $3.2M | 18k | 172.42 |
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| Servicenow (NOW) | 1.3 | $2.7M | -5% | 2.6k | 1060.12 |
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| Home Depot (HD) | 1.3 | $2.7M | -23% | 6.9k | 388.99 |
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| Amgen (AMGN) | 1.2 | $2.5M | 9.6k | 260.64 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $2.4M | 27k | 89.08 |
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| Dell Technologies CL C (DELL) | 1.1 | $2.3M | NEW | 20k | 115.24 |
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| Select Sector Spdr Tr Financial (XLF) | 1.1 | $2.2M | +7% | 46k | 48.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.8M | 6.3k | 289.81 |
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| Celestica (CLS) | 0.9 | $1.8M | -5% | 19k | 92.30 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $1.6M | NEW | 23k | 72.23 |
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| Dominion Resources (D) | 0.8 | $1.6M | +2% | 30k | 53.86 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.5M | 6.1k | 239.71 |
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| Tesla Motors (TSLA) | 0.7 | $1.4M | +3% | 3.5k | 403.84 |
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| Boeing Company (BA) | 0.6 | $1.3M | 7.4k | 177.00 |
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| Realty Income (O) | 0.5 | $1.1M | 21k | 53.41 |
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| Pepsi (PEP) | 0.4 | $849k | 5.6k | 152.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $791k | +52% | 1.7k | 453.28 |
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| Modine Manufacturing (MOD) | 0.3 | $707k | +6% | 6.1k | 115.93 |
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| M/I Homes (MHO) | 0.3 | $653k | +2% | 4.9k | 132.95 |
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| Procter & Gamble Company (PG) | 0.3 | $644k | 3.8k | 167.65 |
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| Johnson & Johnson (JNJ) | 0.3 | $611k | 4.2k | 144.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $595k | +3% | 4.7k | 127.59 |
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| TowneBank (TOWN) | 0.3 | $592k | 17k | 34.06 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $584k | +93% | 7.1k | 81.98 |
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| Bank of America Corporation (BAC) | 0.3 | $583k | 13k | 43.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $560k | -3% | 1.0k | 538.61 |
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| Powell Industries (POWL) | 0.2 | $509k | +105% | 2.3k | 221.65 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $485k | +2% | 6.4k | 75.63 |
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| Markel Corporation (MKL) | 0.2 | $483k | 280.00 | 1726.23 |
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| Royce Value Trust (RVT) | 0.2 | $462k | +5% | 29k | 15.80 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $442k | +64% | 349.00 | 1267.28 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $439k | +24% | 7.6k | 57.53 |
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| Booking Holdings (BKNG) | 0.2 | $427k | 86.00 | 4968.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $423k | 2.2k | 190.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $405k | 3.8k | 107.57 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $402k | -63% | 1.2k | 323.83 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $393k | 1.8k | 224.35 |
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| BP Sponsored Adr (BP) | 0.2 | $384k | 13k | 29.56 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.2 | $383k | NEW | 13k | 29.48 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $380k | 3.3k | 115.72 |
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| Lowe's Companies (LOW) | 0.2 | $373k | 1.5k | 246.80 |
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| Palo Alto Networks (PANW) | 0.2 | $364k | +113% | 2.0k | 181.96 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $362k | +30% | 813.00 | 444.68 |
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| Sterling Construction Company (STRL) | 0.2 | $341k | NEW | 2.0k | 168.45 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $313k | -3% | 2.4k | 132.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $312k | +14% | 1.6k | 197.49 |
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| AFLAC Incorporated (AFL) | 0.1 | $305k | 2.9k | 103.44 |
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.1 | $295k | NEW | 14k | 20.63 |
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| Merck & Co (MRK) | 0.1 | $266k | +3% | 2.7k | 99.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $251k | 624.00 | 401.58 |
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| Cisco Systems (CSCO) | 0.1 | $246k | 4.2k | 59.20 |
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| Abercrombie & Fitch Cl A (ANF) | 0.1 | $240k | NEW | 1.6k | 149.47 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $240k | 2.2k | 107.74 |
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| Enterprise Products Partners (EPD) | 0.1 | $220k | 7.0k | 31.36 |
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| Chevron Corporation (CVX) | 0.1 | $214k | 1.5k | 144.84 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $212k | NEW | 4.2k | 50.88 |
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| Bigbear Ai Hldgs (BBAI) | 0.0 | $48k | NEW | 11k | 4.45 |
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| Kopin Corporation (KOPN) | 0.0 | $14k | 10k | 1.36 |
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Past Filings by Bay Rivers Group
SEC 13F filings are viewable for Bay Rivers Group going back to 2019
- Bay Rivers Group 2024 Q4 filed Jan. 22, 2025
- Bay Rivers Group 2024 Q3 filed Oct. 25, 2024
- Bay Rivers Group 2024 Q2 filed July 22, 2024
- Bay Rivers Group 2024 Q1 filed April 22, 2024
- Bay Rivers Group 2023 Q4 filed Jan. 12, 2024
- Bay Rivers Group 2023 Q3 filed Oct. 5, 2023
- Bay Rivers Group 2023 Q2 filed July 13, 2023
- Bay Rivers Group 2023 Q1 filed April 18, 2023
- Bay Rivers Group 2022 Q4 filed Jan. 17, 2023
- Bay Rivers Group 2022 Q3 filed Oct. 12, 2022
- Bay Rivers Group 2022 Q2 filed July 12, 2022
- Bay Rivers Group 2022 Q1 filed April 20, 2022
- Bay Rivers Group 2021 Q4 filed Jan. 20, 2022
- Bay Rivers Group 2021 Q3 filed Oct. 13, 2021
- Bay Rivers Group 2021 Q2 filed July 14, 2021
- Bay Rivers Group 2021 Q1 filed April 14, 2021