Bay Rivers Group
Latest statistics and disclosures from Bay Rivers Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, AVGO, USMV, MSFT, and represent 27.73% of Bay Rivers Group's stock portfolio.
- Added to shares of these 10 stocks: BINC, VOO, CRDO, ORCL, RDDT, SCHD, USMV, OPEN, PSIX, NFLX.
- Started 5 new stock positions in ORCL, RDDT, CRDO, OPEN, SCHD.
- Reduced shares in these 10 stocks: AVGO, , CLS, SMH, NVDA, BRK.B, TWLO, , TSLA, POWL.
- Sold out of its positions in XLI, TWLO, UNH, Wolfspeed.
- Bay Rivers Group was a net seller of stock by $-4.2M.
- Bay Rivers Group has $238M in assets under management (AUM), dropping by 8.64%.
- Central Index Key (CIK): 0001798924
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Portfolio Holdings for Bay Rivers Group
Bay Rivers Group holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.1 | $17M | -3% | 91k | 186.58 |
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| Apple (AAPL) | 6.9 | $16M | 64k | 254.63 |
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| Broadcom (AVGO) | 6.5 | $15M | -17% | 47k | 329.91 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 4.1 | $9.7M | 102k | 95.14 |
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| Microsoft Corporation (MSFT) | 3.2 | $7.6M | 15k | 517.96 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $7.3M | 12k | 600.36 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.0 | $7.1M | 79k | 89.37 |
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| Meta Platforms Cl A (META) | 2.9 | $6.9M | 9.3k | 734.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.8 | $6.6M | 31k | 215.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $6.5M | 9.7k | 666.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $6.3M | 26k | 243.10 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $6.1M | -10% | 19k | 326.36 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.5 | $5.9M | 12k | 479.60 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.4 | $5.8M | +87% | 108k | 53.24 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.4 | $5.6M | 12k | 463.72 |
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| Costco Wholesale Corporation (COST) | 2.3 | $5.5M | 5.9k | 925.57 |
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| Amazon (AMZN) | 2.2 | $5.3M | 24k | 219.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $5.2M | 69k | 74.37 |
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| Palantir Technologies Cl A (PLTR) | 2.1 | $5.1M | 28k | 182.42 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $4.9M | 23k | 208.71 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.0 | $4.7M | 7.9k | 595.99 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.9 | $4.6M | 55k | 84.11 |
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| Netflix (NFLX) | 1.9 | $4.4M | +2% | 3.7k | 1198.92 |
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| Advanced Micro Devices (AMD) | 1.8 | $4.2M | 26k | 161.79 |
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| Celestica (CLS) | 1.6 | $3.8M | -20% | 16k | 246.38 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.5 | $3.5M | 25k | 139.17 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $3.2M | 19k | 170.85 |
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| Select Sector Spdr Tr Financial (XLF) | 1.3 | $3.0M | 56k | 53.87 |
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| Lam Research Corp Com New (LRCX) | 1.3 | $3.0M | 23k | 133.90 |
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| Home Depot (HD) | 1.2 | $3.0M | 7.3k | 405.19 |
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| Amgen (AMGN) | 1.1 | $2.7M | 9.6k | 282.20 |
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| Servicenow (NOW) | 1.1 | $2.6M | 2.8k | 920.28 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $2.3M | 26k | 91.42 |
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| salesforce (CRM) | 1.0 | $2.3M | -2% | 9.8k | 236.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $2.0M | 6.1k | 328.17 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.9M | 6.1k | 315.43 |
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| Applovin Corp Com Cl A (APP) | 0.7 | $1.7M | -3% | 2.4k | 718.54 |
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| Tesla Motors (TSLA) | 0.7 | $1.6M | -6% | 3.7k | 444.72 |
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| Sterling Construction Company (STRL) | 0.7 | $1.6M | 4.8k | 339.68 |
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| Boeing Company (BA) | 0.7 | $1.6M | 7.4k | 215.83 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.3M | 12k | 103.06 |
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| Realty Income (O) | 0.5 | $1.2M | -2% | 19k | 60.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.0M | +67% | 1.6k | 612.24 |
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| Modine Manufacturing (MOD) | 0.4 | $891k | 6.3k | 142.16 |
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| Johnson & Johnson (JNJ) | 0.3 | $732k | 3.9k | 185.42 |
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| Royce Value Trust (RVT) | 0.3 | $729k | +6% | 45k | 16.13 |
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| Bank of America Corporation (BAC) | 0.3 | $709k | 14k | 51.59 |
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| M/I Homes (MHO) | 0.3 | $689k | 4.8k | 144.44 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $687k | +13% | 12k | 57.10 |
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| Pepsi (PEP) | 0.3 | $661k | -4% | 4.7k | 140.44 |
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| Powell Industries (POWL) | 0.3 | $610k | -13% | 2.0k | 304.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $603k | 2.2k | 279.29 |
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| TowneBank (TOWN) | 0.3 | $601k | 17k | 34.57 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $559k | 4.0k | 140.95 |
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| Procter & Gamble Company (PG) | 0.2 | $546k | 3.6k | 153.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $541k | 2.2k | 243.55 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $540k | +4% | 410.00 | 1318.02 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.2 | $517k | +14% | 17k | 31.24 |
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| Dominion Resources (D) | 0.2 | $506k | -4% | 8.3k | 61.17 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $491k | -6% | 2.9k | 167.33 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $488k | +6% | 5.9k | 82.96 |
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| Booking Holdings (BKNG) | 0.2 | $486k | +3% | 90.00 | 5399.27 |
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| Ge Aerospace Com New (GE) | 0.2 | $482k | -8% | 1.6k | 300.82 |
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| Markel Corporation (MKL) | 0.2 | $468k | 245.00 | 1911.36 |
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| Power Solutions Intl Com New (PSIX) | 0.2 | $465k | +31% | 4.7k | 98.22 |
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| BP Sponsored Adr (BP) | 0.2 | $448k | 13k | 34.46 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $437k | -49% | 870.00 | 502.74 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $413k | 3.7k | 112.75 |
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| Palo Alto Networks (PANW) | 0.2 | $395k | 1.9k | 203.62 |
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.2 | $393k | +12% | 19k | 20.71 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $383k | 1.6k | 239.65 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $381k | 1.5k | 256.45 |
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| Lowe's Companies (LOW) | 0.2 | $380k | 1.5k | 251.31 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $361k | 4.9k | 73.48 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $358k | -2% | 1.0k | 352.75 |
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| AFLAC Incorporated (AFL) | 0.1 | $329k | 2.9k | 111.70 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $309k | 2.1k | 144.35 |
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| Cisco Systems (CSCO) | 0.1 | $285k | 4.2k | 68.42 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $283k | NEW | 1.9k | 145.61 |
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| Oracle Corporation (ORCL) | 0.1 | $278k | NEW | 987.00 | 281.24 |
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| Reddit Cl A (RDDT) | 0.1 | $273k | NEW | 1.2k | 229.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $258k | NEW | 9.5k | 27.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $244k | 520.00 | 468.41 |
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| General Dynamics Corporation (GD) | 0.1 | $237k | 695.00 | 341.00 |
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| Chevron Corporation (CVX) | 0.1 | $236k | 1.5k | 155.29 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $225k | 3.9k | 57.52 |
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| Enterprise Products Partners (EPD) | 0.1 | $219k | 7.0k | 31.27 |
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| Mind Medicine Mindmed Com New (MNMD) | 0.1 | $165k | +20% | 14k | 11.79 |
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| Opendoor Technologies (OPEN) | 0.0 | $112k | NEW | 14k | 7.97 |
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| Bigbear Ai Hldgs (BBAI) | 0.0 | $72k | 11k | 6.52 |
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| Milestone Pharmaceuticals (MIST) | 0.0 | $33k | +16% | 17k | 2.00 |
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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 2025 Q3 filed Oct. 8, 2025
- Bay Rivers Group 2025 Q2 filed July 9, 2025
- Bay Rivers Group 2025 Q1 filed April 10, 2025
- 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