Bay Rivers Group
Latest statistics and disclosures from Bay Rivers Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AVGO, USMV, TLT, and represent 27.11% of Bay Rivers Group's stock portfolio.
- Added to shares of these 10 stocks: BINC, WMT, PLTR, XLF, GE, STRL, APP, NOW, TWLO, JEPQ.
- Started 5 new stock positions in WMT, BINC, GE, TWLO, JEPQ.
- Reduced shares in these 10 stocks: DELL, AVGO, NVDA, AAPL, META, IWF, ANF, , , SHY.
- Sold out of its positions in ANF, BBAI, DELL, DUK, IWF, FLOT, KOPN.
- Bay Rivers Group was a net seller of stock by $-264k.
- Bay Rivers Group has $191M in assets under management (AUM), dropping by -7.55%.
- Central Index Key (CIK): 0001798924
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Portfolio Holdings for Bay Rivers Group
Bay Rivers Group holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.0 | $15M | -2% | 68k | 222.13 |
|
| NVIDIA Corporation (NVDA) | 5.4 | $10M | -8% | 95k | 108.38 |
|
| Broadcom (AVGO) | 5.1 | $9.7M | -10% | 58k | 167.43 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 4.9 | $9.3M | 99k | 93.66 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.8 | $7.3M | 81k | 91.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.1 | $5.9M | -2% | 31k | 193.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $5.6M | -2% | 12k | 468.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $5.6M | 10k | 559.39 |
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| Costco Wholesale Corporation (COST) | 2.9 | $5.6M | 5.9k | 945.72 |
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| Microsoft Corporation (MSFT) | 2.9 | $5.5M | 15k | 375.40 |
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| Meta Platforms Cl A (META) | 2.9 | $5.4M | -5% | 9.4k | 576.38 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.7 | $5.1M | 69k | 73.45 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.7 | $5.1M | 12k | 419.89 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.4 | $4.5M | 55k | 81.76 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 2.3 | $4.4M | -2% | 12k | 370.82 |
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| Amazon (AMZN) | 2.3 | $4.4M | 23k | 190.26 |
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|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.3 | $4.4M | -2% | 23k | 186.29 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $4.3M | -2% | 20k | 211.47 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.2 | $4.2M | -2% | 7.8k | 533.45 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.0M | 26k | 154.64 |
|
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $3.6M | -2% | 25k | 146.01 |
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| Netflix (NFLX) | 1.8 | $3.4M | +3% | 3.7k | 932.53 |
|
| UnitedHealth (UNH) | 1.7 | $3.3M | -4% | 6.3k | 523.78 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.6 | $3.0M | NEW | 57k | 52.38 |
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| Amgen (AMGN) | 1.5 | $2.9M | 9.4k | 311.55 |
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| Select Sector Spdr Tr Financial (XLF) | 1.5 | $2.8M | +21% | 56k | 49.81 |
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| salesforce (CRM) | 1.4 | $2.7M | 10k | 268.35 |
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| Advanced Micro Devices (AMD) | 1.4 | $2.7M | 26k | 102.74 |
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| Home Depot (HD) | 1.3 | $2.6M | 7.0k | 366.49 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $2.5M | -2% | 18k | 139.78 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $2.4M | 27k | 90.54 |
|
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| Servicenow (NOW) | 1.2 | $2.3M | +11% | 2.9k | 796.14 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $1.6M | 22k | 72.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.6M | -9% | 5.7k | 274.84 |
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| Dominion Resources (D) | 0.8 | $1.6M | -6% | 28k | 56.07 |
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| Celestica (CLS) | 0.8 | $1.5M | 20k | 78.81 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.5M | 6.1k | 245.30 |
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| Realty Income (O) | 0.7 | $1.3M | +7% | 22k | 58.01 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $1.3M | +136% | 15k | 84.40 |
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| Boeing Company (BA) | 0.6 | $1.2M | -3% | 7.2k | 170.55 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.1M | NEW | 12k | 87.79 |
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| Tesla Motors (TSLA) | 0.5 | $977k | +7% | 3.8k | 259.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $930k | 1.7k | 532.58 |
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| Pepsi (PEP) | 0.4 | $763k | -8% | 5.1k | 149.94 |
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| Johnson & Johnson (JNJ) | 0.3 | $659k | -5% | 4.0k | 165.84 |
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| Procter & Gamble Company (PG) | 0.3 | $621k | -5% | 3.6k | 170.42 |
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| TowneBank (TOWN) | 0.3 | $594k | 17k | 34.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $581k | +33% | 10k | 57.14 |
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| Bank of America Corporation (BAC) | 0.3 | $577k | +4% | 14k | 41.73 |
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| Royce Value Trust (RVT) | 0.3 | $574k | +37% | 40k | 14.24 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $571k | +73% | 2.2k | 264.97 |
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| Sterling Construction Company (STRL) | 0.3 | $569k | +147% | 5.0k | 113.21 |
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| M/I Homes (MHO) | 0.3 | $558k | 4.9k | 114.18 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $546k | +13% | 395.00 | 1383.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $544k | -9% | 4.2k | 128.96 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $505k | -5% | 983.00 | 513.71 |
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| Modine Manufacturing (MOD) | 0.3 | $484k | +3% | 6.3k | 76.75 |
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| Markel Corporation (MKL) | 0.2 | $477k | -8% | 255.00 | 1869.61 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $447k | 3.8k | 118.93 |
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| BP Sponsored Adr (BP) | 0.2 | $439k | 13k | 33.79 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $435k | 3.3k | 132.46 |
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| Powell Industries (POWL) | 0.2 | $420k | +7% | 2.5k | 170.33 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.2 | $402k | +8% | 14k | 28.57 |
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| Booking Holdings (BKNG) | 0.2 | $401k | 87.00 | 4606.91 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $386k | -34% | 4.7k | 82.73 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $374k | +19% | 975.00 | 383.53 |
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| Ge Aerospace Com New (GE) | 0.2 | $369k | NEW | 1.8k | 200.15 |
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| Lowe's Companies (LOW) | 0.2 | $353k | 1.5k | 233.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $347k | 2.2k | 156.23 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $342k | +30% | 2.1k | 166.00 |
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| Palo Alto Networks (PANW) | 0.2 | $341k | 2.0k | 170.64 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $332k | -4% | 1.7k | 197.46 |
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| AFLAC Incorporated (AFL) | 0.2 | $328k | 2.9k | 111.19 |
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.2 | $315k | +4% | 15k | 21.15 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $302k | 2.4k | 127.89 |
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| Chevron Corporation (CVX) | 0.1 | $269k | +8% | 1.6k | 167.29 |
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| Cisco Systems (CSCO) | 0.1 | $257k | 4.2k | 61.71 |
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| Enterprise Products Partners (EPD) | 0.1 | $239k | 7.0k | 34.14 |
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| Merck & Co (MRK) | 0.1 | $239k | 2.7k | 89.76 |
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| Twilio Cl A (TWLO) | 0.1 | $208k | NEW | 2.1k | 97.91 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $200k | NEW | 3.9k | 51.78 |
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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 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
- Bay Rivers Group 2021 Q3 filed Oct. 13, 2021
- Bay Rivers Group 2021 Q2 filed July 14, 2021