Bay Rivers Group

Bay Rivers Group as of June 30, 2025

Portfolio Holdings for Bay Rivers Group

Bay Rivers Group holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 7.1 $16M 57k 275.65
NVIDIA Corporation (NVDA) 6.8 $15M 94k 157.99
Apple (AAPL) 6.0 $13M 64k 205.17
Ishares Tr Msci Usa Min Vol (USMV) 4.3 $9.5M 101k 93.87
Microsoft Corporation (MSFT) 3.3 $7.3M 15k 497.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.2 $7.1M 80k 88.25
Meta Platforms Cl A (META) 3.2 $7.0M 9.5k 738.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $6.7M 12k 551.63
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $6.3M 31k 204.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $6.0M 9.7k 617.85
Costco Wholesale Corporation (COST) 2.7 $5.8M 5.9k 989.88
Vaneck Etf Trust Semiconductr Etf (SMH) 2.6 $5.8M 21k 278.88
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.5 $5.4M 12k 440.66
Vanguard Index Fds Growth Etf (VUG) 2.4 $5.3M 12k 438.39
Amazon (AMZN) 2.4 $5.3M 24k 219.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $5.1M 69k 73.63
Netflix (NFLX) 2.2 $4.8M 3.6k 1339.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $4.6M 24k 195.01
Alphabet Cap Stk Cl A (GOOGL) 2.1 $4.6M 26k 176.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $4.5M 54k 82.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.0 $4.5M 7.9k 566.44
Palantir Technologies Cl A (PLTR) 1.8 $3.8M 28k 136.32
Advanced Micro Devices (AMD) 1.7 $3.7M 26k 141.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $3.3M 25k 134.79
Celestica (CLS) 1.4 $3.1M 20k 156.11
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.4 $3.1M 58k 52.84
Select Sector Spdr Tr Financial (XLF) 1.3 $2.9M 56k 52.37
Servicenow (NOW) 1.3 $2.9M 2.8k 1028.08
Blackstone Group Inc Com Cl A (BX) 1.3 $2.8M 19k 149.58
salesforce (CRM) 1.2 $2.7M 10k 272.68
Amgen (AMGN) 1.2 $2.7M 9.6k 279.21
Home Depot (HD) 1.2 $2.6M 7.2k 366.64
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $2.3M 26k 89.06
Lam Research Corp Com New (LRCX) 1.0 $2.2M 22k 97.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.8M 6.1k 303.93
UnitedHealth (UNH) 0.8 $1.8M 5.8k 311.99
JPMorgan Chase & Co. (JPM) 0.8 $1.8M 6.1k 289.91
Boeing Company (BA) 0.7 $1.6M 7.4k 209.53
Tesla Motors (TSLA) 0.6 $1.2M 3.9k 317.66
Wal-Mart Stores (WMT) 0.6 $1.2M 13k 97.78
Realty Income (O) 0.5 $1.1M 20k 57.61
Sterling Construction Company (STRL) 0.5 $1.1M 4.8k 230.73
Applovin Corp Com Cl A (APP) 0.4 $858k 2.5k 350.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $837k 1.7k 485.77
Pepsi (PEP) 0.3 $652k 4.9k 132.03
Bank of America Corporation (BAC) 0.3 $649k 14k 47.32
Royce Value Trust (RVT) 0.3 $641k 43k 15.05
Modine Manufacturing (MOD) 0.3 $616k 6.3k 98.50
Johnson & Johnson (JNJ) 0.3 $603k 3.9k 152.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $602k 11k 56.85
TransDigm Group Incorporated (TDG) 0.3 $598k 393.00 1520.64
TowneBank (TOWN) 0.3 $594k 17k 34.18
Procter & Gamble Company (PG) 0.3 $565k 3.5k 159.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $560k 987.00 567.81
M/I Homes (MHO) 0.2 $543k 4.8k 112.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $526k 3.9k 133.31
Booking Holdings (BKNG) 0.2 $504k 87.00 5789.24
Markel Corporation (MKL) 0.2 $489k 245.00 1997.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $489k 2.2k 226.49
Dominion Resources (D) 0.2 $488k 8.6k 56.52
Powell Industries (POWL) 0.2 $485k 2.3k 210.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $459k 5.5k 82.86
Raytheon Technologies Corp (RTX) 0.2 $457k 3.1k 146.02
Ge Aerospace Com New (GE) 0.2 $449k 1.7k 257.39
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $435k 15k 30.05
Adobe Systems Incorporated (ADBE) 0.2 $402k 1.0k 386.88
Palo Alto Networks (PANW) 0.2 $397k 1.9k 204.64
Exxon Mobil Corporation (XOM) 0.2 $395k 3.7k 107.80
Alphabet Cap Stk Cl C (GOOG) 0.2 $394k 2.2k 177.39
BP Sponsored Adr (BP) 0.2 $389k 13k 29.93
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $356k 4.9k 72.82
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $353k 1.5k 240.32
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.2 $349k 17k 20.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $344k 1.6k 217.33
Lowe's Companies (LOW) 0.2 $336k 1.5k 221.87
AFLAC Incorporated (AFL) 0.1 $311k 2.9k 105.46
Cisco Systems (CSCO) 0.1 $289k 4.2k 69.38
Ishares Tr Ishares Biotech (IBB) 0.1 $276k 2.2k 126.50
Twilio Cl A (TWLO) 0.1 $237k 1.9k 124.36
Power Solutions Intl Com New (PSIX) 0.1 $233k 3.6k 64.68
Select Sector Spdr Tr Indl (XLI) 0.1 $227k 1.5k 147.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $221k 520.00 424.58
Chevron Corporation (CVX) 0.1 $218k 1.5k 143.19
Enterprise Products Partners (EPD) 0.1 $217k 7.0k 31.01
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $213k 3.9k 54.40
General Dynamics Corporation (GD) 0.1 $203k 695.00 291.66
Mind Medicine Mindmed Com New (MNMD) 0.0 $75k 12k 6.49
Bigbear Ai Hldgs (BBAI) 0.0 $74k 11k 6.79
Milestone Pharmaceuticals (MIST) 0.0 $28k 14k 1.94
Wolfspeed 0.0 $4.0k 10k 0.40