Bay Rivers Group

Bay Rivers Group as of Sept. 30, 2025

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