Bay Rivers Group
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Bay Rivers Group reported 80 stock positions worth $182.1 million. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Broadcom (AVGO, 4.7%). Compared with Q4 2023, it opened 12 new positions, sold out of 3, added to 26 and reduced 32. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale Boeing (BA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Williamsburg, VA
- CIK
- 0001798924
- Portfolio Value
- $182.1M (Q1 2024)
- SEC Filing
- 0001798924-24-000002 ↗ filed Apr 22, 2024
Holdings Value
Holdings 80 stocks · $182.1M
| AAPL Apple Inc. | 6.70% | 71,167 | $12.2M | Add +3.2% |
| NVDA Nvidia Corp. | 5.79% | 11,678 | $10.6M | Add +5.9% |
| AVGO Broadcom Inc. | 4.73% | 6,505 | $8.6M | Add +0.7% |
| USMV iShares MSCI USA Min Vol Fac | 4.68% | 101,887 | $8.5M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.37% | 13,815 | $6.1M | Reduce -1.9% |
| TLT iShares 20+ Year Treasury BD | 3.27% | 62,988 | $6.0M | Add +10.5% |
| MSFT Microsoft Corp. | 3.15% | 13,631 | $5.7M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 2.99% | 29,825 | $5.4M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 2.71% | 10,173 | $4.9M | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 2.70% | 21,879 | $4.9M | Reduce -20.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.67% | 9,281 | $4.9M | Reduce -1.8% |
| SMCI Super Micro Computer Inc. | 2.59% | 4,668 | $4.7M | Add +9.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 2.56% | 11,721 | $4.7M | Reduce -2.3% |
| BND Vanguard Total Bond Market | 2.42% | 60,594 | $4.4M | Add +67.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.41% | 12,766 | $4.4M | Reduce -8.8% |
| MDY State Street SPDR S&P Midcap | 2.41% | 7,874 | $4.4M | Add +4.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.39% | 22,679 | $4.4M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.38% | 24,052 | $4.3M | Add +1.3% |
| COST Costco Wholesale Corp. | 2.34% | 5,827 | $4.3M | Add +3.0% |
| AMD Advanced Micro Devices | 2.28% | 22,974 | $4.1M | Reduce -6.9% |
| GOOGL Alphabet Inc. Class A | 2.23% | 26,874 | $4.1M | Add +0.1% |
| XLV SS Health Care Select Sector | 1.97% | 24,250 | $3.6M | Reduce -0.6% |
| VCIT Vanguard Int-Term Corporate | 1.96% | 44,284 | $3.6M | Add +4.0% |
| KRE SS SPDR S&P Regional Bank | 1.91% | 69,104 | $3.5M | Reduce -0.8% |
| HD Home Depot Inc. | 1.87% | 8,868 | $3.4M | Reduce -3.2% |
| XLE SS Energy Select Sector | 1.74% | 33,527 | $3.2M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 1.73% | 6,360 | $3.1M | Add +10.5% |
| XLF SS Financial Select Sector | 1.60% | 69,356 | $2.9M | Reduce -0.3% |
| AMGN Amgen Inc. | 1.49% | 9,523 | $2.7M | Add +0.3% |
| BX Blackstone Inc. | 1.43% | 19,853 | $2.6M | Add +0.4% |
| CRM Salesforce Inc. | 1.23% | 7,455 | $2.2M | Reduce -7.8% |
| LRCX Lam Research Corp. | 1.22% | 2,291 | $2.2M | Add +4.3% |
| NFLX Netflix Inc. | 1.17% | 3,497 | $2.1M | Reduce -9.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 6,312 | $1.6M | Reduce -0.3% |
| BA The Boeing Co. | 0.86% | 8,104 | $1.6M | Reduce -2.2% |
| D Dominion Energy Inc. | 0.80% | 29,713 | $1.5M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.66% | 6,000 | $1.2M | No change |
| O Realty Income Corp. | 0.66% | 22,132 | $1.2M | Reduce -5.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.61% | 16,955 | $1.1M | Add +10.3% |
| PEP Pepsico Inc. | 0.51% | 5,357 | $938K | Add +15.0% |
| DPZ Domino's Pizza Inc. | 0.51% | 1,854 | $921K | Reduce -24.9% |
| CLS Celestica Inc. | 0.47% | 19,147 | $860K | New |
| DE Deere & Co. | 0.47% | 2,088 | $858K | New |
| AWK American Water Works Co. Inc. | 0.40% | 5,887 | $719K | Reduce -22.4% |
| TSLA Tesla Inc. | 0.35% | 3,665 | $644K | Reduce -9.8% |
| PG The Procter & Gamble Co. | 0.34% | 3,844 | $624K | No change |
| VYM Vanguard High DVD Yield ETF | 0.33% | 4,971 | $601K | Reduce -1.2% |
| MHO M/I Homes Inc. | 0.33% | 4,383 | $597K | Add +29.7% |
| CWH Camping World Holdings Inc. Class A | 0.30% | 19,605 | $546K | Reduce -14.1% |
| VOO Vanguard S&P 500 ETF | 0.29% | 1,110 | $533K | Reduce -2.4% |
| BP BP PLC-Spons ADR | 0.27% | 13,000 | $490K | No change |
| TOWN Towne Bank | 0.27% | 17,378 | $488K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 12,696 | $481K | Add +5.0% |
| MKL Markel Group Inc. | 0.26% | 310 | $472K | No change |
| JNJ Johnson & Johnson | 0.26% | 2,954 | $467K | Reduce -13.3% |
| NOW ServiceNow Inc. | 0.25% | 601 | $458K | Add +15.1% |
| XOM Exxon Mobil Corp. | 0.24% | 3,747 | $436K | Add +2.5% |
| MOD Modine Manufacturing Co. | 0.22% | 4,300 | $409K | New |
| LOW Lowe's Cos Inc. | 0.21% | 1,512 | $385K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 870 | $366K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.20% | 212 | $361K | New |
| IBB iShares Biotechnology ETF | 0.19% | 2,499 | $343K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,120 | $323K | No change |
| XLY SS Consumer Disc Select Sect | 0.18% | 1,753 | $322K | Reduce -7.5% |
| MRK Merck & Co. Inc. | 0.17% | 2,368 | $312K | No change |
| BKNG Booking Holdings Inc. | 0.17% | 86 | $312K | New |
| RTX RTX Corp. | 0.15% | 2,832 | $276K | New |
| PANW Palo Alto Networks Inc. | 0.15% | 936 | $266K | New |
| CSCO Cisco Systems Inc. | 0.14% | 5,160 | $258K | Add +1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 4,280 | $248K | Add +12.9% |
| NEE Nextera Energy Inc. | 0.13% | 3,825 | $244K | Add +1.3% |
| DUK Duke Energy Corp. | 0.13% | 2,404 | $232K | Add +12.9% |
| IWF iShares Russell 1000 Growth | 0.12% | 631 | $213K | New |
| ADBE Adobe Inc. | 0.12% | 420 | $212K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 1,549 | $211K | New |
| ELV Elevance Health Inc. | 0.11% | 395 | $205K | New |
| LMT Lockheed Martin Corp. | 0.11% | 450 | $205K | Reduce -10.0% |
| TDG Transdigm Group Inc. | 0.11% | 165 | $203K | Reduce -36.5% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.08% | 10,584 | $141K | No change |
| KOPN Kopin Corp. | 0.01% | 10,421 | $19K | New |
Portfolio Sells Q4 2023 → Q1 2024
| BA The Boeing Co. | Reduce -2.2% | 0.86% | −0.50 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.3% | 4.68% | −0.43 |
| KRE SS SPDR S&P Regional Bank | Reduce -0.8% | 1.91% | −0.39 |
| SMH Vaneck Semiconductor ETF | Reduce -20.8% | 2.70% | −0.33 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.8% | 2.41% | −0.32 |
| TSLA Tesla Inc. | Reduce -9.8% | 0.35% | −0.28 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.3% | 2.56% | −0.28 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 3.37% | −0.25 |
| AWK American Water Works Co. Inc. | Reduce -22.4% | 0.40% | −0.23 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 2.99% | −0.23 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.19 |
| O Realty Income Corp. | Reduce -5.1% | 0.66% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 2.67% | −0.15 |
| MSFT Microsoft Corp. | Reduce -2.3% | 3.15% | −0.14 |
| DPZ Domino's Pizza Inc. | Reduce -24.9% | 0.51% | −0.13 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.13 |
| HD Home Depot Inc. | Reduce -3.2% | 1.87% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -0.6% | 1.97% | −0.12 |
| CRM Salesforce Inc. | Reduce -7.8% | 1.23% | −0.10 |
| D Dominion Energy Inc. | Reduce -2.3% | 0.80% | −0.10 |
| XLE SS Energy Select Sector | Reduce -2.9% | 1.74% | −0.08 |
| JNJ Johnson & Johnson | Reduce -13.3% | 0.26% | −0.08 |
| CWH Camping World Holdings Inc. Class A | Reduce -14.1% | 0.30% | −0.08 |
| TDG Transdigm Group Inc. | Reduce -36.5% | 0.11% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.90% | −0.04 |
| XLF SS Financial Select Sector | Reduce -0.3% | 1.60% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -7.5% | 0.18% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -10.0% | 0.11% | −0.03 |
| IBB iShares Biotechnology ETF | Reduce -2.1% | 0.19% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.2% | 0.33% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.4% | 0.29% | −0.02 |
| NFLX Netflix Inc. | Reduce -9.8% | 1.17% | −0.02 |
| AMD Advanced Micro Devices | Reduce -6.9% | 2.28% | −0.01 |
| SINGULAR GENOMICS SYSTEMS IN | Sold out | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 2.71% | +0.44 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +5.9% | 5.79% | +2.37 |
| SMCI Super Micro Computer Inc. | Add +9.8% | 2.59% | +1.83 |
| BND Vanguard Total Bond Market | Add +67.2% | 2.42% | +0.74 |
| CLS Celestica Inc. | New | 0.47% | +0.47 |
| DE Deere & Co. | New | 0.47% | +0.47 |
| MOD Modine Manufacturing Co. | New | 0.22% | +0.22 |
| AVGO Broadcom Inc. | Add +0.7% | 4.73% | +0.21 |
| MSTR Strategy Inc. | New | 0.20% | +0.20 |
| BKNG Booking Holdings Inc. | New | 0.17% | +0.17 |
| RTX RTX Corp. | New | 0.15% | +0.15 |
| PANW Palo Alto Networks Inc. | New | 0.15% | +0.15 |
| LRCX Lam Research Corp. | Add +4.3% | 1.22% | +0.14 |
| IWF iShares Russell 1000 Growth | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | Add +1.3% | 2.38% | +0.12 |
| ADBE Adobe Inc. | New | 0.12% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.12% | +0.12 |
| ELV Elevance Health Inc. | New | 0.11% | +0.11 |
| MHO M/I Homes Inc. | Add +29.7% | 0.33% | +0.04 |
| NOW ServiceNow Inc. | Add +15.1% | 0.25% | +0.02 |
| PEP Pepsico Inc. | Add +15.0% | 0.51% | +0.02 |
| KOPN Kopin Corp. | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.24% | +0.01 |
| BAC Bank of America Corp. | Add +5.0% | 0.26% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +4.6% | 2.41% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +12.9% | 0.14% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +10.3% | 0.61% | 0.00 |
| COST Costco Wholesale Corp. | Add +3.0% | 2.34% | −0.00 |
| DUK Duke Energy Corp. | Add +12.9% | 0.13% | −0.00 |
| NEE Nextera Energy Inc. | Add +1.3% | 0.13% | −0.01 |
| CSCO Cisco Systems Inc. | Add +1.9% | 0.14% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 2.23% | −0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 2.39% | −0.15 |
| UNH Unitedhealth Group Inc. | Add +10.5% | 1.73% | −0.17 |
| BX Blackstone Inc. | Add +0.4% | 1.43% | −0.19 |
| VCIT Vanguard Int-Term Corporate | Add +4.0% | 1.96% | −0.22 |
| AMGN Amgen Inc. | Add +0.3% | 1.49% | −0.23 |
| TLT iShares 20+ Year Treasury BD | Add +10.5% | 3.27% | −0.27 |
| AAPL Apple Inc. | Add +3.2% | 6.70% | −1.63 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $292.6M | AAPL, NVDA, AVGO, AMD, BINC |
| Q1 2026 | 109 | $240.0M | AAPL, NVDA, AVGO, BINC, USMV |
| Q4 2025 | 97 | $247.3M | AAPL, NVDA, AVGO, USMV, GOOGL |
| Q3 2025 | 91 | $237.5M | NVDA, AAPL, AVGO, USMV, MSFT |
| Q2 2025 | 90 | $218.6M | AVGO, NVDA, AAPL, USMV, MSFT |
| Q1 2025 | 81 | $190.7M | AAPL, NVDA, AVGO, USMV, TLT |
| Q4 2024 | 83 | $206.3M | AAPL, AVGO, NVDA, USMV, TLT |
| Q3 2024 | 84 | $201.3M | AAPL, NVDA, AVGO, USMV, TLT |
| Q2 2024 | 80 | $192.4M | AAPL, NVDA, AVGO, USMV, TLT |
| Q1 2024 | 80 | $182.1M | AAPL, NVDA, AVGO, USMV, QQQ |