Bay Rivers Group
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Bay Rivers Group reported 80 stock positions worth $192.4 million. Its top holding was Apple (AAPL) at 7.9% of the portfolio, followed by Nvidia (NVDA, 7.0%) and Broadcom (AVGO, 5.5%). Compared with Q1 2024, it opened 6 new positions, sold out of 6, added to 40 and reduced 20. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale an exit from SS SPDR S&P Regional Bank (KRE).
- Most Recent 13F
- Q2 2026
- Location
- Williamsburg, VA
- CIK
- 0001798924
- Portfolio Value
- $192.4M (Q2 2024)
- SEC Filing
- 0001798924-24-000003 ↗ filed Jul 22, 2024
Holdings Value
Holdings 80 stocks · $192.4M
| AAPL Apple Inc. | 7.85% | 71,721 | $15.1M | Add +0.8% |
| NVDA Nvidia Corp. | 7.02% | 109,361 | $13.5M | Reduce -6.3% |
| AVGO Broadcom Inc. | 5.55% | 6,648 | $10.7M | Add +2.2% |
| USMV iShares MSCI USA Min Vol Fac | 4.41% | 101,045 | $8.5M | Reduce -0.8% |
| TLT iShares 20+ Year Treasury BD | 3.75% | 78,590 | $7.2M | Add +24.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.47% | 13,913 | $6.7M | Add +0.7% |
| MSFT Microsoft Corp. | 3.40% | 14,634 | $6.5M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 2.96% | 31,204 | $5.7M | Add +4.6% |
| META Meta Platforms Inc. Class A | 2.67% | 10,185 | $5.1M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.66% | 9,414 | $5.1M | Add +1.4% |
| SMH Vaneck Semiconductor ETF | 2.65% | 19,533 | $5.1M | Reduce -10.7% |
| COST Costco Wholesale Corp. | 2.56% | 5,789 | $4.9M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.54% | 26,809 | $4.9M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.52% | 12,980 | $4.9M | Add +1.7% |
| BND Vanguard Total Bond Market | 2.45% | 65,406 | $4.7M | Add +7.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 2.42% | 11,906 | $4.7M | Add +1.6% |
| AMZN Amazon.com Inc. | 2.41% | 23,967 | $4.6M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 2.21% | 7,936 | $4.2M | Add +0.8% |
| SMCI Super Micro Computer Inc. | 2.19% | 5,145 | $4.2M | Add +10.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.17% | 22,908 | $4.2M | Add +1.0% |
| AMD Advanced Micro Devices | 2.14% | 25,371 | $4.1M | Add +10.4% |
| VCIT Vanguard Int-Term Corporate | 2.05% | 49,269 | $3.9M | Add +11.3% |
| XLV SS Health Care Select Sector | 1.90% | 25,071 | $3.7M | Add +3.4% |
| UNH Unitedhealth Group Inc. | 1.72% | 6,503 | $3.3M | Add +2.3% |
| HD Home Depot Inc. | 1.61% | 9,011 | $3.1M | Add +1.6% |
| XLE SS Energy Select Sector | 1.60% | 33,852 | $3.1M | Add +1.0% |
| AMGN Amgen Inc. | 1.57% | 9,651 | $3.0M | Add +1.3% |
| XLF SS Financial Select Sector | 1.49% | 69,567 | $2.9M | Add +0.3% |
| LRCX Lam Research Corp. | 1.27% | 2,301 | $2.5M | Add +0.4% |
| BX Blackstone Inc. | 1.27% | 19,672 | $2.4M | Reduce -0.9% |
| NFLX Netflix Inc. | 1.21% | 3,458 | $2.3M | Reduce -1.1% |
| NOW ServiceNow Inc. | 1.11% | 2,720 | $2.1M | Add +352.6% |
| CRM Salesforce Inc. | 0.99% | 7,433 | $1.9M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.88% | 6,295 | $1.7M | Reduce -0.3% |
| D Dominion Energy Inc. | 0.74% | 29,157 | $1.4M | Reduce -1.9% |
| BA The Boeing Co. | 0.74% | 7,794 | $1.4M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.66% | 6,290 | $1.3M | Add +4.8% |
| CLS Celestica Inc. | 0.58% | 19,517 | $1.1M | Add +1.9% |
| O Realty Income Corp. | 0.57% | 20,886 | $1.1M | Reduce -5.6% |
| PEP Pepsico Inc. | 0.48% | 5,651 | $932K | Add +5.5% |
| DE Deere & Co. | 0.43% | 2,195 | $820K | Add +5.1% |
| TSLA Tesla Inc. | 0.35% | 3,399 | $673K | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.33% | 3,844 | $634K | No change |
| JNJ Johnson & Johnson | 0.31% | 4,129 | $603K | Add +39.8% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 4,971 | $590K | No change |
| MHO M/I Homes Inc. | 0.28% | 4,458 | $545K | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,080 | $540K | Reduce -2.7% |
| MOD Modine Manufacturing Co. | 0.28% | 5,387 | $540K | Add +25.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 13,466 | $536K | Add +6.1% |
| TOWN Towne Bank | 0.25% | 17,378 | $474K | No change |
| BP BP PLC-Spons ADR | 0.24% | 13,000 | $469K | No change |
| MKL Markel Group Inc. | 0.23% | 285 | $449K | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 0.23% | 3,782 | $435K | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,220 | $407K | Add +4.7% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.20% | 273 | $376K | Add +28.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 870 | $354K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 6,060 | $343K | Add +41.6% |
| IBB iShares Biotechnology ETF | 0.18% | 2,499 | $343K | No change |
| BKNG Booking Holdings Inc. | 0.18% | 86 | $341K | No change |
| LOW Lowe's Cos Inc. | 0.17% | 1,512 | $333K | No change |
| RTX RTX Corp. | 0.17% | 3,282 | $329K | Add +15.9% |
| XLY SS Consumer Disc Select Sect | 0.17% | 1,753 | $320K | No change |
| MRK Merck & Co. Inc. | 0.17% | 2,578 | $319K | Add +8.9% |
| PANW Palo Alto Networks Inc. | 0.16% | 934 | $317K | Reduce -0.2% |
| RVT Royce Small-Cap Trust Inc. | 0.16% | 21,863 | $316K | New |
| ADBE Adobe Inc. | 0.15% | 504 | $280K | Add +20.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 3,243 | $265K | New |
| AFL Aflac Inc. | 0.14% | 2,948 | $263K | New |
| DUK Duke Energy Corp. | 0.13% | 2,474 | $248K | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.13% | 5,160 | $245K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 624 | $227K | Reduce -1.1% |
| ELV Elevance Health Inc. | 0.11% | 395 | $214K | No change |
| TDG Transdigm Group Inc. | 0.11% | 165 | $211K | No change |
| LMT Lockheed Martin Corp. | 0.11% | 450 | $210K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,179 | $205K | Reduce -23.9% |
| EPD Enterprise Products Partners | 0.11% | 7,000 | $203K | New |
| GD General Dynamics Corp. | 0.10% | 695 | $202K | New |
| CVX Chevron Corp. | 0.10% | 1,280 | $200K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.07% | 10,164 | $127K | Reduce -4.0% |
| KOPN Kopin Corp. | 0.00% | 10,421 | $9K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −1.91 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.61 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.51 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.40 |
| CWH Camping World Holdings Inc. Class A | Sold out | 0.00% | −0.30 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 4.41% | −0.27 |
| CRM Salesforce Inc. | Reduce -0.3% | 0.99% | −0.24 |
| BX Blackstone Inc. | Reduce -0.9% | 1.27% | −0.17 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.13 |
| BA The Boeing Co. | Reduce -3.8% | 0.74% | −0.12 |
| O Realty Income Corp. | Reduce -5.6% | 0.57% | −0.08 |
| D Dominion Energy Inc. | Reduce -1.9% | 0.74% | −0.06 |
| SMH Vaneck Semiconductor ETF | Reduce -10.7% | 2.65% | −0.06 |
| MKL Markel Group Inc. | Reduce -8.1% | 0.23% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.88% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.28% | −0.01 |
| F Ford Motor Co. | Reduce -4.0% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.9% | 0.11% | −0.01 |
| TSLA Tesla Inc. | Reduce -7.3% | 0.35% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.12% | +0.00 |
| PANW Palo Alto Networks Inc. | Reduce -0.2% | 0.16% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.41% | +0.03 |
| NFLX Netflix Inc. | Reduce -1.1% | 1.21% | +0.05 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 2.56% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 2.54% | +0.31 |
| NVDA Nvidia Corp. | Reduce -6.3% | 7.02% | +1.23 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.8% | 7.85% | +1.15 |
| NOW ServiceNow Inc. | Add +352.6% | 1.11% | +0.86 |
| AVGO Broadcom Inc. | Add +2.2% | 5.55% | +0.81 |
| TLT iShares 20+ Year Treasury BD | Add +24.8% | 3.75% | +0.48 |
| MSFT Microsoft Corp. | Add +7.4% | 3.40% | +0.25 |
| RVT Royce Small-Cap Trust Inc. | New | 0.16% | +0.16 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.14% | +0.14 |
| AFL Aflac Inc. | New | 0.14% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.7% | 2.52% | +0.11 |
| CLS Celestica Inc. | Add +1.9% | 0.58% | +0.11 |
| EPD Enterprise Products Partners | New | 0.11% | +0.11 |
| GD General Dynamics Corp. | New | 0.10% | +0.10 |
| CVX Chevron Corp. | New | 0.10% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 3.47% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +11.3% | 2.05% | +0.09 |
| AMGN Amgen Inc. | Add +1.3% | 1.57% | +0.08 |
| JNJ Johnson & Johnson | Add +39.8% | 0.31% | +0.06 |
| MOD Modine Manufacturing Co. | Add +25.3% | 0.28% | +0.06 |
| LRCX Lam Research Corp. | Add +0.4% | 1.27% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +41.6% | 0.18% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +4.7% | 0.21% | +0.03 |
| BND Vanguard Total Bond Market | Add +7.9% | 2.45% | +0.03 |
| ADBE Adobe Inc. | Add +20.0% | 0.15% | +0.03 |
| RTX RTX Corp. | Add +15.9% | 0.17% | +0.02 |
| BAC Bank of America Corp. | Add +6.1% | 0.28% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.8% | 0.66% | +0.00 |
| DUK Duke Energy Corp. | Add +2.9% | 0.13% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 2.66% | −0.00 |
| MSTR Strategy Inc. | Add +28.8% | 0.20% | −0.00 |
| MRK Merck & Co. Inc. | Add +8.9% | 0.17% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +2.3% | 1.72% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.23% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +4.6% | 2.96% | −0.03 |
| PEP Pepsico Inc. | Add +5.5% | 0.48% | −0.03 |
| META Meta Platforms Inc. Class A | Add +0.1% | 2.67% | −0.04 |
| DE Deere & Co. | Add +5.1% | 0.43% | −0.04 |
| MHO M/I Homes Inc. | Add +1.7% | 0.28% | −0.04 |
| XLV SS Health Care Select Sector | Add +3.4% | 1.90% | −0.07 |
| XLF SS Financial Select Sector | Add +0.3% | 1.49% | −0.12 |
| XLE SS Energy Select Sector | Add +1.0% | 1.60% | −0.13 |
| AMD Advanced Micro Devices | Add +10.4% | 2.14% | −0.14 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.6% | 2.42% | −0.14 |
| MDY State Street SPDR S&P Midcap | Add +0.8% | 2.21% | −0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.0% | 2.17% | −0.22 |
| HD Home Depot Inc. | Add +1.6% | 1.61% | −0.26 |
| SMCI Super Micro Computer Inc. | Add +10.2% | 2.19% | −0.40 |
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 |