Bay Rivers Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Bay Rivers Group reported 83 stock positions worth $206.3 million. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by Broadcom (AVGO, 7.2%) and Nvidia (NVDA, 6.8%). Compared with Q3 2024, it opened 7 new positions, sold out of 8, added to 35 and reduced 24. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale an exit from SS Energy Select Sector (XLE).
- Most Recent 13F
- Q2 2026
- Location
- Williamsburg, VA
- CIK
- 0001798924
- Portfolio Value
- $206.3M (Q4 2024)
- SEC Filing
- 0001667731-25-000076 ↗ filed Jan 22, 2025
Holdings Value
Holdings 83 stocks · $206.3M
| AAPL Apple Inc. | 8.48% | 69,899 | $17.5M | Reduce -2.0% |
| AVGO Broadcom Inc. | 7.25% | 64,483 | $14.9M | Reduce -2.5% |
| NVDA Nvidia Corp. | 6.76% | 103,813 | $13.9M | Reduce -1.2% |
| USMV iShares MSCI USA Min Vol Fac | 4.32% | 100,278 | $8.9M | Reduce -0.6% |
| TLT iShares 20+ Year Treasury BD | 3.36% | 79,359 | $6.9M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.03% | 12,214 | $6.2M | Add +0.3% |
| MSFT Microsoft Corp. | 2.99% | 14,623 | $6.2M | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 2.97% | 31,309 | $6.1M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.86% | 10,061 | $5.9M | Add +7.2% |
| META Meta Platforms Inc. Class A | 2.82% | 9,945 | $5.8M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 2.57% | 5,797 | $5.3M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 2.49% | 23,431 | $5.1M | Reduce -5.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 2.47% | 11,974 | $5.1M | Add +0.7% |
| SMH Vaneck Semiconductor ETF | 2.44% | 20,808 | $5.0M | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.44% | 12,241 | $5.0M | Add +0.4% |
| BND Vanguard Total Bond Market | 2.41% | 69,093 | $5.0M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 2.40% | 26,144 | $4.9M | Reduce -3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.31% | 24,033 | $4.8M | Add +4.6% |
| MDY State Street SPDR S&P Midcap | 2.22% | 8,033 | $4.6M | Add +0.8% |
| VCIT Vanguard Int-Term Corporate | 2.16% | 55,422 | $4.4M | Add +5.5% |
| XLV SS Health Care Select Sector | 1.67% | 25,056 | $3.4M | Reduce -0.1% |
| CRM Salesforce Inc. | 1.64% | 10,147 | $3.4M | Add +33.5% |
| UNH Unitedhealth Group Inc. | 1.62% | 6,610 | $3.3M | Add +40.0% |
| AMD Advanced Micro Devices | 1.54% | 26,365 | $3.2M | Add +1.5% |
| NFLX Netflix Inc. | 1.54% | 3,559 | $3.2M | Add +1.4% |
| BX Blackstone Inc. | 1.53% | 18,297 | $3.2M | Reduce -0.4% |
| NOW ServiceNow Inc. | 1.33% | 2,589 | $2.7M | Reduce -5.3% |
| HD Home Depot Inc. | 1.30% | 6,884 | $2.7M | Reduce -23.8% |
| AMGN Amgen Inc. | 1.21% | 9,610 | $2.5M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 1.16% | 26,947 | $2.4M | Add +0.3% |
| DELL Dell Technologies -C | 1.14% | 20,364 | $2.3M | New |
| XLF SS Financial Select Sector | 1.08% | 46,218 | $2.2M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.88% | 6,274 | $1.8M | Reduce -0.3% |
| CLS Celestica Inc. | 0.86% | 19,279 | $1.8M | Reduce -5.2% |
| LRCX Lam Research Corp. | 0.79% | 22,450 | $1.6M | Reduce -8.3% |
| D Dominion Energy Inc. | 0.78% | 29,768 | $1.6M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.70% | 6,058 | $1.5M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.69% | 3,509 | $1.4M | Add +3.2% |
| BA The Boeing Co. | 0.64% | 7,416 | $1.3M | Add +0.9% |
| O Realty Income Corp. | 0.53% | 20,644 | $1.1M | Add +1.0% |
| PEP Pepsico Inc. | 0.41% | 5,583 | $849K | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,746 | $791K | Add +52.9% |
| MOD Modine Manufacturing Co. | 0.34% | 6,099 | $707K | Add +6.5% |
| MHO M/I Homes Inc. | 0.32% | 4,911 | $653K | Add +2.7% |
| PG The Procter & Gamble Co. | 0.31% | 3,844 | $644K | No change |
| JNJ Johnson & Johnson | 0.30% | 4,223 | $611K | No change |
| VYM Vanguard High DVD Yield ETF | 0.29% | 4,661 | $595K | Add +3.3% |
| TOWN Towne Bank | 0.29% | 17,378 | $592K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 7,120 | $584K | Add +93.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 13,256 | $583K | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,039 | $560K | Reduce -3.8% |
| POWL Powell Industries Inc. | 0.25% | 2,294 | $508K | Add +105.4% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 6,406 | $484K | Add +2.7% |
| MKL Markel Group Inc. | 0.23% | 280 | $483K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.22% | 29,264 | $462K | Add +5.8% |
| TDG Transdigm Group Inc. | 0.21% | 349 | $442K | Add +64.6% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 7,637 | $439K | Add +24.8% |
| BKNG Booking Holdings Inc. | 0.21% | 86 | $427K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 2,220 | $423K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 3,762 | $405K | Reduce -0.8% |
| APP AppLovin Corp. Class A | 0.19% | 1,240 | $402K | Reduce -63.8% |
| XLY SS Consumer Disc Select Sect | 0.19% | 1,753 | $393K | No change |
| BP BP PLC-Spons ADR | 0.19% | 13,000 | $384K | No change |
| HEQT Simplify Hedged Equity ETF | 0.19% | 13,000 | $383K | New |
| RTX RTX Corp. | 0.18% | 3,282 | $380K | No change |
| LOW Lowe's Cos Inc. | 0.18% | 1,512 | $373K | No change |
| PANW Palo Alto Networks Inc. | 0.18% | 1,998 | $364K | Add +7.0% |
| ADBE Adobe Inc. | 0.18% | 813 | $362K | Add +30.7% |
| STRL Sterling Infrastructure Inc. | 0.17% | 2,027 | $341K | New |
| IBB iShares Biotechnology ETF | 0.15% | 2,365 | $313K | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 1,579 | $312K | Add +14.5% |
| AFL Aflac Inc. | 0.15% | 2,948 | $305K | No change |
| AGGH Simplify Aggregate Bond ETF | 0.14% | 14,300 | $295K | New |
| MRK Merck & Co. Inc. | 0.13% | 2,678 | $266K | Add +3.9% |
| IWF iShares Russell 1000 Growth | 0.12% | 624 | $251K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 4,160 | $246K | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.12% | 1,606 | $240K | New |
| DUK Duke Energy Corp. | 0.12% | 2,224 | $240K | No change |
| EPD Enterprise Products Partners | 0.11% | 7,000 | $220K | No change |
| CVX Chevron Corp. | 0.10% | 1,480 | $214K | No change |
| FLOT iShares Floating Rate Bond E | 0.10% | 4,161 | $212K | New |
| BBAI Bigbear.ai Holdings Inc. | 0.02% | 10,811 | $48K | New |
| KOPN Kopin Corp. | 0.01% | 10,421 | $14K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| XLE SS Energy Select Sector | Sold out | 0.00% | −1.47 |
| DE Deere & Co. | Sold out | 0.00% | −1.24 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.59 |
| HD Home Depot Inc. | Reduce -23.8% | 1.30% | −0.52 |
| AMGN Amgen Inc. | Reduce -0.7% | 1.21% | −0.33 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 4.32% | −0.26 |
| XLV SS Health Care Select Sector | Reduce -0.1% | 1.67% | −0.25 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.24 |
| LRCX Lam Research Corp. | Reduce -8.3% | 0.79% | −0.21 |
| MSFT Microsoft Corp. | Reduce -2.0% | 2.99% | −0.20 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.13 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.10 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -3.2% | 2.82% | −0.10 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.41% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -63.8% | 0.19% | −0.03 |
| IBB iShares Biotechnology ETF | Reduce -3.4% | 0.15% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.20% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 0.27% | −0.01 |
| LUMINAR TECHNOLOGIES INC | Sold out | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.88% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 2.57% | +0.00 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.28% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.70% | +0.07 |
| NOW ServiceNow Inc. | Reduce -5.3% | 1.33% | +0.11 |
| BX Blackstone Inc. | Reduce -0.4% | 1.53% | +0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 2.40% | +0.16 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 2.49% | +0.20 |
| AAPL Apple Inc. | Reduce -2.0% | 8.48% | +0.22 |
| CLS Celestica Inc. | Reduce -5.2% | 0.86% | +0.35 |
| NVDA Nvidia Corp. | Reduce -1.2% | 6.76% | +0.42 |
| AVGO Broadcom Inc. | Reduce -2.5% | 7.25% | +1.58 |
Portfolio Buys Q3 2024 → Q4 2024
| DELL Dell Technologies -C | New | 1.14% | +1.14 |
| CRM Salesforce Inc. | Add +33.5% | 1.64% | +0.61 |
| NFLX Netflix Inc. | Add +1.4% | 1.54% | +0.30 |
| UNH Unitedhealth Group Inc. | Add +40.0% | 1.62% | +0.25 |
| TSLA Tesla Inc. | Add +3.2% | 0.69% | +0.24 |
| HEQT Simplify Hedged Equity ETF | New | 0.19% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.2% | 2.86% | +0.18 |
| STRL Sterling Infrastructure Inc. | New | 0.17% | +0.17 |
| AGGH Simplify Aggregate Bond ETF | New | 0.14% | +0.14 |
| SHY iShares 1-3 Year Treasury Bo | Add +93.5% | 0.28% | +0.13 |
| POWL Powell Industries Inc. | Add +105.4% | 0.25% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +52.9% | 0.38% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +2.7% | 0.23% | +0.12 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.12% | +0.12 |
| XLF SS Financial Select Sector | Add +7.0% | 1.08% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 2.44% | +0.11 |
| FLOT iShares Floating Rate Bond E | New | 0.10% | +0.10 |
| BA The Boeing Co. | Add +0.9% | 0.64% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 3.03% | +0.07 |
| TDG Transdigm Group Inc. | Add +64.6% | 0.21% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.5% | 0.15% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +24.8% | 0.21% | +0.03 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +7.0% | 0.18% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.6% | 2.31% | +0.02 |
| ADBE Adobe Inc. | Add +30.7% | 0.18% | +0.02 |
| RVT Royce Small-Cap Trust Inc. | Add +5.8% | 0.22% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +3.3% | 0.29% | +0.00 |
| MRK Merck & Co. Inc. | Add +3.9% | 0.13% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +5.5% | 2.16% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.7% | 2.47% | −0.03 |
| MOD Modine Manufacturing Co. | Add +6.5% | 0.34% | −0.04 |
| MDY State Street SPDR S&P Midcap | Add +0.8% | 2.22% | −0.04 |
| D Dominion Energy Inc. | Add +2.1% | 0.78% | −0.06 |
| BND Vanguard Total Bond Market | Add +4.4% | 2.41% | −0.06 |
| MHO M/I Homes Inc. | Add +2.7% | 0.32% | −0.09 |
| SMH Vaneck Semiconductor ETF | Add +0.2% | 2.44% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +0.0% | 2.97% | −0.11 |
| O Realty Income Corp. | Add +1.0% | 0.53% | −0.11 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 1.16% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Add +2.0% | 3.36% | −0.43 |
| AMD Advanced Micro Devices | Add +1.5% | 1.54% | −0.57 |
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 |