Bay Rivers Group
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Bay Rivers Group reported 81 stock positions worth $190.7 million. Its top holding was Apple (AAPL) at 8.0% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Broadcom (AVGO, 5.1%). Compared with Q4 2024, it opened 5 new positions, sold out of 7, added to 29 and reduced 36. The biggest buy was a new position in iShares Flex I A ETF-Usd (BINC) and the biggest sale Broadcom (AVGO, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Williamsburg, VA
- CIK
- 0001798924
- Portfolio Value
- $190.7M (Q1 2025)
- SEC Filing
- 0001667731-25-000410 ↗ filed Apr 10, 2025
Holdings Value
Holdings 81 stocks · $190.7M
| AAPL Apple Inc. | 7.95% | 68,300 | $15.2M | Reduce -2.3% |
| NVDA Nvidia Corp. | 5.39% | 94,782 | $10.3M | Reduce -8.7% |
| AVGO Broadcom Inc. | 5.07% | 57,743 | $9.7M | Reduce -10.4% |
| USMV iShares MSCI USA Min Vol Fac | 4.86% | 99,047 | $9.3M | Reduce -1.2% |
| TLT iShares 20+ Year Treasury BD | 3.84% | 80,475 | $7.3M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 3.11% | 30,542 | $5.9M | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.94% | 11,944 | $5.6M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.93% | 9,976 | $5.6M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 2.92% | 5,887 | $5.6M | Add +1.6% |
| MSFT Microsoft Corp. | 2.89% | 14,673 | $5.5M | Add +0.3% |
| META Meta Platforms Inc. Class A | 2.85% | 9,437 | $5.4M | Reduce -5.1% |
| BND Vanguard Total Bond Market | 2.67% | 69,282 | $5.1M | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 2.65% | 12,040 | $5.1M | Add +0.6% |
| VCIT Vanguard Int-Term Corporate | 2.36% | 55,158 | $4.5M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.32% | 11,952 | $4.4M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 2.31% | 23,115 | $4.4M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.29% | 23,431 | $4.4M | Reduce -2.5% |
| SMH Vaneck Semiconductor ETF | 2.25% | 20,266 | $4.3M | Reduce -2.6% |
| MDY State Street SPDR S&P Midcap | 2.18% | 7,808 | $4.2M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 2.11% | 25,996 | $4.0M | Reduce -0.6% |
| XLV SS Health Care Select Sector | 1.88% | 24,521 | $3.6M | Reduce -2.1% |
| NFLX Netflix Inc. | 1.79% | 3,667 | $3.4M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 1.73% | 6,289 | $3.3M | Reduce -4.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.55% | 56,596 | $3.0M | New |
| AMGN Amgen Inc. | 1.54% | 9,424 | $2.9M | Reduce -1.9% |
| XLF SS Financial Select Sector | 1.47% | 56,293 | $2.8M | Add +21.8% |
| CRM Salesforce Inc. | 1.41% | 10,010 | $2.7M | Reduce -1.4% |
| AMD Advanced Micro Devices | 1.40% | 26,034 | $2.7M | Reduce -1.3% |
| HD Home Depot Inc. | 1.34% | 6,984 | $2.6M | Add +1.4% |
| BX Blackstone Inc. | 1.31% | 17,896 | $2.5M | Reduce -2.2% |
| VNQ Vanguard Real Estate ETF | 1.28% | 26,994 | $2.4M | Add +0.2% |
| NOW ServiceNow Inc. | 1.20% | 2,885 | $2.3M | Add +11.4% |
| LRCX Lam Research Corp. | 0.85% | 22,274 | $1.6M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 5,706 | $1.6M | Reduce -9.1% |
| D Dominion Energy Inc. | 0.82% | 27,955 | $1.6M | Reduce -6.1% |
| CLS Celestica Inc. | 0.81% | 19,494 | $1.5M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.79% | 6,133 | $1.5M | Add +1.2% |
| O Realty Income Corp. | 0.67% | 22,189 | $1.3M | Add +7.5% |
| PLTR Palantir Technologies Inc. Class A | 0.67% | 15,142 | $1.3M | Add +136.4% |
| BA The Boeing Co. | 0.64% | 7,165 | $1.2M | Reduce -3.4% |
| WMT Walmart Inc. | 0.56% | 12,138 | $1.1M | New |
| TSLA Tesla Inc. | 0.51% | 3,768 | $977K | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 1,746 | $930K | No change |
| PEP Pepsico Inc. | 0.40% | 5,087 | $763K | Reduce -8.9% |
| JNJ Johnson & Johnson | 0.35% | 3,973 | $659K | Reduce -5.9% |
| PG The Procter & Gamble Co. | 0.33% | 3,644 | $621K | Reduce -5.2% |
| TOWN Towne Bank | 0.31% | 17,378 | $594K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.30% | 10,167 | $581K | Add +33.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 13,816 | $577K | Add +4.2% |
| RVT Royce Small-Cap Trust Inc. | 0.30% | 40,274 | $574K | Add +37.6% |
| APP AppLovin Corp. Class A | 0.30% | 2,153 | $570K | Add +73.6% |
| STRL Sterling Infrastructure Inc. | 0.30% | 5,026 | $569K | Add +147.9% |
| MHO M/I Homes Inc. | 0.29% | 4,886 | $558K | Reduce -0.5% |
| TDG Transdigm Group Inc. | 0.29% | 395 | $546K | Add +13.2% |
| VYM Vanguard High DVD Yield ETF | 0.29% | 4,221 | $544K | Reduce -9.4% |
| VOO Vanguard S&P 500 ETF | 0.26% | 983 | $505K | Reduce -5.4% |
| MOD Modine Manufacturing Co. | 0.25% | 6,308 | $484K | Add +3.4% |
| MKL Markel Group Inc. | 0.25% | 255 | $477K | Reduce -8.9% |
| XOM Exxon Mobil Corp. | 0.23% | 3,762 | $447K | No change |
| BP BP PLC-Spons ADR | 0.23% | 13,000 | $439K | No change |
| RTX RTX Corp. | 0.23% | 3,282 | $435K | No change |
| POWL Powell Industries Inc. | 0.22% | 2,464 | $420K | Add +7.4% |
| HEQT Simplify Hedged Equity ETF | 0.21% | 14,070 | $402K | Add +8.2% |
| BKNG Booking Holdings Inc. | 0.21% | 87 | $401K | Add +1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 4,663 | $386K | Reduce -34.5% |
| ADBE Adobe Inc. | 0.20% | 975 | $374K | Add +19.9% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,843 | $369K | New |
| LOW Lowe's Cos Inc. | 0.18% | 1,512 | $353K | No change |
| GOOG Alphabet Inc. Class C | 0.18% | 2,220 | $347K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 2,059 | $342K | Add +30.4% |
| PANW Palo Alto Networks Inc. | 0.18% | 1,998 | $341K | No change |
| XLY SS Consumer Disc Select Sect | 0.17% | 1,681 | $332K | Reduce -4.1% |
| AFL Aflac Inc. | 0.17% | 2,948 | $328K | No change |
| AGGH Simplify Aggregate Bond ETF | 0.17% | 14,900 | $315K | Add +4.2% |
| IBB iShares Biotechnology ETF | 0.16% | 2,358 | $302K | Reduce -0.3% |
| CVX Chevron Corp. | 0.14% | 1,605 | $269K | Add +8.4% |
| CSCO Cisco Systems Inc. | 0.13% | 4,160 | $257K | No change |
| EPD Enterprise Products Partners | 0.13% | 7,000 | $239K | No change |
| MRK Merck & Co. Inc. | 0.13% | 2,660 | $239K | Reduce -0.7% |
| TWLO Twilio Inc. Class A | 0.11% | 2,126 | $208K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 3,865 | $200K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -10.4% | 5.07% | −2.18 |
| NVDA Nvidia Corp. | Reduce -8.7% | 5.39% | −1.37 |
| DELL Dell Technologies -C | Sold out | 0.00% | −1.14 |
| AAPL Apple Inc. | Reduce -2.3% | 7.95% | −0.53 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 2.11% | −0.29 |
| CRM Salesforce Inc. | Reduce -1.4% | 1.41% | −0.24 |
| BX Blackstone Inc. | Reduce -2.2% | 1.31% | −0.22 |
| SMH Vaneck Semiconductor ETF | Reduce -2.6% | 2.25% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.31% | −0.19 |
| AMD Advanced Micro Devices | Reduce -1.3% | 1.40% | −0.14 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.12 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.12 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 2.32% | −0.11 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.2% | 2.94% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -34.5% | 0.20% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.1% | 0.82% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -2.8% | 2.18% | −0.03 |
| MHO M/I Homes Inc. | Reduce -0.5% | 0.29% | −0.02 |
| BBAI Bigbear.ai Holdings Inc. | Sold out | 0.00% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.5% | 2.29% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -4.1% | 0.17% | −0.02 |
| PEP Pepsico Inc. | Reduce -8.9% | 0.40% | −0.01 |
| KOPN Kopin Corp. | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.4% | 0.26% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.13% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.4% | 0.29% | −0.00 |
| BA The Boeing Co. | Reduce -3.4% | 0.64% | +0.00 |
| IBB iShares Biotechnology ETF | Reduce -0.3% | 0.16% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.33% | +0.01 |
| MKL Markel Group Inc. | Reduce -8.9% | 0.25% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 2.85% | +0.03 |
| D Dominion Energy Inc. | Reduce -6.1% | 0.82% | +0.04 |
| JNJ Johnson & Johnson | Reduce -5.9% | 0.35% | +0.05 |
| LRCX Lam Research Corp. | Reduce -0.8% | 0.85% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 2.93% | +0.07 |
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 1.73% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.5% | 3.11% | +0.13 |
| XLV SS Health Care Select Sector | Reduce -2.1% | 1.88% | +0.21 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.5% | 2.36% | +0.21 |
| AMGN Amgen Inc. | Reduce -1.9% | 1.54% | +0.33 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.2% | 4.86% | +0.55 |
Portfolio Buys Q4 2024 → Q1 2025
| BINC iShares Flex I A ETF-Usd Inc. | New | 1.55% | +1.55 |
| WMT Walmart Inc. | New | 0.56% | +0.56 |
| TLT iShares 20+ Year Treasury BD | Add +1.4% | 3.84% | +0.48 |
| PLTR Palantir Technologies Inc. Class A | Add +136.4% | 0.67% | +0.44 |
| XLF SS Financial Select Sector | Add +21.8% | 1.47% | +0.39 |
| COST Costco Wholesale Corp. | Add +1.6% | 2.92% | +0.34 |
| BND Vanguard Total Bond Market | Add +0.3% | 2.67% | +0.26 |
| NFLX Netflix Inc. | Add +3.0% | 1.79% | +0.26 |
| GE General Electric | New | 0.19% | +0.19 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.6% | 2.65% | +0.18 |
| O Realty Income Corp. | Add +7.5% | 0.67% | +0.14 |
| STRL Sterling Infrastructure Inc. | Add +147.9% | 0.30% | +0.13 |
| VNQ Vanguard Real Estate ETF | Add +0.2% | 1.28% | +0.12 |
| TWLO Twilio Inc. Class A | New | 0.11% | +0.11 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.10% | +0.10 |
| APP AppLovin Corp. Class A | Add +73.6% | 0.30% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +33.1% | 0.30% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 0.79% | +0.08 |
| RVT Royce Small-Cap Trust Inc. | Add +37.6% | 0.30% | +0.08 |
| TDG Transdigm Group Inc. | Add +13.2% | 0.29% | +0.07 |
| HD Home Depot Inc. | Add +1.4% | 1.34% | +0.04 |
| CVX Chevron Corp. | Add +8.4% | 0.14% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +30.4% | 0.18% | +0.03 |
| HEQT Simplify Hedged Equity ETF | Add +8.2% | 0.21% | +0.03 |
| AGGH Simplify Aggregate Bond ETF | Add +4.2% | 0.17% | +0.02 |
| ADBE Adobe Inc. | Add +19.9% | 0.20% | +0.02 |
| BAC Bank of America Corp. | Add +4.2% | 0.30% | +0.02 |
| BKNG Booking Holdings Inc. | Add +1.2% | 0.21% | +0.00 |
| POWL Powell Industries Inc. | Add +7.4% | 0.22% | −0.03 |
| CLS Celestica Inc. | Add +1.1% | 0.81% | −0.06 |
| MOD Modine Manufacturing Co. | Add +3.4% | 0.25% | −0.09 |
| MSFT Microsoft Corp. | Add +0.3% | 2.89% | −0.10 |
| NOW ServiceNow Inc. | Add +11.4% | 1.20% | −0.13 |
| TSLA Tesla Inc. | Add +7.4% | 0.51% | −0.17 |
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 |