Bay Rivers Group Top Holdings and 13F Report (2024) About Bay Rivers GroupInvestment ActivityBay Rivers Group has $190.74 million in total holdings as of September 30, 2024.Bay Rivers Group owns shares of 81 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.24% of the portfolio was purchased this quarter.About 4.38% of the portfolio was sold this quarter.This quarter, Bay Rivers Group has purchased 83 new stocks and bought additional shares in 29 stocks.Bay Rivers Group sold shares of 36 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $15,171,368NVIDIA $10,272,473Broadcom $9,667,910iShares MSCI USA Min Vol Factor ETF $9,276,766iShares 20+ Year Treasury Bond ETF $7,325,639 Largest New Holdings this Quarter 092528603 - iShares Flexible Income Active ETF $2,964,498 Holding931142103 - Walmart $1,065,595 Holding369604301 - General Electric $368,876 Holding90138F102 - Twilio $208,157 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $200,130 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 56,596 shares (about $2.96M)Walmart 12,138 shares (about $1.07M)PALANTIR TECHNOLOGIES INC 8,736 shares (about $737.32K)Financial Select Sector SPDR Fund 10,075 shares (about $501.84K)General Electric 1,843 shares (about $368.88K) Largest Sales this Quarter Broadcom 6,740 shares (about $1.13M)NVIDIA 9,031 shares (about $978.78K)Apple 1,599 shares (about $355.18K)Meta Platforms 508 shares (about $292.80K)iShares 1-3 Year Treasury Bond ETF 2,457 shares (about $203.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBay Rivers Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$15,171,368$355,183 ▼-2.3%68,3008.0%Computer and TechnologyNVDANVIDIA$10,272,473$978,780 ▼-8.7%94,7825.4%Computer and TechnologyAVGOBroadcom$9,667,910$1,128,478 ▼-10.5%57,7435.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$9,276,766$115,296 ▼-1.2%99,0474.9%ETFTLTiShares 20+ Year Treasury Bond ETF$7,325,639$101,589 ▲1.4%80,4753.8%ETFVIGVanguard Dividend Appreciation ETF$5,924,753$148,788 ▼-2.4%30,5423.1%ETFQQQInvesco QQQ$5,600,606$126,604 ▼-2.2%11,9442.9%FinanceSPYSPDR S&P 500 ETF Trust$5,580,432$47,548 ▼-0.8%9,9762.9%FinanceCOSTCostco Wholesale$5,567,452$85,115 ▲1.6%5,8872.9%Retail/WholesaleMSFTMicrosoft$5,508,191$18,770 ▲0.3%14,6732.9%Computer and TechnologyMETAMeta Platforms$5,439,325$292,802 ▼-5.1%9,4372.9%Computer and TechnologyBNDVanguard Total Bond Market ETF$5,088,763$13,882 ▲0.3%69,2822.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$5,055,466$27,713 ▲0.6%12,0402.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$4,509,725$21,585 ▼-0.5%55,1582.4%ETFVUGVanguard Growth ETF$4,432,087$107,168 ▼-2.4%11,9522.3%ETFAMZNAmazon.com$4,397,860$60,122 ▼-1.3%23,1152.3%Retail/WholesaleVBRVanguard Small-Cap Value ETF$4,364,964$112,147 ▼-2.5%23,4312.3%ETFSMHVanEck Semiconductor ETF$4,285,651$114,617 ▼-2.6%20,2662.2%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$4,165,145$120,025 ▼-2.8%7,8082.2%ETFGOOGLAlphabet$4,020,021$22,887 ▼-0.6%25,9962.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$3,580,382$78,117 ▼-2.1%24,5211.9%ETFNFLXNetflix$3,419,588$100,713 ▲3.0%3,6671.8%Consumer DiscretionaryUNHUnitedHealth Group$3,294,060$168,134 ▼-4.9%6,2891.7%MedicalBINCiShares Flexible Income Active ETF$2,964,498$2,964,498 ▲New Holding56,5961.6%ETFAMGNAmgen$2,936,086$57,949 ▼-1.9%9,4241.5%MedicalXLFFinancial Select Sector SPDR Fund$2,803,978$501,840 ▲21.8%56,2931.5%ETFCRMSalesforce$2,686,183$36,764 ▼-1.4%10,0101.4%Computer and TechnologyAMDAdvanced Micro Devices$2,674,733$34,007 ▼-1.3%26,0341.4%Computer and TechnologyHDHome Depot$2,559,566$36,649 ▲1.5%6,9841.3%Retail/WholesaleBXBlackstone$2,501,503$56,052 ▼-2.2%17,8961.3%FinanceVNQVanguard Real Estate ETF$2,444,037$4,255 ▲0.2%26,9941.3%ETFNOWServiceNow$2,296,864$235,657 ▲11.4%2,8851.2%Computer and TechnologyLAM RESEARCH CORP$1,619,320$12,795 ▼-0.8%22,2740.8%COM NEWVTIVanguard Total Stock Market ETF$1,568,237$156,109 ▼-9.1%5,7060.8%ETFDDominion Energy$1,567,451$101,656 ▼-6.1%27,9550.8%UtilitiesCELESTICA INC$1,536,322$16,944 ▲1.1%19,4940.8%COMJPMJPMorgan Chase & Co.$1,504,425$18,398 ▲1.2%6,1330.8%FinanceORealty Income$1,287,155$89,623 ▲7.5%22,1890.7%FinancePALANTIR TECHNOLOGIES INC$1,277,985$737,319 ▲136.4%15,1420.7%CL ABABoeing$1,221,991$42,808 ▼-3.4%7,1650.6%AerospaceWMTWalmart$1,065,595$1,065,595 ▲New Holding12,1380.6%Retail/WholesaleTSLATesla$976,515$67,122 ▲7.4%3,7680.5%Auto/Tires/TrucksBRK.BBerkshire Hathaway$929,8850.0%1,7460.5%FinancePEPPepsiCo$762,748$74,371 ▼-8.9%5,0870.4%Consumer StaplesJNJJohnson & Johnson$658,882$41,460 ▼-5.9%3,9730.3%MedicalPGProcter & Gamble$621,010$34,084 ▼-5.2%3,6440.3%Consumer StaplesTOWNTowneBank$594,1540.0%17,3780.3%FinanceJEPIJPMorgan Equity Premium Income ETF$580,942$144,564 ▲33.1%10,1670.3%ETFBACBank of America$576,542$23,369 ▲4.2%13,8160.3%FinanceRVTRoyce Value Trust$573,500$156,782 ▲37.6%40,2740.3%FinanceAPPLOVIN CORP$570,480$241,917 ▲73.6%2,1530.3%COM CL ASTRLSterling Infrastructure$568,993$339,517 ▲148.0%5,0260.3%ConstructionMHOM/I Homes$557,883$2,854 ▼-0.5%4,8860.3%ConstructionTDGTransDigm Group$546,400$63,631 ▲13.2%3950.3%AerospaceVYMVanguard High Dividend Yield ETF$544,354$56,744 ▼-9.4%4,2210.3%ETFVOOVanguard S&P 500 ETF$504,977$28,768 ▼-5.4%9830.3%ETFMODModine Manufacturing$484,139$16,041 ▲3.4%6,3080.3%Auto/Tires/TrucksMKLMarkel Group$476,751$46,740 ▼-8.9%2550.2%Multi-Sector ConglomeratesXOMExxon Mobil$447,4150.0%3,7620.2%EnergyBPBP$439,2700.0%13,0000.2%EnergyRTXRTX$434,7340.0%3,2820.2%AerospacePOWLPowell Industries$419,693$28,956 ▲7.4%2,4640.2%IndustrialsHEQTSimplify Hedged Equity ETF$402,050$30,575 ▲8.2%14,0700.2%ETFBKNGBooking$400,801$4,607 ▲1.2%870.2%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$385,770$203,268 ▼-34.5%4,6630.2%ManufacturingADBEAdobe$373,942$62,132 ▲19.9%9750.2%Computer and TechnologyGEGeneral Electric$368,876$368,876 ▲New Holding1,8430.2%TransportationLOWLowe's Companies$352,6440.0%1,5120.2%Retail/WholesaleGOOGAlphabet$346,8310.0%2,2200.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$341,794$79,680 ▲30.4%2,0590.2%Computer and TechnologyPANWPalo Alto Networks$340,9390.0%1,9980.2%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$331,930$14,217 ▼-4.1%1,6810.2%FinanceAFLAflac$327,7880.0%2,9480.2%FinanceAGGHSimplify Aggregate Bond PLUS Credit Hedge ETF$315,135$12,690 ▲4.2%14,9000.2%ETFIBBiShares Biotechnology ETF$301,556$895 ▼-0.3%2,3580.2%FinanceCVXChevron$268,500$20,911 ▲8.4%1,6050.1%EnergyCSCOCisco Systems$256,7140.0%4,1600.1%Computer and TechnologyEPDEnterprise Products Partners$238,9800.0%7,0000.1%EnergyMRKMerck & Co., Inc.$238,762$1,616 ▼-0.7%2,6600.1%MedicalTWLOTwilio$208,157$208,157 ▲New Holding2,1260.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$200,130$200,130 ▲New Holding3,8650.1%ETFDELLDell Technologies$0$2,346,747 ▼-100.0%00.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$0$250,586 ▼-100.0%00.0%ETFANFAbercrombie & Fitch$0$240,049 ▼-100.0%00.0%Retail/WholesaleDUKDuke Energy$0$239,614 ▼-100.0%00.0%UtilitiesFLOTiShares Floating Rate Bond ETF$0$211,712 ▼-100.0%00.0%ETFBBAIBigBear.ai$0$48,109 ▼-100.0%00.0%Computer and TechnologyKOPNKopin$0$14,173 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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