Bay Rivers Group Top Holdings and 13F Report (2024) → Time is Running Out - June 25th Deadline Approaching! (From Paradigm Press) (Ad) About Bay Rivers GroupInvestment ActivityBay Rivers Group has $182.15 million in total holdings as of March 31, 2024.Bay Rivers Group owns shares of 80 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.20% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Bay Rivers Group has purchased 71 new stocks and bought additional shares in 26 stocks.Bay Rivers Group sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $12,203,631NVIDIA $10,551,774Broadcom $8,621,792iShares MSCI USA Min Vol Factor ETF $8,515,752Invesco QQQ $6,134,158 Largest New Holdings this Quarter Celestica $860,466 HoldingDeere & Company $857,625 HoldingModine Manufacturing $409,317 HoldingMicroStrategy $361,367 HoldingBooking $311,998 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 24,348 shares (about $1.77M)Celestica 19,147 shares (about $860.47K)Deere & Company 2,088 shares (about $857.63K)NVIDIA 651 shares (about $588.22K)iShares 20+ Year Treasury Bond ETF 5,966 shares (about $564.50K) Largest Sales this Quarter VanEck Semiconductor ETF 5,742 shares (about $1.29M)Vanguard Growth ETF 1,229 shares (about $423.03K)Domino's Pizza 616 shares (about $306.04K)Advanced Micro Devices 1,692 shares (about $305.39K)Netflix 379 shares (about $230.18K) 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$12,203,631$379,311 ▲3.2%71,1676.7%Computer and TechnologyNVDANVIDIA$10,551,774$588,218 ▲5.9%11,6785.8%Computer and TechnologyAVGOBroadcom$8,621,792$59,643 ▲0.7%6,5054.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$8,515,752$201,930 ▼-2.3%101,8874.7%ETFQQQInvesco QQQ$6,134,158$121,218 ▼-1.9%13,8153.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$5,959,925$564,503 ▲10.5%62,9883.3%ETFMSFTMicrosoft$5,734,940$133,371 ▼-2.3%13,6313.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,446,330$50,400 ▼-0.9%29,8253.0%ETFMETAMeta Platforms$4,939,987$16,510 ▼-0.3%10,1732.7%Computer and TechnologySMHVanEck Semiconductor ETF$4,922,556$1,291,893 ▼-20.8%21,8792.7%ManufacturingSPYSPDR S&P 500 ETF Trust$4,854,354$87,871 ▼-1.8%9,2812.7%FinanceSMCISuper Micro Computer$4,714,820$419,162 ▲9.8%4,6682.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$4,661,966$108,982 ▼-2.3%11,7212.6%FinanceBNDVanguard Total Bond Market ETF$4,400,942$1,768,395 ▲67.2%60,5942.4%ETFVUGVanguard Growth ETF$4,394,100$423,026 ▼-8.8%12,7662.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,380,815$191,946 ▲4.6%7,8742.4%ETFVBRVanguard Small-Cap Value ETF$4,351,668$45,284 ▲1.1%22,6792.4%ETFAMZNAmazon.com$4,338,500$54,475 ▲1.3%24,0522.4%Retail/WholesaleCOSTCostco Wholesale$4,268,760$122,341 ▲3.0%5,8272.3%Retail/WholesaleAMDAdvanced Micro Devices$4,146,577$305,389 ▼-6.9%22,9742.3%Computer and TechnologyGOOGLAlphabet$4,056,093$3,471 ▲0.1%26,8742.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$3,582,520$21,864 ▼-0.6%24,2502.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,565,338$136,224 ▲4.0%44,2842.0%ETFKRESPDR S&P Regional Banking ETF$3,474,549$28,308 ▼-0.8%69,1041.9%ETFHDHome Depot$3,401,765$111,628 ▼-3.2%8,8681.9%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$3,165,284$94,693 ▼-2.9%33,5271.7%ETFUNHUnitedHealth Group$3,146,478$299,311 ▲10.5%6,3601.7%MedicalXLFFinancial Select Sector SPDR Fund$2,921,268$8,424 ▼-0.3%69,3561.6%ETFAMGNAmgen$2,707,615$7,392 ▲0.3%9,5231.5%MedicalBXBlackstone$2,608,089$11,035 ▲0.4%19,8531.4%FinanceCRMSalesforce$2,245,184$189,734 ▼-7.8%7,4551.2%Computer and TechnologyLRCXLam Research$2,225,867$91,328 ▲4.3%2,2911.2%Computer and TechnologyNFLXNetflix$2,123,833$230,178 ▼-9.8%3,4971.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,640,489$4,418 ▼-0.3%6,3120.9%ETFBABoeing$1,563,991$35,317 ▼-2.2%8,1040.9%AerospaceDDominion Energy$1,461,579$35,072 ▼-2.3%29,7130.8%UtilitiesJPMJPMorgan Chase & Co.$1,201,8000.0%6,0000.7%FinanceORealty Income$1,197,314$64,810 ▼-5.1%22,1320.7%FinanceXLUUtilities Select Sector SPDR Fund$1,113,096$103,924 ▲10.3%16,9550.6%ETFPEPPepsiCo$937,591$121,990 ▲15.0%5,3570.5%Consumer StaplesDPZDomino's Pizza$921,091$306,037 ▼-24.9%1,8540.5%Retail/WholesaleCLSCelestica$860,466$860,466 ▲New Holding19,1470.5%Computer and TechnologyDEDeere & Company$857,625$857,625 ▲New Holding2,0880.5%Industrial ProductsAWKAmerican Water Works$719,450$207,757 ▼-22.4%5,8870.4%UtilitiesTSLATesla$644,270$69,613 ▼-9.8%3,6650.4%Auto/Tires/TrucksPGProcter & Gamble$623,6890.0%3,8440.3%Consumer StaplesVYMVanguard High Dividend Yield ETF$601,447$7,259 ▼-1.2%4,9710.3%ETFMHOM/I Homes$597,359$136,699 ▲29.7%4,3830.3%ConstructionCWHCamping World$545,999$89,928 ▼-14.1%19,6050.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$533,393$12,974 ▼-2.4%1,1100.3%ETFBPBP$489,8400.0%13,0000.3%Oils/EnergyTOWNTowneBank$487,6270.0%17,3780.3%FinanceBACBank of America$481,432$22,752 ▲5.0%12,6960.3%FinanceMKLMarkel Group$471,6590.0%3100.3%Multi-Sector ConglomeratesJNJJohnson & Johnson$467,293$71,976 ▼-13.3%2,9540.3%MedicalNOWServiceNow$458,202$60,230 ▲15.1%6010.3%Computer and TechnologyXOMExxon Mobil$435,551$10,462 ▲2.5%3,7470.2%Oils/EnergyMODModine Manufacturing$409,317$409,317 ▲New Holding4,3000.2%Auto/Tires/TrucksLOWLowe's Companies$385,1520.0%1,5120.2%Retail/WholesaleBRK.BBerkshire Hathaway$365,8520.0%8700.2%FinanceMSTRMicroStrategy$361,367$361,367 ▲New Holding2120.2%Computer and TechnologyIBBiShares Biotechnology ETF$342,844$7,408 ▼-2.1%2,4990.2%FinanceGOOGAlphabet$322,7910.0%2,1200.2%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$322,359$26,112 ▼-7.5%1,7530.2%FinanceMRKMerck & Co., Inc.$312,4580.0%2,3680.2%MedicalBKNGBooking$311,998$311,998 ▲New Holding860.2%Retail/WholesaleRTXRTX$276,205$276,205 ▲New Holding2,8320.2%AerospacePANWPalo Alto Networks$265,946$265,946 ▲New Holding9360.1%Computer and TechnologyCSCOCisco Systems$257,536$4,791 ▲1.9%5,1600.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$247,641$28,351 ▲12.9%4,2800.1%ETFNEENextEra Energy$244,456$3,196 ▲1.3%3,8250.1%UtilitiesDUKDuke Energy$232,491$26,595 ▲12.9%2,4040.1%UtilitiesIWFiShares Russell 1000 Growth ETF$212,679$212,679 ▲New Holding6310.1%ETFADBEAdobe$211,932$211,932 ▲New Holding4200.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$210,741$210,741 ▲New Holding1,5490.1%Computer and TechnologyELVElevance Health$204,823$204,823 ▲New Holding3950.1%MedicalLMTLockheed Martin$204,692$22,744 ▼-10.0%4500.1%AerospaceTDGTransDigm Group$203,214$117,002 ▼-36.5%1650.1%AerospaceFFord Motor$140,5560.0%10,5840.1%Auto/Tires/TrucksKOPNKopin$18,758$18,758 ▲New Holding10,4210.0%Computer and TechnologyZTSZoetis$0$300,792 ▼-100.0%00.0%MedicalALBAlbemarle$0$206,462 ▼-100.0%00.0%Basic MaterialsOMICSingular Genomics Systems$0$6,441 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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