Bay Rivers Group Top Holdings and 13F Report (2026) About Bay Rivers GroupInvestment ActivityBay Rivers Group has $240.05 million in total holdings as of March 31, 2026.Bay Rivers Group owns shares of 109 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 5.82% of the portfolio was purchased this quarter.About 4.56% of the portfolio was sold this quarter.This quarter, Bay Rivers Group has purchased 97 new stocks and bought additional shares in 45 stocks.Bay Rivers Group sold shares of 37 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $16,379,799NVIDIA $15,387,312Broadcom $14,385,096iShares Flexible Income Active ETF $10,710,573iShares MSCI USA Min Vol Factor ETF $9,794,055 Largest New Holdings this Quarter 92532F100 - Vertex Pharmaceuticals $893,080 Holding36828A101 - GE VERNOVA INC $741,967 Holding69374H881 - Pacer US Cash Cows 100 ETF $518,310 Holding24477V105 - DEFINIUM THERAPEUTICS INC $497,939 Holding025537101 - American Electric Power $488,273 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 62,353 shares (about $3.24M)Boeing 5,466 shares (about $1.09M)Vertex Pharmaceuticals 2,000 shares (about $893.08K)GE VERNOVA INC 850 shares (about $741.97K)Pacer US Cash Cows 100 ETF 8,285 shares (about $518.31K) Largest Sales this Quarter VanEck Semiconductor ETF 2,381 shares (about $912.88K)Broadcom 1,194 shares (about $369.55K)Amgen 936 shares (about $329.32K)NVIDIA 1,618 shares (about $282.18K)Advanced Micro Devices 1,247 shares (about $253.68K) 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$16,379,799$164,709 â–¼-1.0%64,5416.8%Computer and TechnologyNVDANVIDIA$15,387,312$282,179 â–¼-1.8%88,2306.4%Computer and TechnologyAVGOBroadcom$14,385,096$369,555 â–¼-2.5%46,4776.0%Computer and TechnologyBINCiShares Flexible Income Active ETF$10,710,573$3,237,994 â–²43.3%206,2504.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$9,794,055$231,107 â–²2.4%105,6084.1%ETFGOOGLAlphabet$7,547,630$81,668 â–¼-1.1%26,2473.1%Computer and TechnologyQQQInvesco QQQ$7,391,911$332,454 â–²4.7%12,8073.1%FinanceVIGVanguard Dividend Appreciation ETF$6,608,771$104,949 â–²1.6%30,7302.8%ETFSPYSPDR S&P 500 ETF Trust$6,430,565$115,110 â–²1.8%9,8882.7%FinanceCOSTCostco Wholesale$6,147,599$75,724 â–¼-1.2%6,1702.6%Retail/WholesaleSMHVanEck Semiconductor ETF$6,127,157$912,882 â–¼-13.0%15,9812.6%ManufacturingDIASPDR Dow Jones Industrial Average ETF Trust$5,652,358$43,077 â–²0.8%12,2032.4%FinanceMSFTMicrosoft$5,569,670$14,437 â–¼-0.3%15,0462.3%Computer and TechnologyMETAMeta Platforms$5,485,225$79,529 â–¼-1.4%9,5872.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$5,367,864$179,388 â–²3.5%72,8932.2%ETFVBRVanguard Small-Cap Value ETF$5,266,838$19,118 â–¼-0.4%24,2432.2%ETFAMDAdvanced Micro Devices$5,152,068$253,677 â–¼-4.7%25,3262.1%Computer and TechnologyLAM RESEARCH CORP$5,116,730$143,152 â–¼-2.7%23,9482.1%COM NEWAMZNAmazon.com$5,073,457$1,458 â–²0.0%24,3602.1%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$5,036,196$119,645 â–²2.4%8,1662.1%ETFVUGVanguard Growth ETF$5,006,374$151,126 â–²3.1%11,4622.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,697,883$149,943 â–²3.3%56,7722.0%ETFCELESTICA INC$4,189,990$157,177 â–²3.9%14,8751.7%COMPALANTIR TECHNOLOGIES INC$3,944,879$117,317 â–¼-2.9%26,9681.6%CL AXLVHealth Care Select Sector SPDR Fund$3,878,763$72,280 â–²1.9%26,4561.6%ETFNFLXNetflix$3,280,157$143,937 â–¼-4.2%34,1151.4%Consumer DiscretionaryAMGNAmgen$3,028,285$329,322 â–¼-9.8%8,6071.3%MedicalXLFFinancial Select Sector SPDR Fund$2,713,293$100,765 â–²3.9%54,9581.1%ETFBABoeing$2,586,196$1,087,898 â–²72.6%12,9941.1%AerospaceHDHome Depot$2,449,902$16,773 â–²0.7%7,4491.0%Retail/WholesaleVNQVanguard Real Estate ETF$2,296,006$51,535 â–²2.3%25,8851.0%ETFSTRLSterling Infrastructure$2,176,044$147,024 â–²7.2%5,3430.9%ConstructionBXBlackstone$1,953,680$189,274 â–¼-8.8%16,9900.8%FinanceVTIVanguard Total Stock Market ETF$1,932,559$1,604 â–¼-0.1%6,0240.8%ETFJPMJPMorgan Chase & Co.$1,776,995$882 â–¼0.0%6,0410.7%FinanceWALMART INC$1,535,604$373 â–²0.0%12,3560.6%COMCRMSalesforce$1,531,581$228,664 â–¼-13.0%8,2050.6%Computer and TechnologyTSLATesla$1,477,335$111,897 â–²8.2%3,9740.6%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$1,279,216$98,585 â–²8.4%2,1410.5%ETFNOWServiceNow$1,245,191$198,122 â–¼-13.7%11,9100.5%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,153,682$227,404 â–²24.6%20,3540.5%ETFBEBloom Energy$1,103,566$45,796 â–²4.3%8,1450.5%EnergyPOWLPowell Industries$1,083,2420.0%2,0020.5%IndustrialsMODModine Manufacturing$940,088$54,611 â–¼-5.5%4,3380.4%Auto/Tires/TrucksJNJJohnson & Johnson$922,517$42,533 â–¼-4.4%3,7740.4%MedicalORealty Income$906,535$118,318 â–¼-11.5%14,8180.4%FinanceVRTXVertex Pharmaceuticals$893,080$893,080 â–²New Holding2,0000.4%MedicalAPPLOVIN CORP$874,804$14,726 â–²1.7%2,1980.4%COM CL AHEQTSimplify Hedged Equity ETF$865,942$243,434 â–²39.1%27,4900.4%ETFRVTRoyce Small-Cap Trust$853,658$73,870 â–²9.5%51,4250.4%FinanceMTUMiShares MSCI USA Momentum Factor ETF$744,209$215,991 â–²40.9%3,1010.3%ETFGE VERNOVA INC$741,967$741,967 â–²New Holding8500.3%COMAGGHSimplify Aggregate Bond ETF$731,013$165,242 â–²29.2%35,9220.3%ETFTSMTaiwan Semiconductor Manufacturing$721,1850.0%2,1340.3%Computer and TechnologyBACBank of America$682,305$488 â–²0.1%13,9960.3%FinanceGEGE Aerospace$680,507$179,633 â–²35.9%2,3980.3%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$632,254$113,454 â–²21.9%7,6570.3%ManufacturingGOOGAlphabet$625,068$16,925 â–²2.8%2,1790.3%Computer and TechnologyBPBP$611,0000.0%13,0000.3%EnergyPEPPepsiCo$610,369$118,937 â–¼-16.3%3,9310.3%Consumer StaplesXOMExxonMobil$602,632$16,966 â–¼-2.7%3,5520.3%EnergyTOWNTowne Bank$590,098$4,983 â–²0.9%17,5260.2%FinanceVYMVanguard High Dividend Yield ETF$587,6840.0%3,9680.2%Financial ServicesSCHDSchwab US Dividend Equity ETF$572,879$132,444 â–²30.1%18,6730.2%ETFPOWER SOLUTIONS INTL INC$559,244$85,232 â–²18.0%9,1860.2%COM NEWMHOM/I Homes$533,270$46,531 â–¼-8.0%4,3550.2%ConstructionCOWZPacer US Cash Cows 100 ETF$518,310$518,310 â–²New Holding8,2850.2%ETFDEFINIUM THERAPEUTICS INC$497,939$497,939 â–²New Holding26,3460.2%COM SHSDDominion Energy$492,542$11,994 â–¼-2.4%7,9670.2%UtilitiesPGProcter & Gamble$490,374$22,677 â–¼-4.4%3,3950.2%Consumer StaplesAEPAmerican Electric Power$488,273$488,273 â–²New Holding3,7250.2%UtilitiesVANGUARD INSTL INDEX FD$486,732$486,732 â–²New Holding6,4340.2%0-3 MO TREAS BILRTXRTX$449,843$115,740 â–¼-20.5%2,3320.2%AerospaceTDGTransdigm Group$438,087$11,590 â–¼-2.6%3780.2%AerospaceMKLMarkel Group$430,666$38,281 â–¼-8.2%2250.2%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$418,8210.0%8740.2%FinanceIAUMiShares Gold Trust Micro$391,159$121,653 â–²45.1%8,3760.2%FinanceBKNGBooking$383,139$12,631 â–²3.4%910.2%Retail/WholesaleIBBiShares Biotechnology ETF$358,2150.0%2,1220.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$340,1470.0%3,1210.1%FinanceEMREmerson Electric$331,874$331,874 â–²New Holding2,5330.1%IndustrialsSTXSeagate Technology$319,284$15,279 â–²5.0%8150.1%Computer and TechnologyPANWPalo Alto Networks$310,7000.0%1,9380.1%Computer and TechnologyCVXChevron$304,143$10,345 â–¼-3.3%1,4700.1%EnergyTTMITTM Technologies$297,423$297,423 â–²New Holding3,0530.1%Computer and TechnologyCSCOCisco Systems$295,618$3,880 â–²1.3%3,8100.1%Computer and TechnologyGDGeneral Dynamics$290,021$34,322 â–²13.4%8450.1%AerospaceGCTGigaCloud Technology$273,959$4,538 â–²1.7%6,0370.1%Business ServicesLOWLowe's Companies$272,667$84,588 â–¼-23.7%1,1540.1%Retail/WholesaleLMTLockheed Martin$265,9320.0%4400.1%AerospaceEPDEnterprise Products Partners$264,8800.0%7,0000.1%EnergyRSPInvesco S&P 500 Equal Weight ETF$261,587$261,587 â–²New Holding1,3630.1%ETFMRKMerck & Co., Inc.$241,181$24,058 â–¼-9.1%2,0050.1%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$239,347$21,653 â–²9.9%4,3110.1%ETFHASHasbro$237,276$237,276 â–²New Holding2,5350.1%Consumer DiscretionaryAFLAflac$231,269$92,157 â–¼-28.5%2,1080.1%FinanceIWFiShares Russell 1000 Growth ETF$221,7280.0%5200.1%ETFMUMicron Technology$213,177$213,177 â–²New Holding6310.1%Computer and TechnologyTWLOTwilio$212,762$27,303 â–¼-11.4%1,6910.1%Computer and TechnologyPWVInvesco Large Cap Value ETF$209,130$209,130 â–²New Holding3,0000.1%ETFShowing largest 100 holdings. 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