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Bay Rivers Group

SEC CIK
0001798924
Latest filing
Jul 9, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 17, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
60
0 vs. Q3 2022
Portfolio value
$98.7M
−$1.31M (−1.3%) vs. Q3 2022
Filed
Jan 17, 2023
SEC
Holdings of Bay Rivers Group in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock66,734$8.67M8.8%+84+0.1%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF104,416$7.53M7.6%−1,200−1.1%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF29,551$4.49M4.5%−70−0.2%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 111,687$3.87M3.9%+6+0.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF13,888$3.70M3.7%+20.0%Added–
AVGOBroadcom Inc.Stock6,535$3.65M3.7%+21+0.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF9,098$3.48M3.5%+10+0.1%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF21,201$3.37M3.4%+40.0%Added–
MSFTMicrosoft CorpStock13,493$3.24M3.3%+289+2.2%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF23,356$3.17M3.2%+114+0.5%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF7,059$3.13M3.2%−6−0.1%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF42,608$3.00M3.0%+42,608New–
UNHUnitedHealth Group IncStock5,631$2.99M3.0%+312+5.9%AddedHistory
HDHome Depot, Inc.Stock9,056$2.86M2.9%+908+11.1%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF13,144$2.80M2.8%−32−0.2%Reduced–
VanEck Semiconductor ETF92189F676ETF13,411$2.72M2.8%−10−0.1%Reduced–
COSTCostco Wholesale CorpStock5,349$2.44M2.5%−57−1.1%ReducedHistory
GOOGLAlphabet Inc.Stock27,376$2.42M2.4%−105−0.4%ReducedHistory
AMZNAmazon Com IncStock23,633$1.99M2.0%+86+0.4%AddedHistory
DDominion Energy, IncStock31,912$1.96M2.0%+424+1.3%AddedHistory
NVDANVIDIA CorpStock11,280$1.65M1.7%+237+2.1%AddedHistory
BABoeing CoStock8,395$1.60M1.6%+1,791+27.1%AddedHistory
BXBlackstone Inc.COM21,145$1.57M1.6%−90.0%ReducedHistory
AMDAdvanced Micro Devices IncStock22,634$1.47M1.5%+352+1.6%AddedHistory
AWKAmerican Water Works Company, Inc.Stock8,556$1.30M1.3%+290+3.5%AddedHistory
AMGNAmgen IncStock4,859$1.28M1.3%−2,992−38.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF6,399$1.22M1.2%−113−1.7%Reduced–
ORealty Income CorpREIT19,242$1.22M1.2%+499+2.7%AddedHistory
METAMeta Platforms, Inc.Stock9,937$1.20M1.2%−640−6.1%ReducedHistory
NFLXNetflix IncStock3,929$1.16M1.2%+157+4.2%AddedHistory
DPZDominos Pizza IncCOM3,257$1.13M1.1%+57+1.8%AddedHistory
CRMSalesforce, Inc.Stock7,294$967.1K1.0%+99+1.4%AddedHistory
LRCXLam Research CorpCOM2,005$842.7K0.9%−10.0%ReducedHistory
PEPPepsiCo IncStock4,506$814.1K0.8%+258+6.1%AddedHistory
JPMJPMorgan Chase & CoStock5,164$692.5K0.7%+360+7.5%AddedHistory
GNRCGenerac Holdings Inc.Stock6,845$689.0K0.7%−310−4.3%ReducedHistory
JNJJohnson & JohnsonStock3,644$643.7K0.7%+151+4.3%AddedHistory
CWHCamping World Holdings, Inc.CL A26,797$598.1K0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock3,891$589.7K0.6%+47+1.2%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF5,131$555.2K0.6%−50−1.0%Reduced–
Townebank Portsmouth Va89214P109COM17,378$535.9K0.5%00.0%Unchanged–
TSLATesla, Inc.Stock4,167$513.3K0.5%+125+3.1%AddedHistory
BPBP PLCADR13,000$454.1K0.5%00.0%UnchangedHistory
MKLMarkel Group Inc.COM310$408.4K0.4%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH3,030$397.8K0.4%+4+0.1%Added–
Vanguard S&P 500 ETF922908363ETF1,030$361.9K0.4%00.0%Unchanged–
ZTSZoetis Inc.Stock2,392$350.5K0.4%00.0%UnchangedHistory
BGFVBig 5 Sporting Goods CorpCOM37,709$333.0K0.3%−160−0.4%ReducedHistory
LOWLowes Companies IncStock1,512$301.3K0.3%+115+8.2%AddedHistory
MRKMerck & Co., Inc.Stock2,450$271.8K0.3%+82+3.5%AddedHistory
BACBank of America CorpStock8,186$271.1K0.3%+300+3.8%AddedHistory
BRK.BBerkshire Hathaway IncStock870$268.7K0.3%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM649$264.8K0.3%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,003$258.7K0.3%−3−0.1%Reduced–
CSCOCisco Systems, Inc.Stock4,738$225.7K0.2%−326−6.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM1,995$220.0K0.2%+1,995NewHistory
ELVElevance Health, Inc.Stock423$217.0K0.2%+423NewHistory
NEENextera Energy IncStock2,582$215.9K0.2%+2,582NewHistory
FFord Motor CoStock16,914$196.7K0.2%+1,350+8.7%AddedHistory
OMICSingular Genomics Systems, Inc.COM14,000$28.1K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (4)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Bay Rivers Group sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares Tr46434VAX8IBONDS DEC23 ETF115,382$2.88M2.9%–
iShares Tr46434VBA7IBONDS DEC22 ETF105,373$2.64M2.6%–
iShares Tr46434VBG4IBONDS DEC24 ETF69,297$1.69M1.7%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF68,801$1.66M1.7%–