Fund HoldingsBay Rivers Group

Total Portfolio Value
$201.26M
Total Bought
$12.86M
Total Sold
$10.87M
Net Transaction
+$1.99M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD INDEX FDS026,864+26,86402,6171.30%+2,617
DEERE & CO(DE)2,1955,974+3,7798202,4931.24%+1,673
APPLE INC(AAPL)71,72171,348-37315,10616,6248.26%+1,518
META PLATFORMS INC(META)10,18510,276+915,1365,8832.92%+747
BROADCOM INC(AVGO)6,64866,151+59,50310,67411,4115.67%+737
ISHARES TR
MSCI USA MIN ETF
101,045100,834-2118,4849,2074.57%+723
HOME DEPOT INC(HD)9,0119,033+223,1023,6601.82%+558
VANGUARD SPECIALIZED FUNDS31,20431,298+945,6966,1993.08%+503
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
49,26952,522+3,2533,9384,3992.19%+461
APPLOVIN CORP(APP)03,422+3,42204470.22%+447
VANGUARD INDEX FDS22,90822,972+644,1814,6122.29%+431
ISHARES TR78,59077,812-7787,2137,6333.79%+420
BLACKSTONE INC(BX)19,67218,372-1,3002,4352,8131.40%+378
SPDR DOW JONES INDL AVERAGE(DIA)11,90611,887-194,6575,0302.50%+373
SERVICENOW INC(NOW)2,7202,735+152,1402,4461.22%+306
SPDR S&P MIDCAP 400 ETF TR(MDY)7,9367,969+334,2464,5392.26%+293
M/I HOMES INC(MHO)4,4584,783+3255458200.41%+275
SPDR S&P 500 ETF TR(SPY)9,4149,384-305,1235,3842.68%+261
VANGUARD BD INDEX FDS65,40666,190+7844,7134,9722.47%+259
COSTCO WHSL CORP NEW(COST)5,7895,839+504,9205,1762.57%+256
DOMINION ENERGY INC(D)29,15729,147-101,4291,6840.84%+256
POWELL INDS INC(POWL)01,117+1,11702480.12%+248
PALANTIR TECHNOLOGIES INC(PLTR)06,235+6,23502320.12%+232
MODINE MFG CO(MOD)5,3875,727+3405407600.38%+221
TESLA INC(TSLA)3,3993,39906738890.44%+217
SELECT SECTOR SPDR TR
ST STR CARE ETF
25,07125,084+133,6543,8631.92%+209
REALTY INCOME CORP(O)20,88620,444-4421,1031,2970.64%+193
BERKSHIRE HATHAWAY INC DEL8701,142+2723545260.26%+172
SALESFORCE INC(CRM)7,4337,599+1661,9112,0801.03%+169
NETFLIX INC(NFLX)3,4583,509+512,3342,4891.24%+155
ADVANCED MICRO DEVICES INC(AMD)25,37125,965+5944,1154,2602.12%+145
ROYCE SMALL CAP TRUST INC(RVT)21,86327,663+5,8003164340.22%+118
AMGEN INC(AMGN)9,6519,675+243,0153,1171.55%+102
MICROSTRATEGY INC(MSTR)2732,830+2,5573764770.24%+101
TOWNEBANK PORTSMOUTH VA
COM
17,37817,37804745750.29%+101
VANGUARD INDEX FDS6,2956,29501,6841,7820.89%+99
TRANSDIGM GROUP INC(TDG)165212+472113030.15%+92
JOHNSON & JOHNSON(JNJ)4,1294,223+946036840.34%+81
LOWES COS INC(LOW)1,5121,51203334100.20%+76
RTX CORPORATION(RTX)3,2823,28203293980.20%+68
AFLAC INC(AFL)2,9482,94802633300.16%+66
LOCKHEED MARTIN CORP(LMT)45045002102630.13%+53
ADOBE INC(ADBE)504622+1182803220.16%+42
ISHARES TR3,2433,679+4362653060.15%+41
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,1791,379+2002052390.12%+35
PEPSICO INC(PEP)5,6515,683+329329660.48%+34
PROCTER AND GAMBLE CO(PG)3,8443,84406346660.33%+32
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,7531,75303203510.17%+32
VANGUARD INDEX FDS1,0801,08005405700.28%+30
BOOKING HOLDINGS INC(BKNG)868603413620.18%+22
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
6,0606,120+603433640.18%+21
CHEVRON CORP NEW(CVX)1,2801,480+2002002180.11%+18
ISHARES TR2,4992,449-503433570.18%+14
LUMINAR TECHNOLOGIES INC011,050+11,0500100.00%+10
EXXON MOBIL CORP3,7823,792+104354440.22%+9
DUKE ENERGY CORP NEW(DUK)2,4742,224-2502482560.13%+8
GENERAL DYNAMICS CORP(GD)69569502022100.10%+8
JPMORGAN CHASE & CO.(JPM)6,2906,072-2181,2721,2800.64%+8
ISHARES TR62462402272340.12%+7
VANECK ETF TRUST
SEMICONDUCTR ETF
19,53320,774+1,2415,0925,0992.53%+7
PALO ALTO NETWORKS INC(PANW)93493403173190.16%+3
ENTERPRISE PRODS PARTNERS L(EPD)7,0007,00002032040.10%+1
KOPIN CORP10,42110,4210980.00%-1
BANK AMERICA CORP13,46613,446-205365340.27%-2
ELEVANCE HEALTH INC(ELV)39539502142050.10%-9
MARKEL GROUP INC(MKL)285280-54494390.22%-10
AMAZON COM INC(AMZN)23,96724,801+8344,6324,6212.30%-10
VANGUARD WHITEHALL FDS4,9714,511-4605905780.29%-11
CISCO SYS INC(CSCO)5,1604,160-1,0002452210.11%-24
MERCK & CO INC(MRK)2,5782,57803192930.15%-26
ALPHABET INC(GOOG)2,2202,22004073710.18%-36
BP PLC(BP)13,00013,00004694080.20%-61
CELESTICA INC(CLS)19,51720,338+8211,1191,0400.52%-79
MICROSOFT CORP(MSFT)14,63414,920+2866,5416,4203.19%-121
SELECT SECTOR SPDR TR
ST STR ENERG ETF
33,85233,693-1593,0862,9581.47%-127
FORD MTR CO DEL(F)10,1640-10,1641270-127
VANGUARD INDEX FDS12,98012,194-7864,8554,6822.33%-173
BOEING CO(BA)7,7947,346-4481,4191,1170.55%-302
ALPHABET INC(GOOG)26,80927,163+3544,8834,5052.24%-378
LAM RESEARCH CORP(LRCX)2,3012,449+1482,4501,9990.99%-452
UNITEDHEALTH GROUP INC(UNH)6,5034,723-1,7803,3122,7621.37%-550
INVESCO QQQ TR13,91312,182-1,7316,6665,9452.95%-721
NVIDIA CORPORATION(NVDA)109,361105,070-4,29113,51012,7606.34%-751
SELECT SECTOR SPDR TR
ST STR FINL ETF
69,56743,181-26,3862,8601,9570.97%-903
SUPER MICRO COMPUTER INC(SMCI)5,1452,870-2,2754,2161,1950.59%-3,020
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