0001798924-24-000001.txt : 20240112 0001798924-24-000001.hdr.sgml : 20240112 20240112115732 ACCESSION NUMBER: 0001798924-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bay Rivers Group CENTRAL INDEX KEY: 0001798924 ORGANIZATION NAME: IRS NUMBER: 030607532 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19684 FILM NUMBER: 24531224 BUSINESS ADDRESS: STREET 1: 5107 CENTER STREET B1 CITY: WILLIAMSBURG STATE: VA ZIP: 23188 BUSINESS PHONE: 7572592450 MAIL ADDRESS: STREET 1: 5107 CENTER STREET B1 CITY: WILLIAMSBURG STATE: VA ZIP: 23188 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001798924 XXXXXXXX 12-31-2023 12-31-2023 false Bay Rivers Group

5107 Center Street B1 Williamsburg VA 23188

13F HOLDINGS REPORT 028-19684 000290095 801-111951 N Alan Broderick 757-259-2450 /s/ Alan Broderick Williamsburg VA 01-12-2024 0 71 159301583 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 3636015 24666 SH SOLE 0 0 24666 ALBEMARLE CORP COM 012653101 206462 1429 SH SOLE 0 0 1429 ALPHABET INC CAP STK CL C 02079K107 298772 2120 SH SOLE 0 0 2120 ALPHABET INC CAP STK CL A 02079K305 3750816 26851 SH SOLE 0 0 26851 AMAZON COM INC COM 023135106 3608575 23750 SH SOLE 0 0 23750 AMERICAN WTR WKS CO INC NEW COM 030420103 1001408 7587 SH SOLE 0 0 7587 AMGEN INC COM 031162100 2735362 9497 SH SOLE 0 0 9497 APPLE INC COM 037833100 13275810 68955 SH SOLE 0 0 68955 BANK AMERICA CORP COM 060505104 407272 12096 SH SOLE 0 0 12096 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 310294 870 SH SOLE 0 0 870 BLACKSTONE INC COM 09260D107 2588157 19769 SH SOLE 0 0 19769 BOEING CO COM 097023105 2160089 8287 SH SOLE 0 0 8287 BP PLC SPONSORED ADR 055622104 460200 13000 SH SOLE 0 0 13000 BROADCOM INC COM 11135F101 7210975 6460 SH SOLE 0 0 6460 CAMPING WORLD HLDGS INC CL A 13462K109 599621 22834 SH SOLE 0 0 22834 CISCO SYS INC COM 17275R102 255833 5064 SH SOLE 0 0 5064 COSTCO WHSL CORP NEW COM 22160K105 3735805 5660 SH SOLE 0 0 5660 DOMINION ENERGY INC COM 25746U109 1430018 30426 SH SOLE 0 0 30426 DOMINOS PIZZA INC COM 25754A201 1018054 2470 SH SOLE 0 0 2470 DUKE ENERGY CORP NEW COM NEW 26441C204 206598 2129 SH SOLE 0 0 2129 EXXON MOBIL CORP COM 30231G102 365627 3657 SH SOLE 0 0 3657 FORD MTR CO DEL COM 345370860 129019 10584 SH SOLE 0 0 10584 HOME DEPOT INC COM 437076102 3174051 9159 SH SOLE 0 0 9159 INVESCO QQQ TR UNIT SER 1 46090E103 5769425 14088 SH SOLE 0 0 14088 ISHARES TR 20 YR TR BD ETF 464287432 5638335 57022 SH SOLE 0 0 57022 ISHARES TR ISHARES BIOTECH 464287556 346791 2553 SH SOLE 0 0 2553 ISHARES TR MSCI USA MIN VOL 46429B697 8138784 104303 SH SOLE 0 0 104303 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 208374 3790 SH SOLE 0 0 3790 JOHNSON & JOHNSON COM 478160104 534327 3409 SH SOLE 0 0 3409 JPMORGAN CHASE & CO COM 46625H100 1020600 6000 SH SOLE 0 0 6000 LAM RESEARCH CORP COM 512807108 1720822 2197 SH SOLE 0 0 2197 LOCKHEED MARTIN CORP COM 539830109 226620 500 SH SOLE 0 0 500 LOWES COS INC COM 548661107 336496 1512 SH SOLE 0 0 1512 M/I HOMES INC COM 55305B101 465561 3380 SH SOLE 0 0 3380 MARKEL GROUP INC COM 570535104 440169 310 SH SOLE 0 0 310 MERCK & CO INC COM 58933Y105 258159 2368 SH SOLE 0 0 2368 META PLATFORMS INC CL A 30303M102 3613002 10207 SH SOLE 0 0 10207 MICROSOFT CORP COM 594918104 5245100 13948 SH SOLE 0 0 13948 NETFLIX INC COM 64110L106 1887147 3876 SH SOLE 0 0 3876 NEXTERA ENERGY INC COM 65339F101 229294 3775 SH SOLE 0 0 3775 NVIDIA CORPORATION COM 67066G104 5460791 11027 SH SOLE 0 0 11027 PEPSICO INC COM 713448108 791394 4660 SH SOLE 0 0 4660 PROCTER AND GAMBLE CO COM 742718109 563300 3844 SH SOLE 0 0 3844 REALTY INCOME CORP COM 756109104 1339580 23330 SH SOLE 0 0 23330 SALESFORCE INC COM 79466L302 2127388 8085 SH SOLE 0 0 8085 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 973509 15372 SH SOLE 0 0 15372 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3327411 24398 SH SOLE 0 0 24398 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 338845 1895 SH SOLE 0 0 1895 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2615313 69556 SH SOLE 0 0 69556 SELECT SECTOR SPDR TR ENERGY 81369Y506 2894995 34530 SH SOLE 0 0 34530 SERVICENOW INC COM 81762P102 368788 522 SH SOLE 0 0 522 SINGULAR GENOMICS SYSTEMS IN COM 82933R100 6441 14000 SH SOLE 0 0 14000 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 4520505 11995 SH SOLE 0 0 11995 SPDR S&P 500 ETF TR TR UNIT 78462F103 4491383 9449 SH SOLE 0 0 9449 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 3820064 7529 SH SOLE 0 0 7529 SPDR SER TR S&P REGL BKG 78464A698 3652641 69667 SH SOLE 0 0 69667 SUPER MICRO COMPUTER INC COM 86800U104 1208958 4253 SH SOLE 0 0 4253 TESLA INC COM 88160R101 1009077 4061 SH SOLE 0 0 4061 TOWNEBANK PORTSMOUTH VA COM 89214P109 517169 17378 SH SOLE 0 0 17378 TRANSDIGM GROUP INC COM 893641100 263016 260 SH SOLE 0 0 260 UNITEDHEALTH GROUP INC COM 91324P102 3030032 5755 SH SOLE 0 0 5755 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 4830084 27621 SH SOLE 0 0 27621 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2665893 36246 SH SOLE 0 0 36246 VANGUARD INDEX FDS GROWTH ETF 922908736 4350804 13995 SH SOLE 0 0 13995 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 496475 1137 SH SOLE 0 0 1137 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4039060 22443 SH SOLE 0 0 22443 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1501365 6329 SH SOLE 0 0 6329 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3461874 42592 SH SOLE 0 0 42592 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5129183 30101 SH SOLE 0 0 30101 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 561614 5031 SH SOLE 0 0 5031 ZOETIS INC CL A 98978V103 300792 1524 SH SOLE 0 0 1524