0001798924-24-000002.txt : 20240422 0001798924-24-000002.hdr.sgml : 20240422 20240422165313 ACCESSION NUMBER: 0001798924-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24861789 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 03-31-2024 03-31-2024 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 03-31-2024 0 80 182145291 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 211932 420 SH SOLE 0 0 420 ADVANCED MICRO DEVICES INC COM 007903107 4146577 22974 SH SOLE 0 0 22974 ALPHABET INC CAP STK CL A 02079K305 4056093 26874 SH SOLE 0 0 26874 ALPHABET INC CAP STK CL C 02079K107 322791 2120 SH SOLE 0 0 2120 AMAZON COM INC COM 023135106 4338500 24052 SH SOLE 0 0 24052 AMERICAN WTR WKS CO INC NEW COM 030420103 719450 5887 SH SOLE 0 0 5887 AMGEN INC COM 031162100 2707615 9523 SH SOLE 0 0 9523 APPLE INC COM 037833100 12203631 71167 SH SOLE 0 0 71167 BANK AMERICA CORP COM 060505104 481432 12696 SH SOLE 0 0 12696 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 365852 870 SH SOLE 0 0 870 BLACKSTONE INC COM 09260D107 2608089 19853 SH SOLE 0 0 19853 BOEING CO COM 097023105 1563991 8104 SH SOLE 0 0 8104 BOOKING HOLDINGS INC COM 09857L108 311998 86 SH SOLE 0 0 86 BP PLC SPONSORED ADR 055622104 489840 13000 SH SOLE 0 0 13000 BROADCOM INC COM 11135F101 8621792 6505 SH SOLE 0 0 6505 CAMPING WORLD HLDGS INC CL A 13462K109 545999 19605 SH SOLE 0 0 19605 CELESTICA INC SUB VTG SHS 15101Q108 860466 19147 SH SOLE 0 0 19147 CISCO SYS INC COM 17275R102 257536 5160 SH SOLE 0 0 5160 COSTCO WHSL CORP NEW COM 22160K105 4268760 5827 SH SOLE 0 0 5827 DEERE & CO COM 244199105 857625 2088 SH SOLE 0 0 2088 DOMINION ENERGY INC COM 25746U109 1461579 29713 SH SOLE 0 0 29713 DOMINOS PIZZA INC COM 25754A201 921091 1854 SH SOLE 0 0 1854 DUKE ENERGY CORP NEW COM NEW 26441C204 232491 2404 SH SOLE 0 0 2404 ELEVANCE HEALTH INC COM 036752103 204823 395 SH SOLE 0 0 395 EXXON MOBIL CORP COM 30231G102 435551 3747 SH SOLE 0 0 3747 FORD MTR CO DEL COM 345370860 140556 10584 SH SOLE 0 0 10584 HOME DEPOT INC COM 437076102 3401765 8868 SH SOLE 0 0 8868 INVESCO QQQ TR UNIT SER 1 46090E103 6134158 13815 SH SOLE 0 0 13815 ISHARES TR 20 YR TR BD ETF 464287432 5959925 62988 SH SOLE 0 0 62988 ISHARES TR MSCI USA MIN VOL 46429B697 8515752 101887 SH SOLE 0 0 101887 ISHARES TR RUS 1000 GRW ETF 464287614 212679 631 SH SOLE 0 0 631 ISHARES TR ISHARES BIOTECH 464287556 342844 2499 SH SOLE 0 0 2499 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 247641 4280 SH SOLE 0 0 4280 JOHNSON & JOHNSON COM 478160104 467293 2954 SH SOLE 0 0 2954 JPMORGAN CHASE & CO COM 46625H100 1201800 6000 SH SOLE 0 0 6000 KOPIN CORP COM 500600101 18758 10421 SH SOLE 0 0 10421 LAM RESEARCH CORP COM 512807108 2225867 2291 SH SOLE 0 0 2291 LOCKHEED MARTIN CORP COM 539830109 204692 450 SH SOLE 0 0 450 LOWES COS INC COM 548661107 385152 1512 SH SOLE 0 0 1512 M/I HOMES INC COM 55305B101 597359 4383 SH SOLE 0 0 4383 MARKEL GROUP INC COM 570535104 471659 310 SH SOLE 0 0 310 MERCK & CO INC COM 58933Y105 312458 2368 SH SOLE 0 0 2368 META PLATFORMS INC CL A 30303M102 4939987 10173 SH SOLE 0 0 10173 MICROSOFT CORP COM 594918104 5734940 13631 SH SOLE 0 0 13631 MICROSTRATEGY INC CL A NEW 594972408 361367 212 SH SOLE 0 0 212 MODINE MFG CO COM 607828100 409317 4300 SH SOLE 0 0 4300 NETFLIX INC COM 64110L106 2123833 3497 SH SOLE 0 0 3497 NEXTERA ENERGY INC COM 65339F101 244456 3825 SH SOLE 0 0 3825 NVIDIA CORPORATION COM 67066G104 10551774 11678 SH SOLE 0 0 11678 PALO ALTO NETWORKS INC COM 697435105 265946 936 SH SOLE 0 0 936 PEPSICO INC COM 713448108 937591 5357 SH SOLE 0 0 5357 PROCTER AND GAMBLE CO COM 742718109 623689 3844 SH SOLE 0 0 3844 REALTY INCOME CORP COM 756109104 1197314 22132 SH SOLE 0 0 22132 RTX CORPORATION COM 75513E101 276205 2832 SH SOLE 0 0 2832 SALESFORCE INC COM 79466L302 2245184 7455 SH SOLE 0 0 7455 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2921268 69356 SH SOLE 0 0 69356 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 322359 1753 SH SOLE 0 0 1753 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1113096 16955 SH SOLE 0 0 16955 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3582520 24250 SH SOLE 0 0 24250 SELECT SECTOR SPDR TR ENERGY 81369Y506 3165284 33527 SH SOLE 0 0 33527 SERVICENOW INC COM 81762P102 458202 601 SH SOLE 0 0 601 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 4661966 11721 SH SOLE 0 0 11721 SPDR S&P 500 ETF TR TR UNIT 78462F103 4854354 9281 SH SOLE 0 0 9281 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4380815 7874 SH SOLE 0 0 7874 SPDR SER TR S&P REGL BKG 78464A698 3474549 69104 SH SOLE 0 0 69104 SUPER MICRO COMPUTER INC COM 86800U104 4714820 4668 SH SOLE 0 0 4668 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 210741 1549 SH SOLE 0 0 1549 TESLA INC COM 88160R101 644270 3665 SH SOLE 0 0 3665 TOWNEBANK PORTSMOUTH VA COM 89214P109 487627 17378 SH SOLE 0 0 17378 TRANSDIGM GROUP INC COM 893641100 203214 165 SH SOLE 0 0 165 UNITEDHEALTH GROUP INC COM 91324P102 3146478 6360 SH SOLE 0 0 6360 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 4922556 21879 SH SOLE 0 0 21879 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4400942 60594 SH SOLE 0 0 60594 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4351668 22679 SH SOLE 0 0 22679 VANGUARD INDEX FDS GROWTH ETF 922908736 4394100 12766 SH SOLE 0 0 12766 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 533393 1110 SH SOLE 0 0 1110 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1640489 6312 SH SOLE 0 0 6312 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3565338 44284 SH SOLE 0 0 44284 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5446330 29825 SH SOLE 0 0 29825 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 601447 4971 SH SOLE 0 0 4971