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CIK: 0001798924
Total reported value
$293.0M
$293.0M
83 檔
21.2%
The Q4 2024 SEC filing reveals that Bay Rivers Group held a total portfolio value of $293.0M, covering 83 public equity positions.
During Q4 2024, Bay Rivers Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, NVDA) accounted for 21.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.48% | -0.46% | -2.03% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 7.25% | -0.14% | -2.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.76% | -0.51% | -1.20% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.32% | -0.54% | -0.55% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.36% | — | +1.99% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.03% | -0.16% | +0.26% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.41% | -1.99% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.97% | -0.24% | +0.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | -0.15% | +7.21% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.82% | -0.35% | -3.22% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.57% | -0.59% | -0.72% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.15% | -5.52% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.47% | -0.16% | +0.73% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.44% | +0.40% | +0.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.44% | -0.01% | +0.39% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 2.41% | -0.29% | +4.39% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.04% | -3.75% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.31% | -0.20% | +4.62% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.22% | -0.11% | +0.80% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.16% | -0.07% | +5.52% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.67% | -0.13% | -0.11% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.64% | -0.64% | EXIT | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.62% | — | +39.95% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.54% | +2.56% | +1.54% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.54% | -0.57% | +1.42% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.53% | -0.13% | -0.41% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.33% | -0.52% | EXIT | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | -0.10% | -23.79% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.21% | -0.15% | -0.67% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.16% | -0.96% | EXIT | |
| 31 | DELL | Dell Technologies -c | Stock-Tech | 1.14% | — | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 1.08% | +0.04% | +7.03% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | -0.05% | -0.33% | |
| 34 | CLS | Celestica Inc | Stock-Tech | 0.86% | +0.11% | -5.21% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | +1.27% | — | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.78% | -0.04% | +2.13% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.07% | -0.23% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.09% | +3.24% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.64% | -0.13% | +0.95% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.53% | -0.07% | +0.98% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.04% | -1.76% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | +52.89% | |
| 43 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.34% | +0.01% | +6.50% | |
| 44 | MHO | M/i Homes Inc | Stock-Consumer Disc | 0.32% | +0.01% | +2.68% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.01% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.05% | +3.33% | |
| 48 | TOWN | Towne Bank | Stock-Other | 0.29% | -0.03% | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.28% | -0.02% | +93.53% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | -0.01% | -1.41% |
According to official SEC Form 13F filings, Bay Rivers Group reported a total U.S. public equity portfolio value of $293.0M across 83 disclosed positions in Q4 2024.
During Q4 2024, Bay Rivers Group's top holdings by market value included AAPL (8.5%)、AVGO (7.3%)、NVDA (6.8%). The largest single position, AAPL, represented 8.5% of total portfolio value.
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In Q4 2024, Bay Rivers Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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