$96.7 Million is the total value of Bay Rivers Group's 61 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PG | PROCTER AND GAMBLE CO | $482,000 | +8.8% | 4,028 | 0.0% | 0.50% | -20.4% | |
IGSB | ISHARES TRsh tr crport etf | $447,000 | +4.4% | 8,174 | 0.0% | 0.46% | -23.8% | |
VYM | VANGUARD WHITEHALL FDShigh div yld | $432,000 | +11.3% | 5,481 | 0.0% | 0.45% | -18.7% | |
JNJ | JOHNSON & JOHNSON | $346,000 | +7.1% | 2,462 | 0.0% | 0.36% | -21.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q3 2023 | 9.8% |
ISHARES TR | 16 | Q3 2023 | 8.4% |
INVESCO QQQ TR | 16 | Q3 2023 | 5.5% |
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 4.6% |
SPDR S&P 500 ETF TR | 16 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 4.0% |
SPDR DOW JONES INDL AVRG ETF | 16 | Q3 2023 | 3.9% |
VANECK VECTORS ETF TRUST | 16 | Q3 2023 | 3.1% |
BROADCOM INC | 16 | Q3 2023 | 4.2% |
MICROSOFT CORP | 16 | Q3 2023 | 3.4% |
View Bay Rivers Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-20 |
View Bay Rivers Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.