Dravo Bay LLC Portfolio Holdings by Sector
Dravo Bay LLC
- $209 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG SCHV VEA DFCF DFSD VUG DISV DFAS 41 stocks |
$207,313
99.04% of portfolio
|
  26  
|
  11  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$897
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$347
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$319
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$226
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
$214
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|